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CIK: 0002010453
Total reported value
$174.1M
$174.1M
159 檔
23.0%
During the Q4 2025 filing period, Patrick M Sweeney & Associates, Inc (CIK: 0002010453) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $174.1M across 159 reported positions.
In Q4 2025, Patrick M Sweeney & Associates, Inc adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.33% | +0.09% | -0.22% | |
| 2 | ABT | Abbott Laboratories | Stock-Healthcare | 5.83% | -0.99% | -0.03% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.78% | -0.77% | -0.92% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 4.36% | -0.03% | +0.10% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.79% | +0.14% | -0.02% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.16% | -0.15% | -0.16% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.20% | -1.56% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.88% | +0.28% | -1.01% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.00% | +0.33% | +0.34% | |
| 10 | PFE | Pfizer Inc | Stock-Healthcare | 1.81% | -0.38% | -14.98% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.05% | +1.87% | |
| 12 | CVS | Cvs Health CORP | Stock-Healthcare | 1.72% | +0.44% | -0.26% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | +0.02% | +0.23% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.20% | -0.56% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.27% | -0.42% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.32% | +0.57% | -2.56% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.27% | -0.17% | -0.05% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.23% | -0.06% | -1.38% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.09% | -1.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.06% | +0.69% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.08% | -7.70% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.01% | +55.36% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.85% | -0.12% | -3.50% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.07% | +0.52% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.01% | -1.27% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | +0.06% | -2.07% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | +0.01% | +1.12% | |
| 28 | CSX | Csx CORP | Stock-Industrials | 0.78% | +0.04% | +0.25% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.06% | -3.62% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | — | -0.03% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.15% | -2.77% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.70% | +0.07% | — | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.14% | -0.43% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.16% | -1.61% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.64% | +0.01% | +2.88% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.05% | +0.13% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.64% | +0.13% | -2.16% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.74% | EXIT | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | +0.01% | +1.82% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.04% | -1.62% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.01% | +7.40% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.15% | +2.67% | |
| 43 | URI | United Rentals Inc | Stock-Industrials | 0.56% | +0.19% | -1.95% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.25% | +1.75% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.54% | +0.02% | +0.67% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.53% | -0.14% | -0.51% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | +287.83% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.01% | -1.90% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.05% | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.05% | -1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +0.6% | -0.16% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -1.01% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.5% | +0.34% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | +287.83% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +55.36% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +197.26% | Add |
| 7 | AAPL | Apple Inc | +0.2% | -0.22% | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | -2.56% | Trim |
| 9 | BAC | Bank Of America CORP | +0.1% | +0.10% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.62% | Trim |
| 11 | CMI | Cummins Inc | +0.1% | -2.16% | Trim |
| 12 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 13 | FDX | Fedex CORP | +0.1% | -0.51% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -1.27% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | +1.87% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.47% | Add |
| 17 | CRM | Salesforce Inc | +0.1% | +9.66% | Add |
| 18 | GS | Goldman Sachs Group Inc | 0% | -2.07% | Trim |
| 19 | CSCO | Cisco Systems Inc | 0% | +1.27% | Add |
| 20 | DAL | Delta Air Lines Inc | 0% | — | Unchanged |
| 21 | WFC | Wells Fargo & Co | 0% | +3.03% | Add |
| 22 | CB | Chubb Limited | 0% | +0.58% | Add |
| 23 | CVS | Cvs Health CORP | 0% | -0.26% | Trim |
| 24 | RTX | Rtx CORP | 0% | -3.50% | Trim |
| 25 | XOM | Exxon Mobil CORP | 0% | +1.75% | Add |
| 26 | V | Visa Inc-class A Shares | 0% | +0.23% | Add |
| 27 | AJG | Arthur J Gallagher & Co | -0.1% | -3.88% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +0.13% | Add |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -0.92% | Trim |
| 30 | HLN | Haleon Plc-adr | -0.1% | -46.12% | Trim |
| 31 | URI | United Rentals Inc | -0.1% | -1.95% | Trim |
| 32 | ETN | Eaton Corporation plc | -0.2% | — | Unchanged |
| 33 | HD | Home Depot Inc | -0.2% | -0.03% | Trim |
| 34 | COST | Costco Wholesale CORP | -0.2% | -0.42% | Trim |
| 35 | ABBV | Abbvie Inc | -0.2% | -0.02% | Trim |
| 36 | BX | Blackstone Inc | -0.2% | -1.38% | Trim |
| 37 | ORCL | Oracle CORP | -0.3% | -1.62% | Trim |
| 38 | MSFT | Microsoft CORP | -0.4% | -1.56% | Trim |
| 39 | PFE | Pfizer Inc | -0.4% | -14.98% | Trim |
| 40 | ABT | Abbott Laboratories | -0.6% | -0.03% | Trim |
| 41 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 42 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 43 | GM | General Motors Co | — | NEW | New buy |
| 44 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 45 | DOW | Dow Inc | — | EXIT | Sold out |
| 46 | USB | US Bancorp | — | NEW | New buy |
| 47 | GEV | GE Vernova Inc | — | NEW | New buy |
| 48 | TGT | Target CORP | — | EXIT | Sold out |
| 49 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 50 | NXPI | NXP Semiconductors N.V. | — | EXIT | Sold out |
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 159 disclosed positions in Q4 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 AAPL, ABT, JPM) accounted for 23.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VGK
市值: $424.9K
Top Position Liquidated / Trimmed
6D8
前期市值: $260.8K
During Q4 2025, Patrick M Sweeney & Associates, Inc's top holdings by market value included AAPL (6.3%)、ABT (5.8%)、JPM (4.8%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2025, Patrick M Sweeney & Associates, Inc made 47 total portfolio adjustments, initiating 5 new buys, adding to 14 positions, trimming 23 holdings, and fully liquidating 5 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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