§ 13F · FUND PROFILE
PATRICK M SWEENEY & ASSOCIATES, INC.
AUM · $174M (13F)Positions · 172Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 37K | $11M | 6.1% | −1% |
| 2 | BAC | BANK OF AMER CORP | 121K | $7M | 3.9% | −5% |
| 3 | ABT | ABBOTT LABORATORIES | 75K | $7M | 3.9% | +1% |
| 4 | ABBV | ABBVIE INC | 27K | $7M | 3.8% | ±0% |
| 5 | JPM | JPMORGAN CHASE & CO | 20K | $6M | 3.7% | −17% |
| 6 | MRK | MERCK & CO INC | 48K | $6M | 3.6% | ±0% |
| 7 | GOOG | ALPHABET INC | 15K | $5M | 3.0% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 10K | $4M | 2.2% | +1% |
| 9 | CAT | CATERPILLAR INC | 4K | $4M | 2.2% | ±0% |
| 10 | LLY | ELI LILLY & CO | 3K | $4M | 2.1% | +1% |
§ 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 $174 million in assets. The fund runs a portfolio of 172 positions.
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