Patrick Mauro Investment Advisor, INC.
CIK: 0001953787SEC EDGAR →
Portfolio Value
$191.3M
Holdings
42
As of
Q4 2025
New Positions
2
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE MSCI TOTL INTL STCK ETF | 183,289 | $15.5M | 8.11% |
| 2 | CME GROUP INC CLASS A | 49,501 | $13.5M | 7.07% |
| 3 | PFIZER INC | 479,601 | $11.9M | 6.24% |
| 4 | WATSCO INC | 34,133 | $11.5M | 6.01% |
| 5 | VERIZON COMMUNICATIONS I | 267,374 | $10.9M | 5.69% |
| 6 | MICROSOFT CORP | 19,387 | $9.4M | 4.90% |
| 7 | MCDONALDS CORP | 26,872 | $8.2M | 4.29% |
| 8 | CNA FINL CORP | 167,018 | $8.0M | 4.17% |
| 9 | ALPHABET INC CLASS A | 25,222 | $7.9M | 4.13% |
| 10 | PEPSICO INC | 44,496 | $6.4M | 3.34% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 7 | $49.6M | 26.0% |
| Industrials | 6 | $33.6M | 17.6% |
| Healthcare | 4 | $21.4M | 11.2% |
| Consumer Defensive | 6 | $19.5M | 10.2% |
| Technology | 3 | $16.3M | 8.5% |
| Utilities | 5 | $11.2M | 5.9% |
| Communication Services | 3 | $10.4M | 5.5% |
| Basic Materials | 2 | $8.9M | 4.7% |
| Consumer Cyclical | 2 | $8.6M | 4.5% |
| Unknown | 3 | $8.1M | 4.2% |
| Energy | 1 | $3.5M | 1.8% |