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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001773830

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

KNOXVILLE, TN · File #028-19483

Latest AUM
$1.58B
Positions
243
Top-10 Concentration
72.6%
Filings
12

Sector Allocation

Technology
1.6%$24.5M
Financials
1.0%$15.2M
Healthcare
0.5%$7.7M
Industrials
0.3%$5.3M
Energy
0.2%$2.6M
Utilities
0.0%$371,657

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS9229087691,469,102$492.5M35.10%
2VANGUARD BD INDEX FDS9219378351,781,109$131.9M9.40%
3VANGUARD TAX-MANAGED FDS9219438581,382,059$86.3M6.15%
4VANGUARD SCOTTSDALE FDS92206C870805,609$67.5M4.81%
5VANGUARD INTL EQUITY INDEX F922042775836,435$61.5M4.38%
6VANGUARD INTL EQUITY INDEX F922042858918,759$49.4M3.52%
7VANGUARD SCOTTSDALE FDS92206C409492,687$39.3M2.80%
8SPDR SERIES TRUST78468R853790,099$37.0M2.64%
9SCHWAB STRATEGIC TR8085241021,056,993$27.7M1.98%
10VANGUARD INDEX FDS922908751101,104$26.1M1.86%
11VANGUARD INDEX FDS922908553243,968$21.6M1.54%
12ISHARES TR464287226198,307$19.8M1.41%
13ISHARES TR46428720025,196$17.3M1.23%
14VANGUARD WORLD FD92204A87693,167$17.2M1.23%
15VANGUARD SCOTTSDALE FDS92206C102263,556$15.5M1.10%
16VANGUARD INDEX FDS92290862953,028$15.4M1.10%
17VANGUARD WHITEHALL FDS921946406105,497$15.1M1.08%
18VANGUARD WORLD FD92204A20769,449$14.7M1.05%
19SPDR S&P 500 ETF TRSPY21,250$14.5M1.03%
20VANGUARD CHARLOTTE FDS92203J407275,998$13.3M0.95%