account_balance

Investment manager · 13F filer · SEC CIK 2010453

Patrick M Sweeney & Associates, Inc

Reported value$177Mas of Sep 30, 2026
Positions177 9 new, 4 sold out
Top 10 weight36.3%AAPL alone is 7%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 6.9% HeldABT Abbott Laboratories 4.2% HeldMRK Merck & Co., Inc. 3.9% HeldABBV AbbVie Inc. 3.9% HeldBAC Bank of America Corp 3.7% HeldJPM JPMorgan Chase & Co 3.6% HeldMSFT Microsoft Corp 3.1% HeldGOOG Alphabet Inc. 2.8% HeldPFE Pfizer Inc 2.1% Added +7%LLY ELI Lilly & Co 2.0% HeldAMZN Amazon.com Inc 1.8% HeldCAT Caterpillar Inc 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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