DOSSIER · 13F-HR · Q2 2026

PATRICK M SWEENEY & ASSOCIATES, INC

$174M in tracked AUM across 172 positions as of Q2 2026.

PM
CIK 0002010453 · last filed Jun 30, 2026
Total AUM
$174M
as of Q2 2026
Holdings
172
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PATRICK M SWEENEY & ASSOCIATES, INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$11M37K6.1%
02
BAC
BANK OF AMER CORP
$7M121K3.9%
03
ABT
ABBOTT LABORATORIES
$7M75K3.9%
04
ABBV
ABBVIE INC
$7M27K3.8%
05
JPM
JPMORGAN CHASE & CO
$6M20K3.7%
06
MRK
MERCK & CO INC
$6M48K3.6%
07
GOOG
ALPHABET INC
$5M15K3.0%
08
MSFT
MICROSOFT CORP
$4M10K2.2%
09
CAT
CATERPILLAR INC
$4M4K2.2%
10
LLY
ELI LILLY & CO
$4M3K2.1%

Filing history

2026Q2Jun 30
$174M▲ 11.6%
172 positionsView →
2026Q1Mar 31
$156M▼ 2.4%
164 positionsView →
2025Q4Dec 31
$160M▲ 3.4%
159 positionsView →
2025Q3Sep 30
$155M▲ 6.4%
159 positionsLocked
2025Q2Jun 30
$145M▲ 8.6%
156 positionsLocked
2025Q1Mar 31
$134M▲ 0.3%
147 positionsLocked
2024Q4Dec 31
$133M▼ 1.9%
147 positionsLocked
2024Q3Sep 30
$136M▲ 10.0%
151 positionsLocked
2024Q2Jun 30
$124M▲ 1.7%
139 positionsLocked
2024Q1Mar 31
$122M▲ 11.2%
134 positionsLocked
2023Q4Dec 31
$109M—
127 positionsLocked