Patriot Financial Group Insurance Agency, LLC
Annual return '25
+5.8%
SPY '25
+17.7%
Alpha
-11.9ptsvs SPY
Invested
$1.8B
Holdings
668
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 74.9% (77.4k → 19.4k shares)
2.5%
02
$IVV
ISHARES TR
Q1 2026: Increased +36.6% (30.6k → 41.8k shares)
2.3%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 93.5% (96.8k → 6.3k shares)
2.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 84.6% (44.8k → 6.9k shares)
2.1%
05
$GOOG
ALPHABET INC
Q1 2026: Exited (was 46.3k shares)
1.8%
06
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 22.4k shares)
1.6%
07
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 199.1k shares)
1.5%
08
$AMZN
AMAZON COM INC
Q1 2026: Sold 96.4% (53.5k → 1.9k shares)
1.4%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 24.3k shares)
1.4%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 93.8% (28.6k → 1.8k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:56 UTC.