Institutional Fund
Patriot Investment Management Group, Inc.
Knoxville, TNCIK 17738305 filings on record
Portfolio Value
$1.57B
Q1 2026
Holdings
236
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-0.7%
from $1.58B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds30.1%
- Vanguard Bd Index Fds8.9%
- Vanguard Tax-Managed Fds5.6%
- Vanguard Scottsdale Fds4.4%
- Vanguard Intl Equity Index F3.8%
- Vanguard Intl Equity Index F3.2%
- Other44.0%
Portfolio Holdings
236 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.47M | $470.48M | 30.1% | −2.6K | Reduced |
| 2 | Vanguard Bd Index Fds | 1.89M | $139.15M | 8.9% | +108.4K | Added |
| 3 | Vanguard Tax-Managed Fds | 1.38M | $88.44M | 5.6% | −1.9K | Reduced |
| 4 | Vanguard Scottsdale Fds | 837.7K | $69.32M | 4.4% | +32.1K | Added |
| 5 | Vanguard Intl Equity Index F | 791.8K | $59.46M | 3.8% | −44.6K | Reduced |
| 6 | Vanguard Intl Equity Index F | 924.7K | $49.98M | 3.2% | +5.9K | Added |
| 7 | Vanguard Scottsdale Fds | 507.6K | $40.23M | 2.6% | +14.9K | Added |
| 8 | Spdr Series Trust | 809.8K | $39.13M | 2.5% | +19.7K | Added |
| 9 | Vanguard Index Fds | 99.4K | $26.03M | 1.7% | −1.7K | Reduced |
| 10 | Schwab Strategic Tr | 1.02M | $25.65M | 1.6% | −34.9K | Reduced |
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