Top 50 Patrick M Sweeney & Associates, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.03% | 37.0K | $9.4M | -0.55%(-205) | $182.03(+69.55%) | 2026-03-31 | |
| ABT | ABBOTT LABORATORIES | 4.89% | 74.3K | $7.6M | -0.09%(-64) | $103.52(-7.84%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.45% | 23.6K | $6.9M | -0.31%(-74) | $157.78(+111.99%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 3.97% | 127.0K | $6.2M | +0.09%(+108) | $31.72(+85.14%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 3.71% | 48.1K | $5.8M | +0.00%(+2) | $105.96(+22.28%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 3.7% | 26.5K | $5.8M | +0.09%(+25) | $152.25(+71.48%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.68% | 14.6K | $4.2M | -0.78%(-115) | $138.13(+157.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.44% | 10.3K | $3.8M | +0.15%(+15) | $351.32(+11.15%) | 2026-03-31 | |
| PFE | PFIZER INC | 2.09% | 116.3K | $3.3M | +0.01%(+8) | $27.79(-12.49%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.76% | 3.0K | $2.7M | +0.17%(+5) | $571.71(+112.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.42% | +34.61% |
| Top 20 Holdings Unweighted | +14.60% | +50.50% |
Sign up free to track Patrick M Sweeney & Associates, Inc, compare funds side by side, and get alerts the moment positions change.