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DOSSIER · 13F-HR · Q1 2026

SWEENEY & MICHEL, LLC

$340M in tracked AUM across 145 positions as of Q1 2026.

S&
CIK 0001979556 · last filed Mar 31, 2026
Total AUM
$340M
as of Q1 2026
Holdings
145
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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