PATRIOT INVESTMENT MANAGEMENT GROUP, INC. - Portfolio overview

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has 250 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 29.97%
2. BND - VANGUARD BD INDEX FDS, 8.86%
3. VEA - VANGUARD TAX-MANAGED FDS, 5.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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