PATRICK M SWEENEY & ASSOCIATES, INC: 13F holdings
CIK 20104532026Q2
| Positions | 172 |
|---|
| Reported value | $174.1m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 172 (+8 vs prior quarter) |
|---|
| Reported value | $174.1m (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 36,829 | $10.7m | 6.1% |
| BAC BANK OF AMER CORP | 120,513 | $6.9m | 3.9% |
| ABT ABBOTT LABORATORIES | 74,866 | $6.8m | 3.9% |
| ABBV ABBVIE INC | 26,600 | $6.7m | 3.8% |
| JPM JPMORGAN CHASE & CO | 19,568 | $6.4m | 3.7% |
| MRK MERCK & CO INC | 48,210 | $6.2m | 3.6% |
| GOOG ALPHABET INC | 14,589 | $5.2m | 3.0% |
| MSFT MICROSOFT CORP | 10,435 | $3.9m | 2.2% |
| CAT CATERPILLAR INC | 3,622 | $3.9m | 2.2% |
| LLY ELI LILLY & CO | 3,027 | $3.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010453")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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