PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSK | 12K | $172.37K |
 | DIS | 11K | $1.28M |
 | KOPN | 11K | $26.49K |
 | NNE | 11K | $418.38K |
 | PLBY | 11K | $15.77K |
 | SOC | 11K | $186.46K |
 | OXY | 11K | $504.56K |
 | JNJ | 11K | $1.98M |
 | YUMC | 11K | $455.81K |
 | GSBD | 10K | $105.57K |
 | JD | 10K | $362.29K |
 | AAL | 10K | $116.25K |
 | SG | 10K | $82.01K |
 | EIX | 10K | $567.01K |
 | VALE | 10K | $108.76K |
 | MRK | 10K | $835.89K |
 | CSX | 10K | $349.49K |
 | ES | 10K | $700.14K |
 | ANET | 10K | $1.42M |
 | AEP | 10K | $1.07M |
FS KKR Capital Corp.
FSK
Shares Held
12K
Value
$172.37K
The Walt Disney Company
DIS
Shares Held
11K
Value
$1.28M
Kopin Corporation
KOPN
Shares Held
11K
Value
$26.49K
Nano Nuclear Energy Inc
NNE
Shares Held
11K
Value
$418.38K
Playboy, Inc.
PLBY
Shares Held
11K
Value
$15.77K
Sable Offshore Corp.
SOC
Shares Held
11K
Value
$186.46K
Occidental Petroleum Corporation
OXY
Shares Held
11K
Value
$504.56K
Johnson & Johnson
JNJ
Shares Held
11K
Value
$1.98M
Yum China Holdings, Inc.
YUMC
Shares Held
11K
Value
$455.81K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
10K
Value
$105.57K
JD.com, Inc.
JD
Shares Held
10K
Value
$362.29K
American Airlines Group Inc.
AAL
Shares Held
10K
Value
$116.25K
Sweetgreen, Inc.
SG
Shares Held
10K
Value
$82.01K
Edison International
EIX
Shares Held
10K
Value
$567.01K
Vale S.A.
VALE
Shares Held
10K
Value
$108.76K
Merck & Co., Inc.
MRK
Shares Held
10K
Value
$835.89K
CSX Corporation
CSX
Shares Held
10K
Value
$349.49K
Eversource Energy
ES
Shares Held
10K
Value
$700.14K
Arista Networks, Inc.
ANET
Shares Held
10K
Value
$1.42M
American Electric Power Company, Inc.
AEP
Shares Held
10K
Value
$1.07M