PATRICK M SWEENEY & ASSOCIATES, INC

Est. AUM

$156.0M

13F long equity, this entity only

Positions

164

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$9.4M	37044	6.03%	SOLE
2	ABBOTT LABORATORIES	COM	$7.6M	74291	4.89%	SOLE
3	JPMORGAN CHASE & CO	COM	$6.9M	23625	4.45%	SOLE
4	BANK AMERICA CORP	COM	$6.2M	126981	3.97%	SOLE
5	MERCK & CO INC	COM	$5.8M	48057	3.71%	SOLE
6	ABBVIE INC	COM	$5.8M	26535	3.70%	SOLE
7	ALPHABET INC	CAP STK CL C	$4.2M	14574	2.68%	SOLE
8	MICROSOFT CORP	COM	$3.8M	10296	2.44%	SOLE
9	PFIZER INC	COM	$3.3M	116326	2.09%	SOLE
10	ELI LILLY & CO	COM	$2.7M	2985	1.76%	SOLE
11	AMAZON COM INC	COM	$2.6M	12511	1.67%	SOLE
12	CATERPILLAR INC	COM	$2.6M	3629	1.65%	SOLE
13	COSTCO WHOLESALE CORPORATION	COM	$2.6M	2578	1.65%	SOLE
14	CVS HEALTH CORP	COM	$2.5M	34541	1.59%	SOLE
15	INVESCO QQQ TR	UNIT SER 1	$2.2M	3895	1.44%	SOLE
16	JOHNSON & JOHNSON	COM	$2.2M	9038	1.42%	SOLE
17	VISA INC	COM CL A	$2.1M	7059	1.37%	SOLE
18	WASTE MGMT INC DEL	COM	$2.1M	9238	1.36%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3509	1.08%	SOLE
20	BLACKSTONE INC	COM	$1.5M	12745	0.94%	SOLE
21	CSX CORP	COM	$1.4M	34582	0.91%	SOLE
22	RTX CORPORATION	COM	$1.4M	7348	0.91%	SOLE
23	BROADCOM INC	COM	$1.4M	4451	0.88%	SOLE
24	UNION PAC CORP	COM	$1.3M	5532	0.86%	SOLE
25	EXXON MOBIL CORP	COM	$1.3M	7492	0.81%	SOLE
26	SCHWAB CHARLES CORP	COM	$1.3M	13527	0.81%	SOLE
27	EATON CORP PLC	SHS	$1.3M	3527	0.81%	SOLE
28	DEERE & CO	COM	$1.2M	2213	0.80%	SOLE
29	WALMART INC	COM	$1.2M	10001	0.80%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1908	0.80%	SOLE
31	GOLDMAN SACHS GROUP INC	COM	$1.2M	1460	0.79%	SOLE
32	HOME DEPOT INC	COM	$1.2M	3539	0.75%	SOLE
33	HONEYWELL INTL INC	COM	$1.2M	5099	0.74%	SOLE
34	VALERO ENERGY CORP	COM	$1.1M	4608	0.73%	SOLE
35	PEPSICO INC	COM	$1.1M	7226	0.72%	SOLE
36	ALPHABET INC	CAP STK CL A	$1.1M	3788	0.70%	SOLE
37	MCDONALDS CORP	COM	$1.1M	3439	0.69%	SOLE
38	CUMMINS INC	COM	$1.1M	1975	0.68%	SOLE
39	FEDEX CORP	COM	$1.0M	2906	0.66%	SOLE
40	APPLIED MATLS INC	COM	$1.0M	3005	0.66%	SOLE
41	NVIDIA CORPORATION	COM	$978K	5608	0.63%	SOLE
42	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$935K	4349	0.60%	SOLE
43	META PLATFORMS INC	CL A	$893K	1560	0.57%	SOLE
44	BOEING CO	COM	$882K	4431	0.57%	SOLE
45	VANGUARD WORLD FD	INF TECH ETF	$862K	1236	0.55%	SOLE
46	CHEVRON CORPORATION	COM	$826K	3990	0.53%	SOLE
47	PROCTER & GAMBLE CO	COM	$809K	5603	0.52%	SOLE
48	UNITED RENTALS INC	COM	$807K	1108	0.52%	SOLE
49	3M CO	COM	$786K	5409	0.50%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$773K	1293	0.50%	SOLE

1–50 of 164

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