PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRM | 2K | $487.85K |
 | KKR | 2K | $259.01K |
 | BR | 2K | $465.78K |
 | VRSN | 2K | $525.37K |
 | HIG | 2K | $249.63K |
 | INTU | 2K | $1.27M |
 | BIO | 2K | $505.82K |
 | AXP | 2K | $594.95K |
 | CAT | 2K | $828.52K |
 | DTE | 2K | $237.03K |
 | PSX | 2K | $221.75K |
 | ADP | 2K | $463.38K |
 | LOW | 2K | $390.32K |
 | LLY | 2K | $1.18M |
 | ZBRA | 1K | $428.21K |
 | NOW | 1K | $1.30M |
 | TSM | 1K | $370.34K |
 | PTC | 1K | $262.10K |
 | SAM | 1K | $265.33K |
 | URI | 1K | $1.09M |
Salesforce, Inc.
CRM
Shares Held
2K
Value
$487.85K
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$259.01K
Broadridge Financial Solutions, Inc.
BR
Shares Held
2K
Value
$465.78K
VeriSign, Inc.
VRSN
Shares Held
2K
Value
$525.37K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
2K
Value
$249.63K
Intuit Inc.
INTU
Shares Held
2K
Value
$1.27M
Bio-Rad Laboratories, Inc.
BIO
Shares Held
2K
Value
$505.82K
American Express Company
AXP
Shares Held
2K
Value
$594.95K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$828.52K
DTE Energy Company
DTE
Shares Held
2K
Value
$237.03K
Phillips 66
PSX
Shares Held
2K
Value
$221.75K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$463.38K
Lowe's Companies, Inc.
LOW
Shares Held
2K
Value
$390.32K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.18M
Zebra Technologies Corporation
ZBRA
Shares Held
1K
Value
$428.21K
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.30M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$370.34K
PTC Inc.
PTC
Shares Held
1K
Value
$262.10K
The Boston Beer Company, Inc.
SAM
Shares Held
1K
Value
$265.33K
United Rentals, Inc.
URI
Shares Held
1K
Value
$1.09M