13F Insight
DOSSIER · 13F-HR · Q2 2026

Patrick Mauro Investment Advisor, INC.

$199M in tracked AUM across 38 positions as of Q2 2026.

PM
CIK 0001953787 · last filed Jun 30, 2026
Total AUM
$199M
as of Q2 2026
Holdings
38
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Patrick Mauro Investment Advisor, 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
IXUS
ISHARES TR
$22M228K10.9%02
WSO
WATSCO INC
$14M33K7.0%03
CME
CME GROUP INC
$12M53K5.8%04
MSFT
MICROSOFT CORP
$11M30K5.7%05
VZ
VERIZON COMMUNICATIONS INC
$11M257K5.5%06
ADP
AUTOMATIC DATA PROCESSING IN
$9M39K4.4%07
MCD
MCDONALDS CORP
$8M31K4.2%08
KMB
KIMBERLY-CLARK CORP
$8M74K4.1%09
CNA
CNA FINL CORP
$8M163K4.0%10
ABBV
ABBVIE INC
$8M31K3.9%

Filing history

2026Q2Jun 30
$199M▲ 0.0%
38 positionsView →2026Q1Mar 31
$199M▲ 4.0%
40 positionsView →2025Q4Dec 31
$191M▲ 0.4%
42 positionsView →2025Q3Sep 30
$190M▲ 7.8%
40 positionsLocked2025Q2Jun 30
$177M▼ 3.4%
40 positionsLocked2025Q1Mar 31
$183M▲ 4.5%
42 positionsLocked2024Q4Dec 31
$175M▼ 7.8%
42 positionsLocked2024Q3Sep 30
$190M▲ 10.1%
43 positionsLocked2024Q2Jun 30
$172M▼ 2.0%
43 positionsLocked2024Q1Mar 31
$176M▲ 4.7%
42 positionsLocked2023Q4Dec 31
$168M▲ 8.8%
42 positionsLocked2023Q3Sep 30
$154M▼ 4.9%
42 positionsLocked
Showing 12 of 16