account_balance
Investment manager · 13F filer · SEC CIK 1953787
Patrick Mauro Investment Advisor, INC.
Reported value$177Mas of Sep 30, 2026
Positions32 2 new, 8 sold out
Top 10 weight62.9%IXUS alone is 12%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IXUSiShares Tr
12.3%
CMECME Group Inc.
8.1%Added +4%
MSFTMicrosoft Corp
7.3%Trimmed −17%
VZVerizon Communications Inc
6.9%Added +4%
WSOWatsco Inc
6.8%Added +19%
MCDMcDonald's Corp
4.8%Added +18%
PFEPfizer Inc
4.6%Added +52%
ABBVAbbVie Inc.
4.2%Trimmed −9%
CNACNA Financial Corp
4.0%Trimmed −2%
RTXRTX Corp
4.0%Added +2%
LINLinde PLC
3.6%
KMBKimberly Clark Corp
3.6%Trimmed −11%
IXUSiShares Tr
12.3%
CMECME Group Inc.
8.1%+4%
MSFTMicrosoft Corp
7.3%Trimmed −17%
VZVerizon Communications Inc
6.9%Added +4%
WSOWatsco Inc
6.8%Added +19%
MCDMcDonald's Corp
4.8%
PFEPfizer Inc
4.6%
ABBVAbbVie Inc.
4.2%
CNACNA Financial Corp
4.0%
RTX4.0%LIN3.6%KMB3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IXUS iShares Tr 12.3% Held
CME CME Group Inc. 8.1% Added +4%MSFT Microsoft Corp 7.3% Trimmed −17%VZ Verizon Communications Inc 6.9% Added +4%WSO Watsco Inc 6.8% Added +19%MCD McDonald's Corp 4.8% Added +18%PFE Pfizer Inc 4.6% Added +52%ABBV AbbVie Inc. 4.2% Trimmed −9%CNA CNA Financial Corp 4.0% Trimmed −2%RTX RTX Corp 4.0% Added +2%LIN Linde PLC 3.6% HeldKMB Kimberly Clark Corp 3.6% Trimmed −11%What changed
Biggest moves since Jun 30, 2026
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