PATRICK M SWEENEY & ASSOCIATES, INC
CIK: 0002010453SEC EDGAR →
Portfolio Value
$159.9M
Holdings
159
As of
Q4 2025
New Positions
158
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 37,249 | $10.1M | 6.33% |
| 2 | ABBOTT LABS | 74,355 | $9.3M | 5.83% |
| 3 | JPMORGAN CHASE & CO. | 23,699 | $7.6M | 4.78% |
| 4 | BANK AMERICA CORP | 126,873 | $7.0M | 4.36% |
| 5 | ABBVIE INC | 26,510 | $6.1M | 3.79% |
| 6 | MERCK & CO INC | 48,055 | $5.1M | 3.16% |
| 7 | MICROSOFT CORP | 10,281 | $5.0M | 3.11% |
| 8 | ALPHABET INC | 14,689 | $4.6M | 2.88% |
| 9 | ELI LILLY & CO | 2,980 | $3.2M | 2.00% |
| 10 | PFIZER INC | 116,318 | $2.9M | 1.81% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $40.2M | 25.2% |
| Healthcare | 18 | $36.5M | 22.8% |
| Technology | 15 | $24.0M | 15.0% |
| Industrials | 29 | $22.8M | 14.2% |
| Communication Services | 5 | $7.9M | 5.0% |
| Consumer Cyclical | 10 | $7.7M | 4.8% |
| Consumer Defensive | 9 | $7.1M | 4.5% |
| Unknown | 5 | $5.5M | 3.4% |
| Energy | 8 | $3.9M | 2.4% |
| Utilities | 8 | $2.2M | 1.4% |
| Basic Materials | 4 | $1.1M | 0.7% |
| Real Estate | 4 | $984K | 0.6% |