Patriot Investment Management Group, Inc.

13F filer · CIK 0001773830

Reported Jul 15, 2026

Net seller this quarter

13F portfolio value$1.72BU.S. long equity reported on 13F

Positions857 new · 4 closed

Net flow last quarter-$4.28MBuys minus sells

Top 10 positions weight4.7%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 15, 202685 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16.1M	0.93%	Not reported	-1.8%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$15.8M	0.92%	Not reported	-0.5%	Q1 2019
AAPLApple Inc.	$12.2M	0.71%	0.00%	+18.1%	Q1 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$7.59M	0.44%	Not reported	-3.5%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$6.77M	0.39%	Not reported	-5.3%	Q1 2019
BSVNBank7 Corp.	$6.05M	0.35%	0.82%	-14.8%	Q1 2019
NVDANvidia Corp	$5.49M	0.32%	0.00%	-15.0%	Q1 2019
BRK.ABerkshire Hathaway Inc	$4.49M	0.26%	Not reported	Not reported	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$3.36M	0.19%	Not reported	Not reported	Q1 2019
MSFTMicrosoft Corp	$3.36M	0.19%	0.00%	-2.1%	Q1 2019
CATCaterpillar Inc	$3.16M	0.18%	0.00%	+7.4%	Q1 2019
IAUIshares Gold Trust	$2.96M	0.17%	0.00%	-16.2%	Q4 2019
PNFPPinnacle Financial Partners, Inc.	$2.78M	0.16%	0.02%	+0.4%	Q1 2019
JNJJohnson & Johnson	$2.73M	0.16%	0.00%	-0.5%	Q1 2019
AMZNAmazon Com Inc	$2.3M	0.13%	0.00%	-3.9%	Q1 2019
JPMJPMorgan Chase & Co	$2.09M	0.12%	0.00%	-0.2%	Q1 2019
HDHome Depot, Inc.	$2.04M	0.12%	0.00%	-12.0%	Q1 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.83M	0.11%	Not reported	Not reported	Q2 2020
TSLATesla, Inc.	$1.73M	0.10%	0.00%	+0.9%	Q2 2019
AMGNAmgen Inc	$1.71M	0.10%	0.00%	-0.9%	Q1 2019
SMBKSmartfinancial Inc.	$1.64M	0.10%	0.20%	Not reported	Q1 2019
DEDeere & Co	$1.56M	0.09%	0.00%	-2.3%	Q1 2019
JBLJabil Inc	$1.44M	0.08%	0.00%	-3.9%	Q3 2019
LLYELI LILLY & Co	$1.26M	0.07%	0.00%	-3.6%	Q1 2019
WMTWalmart Inc.	$1.24M	0.07%	0.00%	-2.7%	Q1 2019
MCIBarings Corporate Investors	$1.2M	0.07%	Not reported	Not reported	Q2 2025
GOOGLAlphabet Inc.	$1.12M	0.07%	0.00%	-7.8%	Q2 2020
MRKMerck & Co., Inc.	$1.09M	0.06%	0.00%	-6.9%	Q1 2019
ADIAnalog Devices Inc	$1.02M	0.06%	0.00%	-2.0%	Q3 2021
ABBVAbbVie Inc.	$983K	0.06%	0.00%	-16.6%	Q1 2019
CSXCSX Corp	$917K	0.05%	0.00%	-0.9%	Q1 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$885K	0.05%	Not reported	Not reported	Q1 2019
PGPROCTER & GAMBLE Co	$880K	0.05%	0.00%	-9.8%	Q1 2019
KOCoca Cola Co	$859K	0.05%	0.00%	+0.4%	Q1 2019
MCOMoodys Corp	$765K	0.04%	0.00%	Not reported	Q2 2021
DJPBarclays Bank PLC	$759K	0.04%	Not reported	-1.2%	Q1 2019
PEPPepsico Inc	$699K	0.04%	0.00%	Not reported	Q1 2019
AVGOBroadcom Inc.	$678K	0.04%	0.00%	Not reported	Q2 2020
GLDSPDR Gold Trust	$645K	0.04%	0.00%	-12.2%	Q1 2019
RTXRTX Corp	$641K	0.04%	0.00%	-6.5%	Q2 2020
PMPhilip Morris International Inc.	$638K	0.04%	0.00%	Not reported	Q1 2019
MSTRStrategy Inc	$631K	0.04%	Not reported	-49.9%	Q3 2024
UCBUnited Community Banks Inc	$627K	0.04%	0.01%	Not reported	Q1 2022
CRSCarpenter Technology Corp	$617K	0.04%	0.00%	Not reported	Q2 2020
EPDEnterprise Products Partners L.P.	$593K	0.03%	0.00%	-25.4%	Q1 2019
COSTCostco Wholesale Corp	$544K	0.03%	0.00%	-34.8%	Q1 2019
INTCIntel Corp	$541K	0.03%	0.00%	Not reported	Q1 2019
SQMChemical & Mining Co of Chile Inc	$539K	0.03%	0.00%	Not reported	Q2 2025
SPCXSpace Exploration Technologies Corp	$534K	0.03%	Not reported	New	Q2 2026
RYRoyal Bank of Canada	$518K	0.03%	0.00%	-0.7%	Q2 2019

Q1 2026Reported Apr 14, 202682 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$15.3M	0.98%	Not reported	-1.8%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$13.8M	0.88%	Not reported	0.0%	Q1 2019
AAPLApple Inc.	$9.08M	0.58%	0.00%	-4.0%	Q1 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$7.38M	0.47%	Not reported	-3.2%	Q2 2020
BSVNBank7 Corp.	$7.14M	0.46%	0.96%	+15.9%	Q1 2019
NVDANvidia Corp	$5.63M	0.36%	0.00%	-11.1%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$5.6M	0.36%	Not reported	+2.8%	Q1 2019
BRK.ABerkshire Hathaway Inc	$4.31M	0.28%	Not reported	Not reported	Q1 2025
IAUIshares Gold Trust	$4.12M	0.26%	0.01%	Not reported	Q4 2019
MSFTMicrosoft Corp	$3.4M	0.22%	0.00%	-1.9%	Q1 2019
VOTVan Kampen Municipal Opportunity Trust II	$2.82M	0.18%	Not reported	Not reported	Q1 2019
JNJJohnson & Johnson	$2.64M	0.17%	0.00%	-0.2%	Q1 2019
XOMExxonMobil Holdings Corp	$2.58M	0.16%	0.00%	-1.7%	Q1 2019
PNFPPinnacle Financial Partners, Inc.	$2.37M	0.15%	0.02%	Not reported	Q1 2019
HDHome Depot, Inc.	$2.16M	0.14%	0.00%	-2.1%	Q1 2019
AMZNAmazon Com Inc	$2.09M	0.13%	0.00%	-7.7%	Q1 2019
CATCaterpillar Inc	$1.96M	0.12%	0.00%	+0.2%	Q1 2019
JPMJPMorgan Chase & Co	$1.89M	0.12%	0.00%	+0.1%	Q1 2019
MSTRStrategy Inc	$1.81M	0.12%	Not reported	-0.2%	Q3 2024
AMGNAmgen Inc	$1.68M	0.11%	0.00%	-2.6%	Q1 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.61M	0.10%	Not reported	Not reported	Q2 2020
TSLATesla, Inc.	$1.52M	0.10%	0.00%	-7.1%	Q2 2019
DEDeere & Co	$1.42M	0.09%	0.00%	-7.3%	Q1 2019
WMTWalmart Inc.	$1.39M	0.09%	0.00%	Not reported	Q1 2019
SMBKSmartfinancial Inc.	$1.37M	0.09%	0.20%	Not reported	Q1 2019
MCIBarings Corporate Investors	$1.17M	0.07%	Not reported	Not reported	Q2 2025
MRKMerck & Co., Inc.	$1.09M	0.07%	0.00%	-1.4%	Q1 2019
JBLJabil Inc	$1.03M	0.07%	0.00%	-6.7%	Q3 2019
ABBVAbbVie Inc.	$1.02M	0.07%	0.00%	+0.1%	Q1 2019
LLYELI LILLY & Co	$1M	0.06%	0.00%	-6.6%	Q1 2019
GOOGLAlphabet Inc.	$980K	0.06%	0.00%	+5.1%	Q2 2020
PGPROCTER & GAMBLE Co	$961K	0.06%	0.00%	0.0%	Q1 2019
COSTCostco Wholesale Corp	$888K	0.06%	0.00%	+5.3%	Q1 2019
GLDSPDR Gold Trust	$858K	0.05%	0.00%	Not reported	Q1 2019
DJPBarclays Bank PLC	$846K	0.05%	Not reported	Not reported	Q1 2019
ADIAnalog Devices Inc	$830K	0.05%	0.00%	-3.1%	Q3 2021
EPDEnterprise Products Partners L.P.	$818K	0.05%	0.00%	+0.9%	Q1 2019
PEPPepsico Inc	$801K	0.05%	0.00%	Not reported	Q1 2019
KOCoca Cola Co	$801K	0.05%	0.00%	+1.5%	Q1 2019
CSXCSX Corp	$799K	0.05%	0.00%	Not reported	Q1 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$748K	0.05%	Not reported	Not reported	Q1 2019
MCOMoodys Corp	$737K	0.05%	0.00%	Not reported	Q2 2021
RTXRTX Corp	$697K	0.04%	0.00%	-7.9%	Q2 2020
SQMChemical & Mining Co of Chile Inc	$589K	0.04%	0.00%	Not reported	Q2 2025
PMPhilip Morris International Inc.	$583K	0.04%	0.00%	-3.6%	Q1 2019
UCBUnited Community Banks Inc	$562K	0.04%	0.01%	Not reported	Q1 2022
AVGOBroadcom Inc.	$555K	0.04%	0.00%	+15.7%	Q2 2020
EQTEQT Corp	$547K	0.03%	0.00%	Not reported	Q2 2020
VZVerizon Communications Inc	$496K	0.03%	0.00%	-3.6%	Q1 2019
IBITiShares Bitcoin Trust ETF	$440K	0.03%	0.00%	-1.0%	Q1 2024

Q4 2025Reported Jan 23, 202686 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$15.1M	0.96%	Not reported	-13.3%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$14.5M	0.92%	Not reported	+373.5%	Q1 2019
AAPLApple Inc.	$10.1M	0.64%	0.00%	-1.3%	Q1 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$7.53M	0.48%	Not reported	+1.3%	Q2 2020
NVDANvidia Corp	$6.77M	0.43%	0.00%	+9.0%	Q1 2019
BSVNBank7 Corp.	$6.2M	0.39%	0.83%	+0.4%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$5.8M	0.37%	Not reported	+2.7%	Q1 2019
MSFTMicrosoft Corp	$4.53M	0.29%	0.00%	+3.0%	Q1 2019
BRK.ABerkshire Hathaway Inc	$4.53M	0.29%	Not reported	Not reported	Q1 2025
IAUIshares Gold Trust	$3.8M	0.24%	0.01%	-9.8%	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$3.06M	0.19%	Not reported	Not reported	Q1 2019
AMZNAmazon Com Inc	$2.51M	0.16%	0.00%	+0.2%	Q1 2019
HDHome Depot, Inc.	$2.31M	0.15%	0.00%	+2.2%	Q1 2019
JNJJohnson & Johnson	$2.24M	0.14%	0.00%	-1.3%	Q1 2019
MSTRStrategy Inc	$2.21M	0.14%	Not reported	+0.5%	Q3 2024
JPMJPMorgan Chase & Co	$2.06M	0.13%	0.00%	+3.5%	Q1 2019
TSLATesla, Inc.	$1.98M	0.13%	0.00%	-0.8%	Q2 2019
XOMExxonMobil Holdings Corp	$1.86M	0.12%	0.00%	-2.0%	Q1 2019
AMGNAmgen Inc	$1.6M	0.10%	0.00%	-1.1%	Q1 2019
CATCaterpillar Inc	$1.58M	0.10%	0.00%	+0.3%	Q1 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.57M	0.10%	Not reported	Not reported	Q2 2020
SMBKSmartfinancial Inc.	$1.29M	0.08%	0.21%	Not reported	Q1 2019
DEDeere & Co	$1.26M	0.08%	0.00%	-0.2%	Q1 2019
LLYELI LILLY & Co	$1.25M	0.08%	0.00%	-12.1%	Q1 2019
WMTWalmart Inc.	$1.25M	0.08%	0.00%	-21.8%	Q1 2019
MCIBarings Corporate Investors	$1.24M	0.08%	Not reported	Not reported	Q2 2025
ABBVAbbVie Inc.	$1.07M	0.07%	0.00%	-11.4%	Q1 2019
GOOGLAlphabet Inc.	$1.01M	0.06%	0.00%	+5.2%	Q2 2020
MRKMerck & Co., Inc.	$971K	0.06%	0.00%	-7.2%	Q1 2019
PGPROCTER & GAMBLE Co	$953K	0.06%	0.00%	-12.4%	Q1 2019
JBLJabil Inc	$947K	0.06%	0.00%	-1.0%	Q3 2019
MCOMoodys Corp	$863K	0.05%	0.00%	Not reported	Q2 2021
GLDSPDR Gold Trust	$790K	0.05%	0.00%	+39.7%	Q1 2019
PEPPepsico Inc	$741K	0.05%	0.00%	-6.1%	Q1 2019
ADIAnalog Devices Inc	$730K	0.05%	0.00%	-2.3%	Q3 2021
COSTCostco Wholesale Corp	$730K	0.05%	0.00%	+2.1%	Q1 2019
KOCoca Cola Co	$725K	0.05%	0.00%	-7.8%	Q1 2019
RTXRTX Corp	$719K	0.05%	0.00%	Not reported	Q2 2020
CSXCSX Corp	$706K	0.04%	0.00%	Not reported	Q1 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$692K	0.04%	Not reported	+116.3%	Q1 2019
EPDEnterprise Products Partners L.P.	$687K	0.04%	0.00%	+1.0%	Q1 2019
DJPBarclays Bank PLC	$661K	0.04%	Not reported	Not reported	Q1 2019
PMPhilip Morris International Inc.	$587K	0.04%	0.00%	-13.4%	Q1 2019
IBITiShares Bitcoin Trust ETF	$575K	0.04%	0.00%	-9.1%	Q1 2024
UCBUnited Community Banks Inc	$558K	0.04%	0.01%	Not reported	Q1 2022
AVGOBroadcom Inc.	$536K	0.03%	0.00%	+30.4%	Q2 2020
SQMChemical & Mining Co of Chile Inc	$501K	0.03%	0.00%	Not reported	Q2 2025
TFCTruist Financial Corp	$487K	0.03%	0.00%	-1.9%	Q4 2019
EQTEQT Corp	$461K	0.03%	0.00%	Not reported	Q2 2020
RYRoyal Bank of Canada	$429K	0.03%	0.00%	Not reported	Q2 2019

Q3 2025Reported Oct 15, 202587 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.1M	1.12%	Not reported	-0.6%	Q1 2019
AAPLApple Inc.	$9.61M	0.63%	0.00%	+1.3%	Q1 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$7.22M	0.47%	Not reported	-0.1%	Q2 2020
NVDANvidia Corp	$6.21M	0.41%	0.00%	-1.4%	Q1 2019
BSVNBank7 Corp.	$6.18M	0.40%	0.83%	+0.1%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$5.52M	0.36%	Not reported	+1.0%	Q1 2019
MSFTMicrosoft Corp	$4.71M	0.31%	0.00%	-4.4%	Q1 2019
MSTRStrategy Inc	$4.66M	0.30%	Not reported	+19.5%	Q3 2024
BRK.ABerkshire Hathaway Inc	$4.53M	0.30%	Not reported	Not reported	Q1 2025
IAUIshares Gold Trust	$3.77M	0.25%	0.01%	-15.3%	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$3.22M	0.21%	Not reported	-0.1%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$2.99M	0.20%	Not reported	-3.7%	Q1 2019
HDHome Depot, Inc.	$2.66M	0.17%	0.00%	-0.3%	Q1 2019
PNFPPinnacle Financial Partners, Inc.	$2.42M	0.16%	0.03%	+0.2%	Q1 2019
AMZNAmazon Com Inc	$2.38M	0.16%	0.00%	-1.7%	Q1 2019
JNJJohnson & Johnson	$2.04M	0.13%	0.00%	-0.2%	Q1 2019
TSLATesla, Inc.	$1.97M	0.13%	0.00%	-2.0%	Q2 2019
JPMJPMorgan Chase & Co	$1.95M	0.13%	0.00%	-0.2%	Q1 2019
XOMExxonMobil Holdings Corp	$1.78M	0.12%	0.00%	-1.5%	Q1 2019
WMTWalmart Inc.	$1.48M	0.10%	0.00%	-0.1%	Q1 2019
MCIBarings Corporate Investors	$1.41M	0.09%	Not reported	Not reported	Q2 2025
AMGNAmgen Inc	$1.4M	0.09%	0.00%	-2.5%	Q1 2019
CATCaterpillar Inc	$1.31M	0.09%	0.00%	+0.2%	Q1 2019
SMBKSmartfinancial Inc.	$1.25M	0.08%	0.21%	Not reported	Q1 2019
DEDeere & Co	$1.24M	0.08%	0.00%	-2.4%	Q1 2019
ABBVAbbVie Inc.	$1.22M	0.08%	0.00%	-0.1%	Q1 2019
PGPROCTER & GAMBLE Co	$1.17M	0.08%	0.00%	-0.2%	Q1 2019
LLYELI LILLY & Co	$1.01M	0.07%	0.00%	-2.8%	Q1 2019
JBLJabil Inc	$911K	0.06%	0.00%	Not reported	Q3 2019
MRKMerck & Co., Inc.	$835K	0.05%	0.00%	-1.4%	Q1 2019
IBITiShares Bitcoin Trust ETF	$827K	0.05%	0.00%	+13.9%	Q1 2024
MCOMoodys Corp	$805K	0.05%	0.00%	Not reported	Q2 2021
PEPPepsico Inc	$772K	0.05%	0.00%	-2.1%	Q1 2019
COSTCostco Wholesale Corp	$767K	0.05%	0.00%	-1.1%	Q1 2019
GOOGLAlphabet Inc.	$749K	0.05%	0.00%	+10.4%	Q2 2020
KOCoca Cola Co	$746K	0.05%	0.00%	-0.2%	Q1 2019
CSXCSX Corp	$692K	0.05%	0.00%	Not reported	Q1 2019
PMPhilip Morris International Inc.	$686K	0.04%	0.00%	-0.3%	Q1 2019
ADIAnalog Devices Inc	$677K	0.04%	0.00%	-0.7%	Q3 2021
EPDEnterprise Products Partners L.P.	$664K	0.04%	0.00%	+1.7%	Q1 2019
RTXRTX Corp	$656K	0.04%	0.00%	-4.4%	Q2 2020
DJPBarclays Bank PLC	$623K	0.04%	Not reported	Not reported	Q1 2019
UCBUnited Community Banks Inc	$560K	0.04%	0.01%	Not reported	Q1 2022
GLDSPDR Gold Trust	$507K	0.03%	0.00%	+23.9%	Q1 2019
EQTEQT Corp	$468K	0.03%	0.00%	Not reported	Q2 2020
TFCTruist Financial Corp	$461K	0.03%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$460K	0.03%	0.00%	+0.1%	Q2 2020
VZVerizon Communications Inc	$457K	0.03%	0.00%	-13.5%	Q1 2019
DUKDuke Energy CORP	$441K	0.03%	0.00%	-0.9%	Q1 2019
NFLXNetflix Inc	$411K	0.03%	0.00%	-11.8%	Q1 2019

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