13F Insight
DOSSIER · 13F-HR · Q1 2026

Patrick Mauro Investment Advisor, INC.

$199M in tracked AUM across 40 positions as of Q1 2026.

PM
CIK 0001953787 · last filed Mar 31, 2026
Total AUM
$199M
as of Q1 2026
Holdings
40
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Patrick Mauro Investment Advisor, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$17M199K8.7%02
CME
CME GROUP INC CLASS CLASS A
$14M48K7.1%03
WSO
WATSCO INC
$13M35K6.4%04
VZ
VERIZON COMMUNICATIONS I
$12M245K6.2%05
PFE
PFIZER INC
$12M412K5.8%06
MSFT
MICROSOFT CORP
$9M24K4.5%07
MCD
MCDONALDS CORP
$8M27K4.2%08
CNA
CNA FINL CORP
$7M161K3.7%09
KMB
KIMBERLY CLARK CORP
$7M75K3.6%10
G54950103
LINDE PLC F
$7M14K3.6%

Filing history

2026Q1Mar 31
$199M▲ 4.0%
40 positionsView →2025Q4Dec 31
$191M▲ 0.4%
42 positionsView →2025Q3Sep 30
$190M▲ 7.8%
40 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$162M▲ 1.2%
40 positionsLocked
Showing 12 of 15