Patrick Mauro Investment Advisor, INC.

Est. AUM

$198.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	CORE MSCI TOTAL	$17.3M	199360	8.68%	SOLE
2	CME GROUP INC CLASS CLASS A	COM	$14.1M	47613	7.07%	SOLE
3	WATSCO INC	COM	$12.8M	35170	6.43%	SOLE
4	VERIZON COMMUNICATIONS I	COM	$12.3M	245318	6.19%	SOLE
5	PFIZER INC	COM	$11.6M	412028	5.82%	SOLE
6	MICROSOFT CORP	COM	$9.0M	24364	4.53%	SOLE
7	MCDONALDS CORP	COM	$8.3M	26719	4.17%	SOLE
8	CNA FINL CORP	COM	$7.4M	161466	3.73%	SOLE
9	KIMBERLY CLARK CORP	COM	$7.2M	74582	3.62%	SOLE
10	LINDE PLC F	SHS	$7.1M	14404	3.59%	SOLE
11	AUTOMATIC DATA PROCESSIN	COM	$7.1M	34915	3.57%	SOLE
12	ALPHABET INC CLASS CLASS A	CAP STK CL A	$7.1M	24619	3.56%	SOLE
13	RTX CORP	COM	$6.1M	31629	3.07%	SOLE
14	CISCO SYS INC	COM	$5.9M	76622	2.99%	SOLE
15	ABBVIE INC	COM	$5.8M	26729	2.92%	SOLE
16	LOCKHEED MARTIN CORP	COM	$5.3M	8750	2.66%	SOLE
17	WASTE MGMT INC DEL	COM	$5.0M	21845	2.52%	SOLE
18	PROCTER & GAMBLE CO	COM	$4.5M	31213	2.27%	SOLE
19	AMERICAN ELEC PWR CO INC	COM	$3.9M	29871	1.97%	SOLE
20	BERKSHIRE HATHAWAY CLASS B	CL B NEW	$3.9M	8133	1.96%	SOLE
21	CANADIAN NATL RY CO F	COM	$3.5M	34012	1.76%	SOLE
22	PEPSICO INC	COM	$3.4M	21940	1.71%	SOLE
23	BRISTOL MYERS SQUIBB CO	COM	$3.0M	48960	1.49%	SOLE
24	MONDELEZ INTL INC CLASS A	CL A	$3.0M	51281	1.49%	SOLE
25	COSTCO WHSL CORP NEW	COM	$2.8M	2857	1.43%	SOLE
26	AES CORP	COM	$2.6M	182939	1.30%	SOLE
27	SPDR GOLD SHARES	GOLD SHS	$2.5M	5710	1.24%	SOLE
28	ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS	COM	$2.3M	45578	1.14%	SOLE
29	SOUTHERN CO	COM	$2.2M	22575	1.10%	SOLE
30	DUKE ENERGY CORP NEW	COM NEW	$2.1M	15984	1.05%	SOLE
31	AIR PRODS & CHEMS INC	COM	$2.1M	7137	1.04%	SOLE
32	ALPHABET INC CLASS CLASS C	CAP STK CL C	$2.0M	7089	1.02%	SOLE
33	VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF	JP MFGAN EM LOC	$1.6M	62491	0.79%	SOLE
34	DOVER CORP	COM	$1.1M	5285	0.55%	SOLE
35	NVIDIA CORP	COM	$883K	5061	0.44%	SOLE
36	AMCOR PLC F	ORD	$577K	14519	0.29%	SOLE
37	ABBOTT LABS	COM	$563K	5485	0.28%	SOLE
38	CONSOLIDATED EDISON INC	COM	$559K	4942	0.28%	SOLE
39	CONAGRA BRANDS INC	COM	$375K	23879	0.19%	SOLE
40	DISNEY WALT CO	COM	$202K	2100	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.