Patriot Financial Group Insurance Agency, LLC
InsuranceCIK
1694883
City
Westborough
State / Country
MA
Top Portfolio Positions
378 positions ·
$875,262,784 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
173,178 | $43,950,844 | 5.02% | |
| NVDA |
Nvidia Corp
Technology
|
223,334 | $38,949,449 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
98,960 | $36,632,023 | 4.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
118,020 | $24,580,025 | 2.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
51,128 | $24,500,537 | 2.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
65,780 | $19,349,844 | 2.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
32,212 | $18,429,451 | 2.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
13,858 | $13,808,526 | 1.58% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
83,104 | $13,740,415 | 1.57% | |
| IAU |
Ishares Gold Trust
|
154,264 | $13,599,914 | 1.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $520,033 | 68,970 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $279,673 | 34,485 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $283,785 | 34,608 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $261,764 | 32,639 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $264,988 | 33,290 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $261,620 | 33,285 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $268,521 | 33,274 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $244,179 | 32,688 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $273,033 | 37,974 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $267,986 | 39,643 | Shares | Sole | 2024-01-19 | |
| 2022-06-30 | $57,428 | 7,507 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $64,410 | 7,507 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $108,911 | 11,159 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $110,474 | 11,159 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $111,366 | 11,159 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $105,898 | 11,159 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $106,010 | 11,159 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $94,739 | 11,159 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $94,735 | 11,511 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $84,358 | 11,493 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||