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 Mauro Investment Advisor, INC. (CIK 1953787) reported $198.9M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IXUS ($17.3M, 8.68%), CME ($14.1M, 7.07%), WSO ($12.8M, 6.43%), VZ ($12.3M, 6.19%), PFE ($11.6M, 5.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $17.3M | 8.68% | 199,360 | Added |
| 2 | CME | CME GROUP INC CLASS CLASS A | $14.1M | 7.07% | 47,613 | Trimmed |
| 3 | WSO | WATSCO INC | $12.8M | 6.43% | 35,170 | Added |
| 4 | VZ | VERIZON COMMUNICATIONS I | $12.3M | 6.19% | 245,318 | Trimmed |
| 5 | PFE | PFIZER INC | $11.6M | 5.82% | 412,028 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $9.0M | 4.53% | 24,364 | Added |
| 7 | MCD | MCDONALDS CORP | $8.3M | 4.17% | 26,719 | Trimmed |
| 8 | CNA | CNA FINL CORP | $7.4M | 3.73% | 161,466 | Trimmed |
| 9 | KMB | KIMBERLY CLARK CORP | $7.2M | 3.62% | 74,582 | Added |
| 10 | LIN | LINDE PLC F | $7.1M | 3.59% | 14,404 | Trimmed |
| 11 | ADP | AUTOMATIC DATA PROCESSIN | $7.1M | 3.57% | 34,915 | Added |
| 12 | GOOGL | ALPHABET INC CLASS CLASS A | $7.1M | 3.56% | 24,619 | Trimmed |
| 13 | RTX CORP | $6.1M | 3.07% | 31,629 | New | |
| 14 | CSCO | CISCO SYS INC | $5.9M | 2.99% | 76,622 | Trimmed |
| 15 | ABBV | ABBVIE INC | $5.8M | 2.92% | 26,729 | Added |
| 16 | LMT | LOCKHEED MARTIN CORP | $5.3M | 2.66% | 8,750 | Trimmed |
| 17 | WM | WASTE MGMT INC DEL | $5.0M | 2.52% | 21,845 | Trimmed |
| 18 | PG | PROCTER & GAMBLE CO | $4.5M | 2.27% | 31,213 | Added |
| 19 | AEP | AMERICAN ELEC PWR CO INC | $3.9M | 1.97% | 29,871 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $3.9M | 1.96% | 8,133 | Added |
| 21 | CNI | CANADIAN NATL RY CO F | $3.5M | 1.76% | 34,012 | Trimmed |
| 22 | PEP | PEPSICO INC | $3.4M | 1.71% | 21,940 | Trimmed |
| 23 | BMY | BRISTOL MYERS SQUIBB CO | $3.0M | 1.49% | 48,960 | Trimmed |
| 24 | MDLZ | MONDELEZ INTL INC CLASS A | $3.0M | 1.49% | 51,281 | Added |
| 25 | COST | COSTCO WHSL CORP NEW | $2.8M | 1.43% | 2,857 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31