Institutions / Patrick M Sweeney & Associates, Inc
Patrick M Sweeney & Associates, Inc
CIK 2010453 · Institution · as of Dec 31, 2025
Portfolio value
$159.88M
Positions
159
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 159 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $10.13M | 6.3% |
| Abbott Laboratories | $9.32M | 5.8% |
| JPMorgan Chase & Co | $7.64M | 4.8% |
| Bank of America Corp /De | $6.98M | 4.4% |
| AbbVie Inc. | $6.06M | 3.8% |
| Merck & Co., Inc. | $5.06M | 3.2% |
| Microsoft Corp | $4.97M | 3.1% |
| Alphabet Inc. | $4.61M | 2.9% |
| ELI LILLY & Co | $3.20M | 2.0% |
| Pfizer Inc | $2.90M | 1.8% |
| Amazon.com Inc | $2.89M | 1.8% |
| CVS HEALTH Corp | $2.75M | 1.7% |
| Visa Inc | $2.48M | 1.5% |
| Invesco Qqq Tr | $2.40M | 1.5% |
| Costco Wholesale Corp /New | $2.23M | 1.4% |
| Caterpillar Inc | $2.12M | 1.3% |
| Waste Management Inc | $2.03M | 1.3% |
| Blackstone Inc | $1.96M | 1.2% |
| Johnson & Johnson | $1.87M | 1.2% |
| Warren E. Buffett | $1.76M | 1.1% |
| Broadcom Inc. | $1.54M | 1.0% |
| NVIDIA Corp | $1.49M | 0.9% |
| RTX Corp | $1.36M | 0.8% |
| Schwab Charles Corp | $1.35M | 0.8% |
| SPDR S&P 500 ETF Tr | $1.32M | 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.