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Patrick Mauro Investment Advisor, INC.

Portfolio Manager
Patrick Mauro Investment Advisor, INC.
Performance
+4.28% (2026 Q1)
AUM (13F)
$198.94M
# of Holdings
40
Performance Rank
Allocation (Top 20)
80.01%

Patrick Mauro Investment Advisor, INC. Holdings Map

Top 39 Patrick Mauro Investment Advisor, INC. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
8.68%199.4K$17.3M
+8.77%(+16.07K)
2025-Q1: 152.2K shares2025-Q2: 163.2K shares2025-Q3: 175.4K shares2025-Q4: 183.3K shares2026-Q1: 199.4K shares
$61.85(+53.14%)
2026-03-31
CME
CME GROUP INC CLASS CLASS A
7.07%47.6K$14.1M
-3.81%(-1.89K)
2025-Q1: 50.3K shares2025-Q2: 47.0K shares2025-Q3: 49.3K shares2025-Q4: 49.5K shares2026-Q1: 47.6K shares
$194.75(+21.49%)
2026-03-31
WSO
WATSCO INC
6.43%35.2K$12.8M
+3.04%(+1.04K)
2025-Q1: 25.1K shares2025-Q2: 27.0K shares2025-Q3: 30.3K shares2025-Q4: 34.1K shares2026-Q1: 35.2K shares
$293.43(+37.92%)
2026-03-31
VZ
VERIZON COMMUNICATIONS I
6.19%245.3K$12.3M
-8.25%(-22.06K)
2025-Q1: 227.2K shares2025-Q2: 232.8K shares2025-Q3: 243.9K shares2025-Q4: 267.4K shares2026-Q1: 245.3K shares
$42.83(-0.62%)
2026-03-31
PFE
PFIZER INC
5.82%412.0K$11.6M
-14.09%(-67.57K)
2025-Q1: 387.6K shares2025-Q2: 457.1K shares2025-Q3: 475.6K shares2025-Q4: 479.6K shares2026-Q1: 412.0K shares
$33.93(-28.32%)
2026-03-31
MSFT
MICROSOFT CORP
4.53%24.4K$9.0M
+25.67%(+4.98K)
2025-Q1: 23.1K shares2025-Q2: 21.5K shares2025-Q3: 20.0K shares2025-Q4: 19.4K shares2026-Q1: 24.4K shares
$375.46(+4.00%)
2026-03-31
MCD
MCDONALDS CORP
4.17%26.7K$8.3M
-0.57%(-153)
2025-Q1: 20.5K shares2025-Q2: 20.6K shares2025-Q3: 23.9K shares2025-Q4: 26.9K shares2026-Q1: 26.7K shares
$260.47(+7.74%)
2026-03-31
CNA
CNA FINL CORP
3.73%161.5K$7.4M
-3.32%(-5.55K)
2025-Q1: 128.7K shares2025-Q2: 145.7K shares2025-Q3: 160.9K shares2025-Q4: 167.0K shares2026-Q1: 161.5K shares
$42.15(+21.41%)
2026-03-31
KMB
KIMBERLY CLARK CORP
3.62%74.6K$7.2M
+139.88%(+43.49K)
2025-Q1: 20.8K shares2025-Q2: 20.7K shares2025-Q3: 22.3K shares2025-Q4: 31.1K shares2026-Q1: 74.6K shares
$107.95(+6.27%)
2026-03-31
LIN
LINDE PLC F
3.59%14.4K$7.1M
-3.13%(-465)
2025-Q1: 15.0K shares2025-Q2: 14.6K shares2025-Q3: 14.5K shares2025-Q4: 14.9K shares2026-Q1: 14.4K shares
$284.63(+92.06%)
2026-03-31

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