Patriot-Investment-Management-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", "DJP", null, "GDX", null, null, null, "FNDA", null, "ABT", "ABBV", null, null, "GOOGL", "VDE", null, "SCHH", "T", "CAT", "LOW", null, null, "DUK", null, null, "WEST", "HD", "AZN", "MCD", null, null, null, "MUB", "META", null, null, null, "IVW", "IJH", null, null, null, null, "IWS", null, null, null, "MSFT", "MDLZ", "EQT", null, "HSY", "IJR", "IWD", "VHT", null, null, "EEM", null, "IWF", null, null, "PEP", null, "VGSH", "IEMG", null, null, "IVV", null, null, null, null, "AAPL", "SPY", "EFAV", null, null, null, "NVDA", "INTC", "PFE", "PG", "MRK", "VZ", null, "AMGN", null, null, null, "IEFA", "RY", "SCHX", null, "RTX", "SPDW", "GLD", null, null, null, "IBM", "UPS", "VNQ", "VO", "PNFP", "VSEC", "VXF", "VV", "VOE", "ACWV", null, "VWO", "JBL", "VSS", null, null, null, "LOB", "VCIT", "VIG", null, "SMBK", "IWO", "IWN", null, null, null, null, "VYM", "ALB", "SDY", "TAP", "IWR", null, null, null, "AMZN", "SCHB", null, null, "IVE", null, null, null, "UCB", null, "VEU", "VPL", "VGT", "ESGV", "VUG", "VEA", "VYMI", null, null, null, "VXUS", "BNDX", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VUSB", null, "VTV", "V", "WMT", null, null, null, "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", null, "NXPI", "SO", null, null, "IXUS", null, null, "DGRO", null, null, "ESGU", null, null, "BRK-A", "BMY", "CVX", "CSCO", "KO", "CMCSA", "COST", "CSX", "DE", "RSP", "IJT", null, "IJJ", "EFA", "ADI", "MCO", "USMV", "QQQ", "IWM", "EPD", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 226
- Total Value
- 1331499000
- Accession Number
- 0001085146-25-002125
- Form Type
- 13F-HR
- Manager Name
- Patriot-Investment-Management-Group
Data Enrichment
62% identified140 identified86 unidentified
Holdings
226 positions
Manager:
Search and click to pin securities to the top
Page 6 of 12
46138G706
Shares:36.7K
Value:$1.1M
464288687
Shares:35.8K
Value:$1.1M
46138E354
Shares:12.8K
Value:$953.9K
464288737
Shares:14.8K
Value:$945.0K
46435G433
Shares:22.4K
Value:$928.4K
922020805
Shares:17.2K
Value:$860.6K
808524870
Shares:31.7K
Value:$852.8K
464288729
Shares:5.6K
Value:$820.7K
46431W648
Shares:10.9K
Value:$814.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46138G706)✕ | 36.7K | QoQ +1.45% (-526)YoY -0.21% (-78) | All Managers (Combined) | $1.1M | |
AbbVie Inc.(ABBVcusip00287Y109) | 5.3K | QoQ +0.09% (+5) | All Managers (Combined) | $1.1M | |
(cusip464288687)✕ | 35.8K | QoQ +0.03% (-11) | All Managers (Combined) | $1.1M | |
34.9K | All Managers (Combined) | $1.1M | |||
23.3K | QoQ 0.00% (+0)YoY +0.18% (+43) | All Managers (Combined) | $1.1M | ||
18.2K | QoQ -0.40% (-74) | All Managers (Combined) | $1.1M | ||
6.0K | All Managers (Combined) | $1.0M | |||
(cusip46138E354)✕ | 12.8K | QoQ 0.00% (+0)YoY -6.07% (-826) | All Managers (Combined) | $953.9K | |
10.6K | All Managers (Combined) | $950.3K | |||
(cusip464288737)✕ | 14.8K | All Managers (Combined) | $945.0K | ||
(cusip46435G433)✕ | 22.4K | All Managers (Combined) | $928.4K | ||
CATERPILLAR INC(CATcusip149123101) | 2.8K | QoQ +0.35% (-10)YoY +1.33% (-37) | All Managers (Combined) | $923.5K | |
(cusip922020805)✕ | 17.2K | All Managers (Combined) | $860.6K | ||
COCA COLA CO(KOcusip191216100) | 11.9K | QoQ -5.58% (-706)YoY +0.67% (+80) | All Managers (Combined) | $854.6K | |
(cusip808524870)✕ | 31.7K | All Managers (Combined) | $852.8K | ||
10.4K | All Managers (Combined) | $847.5K | |||
6.6K | QoQ -0.83% (-56)YoY -3.53% (-243) | All Managers (Combined) | $825.4K | ||
PEPSICO INC(PEPcusip713448108) | 5.5K | All Managers (Combined) | $824.4K | ||
(cusip464288729)✕ | 5.6K | QoQ 0.00% (+0)YoY -6.78% (-411) | All Managers (Combined) | $820.7K | |
(cusip46431W648)✕ | 10.9K | QoQ -0.61% (-67)YoY +0.96% (+104) | All Managers (Combined) | $814.6K |