Patrick M Sweeney & Associates, Inc Portfolio Holdings

Patrick M Sweeney & Associates, Inc

  • $155 Billion
  • Q3 2025

Patrick M Sweeney & Associates, Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abbott Laboratories with a value of $9.96B, Apple Inc. with a value of $9.51B, Jpmorgan Chase & CO with a value of $7.55B, Bank Of America Corp with a value of $6.54B, and Abb Vie Inc. with a value of $6.14B.

Examining the 13F form we can see an increase of $9.32B in the current position value, from $145B to 155B.

Patrick M Sweeney & Associates, Inc is based out at Libertyville, IL

Below you can find more details about Patrick M Sweeney & Associates, Inc portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
Healthcare: $35.8 Billion
Financial Services: $29.7 Billion
Technology: $23.7 Billion
Industrials: $21.9 Billion
ETFs: $12.2 Billion
Consumer Cyclical: $7.56 Billion
Consumer Defensive: $7.49 Billion
Communication Services: $7.31 Billion
Other: $7.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$228B
$9.96 Billion 6.44% of portfolio
74,375
Q3 2025 Added 0.06%
$4.3T
$9.51 Billion 6.14% of portfolio
37,330
Q3 2025 Added 0.15%
$881B
$7.55 Billion 4.88% of portfolio
23,920
Q3 2025 Added 0.01%
$413B
$6.54 Billion 4.23% of portfolio
126,742
Q3 2025 Added 0.3%
$414B
$6.14 Billion 3.97% of portfolio
26,515
Q3 2025 Added 0.11%
$3.78T
$5.41 Billion 3.5% of portfolio
10,444
Q3 2025 Reduced 0.07%
$235B
$4.04 Billion 2.61% of portfolio
48,133
Q3 2025 Added 0.03%
$1.74T
$3.61 Billion 2.34% of portfolio
14,839
Q3 2025 Added 0.88%
$141B
$3.49 Billion 2.25% of portfolio
136,810
Q3 2025 Added 0.65%
$2.39T
$2.7 Billion 1.75% of portfolio
12,301
Q3 2025 Added 1.23%
$103B
$2.62 Billion 1.7% of portfolio
34,798
Q3 2025 Added 0.01%
$533B
$2.41 Billion 1.56% of portfolio
7,048
Q2 2025 Added 0.47%
$404B
$2.4 Billion 1.55% of portfolio
2,591
Q3 2025 Reduced 0.08%
$0
$2.36 Billion 1.52% of portfolio
3,927
Q3 2025 Added 0.26%
$971B
$2.27 Billion 1.46% of portfolio
2,970
Q3 2025 Added 0.44%
$98.1B
$2.2 Billion 1.42% of portfolio
12,897
Q3 2025 Added 0.32%
$291B
$1.81 Billion 1.17% of portfolio
3,789
Q2 2025 Added 1.34%
$662B
$1.75 Billion 1.13% of portfolio
3,477
Q3 2025 Reduced 0.43%
$522B
$1.7 Billion 1.1% of portfolio
9,150
Q3 2025 Added 0.04%
$139B
$1.59 Billion 1.03% of portfolio
4,821
Q3 2025 Reduced 0.92%
$367B
$1.44 Billion 0.93% of portfolio
3,559
Q2 2025 Added 0.94%
$593B
$1.39 Billion 0.9% of portfolio
4,931
Q3 2025 Added 0.02%
$140B
$1.31 Billion 0.85% of portfolio
3,512
Q3 2025 Added 0.43%
$0
$1.31 Billion 0.85% of portfolio
1,963
Q2 2025 Reduced 0.61%
$136B
$1.29 Billion 0.84% of portfolio
5,466
Q3 2025 Added 1.37%
$167B
$1.28 Billion 0.83% of portfolio
13,406
Q3 2025 Added 0.57%
$258B
$1.28 Billion 0.83% of portfolio
7,666
Q2 2025 Reduced 0.12%
$73.4B
$1.22 Billion 0.79% of portfolio
34,352
Q3 2025 Added 0.59%
$265B
$1.19 Billion 0.77% of portfolio
1,497
Q3 2025 Reduced 0.33%
$1.37T
$1.14 Billion 0.74% of portfolio
1,550
Q3 2025 Added 0.58%
$279B
$1.12 Billion 0.72% of portfolio
10,820
Q3 2025 Added 0.66%
$55.9B
$1.08 Billion 0.7% of portfolio
1,130
Q3 2025 Reduced 0.96%
$224B
$1.06 Billion 0.68% of portfolio
3,484
Q3 2025 Reduced 0.2%
$132B
$1.05 Billion 0.68% of portfolio
4,989
Q3 2025 Reduced 0.5%
$204B
$1.04 Billion 0.67% of portfolio
7,398
Q3 2025 Reduced 0.04%
$1.65T
$993 Million 0.64% of portfolio
4,084
Q3 2025 Added 0.62%
$144B
$984 Million 0.64% of portfolio
2,151
Q3 2025 Added 0.47%
$465B
$960 Million 0.62% of portfolio
5,143
Q3 2025 Added 0.02%
$0
$914 Million 0.59% of portfolio
4,236
Q3 2025 Added 3.29%
$0
$894 Million 0.58% of portfolio
1,197
Q3 2025 Added 1.61%
$65.2B
$862 Million 0.56% of portfolio
2,041
Q3 2025 Reduced 0.97%
$114B
$872 Million 0.56% of portfolio
4,041
Q3 2025 Added 1.25%
$346B
$869 Million 0.56% of portfolio
5,653
Q3 2025 Added 0.02%
$91.4B
$834 Million 0.54% of portfolio
5,373
Q3 2025 Added 1.42%
$136B
$835 Million 0.54% of portfolio
2,258
Q3 2025 Added 0.89%
$490B
$816 Million 0.53% of portfolio
7,238
Q3 2025 Added 1.57%
$1.29T
$821 Million 0.53% of portfolio
1,847
Q3 2025 Added 2.5%
$193B
$814 Million 0.53% of portfolio
7,108
Q3 2025 Reduced 3.25%
$70.1B
$798 Million 0.52% of portfolio
4,687
Q3 2025 Added 1.08%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $155 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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