Patriot Investment Management Inc. Activity Analysis: Q2 2026 Portfolio Shifts
This analysis examines Patriot Investment Management Group's portfolio changes during Q2 2026, highlighting significant purchases and sales of exchange-traded funds.
As reported in the latest filing dated June 30th, 2026, Patriot Investment Management Group Inc. has shown active management of its portfolio through observable changes in holdings during this quarter.
Major Purchases Observed by the Investor
Patriot Investment Management demonstrated significant buying activity this quarter, most notably increasing positions in several Vanguard and SPDR ETFs. The largest purchase was observed in Vanguard Total Stock Market ETF (VO), where the fund acquired an additional 154,401 shares representing a staggering 291.8% increase in its allocation to this fund.
Other substantial buys included Vanguard Health Care ETF (VGT), which saw an increase of 41,149 shares or 700.05%, indicating a strong conviction in the healthcare sector's prospects. Similarly, iShares Dow Jones U.S. Healthcare Services ETF (HDV) experienced significant growth with +63,666 shares (+382.13%) added to the portfolio.
The investor also notably increased its stake in Vanguard Information Technology ETF (VUG) by acquiring 14,768 shares (+500.93%), suggesting an allocation towards technology growth stocks within the broader sector focus.
Patriot Investment Management's Portfolio Changes
In addition to these large purchases, Patriot Investment Management made several other noteworthy additions during Q2 2026:
- Vanguard Capital Strength Shares ETF (VCSH) allocation increased by +13,950 shares (+2.75%)
- The position in Vanguard Total Bond Market ETF (BND) grew modestly with a change of +56,014 shares (+2.96%)
- Vanguard Scottsdale Tax-Free Income ETF (VCIT) saw an increase of +15,068 shares (+1.8%)
- The allocation to Vanguard European Stock ETF (VEA) increased by +14,307 shares (+1.04%), showing continued interest in international equities.
Significant Sales Observed This Quarter
Conversely, the fund also divested from certain holdings during Q2 2026:
- Schwab U.S. Small Cap ETF (SCHB) allocation decreased by -17,868 shares (-1.75%)
- The position in Vanguard Short-Term Bond ETF (BSV) was reduced by -13,467 shares (-14.78%), indicating a shift away from short-term bonds.
- Vanguard Scottsdale Tax-Free Income ETF (VGSH) allocation decreased by -30,911 shares (-10.93%)
- Vanguard Total Stock Market ETF (VO), despite being a major purchase, also saw an increase in its change percentage from prior period.
Overall Portfolio Dynamics
The portfolio's structure remains dominated by broad market exposure and bond investments. The largest holdings are still concentrated in Vanguard Total Market ETF (VTI), followed closely by BND and Vanguard Scottsdale funds.
The overall portfolio value stood at $1.72 billion as of June 30th, 2026. The fund's holdings are diverse across sectors, with Technology being the sector showing notable growth through purchases like VGT.