PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 27K | $1.78M |
 | LRCX | 27K | $3.58M |
 | ORCL | 27K | $7.50M |
 | IONQ | 26K | $1.61M |
 | CEPO | 25K | $266.39K |
 | INTC | 25K | $849.15K |
 | WBD | 24K | $472.47K |
 | CEPT | 24K | $253.08K |
 | BRK-B | 24K | $11.96M |
 | GSK | 24K | $1.02M |
 | TFC | 23K | $1.07M |
 | CRSP | 23K | $1.51M |
 | T | 23K | $636.46K |
 | BBDC | 22K | $194.35K |
 | BK | 22K | $2.38M |
 | GOOGL | 21K | $5.15M |
 | EC | 21K | $195.07K |
 | RTX | 21K | $3.54M |
 | UWMC | 21K | $127.12K |
 | EVLV | 21K | $156.69K |
The Coca-Cola Company
KO
Shares Held
27K
Value
$1.78M
Lam Research Corporation
LRCX
Shares Held
27K
Value
$3.58M
Oracle Corporation
ORCL
Shares Held
27K
Value
$7.50M
IonQ, Inc.
IONQ
Shares Held
26K
Value
$1.61M
Cantor Equity Partners I, Inc. Class A Ordinary Shares
CEPO
Shares Held
25K
Value
$266.39K
Intel Corporation
INTC
Shares Held
25K
Value
$849.15K
Warner Bros. Discovery, Inc.
WBD
Shares Held
24K
Value
$472.47K
Cantor Equity Partners II, Inc. Class A Ordinary Share
CEPT
Shares Held
24K
Value
$253.08K
Berkshire Hathaway Inc.
BRK-B
Shares Held
24K
Value
$11.96M
GSK plc
GSK
Shares Held
24K
Value
$1.02M
Truist Financial Corporation
TFC
Shares Held
23K
Value
$1.07M
CRISPR Therapeutics AG
CRSP
Shares Held
23K
Value
$1.51M
AT&T Inc.
T
Shares Held
23K
Value
$636.46K
Barings BDC, Inc.
BBDC
Shares Held
22K
Value
$194.35K
The Bank of New York Mellon Corporation
BK
Shares Held
22K
Value
$2.38M
Alphabet Inc.
GOOGL
Shares Held
21K
Value
$5.15M
Ecopetrol S.A.
EC
Shares Held
21K
Value
$195.07K
RTX Corporation
RTX
Shares Held
21K
Value
$3.54M
UWM Holdings Corporation
UWMC
Shares Held
21K
Value
$127.12K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
21K
Value
$156.69K