§ 13F · FUND PROFILE
PATRICK M SWEENEY & ASSOCIATES, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145.4T (13F)Positions · 156Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 37K | $10.1T | 6.3% | ±0% |
| 2 | ABT | ABBOTT LABS | 74K | $9.3T | 5.8% | ±0% |
| 3 | JPM | JPMORGAN CHASE & CO. | 24K | $7.6T | 4.8% | −1% |
| 4 | BAC | BANK AMERICA CORP | 127K | $7.0T | 4.4% | ±0% |
| 5 | ABBV | ABBVIE INC | 27K | $6.1T | 3.8% | ±0% |
| 6 | MRK | MERCK & CO INC | 48K | $5.1T | 3.2% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 10K | $5.0T | 3.1% | −2% |
| 8 | GOOG | ALPHABET INC | 15K | $4.6T | 2.9% | −1% |
| 9 | LLY | ELI LILLY & CO | 3K | $3.2T | 2.0% | ±0% |
| 10 | PFE | PFIZER INC | 116K | $2.9T | 1.8% | −15% |
§ 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 $145372.9 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed