PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
Top Portfolio Positions
73 positions ·
$95,460,244 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
21,251 | $13,820,375 | 14.48% | |
| AAPL |
Apple Inc.
Technology
|
35,762 | $9,076,037 | 9.51% | |
| NVDA |
Nvidia Corp
Technology
|
32,266 | $5,627,190 | 5.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,707 | $5,602,686 | 5.87% | |
| IAU |
Ishares Gold Trust
|
46,769 | $4,123,155 | 4.32% | |
| MSFT |
Microsoft Corp
Technology
|
9,194 | $3,403,342 | 3.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,812 | $2,642,885 | 2.77% | |
| XOM |
Exxon Mobil Corp
Energy
|
15,188 | $2,576,796 | 2.70% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
27,456 | $2,365,059 | 2.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
6,563 | $2,158,505 | 2.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SMBK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,365,377 | 34,938 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,292,356 | 34,938 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,248,334 | 34,938 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,180,205 | 34,938 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,085,873 | 34,938 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,082,379 | 34,938 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,018,093 | 34,938 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $826,982 | 34,938 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $736,143 | 34,938 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $855,631 | 34,938 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $746,625 | 34,938 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $751,516 | 34,938 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $808,465 | 34,938 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $960,795 | 34,938 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $863,317 | 34,938 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $844,102 | 34,938 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $893,714 | 34,938 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $955,903 | 34,938 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $903,147 | 34,938 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $838,861 | 34,938 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $756,407 | 34,938 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $633,775 | 34,938 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $501,538 | 36,905 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $654,561 | 40,455 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $722,429 | 47,497 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||