13F Insight
DOSSIER · 13F-HR · Q1 2026

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

PATRIOT INVESTMENT's hedge fund based in New York, NY — $1.6B in tracked AUM across 236 positions as of Q1 2026.

PI
PATRIOT INVESTMENT·New York, NY·Hedge Fund
CIK 0001773830 · last filed Mar 31, 2026
Total AUM
$1.6B
▲ 14.4%
vs prior
Holdings
236
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Financials
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: Patriot Investment Management Group, Inc.
1. Portfolio Overview

Patriot Investment Management Group, Inc. has reported a substantial expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 406.2%, growing from $311.61 million to $1.58 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, the acquisition of a new client mandate, or a strategic r...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$470M1.5M30.1%
02
BND
VANGUARD BD INDEX FDS
$139M1.9M8.9%
03
VEA
VANGUARD TAX-MANAGED FDS
$88M1.4M5.6%
04
VCIT
VANGUARD SCOTTSDALE FDS
$69M838K4.4%
05
VEU
VANGUARD INTL EQUITY INDEX F
$59M792K3.8%
06
VWO
VANGUARD INTL EQUITY INDEX F
$50M925K3.2%
07
VCSH
VANGUARD SCOTTSDALE FDS
$40M508K2.6%
08
SPSM
SPDR SERIES TRUST
$39M810K2.5%
09
VB
VANGUARD INDEX FDS
$26M99K1.7%
10
SCHB
SCHWAB STRATEGIC TR
$26M1.0M1.6%

Filing history

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