PATRICK M SWEENEY & ASSOCIATES, INC - Portfolio Stock Holdings
PATRICK M SWEENEY & ASSOCIATES, INC disclosed 180 stock positions in a recent SEC 13F filing. $177,399,092 of stock holdings were filed, with the largest holdings including AAPL, ABT, and MRK. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $252,538,390 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
180Est. Stock Holding Value:
$177,399,092Top Stock Holdings By Sector
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Portfolio Stock Holdings - PATRICK M SWEENEY & ASSOCIATES, INC
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