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Home > Institutional Investor > Patriot Financial Group Insurance Agency, Llc > Profile

Instuitional Investor - Patriot Financial Group Insurance Agency, Llc

Fund Profile
Filing Period:
Fund Name: Patriot Financial Group Insurance Agency, Llc
Portfolio Value $840,622,211
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 44,760 $21,646,739 2.58%
2.
Apple Inc.
 AAPL 77,437 $21,051,995 2.5%
3.
Ishares Trust
 IEF 30,606 $20,963,425 2.49%
4.
Nvidia Corp
 NVDA 96,758 $18,045,297 2.15%
5.
Alphabet Inc.
 GOOGL 46,323 $14,536,066 1.73%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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