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Patriot Investment Management Group, Inc. Top Holdings and 13F Report (2026)

About Patriot Investment Management Group, Inc.

Investment Activity

  • Patriot Investment Management Group, Inc. has $1.57 billion in total holdings as of March 31, 2026.
  • Patriot Investment Management Group, Inc. owns shares of 236 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 1.40% of the portfolio was purchased this quarter.
  • About 1.04% of the portfolio was sold this quarter.
  • This quarter, Patriot Investment Management Group, Inc. has purchased 243 new stocks and bought additional shares in 55 stocks.
  • Patriot Investment Management Group, Inc. sold shares of 95 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

72348N109 - PINNACLE FINL PARTNERS INC
$2,365,069 Holding
G0593M107 - AstraZeneca
$421,657 Holding
539830109 - Lockheed Martin
$203,076 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
108,446 shares (about $7.99M)
PINNACLE FINL PARTNERS INC
27,456 shares (about $2.37M)
Vanguard Short-Term Corporate Bond ETF
14,875 shares (about $1.18M)
Vanguard Short-Term Treasury ETF
19,151 shares (about $1.12M)

Largest Sales this Quarter

Vanguard FTSE All-World ex-US ETF
44,633 shares (about $3.35M)
Schwab US Broad Market ETF
34,892 shares (about $875.79K)
Vanguard Total Stock Market ETF
2,577 shares (about $826.73K)
NVIDIA
4,037 shares (about $704.05K)
iShares Core MSCI EAFE ETF
7,090 shares (about $641.86K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPatriot Investment Management Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$470,475,745$826,727 -0.2%1,466,52530.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$139,146,823$7,985,963 6.1%1,889,5558.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$88,438,163$124,187 -0.1%1,380,1215.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$69,316,954$2,652,800 4.0%837,6674.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$59,464,349$3,351,939 -5.3%791,8023.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$49,977,613$318,679 0.6%924,6553.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$40,234,453$1,179,142 3.0%507,5622.6%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$39,131,724$954,127 2.5%809,8452.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$26,028,177$452,858 -1.7%99,3751.7%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$25,654,742$875,789 -3.3%1,022,1011.6%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$22,062,486$422,566 2.0%248,7321.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$19,827,312$141,361 0.7%199,7311.3%Finance
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$18,042,274$417,878 -2.3%91,0581.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$16,549,651$1,121,098 7.3%282,7071.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$16,477,757$19,596 0.1%25,2261.1%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$15,500,022$97,472 -0.6%69,0151.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$15,349,358$274,725 -1.8%103,6421.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$15,195,690$33,026 -0.2%52,9131.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$13,937,387$675,679 5.1%290,0600.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,820,130$650 0.0%21,2510.9%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$12,456,537$88,820 -0.7%57,9210.8%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$12,147,465$420,774 -3.3%490,8070.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$11,404,254$263,934 -2.3%163,5020.7%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$10,999,168$75,609 -0.7%36,8050.7%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$9,808,009$9,881 0.1%186,6060.6%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$9,270,952$54,455 0.6%87,3380.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$9,205,817$641,858 -6.5%101,6880.6%ETF
Apple Inc. stock logo
AAPL
Apple
$9,075,946$375,352 -4.0%35,7620.6%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$8,694,044$354,543 -3.9%298,9700.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$8,691,205$293,996 -3.3%280,7240.6%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$8,401,678$178,180 -2.1%58,9880.5%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$7,824,918$15,999 0.2%305,1840.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,437,140$5,645 -0.1%242,4100.5%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$7,380,459$244,776 -3.2%88,3150.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$7,144,470$977,928 15.9%91,1170.5%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$7,084,653$63,992 0.9%85,8020.5%Manufacturing
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$6,095,820$97,233 -1.6%114,5400.4%Manufacturing
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$5,838,935$143,995 -2.4%50,8490.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,653,691$14,478 -0.3%49,9840.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,627,195$704,053 -11.1%32,2660.4%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,618,327$575,084 11.4%112,6140.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,602,431$153,523 2.8%9,7070.4%Finance
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,230,380$155,919 -2.9%158,7370.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$4,308,8400.0%60.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,284,961$17,926 0.4%7,1710.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,123,1560.0%46,7690.3%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,101,409$50,238 -1.2%5,8780.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,851,0820.0%84,3610.2%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$3,754,895$141,715 -3.6%80,3360.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,403,255$64,408 -1.9%9,1940.2%Computer and Technology
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$3,307,890$53,016 -1.6%44,7370.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$3,274,083$30,836 -0.9%141,0030.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,144,201$29,841 1.0%40,7760.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$3,036,128$102,840 -3.3%27,0430.2%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,821,8510.0%10,9650.2%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$2,716,521$6,561 -0.2%18,6330.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,642,992$6,356 -0.2%10,8120.2%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,642,645$16,137 -0.6%28,4950.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,634,270$217 0.0%12,1260.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,576,749$43,771 -1.7%15,1880.2%Energy
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,557,663$647 0.0%55,3730.2%Manufacturing
PINNACLE FINL PARTNERS INC
$2,365,069$2,365,069 New Holding27,4560.2%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$2,158,609$45,389 -2.1%6,5630.1%Retail/Wholesale
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$2,148,645$3,854 0.2%23,4130.1%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$2,136,568$3,285 -0.2%32,5250.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,127,818$16,121 -0.8%11,0870.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,087,308$174,741 -7.7%10,0220.1%Retail/Wholesale
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$2,085,812$23,369 -1.1%41,6830.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,053,3910.0%16,5180.1%ETF
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$2,042,0050.0%36,6540.1%ETF
VANGUARD MALVERN FDS
$2,033,779$61,517 -2.9%26,2830.1%CORE BD ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,026,279$6,082 0.3%10,3280.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,956,574$3,542 0.2%2,7620.1%Industrials
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,950,3930.0%9,2370.1%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,926,245$49,835 -2.5%11,1320.1%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$1,915,865$38,424 -2.0%52,0050.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,885,399$2,648 0.1%6,4090.1%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,876,746$91,548 -4.7%87,3310.1%ETF
Strategy Inc stock logo
MSTR
Strategy
$1,810,349$3,994 -0.2%14,5060.1%Computer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,799,5120.0%13,2590.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,744,547$64,349 -3.6%11,5220.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,724,0960.0%6,9520.1%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,688,038$211 0.0%24,0530.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,676,451$45,034 -2.6%4,7650.1%Medical
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,613,478$71,681 -4.3%8,7560.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,607,2770.0%2,6060.1%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,601,4380.0%53,2570.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,597,239$213,399 15.4%16,4440.1%Finance
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,586,179$51,041 -3.1%7,7070.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,516,369$116,358 -7.1%4,0790.1%Auto/Tires/Trucks
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,476,853$55,549 -3.6%8,7470.1%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,453,9290.0%10,5110.1%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,424,3340.0%31,0380.1%ETF
Deere & Company stock logo
DE
Deere & Company
$1,416,137$112,097 -7.3%2,5140.1%Industrials
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$1,410,777$25,992 -1.8%14,1120.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$1,409,613$260,281 -15.6%15,0070.1%ETF
WALMART INC
$1,393,3040.0%11,2110.1%COM
SmartFinancial, Inc. stock logo
SMBK
SmartFinancial
$1,365,3780.0%34,9380.1%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,290,465$8,737 -0.7%2,9540.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,287,715$23,335 -1.8%13,2440.1%ETF

Showing largest 100 holdings. View all holdings.
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