StockDriftsStockDriftsTop 50 Sweeney & Michel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 8.78% | 198.3K | $33.0M | +0.80%(+1.57K) | $96.75(+72.33%) | 2026-09-30 | |
| DGRO | ISHARES TR | 7.84% | 390.5K | $29.4M | +1.26%(+4.87K) | $52.32(+50.01%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.51% | 73.5K | $24.5M | -2.64%(-1.99K) | $150.24(+128.26%) | 2026-09-30 | |
| HDV | ISHARES TR | 6.33% | 850.7K | $23.8M | +1.75%(+14.61K) | $21.62(+37.95%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.74% | 63.3K | $21.6M | -1.65%(-1.06K) | $97.17(+250.08%) | 2026-09-30 | |
| SHYG | ISHARES TR | 3.74% | 340.6K | $14.0M | +0.89%(+3.00K) | $41.89(-2.03%) | 2026-09-30 | |
| CGIE | CAPITAL GROUP INTERNATIONAL | 3.46% | 354.3K | $13.0M | +1.03%(+3.60K) | $29.86(+20.53%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.41% | 126.6K | $12.8M | +3.54%(+4.33K) | $71.56(+41.70%) | 2026-09-30 | |
| FRDM | EA SERIES TRUST | 3.15% | 169.0K | $11.8M | +4.44%(+7.19K) | $54.26(+18.96%) | 2026-09-30 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 2.83% | 286.4K | $10.7M | +1.49%(+4.20K) | $26.70(+40.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.19% | +45.02% | — | — | +45.02% |
| Top 20 Holdings Unweighted | +11.66% | +39.21% | — | — | +39.21% |
Sweeney & Michel LLC reports $375.75M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (8.8%), DGRO (7.8%) and AAPL (6.5%). The top 20 holdings account for 68.12% of reported assets. Its disclosed equity book has returned +45.02% on a three-year cumulative basis. Figures reflect the Q3 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 Sweeney & Michel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1979556). View Sweeney & Michel LLC’s 13F filings on SEC