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PATRICK M SWEENEY

Patrick M Sweeney & Associates, Inc

Assets Managed
$155.994M
Holdings
164
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
-2.43%(2Q avg: 0.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Patrick M Sweeney & Associates, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Patrick M Sweeney & Associates, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.994M in assets, with a quarterly growth rate of -2.43% and a 2-quarter average growth rate of 0.47%. The portfolio is managed by PATRICK M SWEENEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.55%
6.03%
$9.401M
37,044 shares@ $253.79 avg price
ABT
Abbott Laboratories
Recent Activity
Decreased -0.08%
4.89%
$7.627M
74,291 shares@ $102.67 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.31%
4.46%
$6.949M
23,625 shares@ $294.16 avg price
BAC
Bank Of America Corp
Recent Activity
Increased 0.09%
3.97%
$6.19M
126,981 shares@ $48.76 avg price
MRK
Merck & Co. Inc.
Recent Activity
Increased 0.01%
3.71%
$5.781M
48,057 shares@ $120.3 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.1%
3.7%
$5.771M
26,535 shares@ $217.5 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.78%
2.69%
$4.181M
14,574 shares@ $286.87 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.15%
2.45%
$3.811M
10,296 shares@ $370.19 avg price
PFE
Pfizer Inc
Recent Activity
Increased 0.01%
2.1%
$3.266M
116,326 shares@ $28.08 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.17%
1.77%
$2.746M
2,985 shares@ $919.8 avg price

1-10 of 164