Patriot Investment Management Group, Inc. holds a focused book of 240 stocks worth $1.7B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Vanguard Total Stock MKT ETF at 31% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1773830/holdings"
Use Arkolith to show PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $543.1M | 1.47M | 31.5% | ▲+0.1% Added · +1K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $142.8M | 1.95M | 8.3% | ▲+3.0% Added · +56K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $99.4M | 1.39M | 5.8% | ▲+1.0% Added · +14K sh | |
| 4 | Vanguard Scottsdale FDS INT-TERM CORP | $70.5M | 852.7K | 4.1% | ▲+1.8% Added · +15K sh | |
| 5 | Vanguard Intl Equity Index F ALLWRLD EX US | $66.1M | 789.2K | 3.8% | ▼−0.3% Reduced · −3K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $55.8M | 935.1K | 3.2% | ▲+1.1% Added · +10K sh | |
| 7 | SPDR Series Trust ST STR SP600 SML | $48.1M | 834.0K | 2.8% | ▲+3.0% Added · +24K sh | |
| 8 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $41.2M | 521.5K | 2.4% | ▲+2.7% Added · +14K sh | |
| 9 | Vanguard Index FDS SMALL CP ETF | $29.9M | 98.7K | 1.7% | ▼−0.7% Reduced · −713 sh | |
| 10 | Schwab Strategic TR US BRD MKT ETF | $29.1M | 1.00M | 1.7% | ▼−1.7% Reduced · −18K sh | |
| 11 | Vanguard Index FDS REAL ESTATE ETF | $24.8M | 256.8K | 1.4% | ▲+3.3% Added · +8K sh | |
| 12 | Ishares TR CORE US AGGBD ET | $19.9M | 200.7K | 1.2% | ▲+0.5% Added · +967 sh | |
| 13 | Ishares TR CORE S&P500 ETF | $18.9M | 25.2K | 1.1% | ▼−0.1% Reduced · −20 sh | |
| 14 | Vanguard Scottsdale FDS SHORT TERM TREAS | $18.3M | 313.6K | 1.1% | ▲+11% Added · +31K sh | |
| 15 | Vanguard World FD UTILITIES ETF | $17.7M | 90.5K | 1.0% | ▼−0.6% Reduced · −591 sh | |
| 16 | Vanguard Index FDS MID CAP ETF | $16.7M | 207.3K | 1.0% | ▲+292% Added · +154K sh | |
| 17 | Vanguard Whitehall FDS HIGH DIV YLD | $16.1M | 101.8K | 0.9% | ▼−1.8% Reduced · −2K sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $15.8M | 21.2K | 0.9% | ▼−0.5% Reduced · −100 sh | |
| 19 | Vanguard World FD CONSUM STP ETF | $15.3M | 67.7K | 0.9% | ▼−2.0% Reduced · −1K sh | |
| 20 | Vanguard Charlotte FDS TOTAL INT BD ETF | $14.4M | 297.3K | 0.8% | ▲+2.5% Added · +7K sh | |
| 21 | Schwab Strategic TR INTL EQTY ETF | $13.5M | 488.6K | 0.8% | ▼−0.5% Reduced · −2K sh | |
| 22 | Vanguard Specialized Funds DIV APP ETF | $13.5M | 57.2K | 0.8% | ▼−1.3% Reduced · −749 sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $13.3M | 160.1K | 0.8% | ▼−2.1% Reduced · −3K sh | |
| 24 | Apple Inc COM | $12.2M | 42.2K | 0.7% | ▲+18% Added · +6K sh | |
| 25 | Vanguard Index FDS LARGE CAP ETF | $12.1M | 35.3K | 0.7% | ▼−4.0% Reduced · −1K sh | |
| 26 | Schwab Strategic TR US SML CAP ETF | $10.3M | 286.4K | 0.6% | ▼−4.2% Reduced · −13K sh | |
| 27 | Schwab Strategic TR US MID-CAP ETF | $10.3M | 280.5K | 0.6% | ▼−0.1% Reduced · −186 sh | |
| 28 | Ishares TR CORE MSCI EAFE | $9.8M | 101.7K | 0.6% | ▲~0% Added · +34 sh | |
| 29 | Ishares TR ISHS 1-5YR INVS | $9.8M | 187.2K | 0.6% | ▲+0.3% Added · +584 sh | |
| 30 | Ishares TR NATIONAL MUN ETF | $9.4M | 86.9K | 0.5% | ▼−0.5% Reduced · −443 sh | |
| 31 | Ishares TR CORE S&P TTL STK | $8.9M | 54.1K | 0.5% | ▼−8.2% Reduced · −5K sh | |
| 32 | Schwab Strategic TR US LRG CAP ETF | $8.9M | 300.9K | 0.5% | ▼−1.4% Reduced · −4K sh | |
| 33 | Ishares TR CORE MSCI INTL | $7.6M | 85.2K | 0.4% | ▼−3.5% Reduced · −3K sh | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $7.4M | 234.0K | 0.4% | ▼−3.5% Reduced · −8K sh | |
| 35 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $7.0M | 50.9K | 0.4% | ▲+0.2% Added · +93 sh | |
| 36 | Ishares TR 1 3 YR TREAS BD | $6.9M | 84.4K | 0.4% | ▼−1.6% Reduced · −1K sh | |
| 37 | Ishares TR S&P 500 GRWT ETF | $6.8M | 49.7K | 0.4% | ▼−0.5% Reduced · −258 sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $6.8M | 9.2K | 0.4% | ▼−5.3% Reduced · −510 sh | |
| 39 | Ishares TR ISHS 5-10YR INVT | $6.2M | 116.7K | 0.4% | ▲+1.9% Added · +2K sh | |
| 40 | Vanguard BD Index FDS SHORT TRM BOND | $6.0M | 77.7K | 0.4% | ▼−15% Reduced · −13K sh | |
| 41 | Vanguard Mun BD FDS TAX EXEMPT BD | $6.0M | 118.0K | 0.3% | ▲+4.7% Added · +5K sh | |
| 42 | Schwab Strategic TR EMRG MKTEQ ETF | $5.8M | 159.1K | 0.3% | ▲+0.2% Added · +333 sh | |
| 43 | Vanguard World FD INF TECH ETF | $5.6M | 47.0K | 0.3% | ▲+700% Added · +41K sh | |
| 44 | Nvidia Corporation COM | $5.5M | 27.4K | 0.3% | ▼−15% Reduced · −5K sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 7.1K | 0.3% | ▼−1.3% Reduced · −95 sh | |
| 46 | Berkshire Hathaway Inc Del CL A | $4.5M | 6 | 0.3% | —Held | |
| 47 | SPDR Index SHS FDS ST STR PO EX ETF | $4.3M | 84.5K | 0.2% | ▲+0.1% Added · +127 sh | |
| 48 | Schwab Strategic TR INTL SCEQT ETF | $3.8M | 78.7K | 0.2% | ▼−2.0% Reduced · −2K sh | |
| 49 | Vanguard World FD ESG US STK ETF | $3.6M | 27.1K | 0.2% | ▲+0.3% Added · +81 sh | |
| 50 | Vanguard Star FDS VG TL INTL STK F | $3.5M | 41.4K | 0.2% | ▲+1.6% Added · +646 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 240 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 236 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 243 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 242 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 244 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 226 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 234 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 237 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.