Patriot Financial Group Insurance Agency, LLC

13F filer · CIK 0001694883

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$974MU.S. long equity reported on 13F

Positions25815 new · 157 closed

Net flow last quarter-$548MBuys minus sells

Top 10 positions weight16.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026258 positions
AAPLApple Inc.	$25.7M	2.63%	0.00%	-48.8%	Q4 2016
NVDANvidia Corp	$23.3M	2.39%	0.00%	-47.9%	Q2 2017
MSFTMicrosoft Corp	$19.6M	2.01%	0.00%	-46.9%	Q4 2016
GOOGAlphabet Inc.	$19.1M	1.96%	Not reported	-51.5%	Q4 2016
AMZNAmazon Com Inc	$14.4M	1.48%	0.00%	-48.8%	Q4 2016
BRK.BBerkshire Hathaway Inc	$13.4M	1.38%	Not reported	-47.5%	Q4 2016
MUMicron Technology Inc	$12M	1.23%	0.00%	+91.4%	Q4 2016
JPMJPMorgan Chase & Co	$10.4M	1.07%	0.00%	-51.7%	Q4 2016
METAMeta Platforms, Inc.	$9.54M	0.98%	Not reported	-47.4%	Q4 2016
AMDAdvanced Micro Devices Inc	$9.5M	0.98%	0.00%	-53.5%	Q4 2016
LRCXLam Research Corp	$9.15M	0.94%	0.00%	-53.7%	Q2 2017
PMPhilip Morris International Inc.	$8.29M	0.85%	0.00%	-44.9%	Q4 2016
COSTCostco Wholesale Corp	$6.94M	0.71%	0.00%	-46.4%	Q4 2016
AVGOBroadcom Inc.	$6.8M	0.70%	0.00%	-48.6%	Q3 2018
TSLATesla, Inc.	$6.73M	0.69%	0.00%	-41.4%	Q4 2016
VVisa Inc.	$6.37M	0.65%	0.00%	-54.0%	Q4 2016
AMATApplied Materials Inc	$6.36M	0.65%	0.00%	-55.5%	Q4 2016
WMTWalmart Inc.	$6.3M	0.65%	0.00%	-22.9%	Q4 2016
WFCWells Fargo & Company	$6.19M	0.64%	0.00%	-53.7%	Q4 2016
BKNGBooking Holdings Inc.	$6.03M	0.62%	0.00%	-32.8%	Q2 2020
IAUIshares Gold Trust	$5.48M	0.56%	0.01%	-52.9%	Q4 2016
PLTRPalantir Technologies Inc.	$5.18M	0.53%	0.00%	-43.1%	Q2 2021
GEGeneral Electric Co	$5.13M	0.53%	0.00%	-49.4%	Q3 2022
RTXRTX Corp	$5.01M	0.51%	0.00%	-50.7%	Q2 2020
CATCaterpillar Inc	$4.9M	0.50%	0.00%	-48.7%	Q2 2017
SCHWSchwab Charles Corp	$4.52M	0.46%	0.00%	-45.3%	Q4 2016
ABBVAbbVie Inc.	$4.25M	0.44%	0.00%	-44.7%	Q4 2016
GEVGE Vernova Inc.	$4.07M	0.42%	0.00%	-52.0%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$4.07M	0.42%	Not reported	-51.6%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.79M	0.39%	Not reported	-48.4%	Q4 2016
GOOGLAlphabet Inc.	$3.67M	0.38%	0.00%	-50.2%	Q4 2016
NFLXNetflix Inc	$3.6M	0.37%	0.00%	-56.2%	Q4 2016
COPConocophillips	$3.59M	0.37%	0.00%	-43.3%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$3.57M	0.37%	Not reported	-42.7%	Q3 2018
BDXBecton Dickinson & Co	$3.49M	0.36%	0.01%	-39.7%	Q1 2018
SPBUSpare Backup, Inc.	$3.46M	0.36%	Not reported	-31.6%	Q2 2025
NEMNEWMONT Corp	$3.45M	0.35%	0.00%	-48.7%	Q1 2017
LLYELI LILLY & Co	$3.45M	0.35%	0.00%	-18.4%	Q4 2016
THROTheron Resource Group	$3.42M	0.35%	1.00%	-56.5%	Q1 2025
CMCSAComcast Corp	$3.41M	0.35%	0.00%	-49.4%	Q4 2016
ADIAnalog Devices Inc	$3.4M	0.35%	0.00%	-58.1%	Q4 2016
HDHome Depot, Inc.	$3.35M	0.34%	0.00%	-47.4%	Q4 2016
GDGeneral Dynamics Corp	$3.23M	0.33%	0.00%	-42.0%	Q4 2016
HWMHowmet Aerospace Inc.	$3.21M	0.33%	0.00%	-51.0%	Q2 2020
MDTMedtronic plc	$3.12M	0.32%	0.00%	-43.1%	Q4 2017
OMCOmnicom Group Inc.	$3.1M	0.32%	0.01%	-44.9%	Q2 2017
CVXChevron Corp	$3.06M	0.31%	0.00%	-51.7%	Q4 2016
FTNTFortinet, Inc.	$3.02M	0.31%	0.00%	-52.3%	Q4 2016
BNYBank of New York Mellon Corp	$2.91M	0.30%	0.00%	-55.0%	Q1 2018
ORCLOracle Corp	$2.73M	0.28%	0.00%	-43.6%	Q4 2016

Q1 2026Reported Apr 22, 2026400 positions
AAPLApple Inc.	$44M	2.48%	0.00%	+123.6%	Q4 2016
NVDANvidia Corp	$38.9M	2.20%	0.00%	+130.8%	Q2 2017
MSFTMicrosoft Corp	$36.6M	2.06%	0.00%	+121.1%	Q4 2016
GOOGAlphabet Inc.	$32M	1.80%	Not reported	+140.7%	Q4 2016
AMZNAmazon Com Inc	$24.6M	1.39%	0.00%	+120.8%	Q4 2016
BRK.BBerkshire Hathaway Inc	$24.5M	1.38%	Not reported	+110.0%	Q4 2016
JPMJPMorgan Chase & Co	$19.4M	1.09%	0.00%	+129.7%	Q4 2016
METAMeta Platforms, Inc.	$18.4M	1.04%	Not reported	+137.3%	Q4 2016
COSTCostco Wholesale Corp	$13.8M	0.78%	0.00%	+137.9%	Q4 2016
PMPhilip Morris International Inc.	$13.7M	0.77%	0.01%	+106.7%	Q4 2016
IAUIshares Gold Trust	$13.6M	0.77%	0.02%	+91.8%	Q4 2016
XOMExxonMobil Holdings Corp	$13.2M	0.75%	0.00%	+106.4%	Q4 2016
WFCWells Fargo & Company	$12.9M	0.73%	0.01%	+121.1%	Q4 2016
VVisa Inc.	$12.2M	0.69%	0.00%	+362.7%	Q4 2016
PLTRPalantir Technologies Inc.	$11.4M	0.64%	0.00%	+107.2%	Q2 2021
NFLXNetflix Inc	$11.1M	0.63%	0.00%	+95.0%	Q4 2016
AVGOBroadcom Inc.	$10.8M	0.61%	0.00%	+79.7%	Q3 2018
RTXRTX Corp	$10.3M	0.58%	0.00%	+128.9%	Q2 2020
TSLATesla, Inc.	$10.2M	0.57%	0.00%	+115.3%	Q4 2016
LRCXLam Research Corp	$9.75M	0.55%	0.00%	+78.1%	Q2 2017
WMTWalmart Inc.	$8.94M	0.50%	0.00%	+44.4%	Q4 2016
BKNGBooking Holdings Inc.	$8.48M	0.48%	0.01%	+114.5%	Q2 2020
SCHWSchwab Charles Corp	$8.41M	0.47%	0.01%	+112.0%	Q4 2016
COPConocophillips	$8.05M	0.45%	0.01%	+102.3%	Q4 2016
CVXChevron Corp	$7.89M	0.44%	0.00%	+132.3%	Q4 2016
CMCSAComcast Corp	$7.88M	0.44%	0.01%	+113.2%	Q4 2016
GEGeneral Electric Co	$7.82M	0.44%	0.00%	+96.2%	Q3 2022
NEMNEWMONT Corp	$7.79M	0.44%	0.01%	+116.0%	Q1 2017
VZVerizon Communications Inc	$7.52M	0.42%	0.00%	+189.4%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$7.32M	0.41%	Not reported	+41.3%	Q4 2016
AMDAdvanced Micro Devices Inc	$7.16M	0.40%	0.00%	+107.5%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.88M	0.39%	Not reported	+132.7%	Q4 2016
AMATApplied Materials Inc	$6.75M	0.38%	0.00%	+109.0%	Q4 2016
ABBVAbbVie Inc.	$6.66M	0.38%	0.00%	+105.5%	Q4 2016
THROTheron Resource Group	$6.61M	0.37%	2.31%	+106.1%	Q1 2025
ADIAnalog Devices Inc	$6.51M	0.37%	0.00%	+108.5%	Q4 2016
MAMastercard Inc	$6.41M	0.36%	0.00%	+105.1%	Q2 2017
CATCaterpillar Inc	$6.35M	0.36%	0.00%	+354.3%	Q2 2017
GEVGE Vernova Inc.	$6.31M	0.36%	0.00%	+97.0%	Q2 2024
MDTMedtronic plc	$6.08M	0.34%	0.01%	+118.9%	Q4 2017
NVSNovartis AG	$6.03M	0.34%	0.00%	+111.5%	Q4 2016
BDXBecton Dickinson & Co	$6.01M	0.34%	0.01%	+119.5%	Q1 2018
HDHome Depot, Inc.	$5.94M	0.33%	0.00%	+97.0%	Q4 2016
GOOGLAlphabet Inc.	$5.93M	0.33%	0.00%	+105.5%	Q4 2016
BACBank of America Corp	$5.92M	0.33%	0.00%	+251.8%	Q4 2016
OMCOmnicom Group Inc.	$5.81M	0.33%	0.02%	+121.2%	Q2 2017
HWMHowmet Aerospace Inc.	$5.61M	0.32%	0.01%	+95.3%	Q2 2020
GDGeneral Dynamics Corp	$5.39M	0.30%	0.01%	+118.8%	Q4 2016
BNYBank of New York Mellon Corp	$5.31M	0.30%	0.01%	+114.5%	Q1 2018
ENBEnbridge Inc	$5.13M	0.29%	0.00%	+80.8%	Q1 2017

Q4 2025Reported Jan 26, 2026287 positions
MSFTMicrosoft Corp	$21.6M	2.58%	0.00%	+6.8%	Q4 2016
AAPLApple Inc.	$21.1M	2.50%	0.00%	+1.3%	Q4 2016
NVDANvidia Corp	$18M	2.15%	0.00%	+5.3%	Q2 2017
GOOGAlphabet Inc.	$14.5M	1.73%	Not reported	+28.5%	Q4 2016
AMZNAmazon Com Inc	$12.3M	1.47%	0.00%	+14.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$12.2M	1.46%	Not reported	+2.3%	Q4 2016
JPMJPMorgan Chase & Co	$9.23M	1.10%	0.00%	+6.1%	Q4 2016
METAMeta Platforms, Inc.	$8.96M	1.07%	Not reported	+11.1%	Q4 2016
WFCWells Fargo & Company	$6.82M	0.81%	0.00%	+6.7%	Q4 2016
AVGOBroadcom Inc.	$6.74M	0.80%	0.00%	+7.1%	Q3 2018
PLTRPalantir Technologies Inc.	$6.69M	0.80%	0.00%	+18.9%	Q2 2021
IAUIshares Gold Trust	$6.53M	0.78%	0.01%	-3.3%	Q4 2016
PMPhilip Morris International Inc.	$6.45M	0.77%	0.00%	+9.8%	Q4 2016
TSLATesla, Inc.	$5.7M	0.68%	0.00%	+5.6%	Q4 2016
WMTWalmart Inc.	$5.55M	0.66%	0.00%	+47.2%	Q4 2016
NFLXNetflix Inc	$5.55M	0.66%	0.00%	+25.5%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$5.44M	0.65%	Not reported	+8.5%	Q4 2016
ORCLOracle Corp	$5.11M	0.61%	0.00%	-1.7%	Q4 2016
BKNGBooking Holdings Inc.	$5.03M	0.60%	0.00%	+5.4%	Q2 2020
COSTCostco Wholesale Corp	$5.02M	0.60%	0.00%	-13.7%	Q4 2016
XOMExxonMobil Holdings Corp	$4.55M	0.54%	0.00%	+6.3%	Q4 2016
LRCXLam Research Corp	$4.39M	0.52%	0.00%	-4.1%	Q2 2017
GEGeneral Electric Co	$4.33M	0.51%	0.00%	+2.7%	Q3 2022
RTXRTX Corp	$4.3M	0.51%	0.00%	+10.8%	Q2 2020
SCHWSchwab Charles Corp	$4.22M	0.50%	0.00%	+10.6%	Q4 2016
JNJJohnson & Johnson	$3.97M	0.47%	0.00%	+79.7%	Q4 2016
CMCSAComcast Corp	$3.85M	0.46%	0.00%	+34.5%	Q4 2016
AMDAdvanced Micro Devices Inc	$3.63M	0.43%	0.00%	-11.5%	Q4 2016
MAMastercard Inc	$3.57M	0.42%	0.00%	+6.3%	Q2 2017
THROTheron Resource Group	$3.42M	0.41%	1.12%	+9.1%	Q1 2025
ABBVAbbVie Inc.	$3.41M	0.41%	0.00%	+4.7%	Q4 2016
BDXBecton Dickinson & Co	$3.38M	0.40%	0.01%	+19.4%	Q1 2018
NEMNEWMONT Corp	$3.33M	0.40%	0.00%	+12.2%	Q1 2017
HDHome Depot, Inc.	$3.16M	0.38%	0.00%	+28.5%	Q4 2016
GOOGLAlphabet Inc.	$3.14M	0.37%	0.00%	-52.7%	Q4 2016
MDTMedtronic plc	$3.08M	0.37%	0.00%	+13.3%	Q4 2017
VVisa Inc.	$3.05M	0.36%	0.00%	+6.8%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.86M	0.34%	Not reported	+34.4%	Q4 2016
COPConocophillips	$2.82M	0.34%	0.00%	+12.1%	Q4 2016
OMCOmnicom Group Inc.	$2.81M	0.33%	0.01%	+89.8%	Q2 2017
ADIAnalog Devices Inc	$2.66M	0.32%	0.00%	+18.3%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$2.59M	0.31%	Not reported	+6.0%	Q3 2018
NVSNovartis AG	$2.58M	0.31%	0.00%	+10.7%	Q4 2016
HWMHowmet Aerospace Inc.	$2.55M	0.30%	0.00%	-4.4%	Q2 2020
SPBUSpare Backup, Inc.	$2.51M	0.30%	Not reported	+0.5%	Q2 2025
ENBEnbridge Inc	$2.51M	0.30%	0.00%	+11.8%	Q1 2017
CVXChevron Corp	$2.5M	0.30%	0.00%	+85.5%	Q4 2016
QCOMQualcomm Inc	$2.46M	0.29%	0.00%	+2.1%	Q4 2016
AMATApplied Materials Inc	$2.43M	0.29%	0.00%	+3.0%	Q4 2016
BNYBank of New York Mellon Corp	$2.42M	0.29%	0.00%	-4.7%	Q1 2018

Q3 2025Reported Oct 8, 2025285 positions
MSFTMicrosoft Corp	$21.7M	2.78%	0.00%	+1.1%	Q4 2016
AAPLApple Inc.	$19.5M	2.49%	0.00%	-3.1%	Q4 2016
NVDANvidia Corp	$17.2M	2.20%	0.00%	-7.4%	Q2 2017
BRK.BBerkshire Hathaway Inc	$12M	1.53%	Not reported	-1.2%	Q4 2016
AMZNAmazon Com Inc	$10.3M	1.32%	0.00%	-16.2%	Q4 2016
METAMeta Platforms, Inc.	$8.97M	1.15%	Not reported	-21.0%	Q4 2016
GOOGAlphabet Inc.	$8.78M	1.12%	Not reported	+3.4%	Q4 2016
JPMJPMorgan Chase & Co	$8.51M	1.09%	0.00%	-17.8%	Q4 2016
ORCLOracle Corp	$7.5M	0.96%	0.00%	+17.4%	Q4 2016
COSTCostco Wholesale Corp	$6.25M	0.80%	0.00%	+58.3%	Q4 2016
IAUIshares Gold Trust	$6.06M	0.78%	0.01%	+6.0%	Q4 2016
AVGOBroadcom Inc.	$6M	0.77%	0.00%	-12.4%	Q3 2018
PMPhilip Morris International Inc.	$5.94M	0.76%	0.00%	+18.3%	Q4 2016
PLTRPalantir Technologies Inc.	$5.77M	0.74%	0.00%	+138.9%	Q2 2021
WFCWells Fargo & Company	$5.74M	0.74%	0.00%	+2.4%	Q4 2016
NFLXNetflix Inc	$5.65M	0.72%	0.00%	+144.5%	Q4 2016
TSLATesla, Inc.	$5.34M	0.68%	0.00%	-21.1%	Q4 2016
GOOGLAlphabet Inc.	$5.15M	0.66%	0.00%	-46.8%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$4.89M	0.63%	Not reported	+26.7%	Q4 2016
BKNGBooking Holdings Inc.	$4.81M	0.62%	0.00%	-17.6%	Q2 2020
GEGeneral Electric Co	$4.11M	0.53%	0.00%	+95.1%	Q3 2022
XOMExxonMobil Holdings Corp	$4.01M	0.51%	0.00%	-5.8%	Q4 2016
SCHWSchwab Charles Corp	$3.64M	0.47%	0.00%	-30.6%	Q4 2016
LRCXLam Research Corp	$3.58M	0.46%	0.00%	+37.7%	Q2 2017
RTXRTX Corp	$3.54M	0.45%	0.00%	-1.6%	Q2 2020
WMTWalmart Inc.	$3.49M	0.45%	0.00%	-23.1%	Q4 2016
MAMastercard Inc	$3.35M	0.43%	0.00%	+43.5%	Q2 2017
ABBVAbbVie Inc.	$3.3M	0.42%	0.00%	+184.6%	Q4 2016
AMDAdvanced Micro Devices Inc	$3.1M	0.40%	0.00%	+88.8%	Q4 2016
THROTheron Resource Group	$3.08M	0.39%	1.03%	+4.5%	Q1 2025
CMCSAComcast Corp	$3.01M	0.38%	0.00%	-17.1%	Q4 2016
BACBank of America Corp	$2.98M	0.38%	0.00%	-10.0%	Q4 2016
HDHome Depot, Inc.	$2.89M	0.37%	0.00%	+118.4%	Q4 2016
VVisa Inc.	$2.78M	0.36%	0.00%	-43.8%	Q4 2016
BDXBecton Dickinson & Co	$2.73M	0.35%	0.01%	+1.9%	Q1 2018
MDTMedtronic plc	$2.69M	0.34%	0.00%	-12.6%	Q4 2017
HWMHowmet Aerospace Inc.	$2.56M	0.33%	0.00%	-9.2%	Q2 2020
COPConocophillips	$2.54M	0.33%	0.00%	+8.2%	Q4 2016
NEMNEWMONT Corp	$2.51M	0.32%	0.00%	-13.6%	Q1 2017
SPBUSpare Backup, Inc.	$2.46M	0.32%	Not reported	-3.6%	Q2 2025
EBAYEbay Inc	$2.46M	0.31%	0.01%	-33.1%	Q4 2016
FSCOFS Credit Opportunities Corp.	$2.43M	0.31%	Not reported	-1.2%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$2.39M	0.31%	Not reported	-3.5%	Q3 2018
BNYBank of New York Mellon Corp	$2.38M	0.31%	0.00%	-1.9%	Q1 2018
ENBEnbridge Inc	$2.37M	0.30%	0.00%	+5.0%	Q1 2017
QCOMQualcomm Inc	$2.35M	0.30%	0.00%	-48.1%	Q4 2016
GEVGE Vernova Inc.	$2.23M	0.28%	0.00%	+86.6%	Q2 2024
ULUnilever PLC	$2.17M	0.28%	0.00%	+15.0%	Q4 2016
NVSNovartis AG	$2.16M	0.28%	0.00%	+8.1%	Q4 2016
GDGeneral Dynamics Corp	$2.12M	0.27%	0.00%	+13.8%	Q4 2016

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