§ 13F · FUND PROFILE
PATRICK M SWEENEY & ASSOCIATES, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155M (13F)Positions · 159Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 37K | $9M | 6.0% | −1% |
| 2 | ABT | ABBOTT LABORATORIES | 74K | $8M | 4.9% | ±0% |
| 3 | JPM | JPMORGAN CHASE & CO | 24K | $7M | 4.5% | ±0% |
| 4 | BAC | BANK AMERICA CORP | 127K | $6M | 4.0% | ±0% |
| 5 | MRK | MERCK & CO INC | 48K | $6M | 3.7% | ±0% |
| 6 | ABBV | ABBVIE INC | 27K | $6M | 3.7% | ±0% |
| 7 | GOOG | ALPHABET INC | 15K | $4M | 2.7% | −1% |
| 8 | MSFT | MICROSOFT CORP | 10K | $4M | 2.4% | ±0% |
| 9 | PFE | PFIZER INC | 116K | $3M | 2.1% | ±0% |
| 10 | LLY | ELI LILLY & CO | 3K | $3M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PATRICK SIGNAL
AC read
PATRICK M SWEENEY & ASSOCIATES, INC is a Other fund managing $155 million in assets. The fund runs a portfolio of 159 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed