—

PATRICK M SWEENEY & ASSOCIATES, INC

Q1 2026 13F Holdings

  • Location
    libertyville, IL
  • Num holdings

    164

  • Value ($000)

    $155,994

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0002010453
  • 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
A
AAPL

APPLE INC

COM
037833100
$9.4M
6 %

37,044

A
ABT

ABBOTT LABORATORIES

COM
002824100
$7.63M
5 %

74,291

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$6.95M
5 %

23,625

B
BAC

BANK AMERICA CORP

COM
060505104
$6.19M
4 %

126,981

M
MRK

MERCK & CO INC

COM
58933Y105
$5.78M
4 %

48,057

A
ABBV

ABBVIE INC

COM
00287Y109
$5.77M
4 %

26,535

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$4.18M
3 %

14,574

M
MSFT

MICROSOFT CORP

COM
594918104
$3.81M
2 %

10,296

P
PFE

PFIZER INC

COM
717081103
$3.27M
2 %

116,326

L
LLY

ELI LILLY & CO

COM
532457108
$2.75M
2 %

2,985

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 164