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Anita Mauro

Patrick Mauro Investment Advisor, Inc.

Assets Managed
$198.935M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
4.02%(2Q avg: 2.23%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Patrick Mauro Investment Advisor, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Patrick Mauro Investment Advisor, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 198.935M in assets, with a quarterly growth rate of 4.02% and a 2-quarter average growth rate of 2.23%. The portfolio is managed by Anita Mauro, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 8.77%
8.69%
$17.273M
199,360 shares@ $86.65 avg price
CME
Cme Group Inc
Recent Activity
Decreased -3.81%
7.07%
$14.062M
47,613 shares@ $295.35 avg price
WSO
Watsco Inc
Recent Activity
Increased 3.04%
6.44%
$12.794M
35,170 shares@ $363.79 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -8.24%
6.2%
$12.315M
245,318 shares@ $50.2 avg price
PFE
Pfizer Inc
Recent Activity
Decreased -14.08%
5.82%
$11.57M
412,028 shares@ $28.08 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 25.68%
4.54%
$9.019M
24,364 shares@ $370.18 avg price
MCD
Mcdonald's Corp
Recent Activity
Decreased -0.56%
4.18%
$8.305M
26,719 shares@ $310.85 avg price
CNA
Cna Financial Corp
Recent Activity
Decreased -3.32%
3.73%
$7.415M
161,466 shares@ $45.93 avg price
KMB
Kimberly-clark Corp
Recent Activity
Increased 139.88%
3.62%
$7.195M
74,582 shares@ $96.47 avg price
LIN
Linde Plc
Recent Activity
Decreased -3.12%
3.59%
$7.141M
14,404 shares@ $495.76 avg price

1-10 of 40