Patrick M Sweeney & Associates, Inc Portfolio Holdings

Patrick M Sweeney & Associates, Inc

  • $145 Billion
  • Q2 2025

Patrick M Sweeney & Associates, Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abbott Laboratories with a value of $9.99B, Apple Inc. with a value of $7.96B, Jpmorgan Chase & CO with a value of $7.08B, Bank Of America Corp with a value of $6.18B, and Microsoft Corp with a value of $5.21B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $134B to 145B.

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 $145 Billion
Healthcare: $34.1 Billion
Financial Services: $28.3 Billion
Industrials: $21.1 Billion
Technology: $21.1 Billion
ETFs: $10.9 Billion
Consumer Defensive: $7.66 Billion
Consumer Cyclical: $7.04 Billion
Communication Services: $6.15 Billion
Other: $7.95 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$253B
$676 Million 0.46% of portfolio
2,315
Q1 2025 Added 0.04%
$52.4B
$671 Million 0.46% of portfolio
3,387
Q2 2025 Added 0.03%
$60.8B
$670 Million 0.46% of portfolio
4,637
Q2 2025 Reduced 1.07%
$73.5B
$665 Million 0.46% of portfolio
3,385
Q2 2025 Added 12.35%
$124B
$654 Million 0.45% of portfolio
9,455
Q2 2025 Reduced 15.24%
$342B
$648 Million 0.45% of portfolio
2,100
Q4 2024 Added 0.62%
$546B
$642 Million 0.44% of portfolio
1,128
Q2 2025 Reduced 1.23%
$308B
$635 Million 0.44% of portfolio
8,894
Q2 2025 Reduced 1.02%
$158B
$624 Million 0.43% of portfolio
2,049
Q2 2025 Added 1.49%
$127B
$632 Million 0.43% of portfolio
7,154
Q2 2025 Added 2.88%
$112B
$617 Million 0.42% of portfolio
2,174
Q2 2025 Added 2.6%
$290B
$603 Million 0.42% of portfolio
8,698
Q2 2025 Added 1.4%
$79B
$593 Million 0.41% of portfolio
2,295
Q2 2025 Reduced 1.71%
$1.4T
$568 Million 0.39% of portfolio
1,802
Q2 2025 Added 3.68%
$194B
$564 Million 0.39% of portfolio
2,953
Q2 2025 Added 6.11%
$128B
$562 Million 0.39% of portfolio
1,215
Q2 2025 Added 1.93%
$58.7B
$533 Million 0.37% of portfolio
1,675
Q2 2025 Reduced 1.47%
$301B
$539 Million 0.37% of portfolio
3,635
Q2 2025 Added 3.86%
$190B
$539 Million 0.37% of portfolio
3,326
Q1 2025 Added 3.16%
$0
$528 Million 0.36% of portfolio
1,232
Q3 2024 Added 0.49%
$93.7B
$519 Million 0.36% of portfolio
2,413
Q2 2025 Added 1.9%
$64.2B
$502 Million 0.35% of portfolio
4,819
Q2 2025 Reduced 2.31%
$0
$507 Million 0.35% of portfolio
18,535
Q2 2025 Added 17.72%
$84.5B
$510 Million 0.35% of portfolio
4,508
Q1 2024 Added 114.67%
$322B
$511 Million 0.35% of portfolio
6,113
Q2 2025 Added 10.01%
$43.1B
$511 Million 0.35% of portfolio
49,868
Q2 2025 Reduced 37.56%
$40.9B
$474 Million 0.33% of portfolio
1,367
Q1 2025 Added 0.07%
$83.9B
$483 Million 0.33% of portfolio
1,388
Q2 2025 Added 2.21%
$219B
$462 Million 0.32% of portfolio
1,077
Q2 2025 Added 1.03%
$98.6B
$451 Million 0.31% of portfolio
4,776
Q2 2025 Reduced 5.24%
$69.8B
$449 Million 0.31% of portfolio
1,864
Q2 2025 Added 0.05%
$92.2B
$449 Million 0.31% of portfolio
891
Q1 2025 Added 0.11%
$93.5B
$424 Million 0.29% of portfolio
1,440
Q2 2025 Added 1.19%
$263B
$421 Million 0.29% of portfolio
1,545
Q2 2025 Added 12.61%
$265B
$407 Million 0.28% of portfolio
1,241
Q2 2025 Added 19.79%
$169B
$408 Million 0.28% of portfolio
9,378
Q2 2025 Added 0.59%
$7.96B
$412 Million 0.28% of portfolio
3,001
Q2 2025 Added 4.93%
$0
$395 Million 0.27% of portfolio
1,626
Q2 2025 Added 11.75%
$17B
$391 Million 0.27% of portfolio
7,750
Q2 2025 Added 0.01%
Linde PLC F
-
$374 Million 0.26% of portfolio
-
Q1 2024 Added 1.55%
$177B
$375 Million 0.26% of portfolio
1,738
Q2 2025 Added 0.06%
$46B
$377 Million 0.26% of portfolio
2,564
Q1 2025 Added 0.04%
$0
$384 Million 0.26% of portfolio
858
Q2 2025 Added 0.12%
$0
$384 Million 0.26% of portfolio
13,068
Q2 2025 Reduced 3.36%
$335B
$362 Million 0.25% of portfolio
1,464
Q3 2024 Reduced 6.51%
$0
$365 Million 0.25% of portfolio
11,786
Q2 2025 Added 8.08%
$66.9B
$367 Million 0.25% of portfolio
11,644
Q2 2025 Added 2.67%
$33.9B
$370 Million 0.25% of portfolio
6,697
Q2 2025 Added 8.54%
$0
$342 Million 0.24% of portfolio
13,107
Q2 2025 Reduced 4.05%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $145 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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