PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

CIK 0001773830 • 7 13F filings • Apr 16, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.33B226 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$455K	0.0%	3,431 SH
ABBVIE INC	COM	$1.1M	0.1%	5,268 SH
ALBEMARLE CORP	COM	$328K	0.0%	4,548 SH
ALPHABET INC	CAP STK CL A	$399K	0.0%	2,582 SH
ALTRIA GROUP INC	COM	$675K	0.1%	11,238 SH
AMAZON COM INC	COM	$2.1M	0.2%	11,149 SH
AMGEN INC	COM	$1.6M	0.1%	5,048 SH
ANALOG DEVICES INC	COM	$570K	0.0%	2,825 SH
APPLE INC	COM	$8.3M	0.6%	37,489 SH
ASTRAZENECA PLC	SPONSORED ADR	$283K	0.0%	3,857 SH
AT&T INC	COM	$389K	0.0%	13,747 SH
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$620K	0.0%	17,570 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$4.8M	0.4%	6 SH
BRISTOL-MYERS SQUIBB CO	COM	$385K	0.0%	6,310 SH
CATERPILLAR INC	COM	$924K	0.1%	2,800 SH
CHEVRON CORP NEW	COM	$347K	0.0%	2,074 SH
CISCO SYS INC	COM	$582K	0.0%	9,437 SH
COCA COLA CO	COM	$855K	0.1%	11,932 SH
COMCAST CORP NEW	CL A	$210K	0.0%	5,693 SH
COSTCO WHSL CORP NEW	COM	$806K	0.1%	852 SH
CSX CORP	COM	$573K	0.0%	19,475 SH
DEERE & CO	COM	$1.3M	0.1%	2,856 SH
DUKE ENERGY CORP NEW	COM NEW	$449K	0.0%	3,680 SH
ELI LILLY & CO	COM	$1.2M	0.1%	1,399 SH
ENTERPRISE PRODS PARTNERS L	COM	$706K	0.1%	20,688 SH
EQT CORP	COM	$459K	0.0%	8,599 SH
ETF SER SOLUTIONS	US GLB JETS	$375K	0.0%	18,045 SH
EXXON MOBIL CORP	COM	$1.5M	0.1%	12,614 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$206K	0.0%	929 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.0M	0.2%	46,890 SH
HERSHEY CO	COM	$221K	0.0%	1,293 SH
HOME DEPOT INC	COM	$2.4M	0.2%	6,551 SH
INTEL CORP	COM	$215K	0.0%	9,459 SH
INTERNATIONAL BUSINESS MACHS	COM	$272K	0.0%	1,095 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$347K	0.0%	30,897 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$536K	0.0%	13,368 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$954K	0.1%	12,766 SH
INVESCO EXCH TRADED FD TR II	SOLAR ETF	$1.1M	0.1%	36,654 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$202K	0.0%	1,735 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	0.2%	11,560 SH
INVESCO QQQ TR	UNIT SER 1	$4.2M	0.3%	8,876 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$523K	0.0%	11,175 SH
ISHARES GOLD TR	ISHARES NEW	$3.6M	0.3%	61,197 SH
ISHARES INC	CORE MSCI EMKT	$8.9M	0.7%	165,513 SH
ISHARES INC	MSCI EMERG MRKT	$485K	0.0%	8,312 SH
ISHARES INC	MSCI GBL MIN VOL	$299K	0.0%	2,573 SH
ISHARES TR	0-5 YR TIPS ETF	$812K	0.1%	7,847 SH
ISHARES TR	0-5YR HI YL CP	$475K	0.0%	11,167 SH
ISHARES TR	1 3 YR TREAS BD	$7.1M	0.5%	85,601 SH
ISHARES TR	20 YR TR BD ETF	$775K	0.1%	8,512 SH
ISHARES TR	3 7 YR TREAS BD	$260K	0.0%	2,204 SH
ISHARES TR	BROAD USD HIGH	$1.8M	0.1%	47,804 SH
ISHARES TR	CORE 1 5 YR USD	$238K	0.0%	4,918 SH
ISHARES TR	CORE DIV GRWTH	$1.5M	0.1%	23,478 SH
ISHARES TR	CORE HIGH DV ETF	$1.6M	0.1%	13,259 SH
ISHARES TR	CORE INTL AGGR	$2.1M	0.2%	42,248 SH
ISHARES TR	CORE MSCI EAFE	$8.4M	0.6%	111,262 SH
ISHARES TR	CORE MSCI EURO	$723K	0.1%	12,027 SH
ISHARES TR	CORE MSCI INTL	$6.1M	0.5%	89,005 SH
ISHARES TR	CORE MSCI TOTAL	$242K	0.0%	3,465 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.1%	18,180 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.1%	16,745 SH
ISHARES TR	CORE S&P TTL STK	$8.6M	0.6%	70,718 SH
ISHARES TR	CORE S&P500 ETF	$11.0M	0.8%	19,496 SH
ISHARES TR	CORE TOTAL USD	$2.0M	0.2%	44,376 SH
ISHARES TR	CORE US AGGBD ET	$19.2M	1.4%	193,703 SH
ISHARES TR	ESG AWR MSCI USA	$207K	0.0%	1,694 SH
ISHARES TR	EXPANDED TECH	$220K	0.0%	2,475 SH
ISHARES TR	EXPONENTIAL TECH	$464K	0.0%	8,061 SH
ISHARES TR	FLTG RATE NT ETF	$282K	0.0%	5,528 SH
ISHARES TR	GLB CNS DISC ETF	$231K	0.0%	1,302 SH
ISHARES TR	GLB CNSM STP ETF	$945K	0.1%	14,754 SH
ISHARES TR	GLB INFRASTR ETF	$524K	0.0%	9,589 SH
ISHARES TR	GLOB HLTHCRE ETF	$468K	0.0%	5,136 SH
ISHARES TR	GLOB INDSTRL ETF	$821K	0.1%	5,645 SH
ISHARES TR	GLOBAL TECH ETF	$1.1M	0.1%	15,157 SH
ISHARES TR	IBDS DEC28 ETF	$266K	0.0%	10,528 SH
ISHARES TR	IBONDS 27 ETF	$521K	0.0%	21,542 SH
ISHARES TR	IBONDS DEC2026	$551K	0.0%	22,754 SH
ISHARES TR	IBONDS DEC25 ETF	$740K	0.1%	29,438 SH
ISHARES TR	IBOXX HI YD ETF	$594K	0.0%	7,530 SH
ISHARES TR	IBOXX INV CP ETF	$677K	0.1%	6,231 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.1%	9,912 SH
ISHARES TR	ISHARES SEMICDTR	$519K	0.0%	2,759 SH
ISHARES TR	ISHS 1-5YR INVS	$10.3M	0.8%	197,017 SH
ISHARES TR	ISHS 5-10YR INVT	$5.8M	0.4%	111,336 SH
ISHARES TR	JPMORGAN USD EMG	$1.4M	0.1%	14,920 SH
ISHARES TR	MSCI EAFE ETF	$848K	0.1%	10,370 SH
ISHARES TR	MSCI EAFE MIN VL	$716K	0.1%	9,186 SH
ISHARES TR	MSCI EMG MKT ETF	$684K	0.1%	15,650 SH
ISHARES TR	MSCI USA MIN VOL	$2.8M	0.2%	29,456 SH
ISHARES TR	MSCI USA SMCP MN	$928K	0.1%	22,399 SH
ISHARES TR	MSCI USA VALUE	$233K	0.0%	2,184 SH
ISHARES TR	NATIONAL MUN ETF	$6.3M	0.5%	59,822 SH
ISHARES TR	PFD AND INCM SEC	$1.1M	0.1%	35,847 SH
ISHARES TR	RUS 1000 GRW ETF	$343K	0.0%	949 SH
ISHARES TR	RUS 1000 VAL ETF	$221K	0.0%	1,173 SH
ISHARES TR	RUS 2000 GRW ETF	$287K	0.0%	1,125 SH
ISHARES TR	RUS 2000 VAL ETF	$465K	0.0%	3,082 SH
ISHARES TR	RUS MDCP VAL ETF	$291K	0.0%	2,311 SH
ISHARES TR	RUS MID CAP ETF	$1.1M	0.1%	13,484 SH
ISHARES TR	RUSSELL 2000 ETF	$1.4M	0.1%	6,993 SH
ISHARES TR	S&P 500 GRWT ETF	$5.6M	0.4%	60,231 SH
ISHARES TR	S&P 500 VAL ETF	$1.8M	0.1%	9,237 SH
ISHARES TR	S&P MC 400VL ETF	$269K	0.0%	2,245 SH
ISHARES TR	S&P SML 600 GWT	$825K	0.1%	6,630 SH
ISHARES TR	SELECT DIVID ETF	$1.7M	0.1%	12,503 SH
ISHARES TR	SHORT TREAS BD	$399K	0.0%	3,608 SH
ISHARES TR	SHRT NAT MUN ETF	$563K	0.0%	5,333 SH
ISHARES TR	SP SMCP600VL ETF	$801K	0.1%	8,221 SH
ISHARES TR	TIPS BD ETF	$1.3M	0.1%	11,320 SH
ISHARES TR	U.S. BAS MTL ETF	$321K	0.0%	2,383 SH
ISHARES TR	U.S. TECH ETF	$1.3M	0.1%	9,576 SH
ISHARES TR	US AER DEF ETF	$696K	0.1%	4,544 SH
ISHARES TR	US CONSM STAPLES	$494K	0.0%	6,908 SH
ISHARES TR	US CONSUM DISCRE	$461K	0.0%	5,223 SH
ISHARES TR	US HLTHCARE ETF	$588K	0.0%	9,660 SH
ISHARES TR	US INDUSTRIALS	$327K	0.0%	2,510 SH
ISHARES TR	US INFRASTRUC	$215K	0.0%	4,767 SH
ISHARES TR	USD INV GRDE ETF	$1.3M	0.1%	25,142 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$815K	0.1%	10,870 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$385K	0.0%	7,604 SH
JABIL INC	COM	$603K	0.0%	4,434 SH
JOHNSON & JOHNSON	COM	$1.9M	0.1%	11,416 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.1%	5,742 SH
LIVE OAK BANCSHARES INC	COM	$239K	0.0%	8,978 SH
LOWES COS INC	COM	$327K	0.0%	1,400 SH
MCDONALDS CORP	COM	$444K	0.0%	1,422 SH
MEDICUS PHARMA LTD	COM	$109K	0.0%	29,203 SH
MERCK & CO INC	COM	$950K	0.1%	10,587 SH
META PLATFORMS INC	CL A	$276K	0.0%	478 SH
MICROSOFT CORP	COM	$3.4M	0.3%	9,078 SH
MOLSON COORS BEVERAGE CO	CL B	$289K	0.0%	4,755 SH
MONDELEZ INTL INC	CL A	$283K	0.0%	4,175 SH
MOODYS CORP	COM	$787K	0.1%	1,689 SH
NETFLIX INC	COM	$389K	0.0%	417 SH
NVIDIA CORPORATION	COM	$3.7M	0.3%	34,552 SH
NXP SEMICONDUCTORS N V	COM	$261K	0.0%	1,374 SH
PEPSICO INC	COM	$824K	0.1%	5,498 SH
PFIZER INC	COM	$425K	0.0%	16,755 SH
PHILIP MORRIS INTL INC	COM	$1.3M	0.1%	8,208 SH
PINNACLE FINL PARTNERS INC	COM	$2.7M	0.2%	25,706 SH
PROCTER AND GAMBLE CO	COM	$1.3M	0.1%	7,592 SH
PROSHARES TR	PSHS ULT S&P 500	$356K	0.0%	4,304 SH
ROYAL BK CDA	COM	$284K	0.0%	2,519 SH
RTX CORPORATION	COM	$564K	0.0%	4,255 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.6M	0.3%	168,308 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$267K	0.0%	9,751 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.6M	0.8%	533,574 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.3M	0.3%	92,949 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.3M	0.3%	144,320 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$22.9M	1.7%	1,062,691 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.5M	0.6%	266,534 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$558K	0.0%	22,290 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$357K	0.0%	13,426 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$8.1M	0.6%	367,537 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$8.3M	0.6%	315,823 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.0M	0.1%	91,348 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.5M	0.6%	319,300 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$853K	0.1%	31,715 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.5M	0.1%	36,238 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$330K	0.0%	2,260 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.2M	0.1%	15,519 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$256K	0.0%	1,242 SH
SMARTFINANCIAL INC	COM NEW	$1.1M	0.1%	34,938 SH
SOUTHERN CO	COM	$294K	0.0%	3,199 SH
SPDR GOLD TR	GOLD SHS	$332K	0.0%	1,152 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$238K	0.0%	4,470 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.1M	0.2%	84,064 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$492K	0.0%	12,485 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.5M	0.2%	4,488 SH
SPDR SER TR	PORTFOLIO S&P600	$28.0M	2.1%	686,735 SH
SPDR SER TR	PORTFOLIO SHORT	$1.7M	0.1%	55,879 SH
SPDR SER TR	S&P BIOTECH	$497K	0.0%	6,125 SH
SPDR SER TR	S&P DIVID ETF	$1.2M	0.1%	9,058 SH
TESLA INC	COM	$1.2M	0.1%	4,637 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$502K	0.0%	17,858 SH
UNITED PARCEL SERVICE INC	CL B	$453K	0.0%	4,120 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.1M	0.1%	23,345 SH
VANECK ETF TRUST	PREFERRED SECURT	$356K	0.0%	21,222 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$5.6M	0.4%	57,899 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.0M	0.5%	77,033 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$118.1M	8.9%	1,608,109 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$666K	0.1%	13,366 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$11.6M	0.9%	236,808 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.0M	0.1%	6,036 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.1%	3,086 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$9.8M	0.7%	38,012 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.7M	0.2%	10,972 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.4M	0.1%	8,412 SH
VANGUARD INDEX FDS	MID CAP ETF	$15.1M	1.1%	58,513 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$19.8M	1.5%	219,116 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	0.2%	4,633 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	0.2%	11,933 SH
VANGUARD INDEX FDS	SMALL CP ETF	$21.8M	1.6%	98,396 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$397.1M	29.8%	1,444,787 SH
VANGUARD INDEX FDS	VALUE ETF	$1.6M	0.1%	9,356 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$52.8M	4.0%	871,189 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$40.1M	3.0%	885,367 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$256K	0.0%	3,536 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.2M	0.2%	19,127 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.3M	0.1%	11,000 SH
VANGUARD MALVERN FDS	CORE BD ETF	$2.1M	0.2%	27,523 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$861K	0.1%	17,247 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.0M	0.4%	99,966 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$61.3M	4.6%	749,715 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$13.5M	1.0%	230,636 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$35.9M	2.7%	455,197 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.8M	1.0%	65,879 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	0.1%	26,677 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$66.5M	5.0%	1,308,260 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.2M	0.2%	33,776 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$15.2M	1.1%	117,653 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$449K	0.0%	6,095 SH
VANGUARD WORLD FD	CONSUM STP ETF	$17.6M	1.3%	80,244 SH
VANGUARD WORLD FD	ENERGY ETF	$1.3M	0.1%	10,397 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$387K	0.0%	6,563 SH
VANGUARD WORLD FD	ESG US STK ETF	$4.7M	0.4%	48,182 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$445K	0.0%	1,682 SH
VANGUARD WORLD FD	INF TECH ETF	$3.3M	0.2%	6,076 SH
VANGUARD WORLD FD	UTILITIES ETF	$16.2M	1.2%	94,879 SH
VERIZON COMMUNICATIONS INC	COM	$490K	0.0%	10,792 SH
VISA INC	COM CL A	$447K	0.0%	1,275 SH
VSE CORP	COM	$371K	0.0%	3,093 SH
WALMART INC	COM	$1.2M	0.1%	13,431 SH
WESTROCK COFFEE CO	COM	$87K	0.0%	12,061 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001773830-26-000005	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001773830-26-000001	$1.58B	View
Oct 15, 2025	Q3 2025