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Patrick M Sweeney & Associates, Inc

Portfolio Manager
Patrick M Sweeney & Associates, Inc
Performance
-6.44% (2026 Q1)
AUM (13F)
$155.99M
# of Holdings
164
Performance Rank
Allocation (Top 20)
49.89%

Patrick M Sweeney & Associates, Inc Holdings Map

Top 50 Patrick M Sweeney & Associates, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.03%37.0K$9.4M
-0.55%(-205)
2025-Q1: 37.4K shares2025-Q2: 37.3K shares2025-Q3: 37.3K shares2025-Q4: 37.2K shares2026-Q1: 37.0K shares
$182.03(+69.55%)
2026-03-31
ABT
ABBOTT LABORATORIES
4.89%74.3K$7.6M
-0.09%(-64)
2025-Q1: 74.4K shares2025-Q2: 74.3K shares2025-Q3: 74.4K shares2025-Q4: 74.4K shares2026-Q1: 74.3K shares
$103.52(-7.84%)
2026-03-31
JPM
JPMORGAN CHASE & CO
4.45%23.6K$6.9M
-0.31%(-74)
2025-Q1: 23.9K shares2025-Q2: 23.9K shares2025-Q3: 23.9K shares2025-Q4: 23.7K shares2026-Q1: 23.6K shares
$157.78(+111.99%)
2026-03-31
BAC
BANK AMERICA CORP
3.97%127.0K$6.2M
+0.09%(+108)
2025-Q1: 125.6K shares2025-Q2: 126.4K shares2025-Q3: 126.7K shares2025-Q4: 126.9K shares2026-Q1: 127.0K shares
$31.72(+85.14%)
2026-03-31
MRK
MERCK & CO INC
3.71%48.1K$5.8M
+0.00%(+2)
2025-Q1: 47.7K shares2025-Q2: 48.1K shares2025-Q3: 48.1K shares2025-Q4: 48.1K shares2026-Q1: 48.1K shares
$105.96(+22.28%)
2026-03-31
ABBV
ABBVIE INC
3.7%26.5K$5.8M
+0.09%(+25)
2025-Q1: 26.5K shares2025-Q2: 26.5K shares2025-Q3: 26.5K shares2025-Q4: 26.5K shares2026-Q1: 26.5K shares
$152.25(+71.48%)
2026-03-31
GOOG
ALPHABET INC
2.68%14.6K$4.2M
-0.78%(-115)
2025-Q1: 14.6K shares2025-Q2: 14.7K shares2025-Q3: 14.8K shares2025-Q4: 14.7K shares2026-Q1: 14.6K shares
$138.13(+157.86%)
2026-03-31
MSFT
MICROSOFT CORP
2.44%10.3K$3.8M
+0.15%(+15)
2025-Q1: 10.4K shares2025-Q2: 10.5K shares2025-Q3: 10.4K shares2025-Q4: 10.3K shares2026-Q1: 10.3K shares
$351.32(+11.15%)
2026-03-31
PFE
PFIZER INC
2.09%116.3K$3.3M
+0.01%(+8)
2025-Q1: 114.8K shares2025-Q2: 135.9K shares2025-Q3: 136.8K shares2025-Q4: 116.3K shares2026-Q1: 116.3K shares
$27.79(-12.49%)
2026-03-31
LLY
ELI LILLY & CO
1.76%3.0K$2.7M
+0.17%(+5)
2025-Q1: 3.0K shares2025-Q2: 3.0K shares2025-Q3: 3.0K shares2025-Q4: 3.0K shares2026-Q1: 3.0K shares
$571.71(+112.33%)
2026-03-31

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