Patriot Financial Group Insurance Agency, LLC
Patriot Financial Group Insurance Agency, LLC reported 499 holdings worth US$1.05B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Patriot Financial Group Insurance Agency, LLC reported 499 holdings worth US$1.05B as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 499
- Value as reported
- US$1.05B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 81,992 | US$27.3M | 2.6% |
| Microsoft Corp. | 53,160 | US$27.3M | 2.6% |
| Nvidia Corporation | 110K | US$25.1M | 2.4% |
| Alphabet Inc (google) Class C | 68,369 | US$23.3M | 2.2% |
| Amazon.com, Inc. | 65,287 | US$16.3M | 1.6% |
| Berkshire Hathaway Inc. | 28,775 | US$14.3M | 1.4% |
| Advanced Micro Devices Inc | 21,265 | US$13M | 1.2% |
| Meta Platforms, Inc. | 17,231 | US$12.5M | 1.2% |
| Jp Morgan Chase & Co. | 32,806 | US$10.9M | 1.0% |
| Micron Technology, Inc. | 9,536 | US$10.2M | 0.97% |
| Palantir Technologies Inc. | 44,994 | US$8.42M | 0.81% |
| Philip Morris International Inc | 43,383 | US$8.28M | 0.79% |
| Applied Materials, Inc. | 15,714 | US$8.04M | 0.77% |
| Visa Inc. | 19,015 | US$6.83M | 0.65% |
| Wells Fargo & Company | 77,656 | US$6.68M | 0.64% |
| Broadcom Inc. | 18,819 | US$6.61M | 0.63% |
| Lam Research Corporation | 19,730 | US$6.48M | 0.62% |
| Johnson & Johnson | 22,306 | US$5.91M | 0.56% |
| Booking Holdings Inc. Common Stock | 35,225 | US$5.74M | 0.55% |
| Becton, Dickinson And Company | 31,190 | US$5.58M | 0.53% |
| Tesla, Inc. | 15,644 | US$5.55M | 0.53% |
| Intel Corporation | 41,489 | US$4.99M | 0.48% |
| Charles Schwab Corporation (the) | 48,825 | US$4.77M | 0.46% |
| Netflix, Inc. | 65,754 | US$4.58M | 0.44% |
| Rtx Corporation | 24,394 | US$4.53M | 0.43% |
| Ge Aerospace | 14,440 | US$4.51M | 0.43% |
| Conocophillips | 32,722 | US$4.1M | 0.39% |
| Walmart Inc. | 37,961 | US$3.94M | 0.38% |
| Analog Devices, Inc. | 9,928 | US$3.94M | 0.38% |
| Chevron Corporation | 18,197 | US$3.72M | 0.36% |
| Eli Lilly And Company | 2,968 | US$3.43M | 0.33% |
| Ge Vernova Inc. | 3,528 | US$3.35M | 0.32% |
| Cisco Systems, Inc. | 30,349 | US$3.27M | 0.31% |
| Newmont Corporation | 27,641 | US$3.19M | 0.30% |
| General Dynamics Corporation | 9,493 | US$3.15M | 0.30% |
| The Bank Of New York Mellon Corporation | 21,211 | US$3.07M | 0.29% |
| Costco Wholesale Corporation | 3,362 | US$3.06M | 0.29% |
| Caterpillar, Inc. | 3,713 | US$3.01M | 0.29% |
| Oracle Corporation | 21,643 | US$2.97M | 0.28% |
| Fortinet, Inc. | 16,425 | US$2.94M | 0.28% |
| Omnicom Group Inc. | 39,868 | US$2.94M | 0.28% |
| Home Depot, Inc. (the) | 9,533 | US$2.71M | 0.26% |
| Abbvie Inc. | 10,231 | US$2.68M | 0.26% |
| Howmet Aerospace Inc. | 11,828 | US$2.68M | 0.26% |
| Unilever Plc | 43,756 | US$2.66M | 0.25% |
| Novartis Ag | 18,217 | US$2.6M | 0.25% |
| Enbridge Inc. | 52,292 | US$2.43M | 0.23% |
| Mastercard Incorporated | 4,279 | US$2.36M | 0.23% |
| Comcast Corporation | 104K | US$2.27M | 0.22% |
| Bank Of America Corporation | 29,573 | US$2.14M | 0.20% |
| Barrick Mining Corporation | 49,994 | US$2.03M | 0.19% |
| Amgen Inc. | 4,761 | US$2.01M | 0.19% |
| Coca-cola Company (the) | 23,136 | US$1.99M | 0.19% |
| T. Rowe Price Group, Inc. | 18,505 | US$1.93M | 0.18% |
| Union Pacific Corporation | 6,814 | US$1.85M | 0.18% |
| Texas Instruments Incorporated | 6,427 | US$1.8M | 0.17% |
| Intercontinental Exchange Inc. | 11,821 | US$1.8M | 0.17% |
| Kla Corporation | 9,070 | US$1.77M | 0.17% |
| Merck & Company, Inc. | 11,328 | US$1.65M | 0.16% |
| Valero Energy Corporation | 4,214 | US$1.63M | 0.16% |
| Verizon Communications Inc. | 35,370 | US$1.62M | 0.16% |
| Vertex Pharmaceuticals Incorporated | 3,092 | US$1.62M | 0.15% |
| Credo Technology Group Holding Ltd | 8,274 | US$1.61M | 0.15% |
| Ford Mtr Co Del | 130K | US$1.57M | 0.15% |
| Kinross Gold Corporation | 63,811 | US$1.54M | 0.15% |
| Gsk Plc | 31,467 | US$1.52M | 0.14% |
| The Cigna Group | 5,572 | US$1.51M | 0.14% |
| Amphenol Corporation | 17,846 | US$1.5M | 0.14% |
| Nextera Energy, Inc. | 19,690 | US$1.49M | 0.14% |
| Welltower Inc. | 6,338 | US$1.46M | 0.14% |
| Dominion Energy, Inc. | 22,989 | US$1.39M | 0.13% |
| Ionq, Inc. | 31,514 | US$1.38M | 0.13% |
| American Electric Power Company, Inc. | 11,511 | US$1.37M | 0.13% |
| Kratos Defense & Security Solutions, Inc. | 31,522 | US$1.35M | 0.13% |
| Blacksky Technology Inc. | 61,498 | US$1.31M | 0.13% |
| Lloyds Banking Group Plc | 233K | US$1.31M | 0.13% |
| Blackrock, Inc. | 1,213 | US$1.28M | 0.12% |
| Altria Group, Inc. | 19,032 | US$1.28M | 0.12% |
| Elevance Health, Inc. | 3,239 | US$1.26M | 0.12% |
| Procter & Gamble Company (the) | 8,650 | US$1.26M | 0.12% |
| Genuine Parts Company | 9,897 | US$1.24M | 0.12% |
| Target Corporation | 7,875 | US$1.23M | 0.12% |
| Qualcomm Incorporated | 6,633 | US$1.22M | 0.12% |
| Carvana Co. | 19,140 | US$1.2M | 0.11% |
| Prologis, Inc. | 9,045 | US$1.17M | 0.11% |
| Palo Alto Networks, Inc. | 2,948 | US$1.17M | 0.11% |
| Uipath, Inc. | 90,022 | US$1.16M | 0.11% |
| Air Products And Chemicals, Inc. | 4,055 | US$1.13M | 0.11% |
| Southern Company (the) | 13,537 | US$1.12M | 0.11% |
| Crowdstrike Holdings, Inc. | 4,223 | US$1.12M | 0.11% |
| Valmont Industries, Inc. | 2,392 | US$1.11M | 0.11% |
| Edison International | 20,495 | US$1.1M | 0.11% |
| Arista Networks, Inc. | 5,354 | US$1.09M | 0.10% |
| American Tower Corporation (reit) | 6,643 | US$1.09M | 0.10% |
| Rigetti Computing, Inc. | 68,777 | US$1.08M | 0.10% |
| Diamondback Energy, Inc. | 5,808 | US$1.07M | 0.10% |
| Marvell Technology, Inc. | 3,996 | US$1.06M | 0.10% |
| Nucor Corporation | 4,497 | US$1.05M | 0.10% |
| Pepsico, Inc. | 8,167 | US$1.03M | 0.10% |
| Truist Financial Corporation | 22,342 | US$1.03M | 0.10% |
Every holding of Patriot Financial Group Insurance Agency, LLC
Source
View original at SEC
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