Patrick Mauro Investment Advisor, INC.

Q1 2026 13F Holdings

  • Location
    oak brook, IL
  • Num holdings

    40

  • Value ($000)

    $198,935

  • Date Filed
    05/06/2026
  • Form type
    13F-HR
  • CIK
    0001953787
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

CORE MSCI TOTAL
$17.27M
9 %

199,360

CME

CME GROUP INC CLASS CLASS A

COM
$14.06M
7 %

47,613

WSO

WATSCO INC

COM
$12.79M
6 %

35,170

BAC

VERIZON COMMUNICATIONS I

COM
$12.31M
6 %

245,318

PFE

PFIZER INC

COM
$11.57M
6 %

412,028

MSFT

MICROSOFT CORP

COM
$9.02M
5 %

24,364

MCD

MCDONALDS CORP

COM
$8.31M
4 %

26,719

CNA

CNA FINL CORP

COM
$7.41M
4 %

161,466

KMB

KIMBERLY CLARK CORP

COM
$7.19M
4 %

74,582

LIN

LINDE PLC F

SHS
$7.14M
4 %

14,404

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