AiSiWhale

AI & tech investing

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

CIK 1773830

13F filing for Q2 2026・No. 1,811

Holdings
US$1.72B
Quarter change
+US$159.36M
Entries
240
Net bought (estimate)
+US$3.48M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 9
  • Sold out 5
  • Cut 109
  • Added 56
  • Corporate actions 0
  • Unchanged 66

Largest holdings

240 stocks worth US$1.72B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$543.11M31.49%
VANGUARD BD INDEX FDSTOTAL BND MRKTAddedUS$142.82M8.28%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTAddedUS$99.35M5.76%
VANGUARD SCOTTSDALE FDSINT-TERM CORPAddedUS$70.48M4.09%
VANGUARD INTL EQUITY INDEX FALLWRLD EX USCutUS$66.09M3.83%
VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETFAddedUS$55.82M3.24%
SPDR SERIES TRUSTST STR SP600 SMLAddedUS$48.1M2.79%
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BDAddedUS$41.22M2.39%
VANGUARD INDEX FDSSMALL CP ETFCutUS$29.91M1.73%
SCHWAB STRATEGIC TRUS BRD MKT ETFCutUS$29.08M1.69%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.