StockDriftsStockDriftsTop 50 Sweeney & Michel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 8.76% | 196.7K | $33.4M | -0.84%(-1.66K) | $96.20(+76.28%) | 2026-06-30 | |
| DGRO | ISHARES TR | 8.05% | 385.7K | $30.6M | +0.55%(+2.11K) | $52.03(+53.49%) | 2026-06-30 | |
| HDV | ISHARES TR | 6.32% | 836.1K | $24.1M | +6.94%(+54.29K) | $21.51(+35.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.21% | 75.5K | $23.6M | -0.05%(-35) | $150.24(+104.12%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.97% | 64.3K | $22.7M | +0.07%(+43) | $97.17(+260.71%) | 2026-06-30 | |
| SHYG | ISHARES TR | 3.74% | 337.6K | $14.2M | +0.77%(+2.57K) | $41.89(+0.59%) | 2026-06-30 | |
| CGIE | CAPITAL GROUP INTERNATIONAL | 3.52% | 350.7K | $13.4M | +8.14%(+26.40K) | $29.79(+28.60%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.37% | 122.3K | $12.8M | +16.69%(+17.49K) | $70.57(+48.58%) | 2026-06-30 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 2.89% | 282.2K | $11.0M | -1.36%(-3.90K) | $26.54(+46.63%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 2.83% | 161.8K | $10.8M | +117.42%(+87.37K) | $53.50(+25.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.23% |
Sweeney & Michel LLC reports $380.80M in US-listed equity holdings across 164 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (8.8%), DGRO (8.1%) and HDV (6.3%). The top 20 holdings account for 68.78% of reported assets. Its disclosed equity book has returned +42.46% cumulatively over 11 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 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