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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 $1.73 billion in total holdings as of September 30, 2026.
  • Patriot Investment Management Group, Inc. owns shares of 236 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 2.15% of the portfolio was purchased this quarter.
  • About 0.62% of the portfolio was sold this quarter.
  • This quarter, Patriot Investment Management Group, Inc. has purchased 240 new stocks and bought additional shares in 93 stocks.
  • Patriot Investment Management Group, Inc. sold shares of 71 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$2,405,711 Holding
04010L103 - Ares Capital
$544,938 Holding
46435G516 - iShares ESG Aware MSCI EAFE ETF
$228,545 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$216,230 Holding
464287515 - iShares Expanded Tech-Software Sector ETF
$210,831 Holding

Largest Purchases this Quarter

Tesla
28,586 shares (about $10.14M)
iShares Core U.S. Aggregate Bond ETF
63,154 shares (about $5.97M)
EXXONMOBIL HOLDINGS CORP
14,782 shares (about $2.41M)
Vanguard Short-Term Treasury ETF
36,960 shares (about $2.13M)
Vanguard Short-Term Bond ETF
19,807 shares (about $1.51M)

Largest Sales this Quarter

Vanguard Total Bond Market ETF
15,125 shares (about $1.06M)
iShares S&P 500 Growth ETF
3,114 shares (about $443.00K)
iShares Russell 2000 Value ETF
1,922 shares (about $402.56K)
Energy Select Sector SPDR Fund
5,000 shares (about $307.50K)
Apple
866 shares (about $288.40K)

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
$549,523,984$250,367 ▲0.0%1,468,37331.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$135,420,656$1,061,019 ▼-0.8%1,930,4447.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$98,553,707$93,205 ▲0.1%1,395,7475.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$68,115,647$1,338,004 ▲2.0%869,8213.9%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$66,011,914$535,488 ▲0.8%795,6123.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$56,068,314$607,572 ▲1.1%945,3433.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$44,341,171$256,265 ▲0.6%838,8422.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$40,980,530$693,705 ▲1.7%530,4922.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$29,232,075$202,005 ▼-0.7%997,3411.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$28,106,836$38,406 ▲0.1%98,7971.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$24,944,604$5,970,588 ▲31.5%263,8521.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$23,401,982$383,527 ▲1.7%261,0951.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$20,179,244$2,127,415 ▲11.8%350,5781.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$19,107,959$196,058 ▼-1.0%24,9501.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$16,130,2960.0%21,1510.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$16,061,969$195,579 ▼-1.2%204,8200.9%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$15,667,351$127,109 ▼-0.8%100,9490.9%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$15,206,418$263,512 ▼-1.7%88,9260.9%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$14,804,608$42,551 ▲0.3%67,8460.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$14,588,727$656,321 ▲4.7%311,2590.8%ETF
Apple Inc. stock logo
AAPL
Apple
$13,777,766$288,397 ▼-2.1%41,3720.8%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,287,166$51,561 ▼-0.4%56,9510.8%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$13,230,793$190,340 ▼-1.4%481,6450.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$13,106,394$113,949 ▲0.9%161,4880.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$12,301,234$127,016 ▼-1.0%34,9620.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$11,602,452$10,142,743 ▲694.8%32,7000.7%Consumer Discretionary
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$10,974,646$1,384,901 ▲14.4%214,2230.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$9,825,529$29,258 ▼-0.3%101,4200.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$9,415,469$71,035 ▲0.8%288,5530.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$9,382,505$161,391 ▼-1.7%275,7940.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$9,378,977$593,863 ▲6.8%92,7690.5%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$9,196,090$194,381 ▲2.2%55,3050.5%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$8,902,610$125,460 ▼-1.4%296,7540.5%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$7,785,299$158,201 ▲2.1%87,0060.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,604,013$8,458 ▼-0.1%233,7540.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$7,445,746$1,513,261 ▲25.5%97,4570.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,802,258$1,480 ▼0.0%9,1950.4%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$6,728,079$849,909 ▲14.5%133,6260.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$6,712,456$143,886 ▼-2.1%82,6660.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$6,631,044$442,999 ▼-6.3%46,6120.4%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$6,344,051$101,089 ▼-1.6%50,1430.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$6,166,427$579,830 ▲10.4%130,2030.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,101,392$159,866 ▼-2.6%26,7160.4%Technology
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,669,264$128,851 ▼-2.2%155,5350.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$5,649,719$260,136 ▼-4.4%44,9570.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,015,945$56,768 ▲1.1%7,1570.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,493,092$124,637 ▼-2.7%8,7600.3%Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$4,482,0300.0%60.3%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$4,242,1630.0%84,4880.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,082,131$1,021,548 ▲33.4%52,2680.2%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$3,790,554$123,256 ▼-3.1%76,2070.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$3,679,910$3,795 ▲0.1%27,1520.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,520,748$1,529 ▲0.0%41,4400.2%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$3,202,8950.0%10,9650.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$3,103,993$24,575 ▼-0.8%140,4520.2%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$3,038,042$46,850 ▼-1.5%43,5120.2%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$2,949,322$498,884 ▲20.4%59,9460.2%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$2,899,783$27,945 ▲1.0%18,6780.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,868,922$20,385 ▲0.7%10,8370.2%Healthcare
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,815,264$16,857 ▲0.6%28,8920.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,801,707$231 ▲0.0%12,1270.2%ETF
PINNACLE FINL PARTNERS INC
$2,587,854$8,706 ▲0.3%27,6450.1%COM
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,424,359$17,724 ▼-0.7%54,9870.1%ETF
EXXONMOBIL HOLDINGS CORP
$2,405,711$2,405,711 ▲New Holding14,7820.1%COM SHS
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,361,127$43,785 ▼-1.8%2,9120.1%Industrials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,304,8620.0%11,0800.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,238,7170.0%16,4560.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,220,562$864 ▲0.0%10,2770.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,186,615$213,280 ▼-8.9%8,7760.1%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,132,104$15,879 ▲0.8%6,4450.1%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,108,6230.0%9,2370.1%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$2,084,492$26,073 ▲1.3%33,0190.1%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$2,055,6940.0%23,4130.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,990,129$1,265 ▼-0.1%4,7210.1%Healthcare
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$1,937,768$150,425 ▲8.4%69,3050.1%ETF
VANGUARD MALVERN FDS
$1,934,955$51,534 ▲2.7%26,2830.1%CORE BD ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,931,8920.0%6,9520.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$1,926,416$100,049 ▼-4.9%12,9970.1%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,921,590$38,735 ▲2.1%11,1620.1%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,916,518$3,989 ▼-0.2%86,9560.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,862,192$136,229 ▲7.9%24,7010.1%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,796,779$125,890 ▲7.5%8,5350.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,794,677$8,339 ▲0.5%7,7480.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,738,617$8,668 ▼-0.5%11,4330.1%ETF
SmartFinancial, Inc. stock logo
SMBK
SmartFinancial
$1,731,8770.0%34,9380.1%Finance
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,714,147$473,405 ▲38.2%34,5940.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,711,3870.0%2,6060.1%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,709,0830.0%8,7410.1%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$1,685,770$21,182 ▲1.3%47,1940.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,659,3900.0%10,5120.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,650,538$7,681 ▲0.5%5,8020.1%Consumer Discretionary
Deere & Company stock logo
DE
Deere & Company
$1,637,239$12,759 ▼-0.8%2,4380.1%Industrials
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$1,611,6850.0%36,6540.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,590,339$211,311 ▼-11.7%15,3080.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,565,563$31,358 ▼-2.0%17,3740.1%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$1,565,019$123,987 ▲8.6%31,7960.1%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,546,285$29,590 ▼-1.9%52,2570.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,413,2680.0%13,2440.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,356,553$176,953 ▼-11.5%5,1210.1%ETF
iShares U.S. Tech Independence Focused ETF stock logo
IETC
iShares U.S. Tech Independence Focused ETF
$1,287,005$34,815 ▲2.8%11,2750.1%ETF

Showing largest 100 holdings. View all holdings.
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