Institutional Fund
Patriot Financial Group Insurance Agency, LLC
Westborough, MACIK 16948835 filings on record
Portfolio Value
$1.77B
Q1 2026
Holdings
693
Reported positions
New Buys
217
Opened this quarter
QoQ Change
+111.3%
from $838.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.5%
- Ishares Tr2.3%
- Nvidia Corporation2.2%
- Microsoft Corp2.1%
- Alphabet Inc1.8%
- Vanguard Index Fds1.6%
- Other87.6%
Portfolio Holdings
693 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 173.2K | $43.95M | 2.5% | +95.7K | Added |
| 2 | Ishares Tr | 61.4K | $40.10M | 2.3% | +30.8K | Added |
| 3 | Nvidia Corporation | 223.3K | $38.95M | 2.2% | +126.6K | Added |
| 4 | Microsoft Corp | 99.0K | $36.63M | 2.1% | +54.2K | Added |
| 5 | Alphabet Inc | 111.5K | $31.99M | 1.8% | +65.2K | Added |
| 6 | Vanguard Index Fds | 47.4K | $28.31M | 1.6% | +25.0K | Added |
| 7 | Blackrock ETF Trust | 450.2K | $26.20M | 1.5% | +251.1K | Added |
| 8 | Amazon Com Inc | 118.0K | $24.58M | 1.4% | +64.6K | Added |
| 9 | Berkshire Hathaway Inc Del | 51.1K | $24.50M | 1.4% | +26.8K | Added |
| 10 | Jpmorgan Chase & Co. | 65.8K | $19.35M | 1.1% | +37.1K | Added |
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