Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PATRICK M SWEENEY & ASSOCIATES, INC (CIK 2010453) reported $156.0M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($9.4M, 6.03%), ABT ($7.6M, 4.89%), JPM ($6.9M, 4.45%), BAC ($6.2M, 3.97%), MRK ($5.8M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.4M | 6.03% | 37,044 | Trimmed |
| 2 | ABT | ABBOTT LABORATORIES | $7.6M | 4.89% | 74,291 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $6.9M | 4.45% | 23,625 | Trimmed |
| 4 | BAC | BANK AMERICA CORP | $6.2M | 3.97% | 126,981 | Added |
| 5 | MRK | MERCK & CO INC | $5.8M | 3.71% | 48,057 | Added |
| 6 | ABBV | ABBVIE INC | $5.8M | 3.70% | 26,535 | Added |
| 7 | GOOG | ALPHABET INC | $4.2M | 2.68% | 14,574 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $3.8M | 2.44% | 10,296 | Added |
| 9 | PFE | PFIZER INC | $3.3M | 2.09% | 116,326 | Added |
| 10 | LLY | ELI LILLY & CO | $2.7M | 1.76% | 2,985 | Added |
| 11 | AMZN | AMAZON COM INC | $2.6M | 1.67% | 12,511 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $2.6M | 1.65% | 2,578 | Trimmed |
| 13 | CAT | CATERPILLAR INC | $2.6M | 1.65% | 3,629 | Trimmed |
| 14 | CVS | CVS HEALTH CORP | $2.5M | 1.59% | 34,541 | Trimmed |
| 15 | QQQ | INVESCO QQQ TR | $2.2M | 1.44% | 3,895 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $2.2M | 1.42% | 9,038 | Added |
| 17 | V | VISA INC | $2.1M | 1.37% | 7,059 | Trimmed |
| 18 | WM | WASTE MGMT INC DEL | $2.1M | 1.36% | 9,238 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 1.08% | 3,509 | Added |
| 20 | BX | BLACKSTONE INC | $1.5M | 0.94% | 12,745 | Added |
| 21 | RTX | RTX CORPORATION | $1.4M | 0.91% | 7,348 | Trimmed |
| 22 | CSX | CSX CORP | $1.4M | 0.91% | 34,582 | Added |
| 23 | AVGO | BROADCOM INC | $1.4M | 0.88% | 4,451 | Added |
| 24 | UNP | UNION PAC CORP | $1.3M | 0.86% | 5,532 | Added |
| 25 | ETN | EATON CORP PLC | $1.3M | 0.81% | 3,527 | Added |
Source: SEC Form 13F filings · as of 2026-03-31