Institutions / Sweeney & Michel, LLC
Sweeney & Michel, LLC
CIK 1979556 · Institution · as of Dec 31, 2025
Portfolio value
$338.82M
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $29.62M | 8.7% |
| iShares Tr | $27.65M | 8.2% |
| iShares Tr | $21.26M | 6.3% |
| Apple Inc. | $20.83M | 6.1% |
| Alphabet Inc. | $20.10M | 5.9% |
| iShares Tr | $13.79M | 4.1% |
| Capital Group International | $11.73M | 3.5% |
| Capital Group Dividend Growe | $10.68M | 3.2% |
| Warren E. Buffett | $10.08M | 3.0% |
| Vanguard Whitehall Fds | $9.85M | 2.9% |
| Johnson & Johnson | $7.24M | 2.1% |
| Trico Bancshares | $6.37M | 1.9% |
| Microsoft Corp | $6.21M | 1.8% |
| Costco Wholesale Corp /New | $5.98M | 1.8% |
| Vanguard Whitehall Fds | $5.85M | 1.7% |
| Vanguard Whitehall Fds | $5.82M | 1.7% |
| JPMorgan Chase & Co | $5.32M | 1.6% |
| Fidelity Covington Trust | $5.13M | 1.5% |
| Ea Series Trust | $4.37M | 1.3% |
| iShares Inc | $3.71M | 1.1% |
| NVIDIA Corp | $3.61M | 1.1% |
| Prologis Inc | $3.18M | 0.9% |
| Kinder Morgan, Inc. | $3.10M | 0.9% |
| Amazon.com Inc | $3.05M | 0.9% |
| BlackRock ETF Trust II | $2.76M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.