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.
SWEENEY & MICHEL, LLC (CIK 1979556) reported $340.1M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($29.8M, 8.77%), DGRO ($27.7M, 8.15%), HDV ($21.0M, 6.18%), GOOG ($20.5M, 6.04%), AAPL ($19.6M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $29.8M | 8.77% | 198,413 | Added |
| 2 | DGRO | ISHARES TR | $27.7M | 8.15% | 383,559 | Added |
| 3 | HDV | ISHARES TR | $21.0M | 6.18% | 156,369 | Added |
| 4 | GOOG | ALPHABET INC | $20.5M | 6.04% | 64,304 | Trimmed |
| 5 | AAPL | APPLE INC | $19.6M | 5.75% | 75,491 | Trimmed |
| 6 | SHYG | ISHARES TR | $14.2M | 4.19% | 334,981 | Added |
| 7 | CGIE | CAPITAL GROUP INTERNATIONAL | $11.6M | 3.42% | 324,312 | Added |
| 8 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $10.7M | 3.13% | 286,127 | Added |
| 9 | VYMI | VANGUARD WHITEHALL FDS | $10.4M | 3.05% | 104,785 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.7M | 2.85% | 20,164 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $7.2M | 2.11% | 30,107 | Added |
| 12 | TCBK | TRICO BANCSHARES | $6.3M | 1.86% | 126,082 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $5.9M | 1.74% | 6,017 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $5.9M | 1.73% | 15,335 | Trimmed |
| 15 | VYM | VANGUARD WHITEHALL FDS | $5.7M | 1.68% | 37,330 | Added |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $5.5M | 1.63% | 60,315 | Trimmed |
| 17 | FUTY | FIDELITY COVINGTON TRUST | $5.4M | 1.59% | 90,613 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $5.4M | 1.58% | 17,136 | Added |
| 19 | FRDM | EA SERIES TRUST | $4.5M | 1.32% | 74,404 | Added |
| 20 | AMZN | AMAZON COM INC | $3.6M | 1.07% | 15,155 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $3.6M | 1.06% | 18,973 | Trimmed |
| 22 | IEMG | ISHARES INC | $3.6M | 1.06% | 48,162 | Trimmed |
| 23 | CALI | BLACKROCK ETF TRUST II | $3.4M | 0.99% | 66,910 | Added |
| 24 | KMI | KINDER MORGAN INC DEL | $3.2M | 0.94% | 99,863 | Added |
| 25 | PLD | PROLOGIS INC. | $3.1M | 0.92% | 22,917 | Added |
Source: SEC Form 13F filings · as of 2026-03-31