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 7 of 12
46429B747
Shares:7.8K
Value:$811.9K
464287879
Shares:8.2K
Value:$801.3K
464287432
Shares:8.5K
Value:$774.8K
46434VBD1
Shares:29.4K
Value:$740.4K
46434V738
Shares:12.0K
Value:$723.4K
464288760
Shares:4.5K
Value:$695.6K
464287242
Shares:6.2K
Value:$677.3K
464288513
Shares:7.5K
Value:$594.1K
464287762
Shares:9.7K
Value:$588.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46429B747)✕ | 7.8K | QoQ 0.00% (+0) | All Managers (Combined) | $811.9K | |
852 | QoQ 0.00% (+0) | All Managers (Combined) | $806.2K | ||
(cusip464287879)✕ | 8.2K | QoQ -0.42% (-35)YoY -4.32% (-372) | All Managers (Combined) | $801.3K | |
MOODYS CORP /DE/(MCOcusip615369105) | 1.7K | All Managers (Combined) | $786.6K | ||
(cusip464287432)✕ | 8.5K | QoQ +0.63% (+54)YoY +5.84% (+470) | All Managers (Combined) | $774.8K | |
(cusip46434VBD1)✕ | 29.4K | All Managers (Combined) | $740.4K | ||
(cusip46434V738)✕ | 12.0K | QoQ 0.00% (+0)YoY +0.01% (+2) | All Managers (Combined) | $723.4K | |
9.2K | QoQ +1.71% (+155)YoY +1.61% (+146) | All Managers (Combined) | $715.7K | ||
20.7K | All Managers (Combined) | $706.3K | |||
(cusip464288760)✕ | 4.5K | QoQ +0.02% (+1) | All Managers (Combined) | $695.6K | |
15.7K | QoQ 0.00% (+0)YoY -0.80% (-127) | All Managers (Combined) | $683.9K | ||
(cusip464287242)✕ | 6.2K | All Managers (Combined) | $677.3K | ||
11.2K | QoQ -2.91% (-338)YoY +0.99% (+111) | All Managers (Combined) | $674.5K | ||
13.4K | All Managers (Combined) | $666.4K | |||
17.6K | All Managers (Combined) | $620.4K | |||
4.4K | QoQ 0.00% (-0) | All Managers (Combined) | $603.3K | ||
(cusip464288513)✕ | 7.5K | All Managers (Combined) | $594.1K | ||
(cusip464287762)✕ | 9.7K | All Managers (Combined) | $588.2K | ||
9.4K | QoQ +0.01% (+1)YoY +1.54% (+144) | All Managers (Combined) | $582.4K | ||
19.5K | QoQ 0.00% (-0) | All Managers (Combined) | $573.1K |