§ 13F · FUND PROFILE
PATRIOT INVESTMENT MANAGEMENT GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 244Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.47M | $470M | 30.1% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 1.89M | $139M | 8.9% | +6% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.38M | $88M | 5.6% | ±0% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 838K | $69M | 4.4% | +4% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 792K | $59M | 3.8% | −5% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 925K | $50M | 3.2% | +1% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 508K | $40M | 2.6% | +3% |
| 8 | SPSM | SPDR SERIES TRUST | 810K | $39M | 2.5% | +3% |
| 9 | VB | VANGUARD INDEX FDS | 99K | $26M | 1.7% | −2% |
| 10 | SCHB | SCHWAB STRATEGIC TR | 1.02M | $26M | 1.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PATRIOT SIGNAL
AC read
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 244 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed