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CIK: 0002010453
Total reported value
$174.1M
$174.1M
156 檔
20.9%
In Q2 2025, Patrick M Sweeney & Associates, Inc's U.S. equity holdings reached a combined market value of $174.1M, distributed across 156 disclosed stock positions.
During Q2 2025, Patrick M Sweeney & Associates, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | Stock-Healthcare | 6.87% | -0.99% | -0.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.48% | +0.09% | -0.24% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.87% | -0.77% | -0.05% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 4.25% | -0.03% | +0.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.20% | +0.74% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.45% | +0.14% | +0.00% | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.68% | -0.15% | +0.90% | |
| 8 | PFE | Pfizer Inc | Stock-Healthcare | 2.37% | -0.38% | +18.39% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.05% | +2.04% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | +0.28% | +0.90% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.27% | +1.17% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.74% | +0.02% | +0.47% | |
| 13 | CVS | Cvs Health CORP | Stock-Healthcare | 1.61% | +0.44% | -1.54% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.33% | -0.97% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.20% | -0.36% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.44% | -0.17% | -0.13% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.37% | -0.06% | -5.54% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.06% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.57% | +1.34% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.09% | +1.13% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.08% | +4.20% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | — | +0.94% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | +0.01% | +0.84% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | +0.07% | +0.58% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.01% | -0.61% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.07% | +0.83% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.83% | -0.74% | EXIT | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.04% | +0.02% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.79% | +0.04% | +6.04% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.12% | -0.12% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.77% | +0.01% | +1.23% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.05% | +4.05% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | +0.06% | +4.45% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.15% | +0.01% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.14% | +0.03% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.16% | +1.83% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | -0.05% | +1.52% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.05% | +1.05% | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.62% | +0.19% | +2.79% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.61% | -0.04% | +0.90% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.01% | +9.22% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | +0.01% | +2.99% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.01% | -0.23% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.56% | +0.02% | +2.93% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.25% | +5.26% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | +0.15% | +8.87% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.51% | -0.02% | +0.02% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.06% | +0.25% | |
| 49 | FDX | Fedex CORP | Stock-Industrials | 0.49% | -0.14% | -0.83% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.47% | +0.13% | +5.21% |
According to official SEC Form 13F filings, Patrick M Sweeney & Associates, Inc reported a total U.S. public equity portfolio value of $174.1M across 156 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ABT, AAPL, JPM) accounted for 20.9% of total reported equity market value during Q2 2025.
During Q2 2025, Patrick M Sweeney & Associates, Inc's top holdings by market value included ABT (6.9%)、AAPL (5.5%)、JPM (4.9%). The largest single position, ABT, represented 6.9% of total portfolio value.
In Q2 2025, Patrick M Sweeney & Associates, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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