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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$9.99 Billion 6.87% of portfolio
74,334
Q2 2025 Reduced 0.1%
$3.69T
$7.96 Billion 5.48% of portfolio
37,273
Q2 2025 Reduced 0.24%
$859B
$7.08 Billion 4.87% of portfolio
23,917
Q2 2025 Reduced 0.05%
$381B
$6.18 Billion 4.25% of portfolio
126,360
Q2 2025 Added 0.57%
$3.95T
$5.21 Billion 3.59% of portfolio
10,451
Q2 2025 Added 0.74%
$351B
$5.01 Billion 3.45% of portfolio
26,485
Q2 2025 Added 0.0%
$203B
$3.89 Billion 2.68% of portfolio
48,119
Q2 2025 Added 0.9%
$138B
$3.45 Billion 2.37% of portfolio
135,932
Q2 2025 Added 18.39%
$2.26T
$2.71 Billion 1.87% of portfolio
12,151
Q2 2025 Added 2.04%
$1.24T
$2.66 Billion 1.83% of portfolio
14,709
Q2 2025 Added 0.9%
$439B
$2.56 Billion 1.76% of portfolio
2,593
Q2 2025 Added 1.17%
$551B
$2.53 Billion 1.74% of portfolio
7,048
Q2 2025 Added 0.47%
$86B
$2.35 Billion 1.61% of portfolio
34,793
Q2 2025 Reduced 1.54%
$608B
$2.31 Billion 1.59% of portfolio
2,957
Q2 2025 Reduced 0.97%
$95.6B
$2.09 Billion 1.44% of portfolio
9,216
Q2 2025 Reduced 0.13%
$123B
$1.99 Billion 1.37% of portfolio
12,856
Q2 2025 Reduced 5.54%
$218B
$1.51 Billion 1.04% of portfolio
3,789
Q2 2025 Added 1.34%
$452B
$1.43 Billion 0.98% of portfolio
9,146
Q2 2025 Added 1.13%
$127B
$1.34 Billion 0.92% of portfolio
4,866
Q2 2025 Added 4.2%
$405B
$1.32 Billion 0.91% of portfolio
3,559
Q2 2025 Added 0.94%
$135B
$1.27 Billion 0.88% of portfolio
5,392
Q2 2025 Added 0.84%
$145B
$1.27 Billion 0.87% of portfolio
3,497
Q2 2025 Added 0.58%
$179B
$1.22 Billion 0.84% of portfolio
13,330
Q2 2025 Added 0.83%
$146B
$1.21 Billion 0.83% of portfolio
5,014
Q2 2025 Added 0.5%
$684B
$1.17 Billion 0.8% of portfolio
4,930
Q2 2025 Added 0.02%
$75.3B
$1.15 Billion 0.79% of portfolio
34,149
Q2 2025 Added 6.04%
$153B
$1.12 Billion 0.77% of portfolio
2,141
Q2 2025 Added 1.23%
$229B
$1.12 Billion 0.77% of portfolio
7,666
Q2 2025 Reduced 0.12%
$1.78T
$1.11 Billion 0.76% of portfolio
1,541
Q2 2025 Added 4.05%
$254B
$1.09 Billion 0.75% of portfolio
1,502
Q2 2025 Added 4.45%
$281B
$1.06 Billion 0.73% of portfolio
10,749
Q2 2025 Added 0.01%
$222B
$1.03 Billion 0.71% of portfolio
3,491
Q2 2025 Added 0.03%
$202B
$1 Billion 0.69% of portfolio
7,401
Q2 2025 Added 1.83%
$207B
$911 Million 0.63% of portfolio
7,347
Q2 2025 Added 1.52%
$368B
$909 Million 0.63% of portfolio
5,652
Q2 2025 Added 1.05%
$63.6B
$904 Million 0.62% of portfolio
1,141
Q2 2025 Added 2.79%
$142B
$885 Million 0.61% of portfolio
2,238
Q2 2025 Added 0.9%
$139B
$862 Million 0.59% of portfolio
3,991
Q2 2025 Added 9.22%
$456B
$819 Million 0.56% of portfolio
5,142
Q2 2025 Reduced 0.23%
$87.3B
$810 Million 0.56% of portfolio
5,298
Q2 2025 Added 2.93%
$442B
$800 Million 0.55% of portfolio
7,126
Q2 2025 Added 5.26%
$78.6B
$734 Million 0.51% of portfolio
5,254
Q2 2025 Added 0.02%
$1.21T
$729 Million 0.5% of portfolio
4,059
Q2 2025 Added 0.25%
$60B
$718 Million 0.49% of portfolio
2,976
Q2 2025 Reduced 0.83%
$56.3B
$684 Million 0.47% of portfolio
2,061
Q2 2025 Added 5.21%
$210B
$676 Million 0.46% of portfolio
2,315
Q1 2025 Added 0.04%
$55.9B
$671 Million 0.46% of portfolio
3,387
Q2 2025 Added 0.03%
$51.4B
$670 Million 0.46% of portfolio
4,637
Q2 2025 Reduced 1.07%
$77.3B
$665 Million 0.46% of portfolio
3,385
Q2 2025 Added 12.35%

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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