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What Companies Are in the Patriot Portfolio?

The Patriot Portfolio™ includes a diverse mix of stocks, ETFs, and bonds that pass Monorail’s screening criteria. Holdings are updated regularly, but here’s how the selection works:

Written by Wes W
Updated over 2 weeks ago

✅ How It Works:

  1. Remove companies that engage in left-wing political activism unrelated to their core business

  2. Group remaining companies by sector, market cap, and job impact

  3. Select the top 3–4 stocks per sector, with weights based on market and sector size

  4. Add ETFs and bonds to maintain diversification and stability

American Conservative Values ETF

Type: U.S. Large-Cap Equity ETF
What it holds:

  • U.S. large-cap public companies

  • Screened using conservative values criteria

  • Broad sector exposure (financials, industrials, energy, healthcare, etc.)


Fidelity Dividend ETF for Rising Rates

Type: Dividend-Focused U.S. Equity ETF
What it holds:

  • Dividend-paying U.S. companies

  • Often tilted toward financials and value-oriented stocks

  • Designed for environments where interest rates are rising


Inspire Corporate Bond ETF

Type: Investment-Grade Corporate Bond ETF
What it holds:

  • Bonds issued by large U.S. corporations

  • Investment-grade credit quality

  • Focused on income generation


iShares 3-7 Year Treasury Bond ETF

Type: U.S. Treasury Bond ETF
What it holds:

  • U.S. government Treasury bonds

  • Intermediate-term maturities (3–7 years)

  • Low credit risk (backed by the U.S. government)


iShares 1-3 Year Treasury Bond ETF

Type: Short-Term U.S. Treasury ETF
What it holds:

  • U.S. Treasury securities with 1–3 year maturities

  • Lower interest rate sensitivity

  • Designed for stability and liquidity


iShares Short Treasury Bond ETF

Type: Very Short-Term U.S. Treasury ETF
What it holds:

  • U.S. Treasury bills and short-duration government securities

  • Very low interest rate risk

  • Often used as a cash-equivalent sleeve


God Bless America ETF

Type: U.S. Large-Cap Equity ETF
What it holds:

  • U.S. large-cap public companies

  • Screened using specific values-based criteria

  • Broad exposure across major sectors


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