StockDriftsStockDriftsTop 50 Patriot Investment Management Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 31.78% | 1.47M | $549.5M | +0.05%(+669) | $182.40(+105.89%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 7.83% | 1.93M | $135.4M | -0.78%(-15.12K) | $79.36(-11.04%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.7% | 1.40M | $98.6M | +0.09%(+1.32K) | $44.26(+56.72%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.94% | 869.8K | $68.1M | +2.00%(+17.09K) | $88.07(-10.69%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.82% | 795.6K | $66.0M | +0.82%(+6.45K) | $56.65(+43.64%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.24% | 945.3K | $56.1M | +1.10%(+10.24K) | $47.68(+21.71%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 2.56% | 838.8K | $44.3M | +0.58%(+4.85K) | $40.87(+29.23%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.37% | 530.5K | $41.0M | +1.72%(+8.98K) | $80.04(-3.29%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 1.69% | 997.3K | $29.2M | -0.69%(-6.89K) | $14.32(+105.29%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 1.63% | 98.8K | $28.1M | +0.14%(+135) | $172.66(+64.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.65% | +46.80% | +5.76% | +32.32% |
| Top 20 Holdings Unweighted | +10.60% | +35.30% | +4.11% | +22.33% |
Patriot Investment Management Group INC reports $1.73B in US-listed equity holdings across 236 positions in its most recent 13F filing. Its largest disclosed positions are VTI (31.8%), BND (7.8%) and VEA (5.7%). The top 20 holdings account for 74.97% of reported assets. Its disclosed equity book has returned +46.80% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Patriot Investment Management Group INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Patriot Investment Management Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1773830). View Patriot Investment Management Group INC’s 13F filings on SEC