StockDriftsStockDriftsTop 50 Patrick M Sweeney & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.12% | 36.8K | $10.7M | -0.58%(-215) | $182.03(+68.47%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 3.94% | 120.5K | $6.9M | -5.09%(-6.47K) | $31.72(+102.17%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 3.9% | 74.9K | $6.8M | +0.77%(+575) | $103.46(+6.20%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.84% | 26.6K | $6.7M | +0.24%(+65) | $152.44(+63.54%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.68% | 19.6K | $6.4M | -17.17%(-4.06K) | $157.78(+129.12%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 3.56% | 48.2K | $6.2M | +0.32%(+153) | $106.01(+24.52%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.96% | 14.6K | $5.2M | +0.10%(+15) | $138.31(+153.41%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.24% | 10.4K | $3.9M | +1.35%(+139) | $351.52(+43.02%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.22% | 3.6K | $3.9M | -0.19%(-7) | $287.66(+197.50%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.09% | 3.0K | $3.6M | +1.41%(+42) | $578.25(+112.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +52.50% |
Patrick M Sweeney & Associates INC reports $174.12M in US-listed equity holdings across 172 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.1%), BAC (3.9%) and ABT (3.9%). The top 20 holdings account for 49.21% of reported assets. Its disclosed equity book has returned +38.74% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Patrick M Sweeney & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010453). View Patrick M Sweeney & Associates INC’s 13F filings on SEC