PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 5K | $764.24K |
 | NFLX | 5K | $5.65M |
 | UNM | 5K | $360.77K |
 | BABA | 5K | $824.84K |
 | VEEV | 5K | $1.35M |
 | GTLB | 4K | $201.51K |
 | ELV | 4K | $1.44M |
 | OKLO | 4K | $492.85K |
 | IBM | 4K | $1.24M |
 | ALLE | 4K | $776.79K |
 | NEE | 4K | $327.76K |
 | FI | 4K | $546.92K |
 | AMT | 4K | $815.62K |
 | MP | 4K | $284.18K |
 | HON | 4K | $835.71K |
 | TJX | 4K | $567.77K |
 | SWK | 4K | $284.87K |
 | MRVL | 4K | $317.20K |
 | DOCU | 4K | $271.20K |
 | UVV | 4K | $206.72K |
Morgan Stanley
MS
Shares Held
5K
Value
$764.24K
Netflix, Inc.
NFLX
Shares Held
5K
Value
$5.65M
Unum Group
UNM
Shares Held
5K
Value
$360.77K
Alibaba Group Holding Limited
BABA
Shares Held
5K
Value
$824.84K
Veeva Systems Inc.
VEEV
Shares Held
5K
Value
$1.35M
GitLab Inc.
GTLB
Shares Held
4K
Value
$201.51K
Elevance Health Inc.
ELV
Shares Held
4K
Value
$1.44M
Oklo Inc.
OKLO
Shares Held
4K
Value
$492.85K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.24M
Allegion plc
ALLE
Shares Held
4K
Value
$776.79K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$327.76K
Fiserv, Inc.
FI
Shares Held
4K
Value
$546.92K
American Tower Corporation
AMT
Shares Held
4K
Value
$815.62K
MP Materials Corp.
MP
Shares Held
4K
Value
$284.18K
Honeywell International Inc.
HON
Shares Held
4K
Value
$835.71K
The TJX Companies, Inc.
TJX
Shares Held
4K
Value
$567.77K
Stanley Black & Decker, Inc.
SWK
Shares Held
4K
Value
$284.87K
Marvell Technology, Inc.
MRVL
Shares Held
4K
Value
$317.20K
DocuSign, Inc.
DOCU
Shares Held
4K
Value
$271.20K
Universal Corporation
UVV
Shares Held
4K
Value
$206.72K