StockDriftsStockDriftsTop 38 Patrick Mauro Investment Advisor, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | 10.92% | 227.7K | $21.7M | +14.24%(+28.39K) | $65.31(+50.75%) | 2026-06-30 | |
| WSO | WATSCO INC | 6.97% | 33.3K | $13.9M | -5.38%(-1.89K) | $293.43(+6.69%) | 2026-06-30 | |
| CME | CME GROUP INC | 5.85% | 52.7K | $11.6M | +10.69%(+5.09K) | $200.97(+34.49%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.68% | 30.3K | $11.3M | +24.36%(+5.93K) | $373.60(+30.10%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 5.46% | 256.8K | $10.9M | +4.66%(+11.44K) | $42.98(+11.95%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 4.36% | 38.8K | $8.7M | +11.01%(+3.84K) | $224.83(+19.06%) | 2026-06-30 | |
| MCD | MCDONALDS CORP | 4.25% | 31.3K | $8.5M | +17.03%(+4.55K) | $264.68(+0.92%) | 2026-06-30 | |
| KMB | KIMBERLY-CLARK CORP | 4.09% | 74.2K | $8.1M | -0.53%(-396) | $107.95(-0.42%) | 2026-06-30 | |
| CNA | CNA FINL CORP | 3.99% | 163.2K | $7.9M | +1.10%(+1.77K) | $42.20(+21.20%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.93% | 31.0K | $7.8M | +16.14%(+4.31K) | $162.51(+53.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.93% | +29.24% | — | — | +46.30% |
| Top 20 Holdings Unweighted | +10.20% | +33.82% | — | — | +48.69% |
Patrick Mauro Investment Advisor, INC. reports $198.96M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are IXUS (10.9%), WSO (7.0%) and CME (5.8%). The top 20 holdings account for 81.09% of reported assets. Its disclosed equity book has returned +29.24% on a three-year cumulative basis. 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.
Sign up free to track Patrick Mauro Investment Advisor, INC., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Patrick Mauro Investment Advisor, INC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1953787). View Patrick Mauro Investment Advisor, INC.’s 13F filings on SEC