Patrick M Sweeney & Associates, Inc

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$10.13M	37,249	6.3%
ABBOTT LABORATORIES	—	$9.32M	74,355	5.8%
JPMORGAN CHASE & CO	—	$7.64M	23,699	4.8%
BANK OF AMERICA CORP /DE	—	$6.98M	126,873	4.4%
AbbVie Inc.	—	$6.06M	26,510	3.8%
Merck & Co., Inc.	—	$5.06M	48,055	3.2%
MICROSOFT CORP	—	$4.97M	10,281	3.1%
Alphabet Inc.	—	$4.61M	14,689	2.9%
ELI LILLY & Co	—	$3.20M	2,980	2.0%
PFIZER INC	—	$2.90M	116,318	1.8%
Amazon.com Inc	—	$2.89M	12,531	1.8%
CVS HEALTH Corp	—	$2.75M	34,709	1.7%
Visa Inc	—	$2.48M	7,064	1.5%
INVESCO QQQ TR	—	$2.40M	3,905	1.5%
COSTCO WHOLESALE CORP /NEW	—	$2.23M	2,580	1.4%
CATERPILLAR INC	—	$2.12M	3,692	1.3%
WASTE MANAGEMENT INC	—	$2.03M	9,242	1.3%
Blackstone Inc	—	$1.96M	12,719	1.2%
JOHNSON & JOHNSON	—	$1.87M	9,034	1.2%
Warren E. Buffett	—	$1.76M	3,501	1.1%
Broadcom Inc.	—	$1.54M	4,450	1.0%
NVIDIA Corp	—	$1.49M	7,990	0.9%
RTX Corp	—	$1.36M	7,398	0.8%
SCHWAB CHARLES CORP	—	$1.35M	13,476	0.8%
SPDR S&P 500 ETF TR	—	$1.32M	1,938	0.8%
THE GOLDMAN SACHS GROUP, INC.	—	$1.29M	1,466	0.8%
Union Pacific Corp	—	$1.28M	5,527	0.8%
CSX CORP	—	$1.25M	34,439	0.8%
Alphabet Inc.	—	$1.23M	3,936	0.8%
HOME DEPOT, INC.	—	$1.22M	3,558	0.8%
Walmart Inc.	—	$1.17M	10,520	0.7%
Eaton Corp plc	—	$1.12M	3,512	0.7%
MCDONALD'S CORP	—	$1.06M	3,469	0.7%
PEPSICO INC	—	$1.04M	7,279	0.7%
DEERE & CO	—	$1.03M	2,213	0.6%
Meta Platforms Inc	—	$1.02M	1,552	0.6%
CUMMINS INC	—	$1.02M	1,997	0.6%
HONEYWELL INTERNATIONAL INC	—	$989.9K	5,074	0.6%
VANGUARD SPECIALIZED FUNDS	—	$948.0K	4,313	0.6%
ORACLE CORP	—	$945.6K	4,851	0.6%
The Boeing Company	—	$942.3K	4,340	0.6%
VANGUARD WORLD FD	—	$926.5K	1,229	0.6%
United Rentals Inc	—	$896.7K	1,108	0.6%
EXXON MOBIL CORP	—	$886.3K	7,365	0.6%
3M CO	—	$866.0K	5,409	0.5%
FedEx Corp	—	$846.7K	2,931	0.5%
VANGUARD INDEX FDS	—	$819.7K	1,307	0.5%
Tesla Inc	—	$814.9K	1,812	0.5%
PROCTER & GAMBLE Co	—	$810.1K	5,653	0.5%
Walt Disney Co	—	$795.6K	6,993	0.5%