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
$126B
$654 Million 0.45% of portfolio
9,455
Q2 2025 Reduced 15.24%
$341B
$648 Million 0.45% of portfolio
2,100
Q4 2024 Added 0.62%
$540B
$642 Million 0.44% of portfolio
1,128
Q2 2025 Reduced 1.23%
$296B
$635 Million 0.44% of portfolio
8,894
Q2 2025 Reduced 1.02%
$153B
$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%
$111B
$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%
$77.5B
$593 Million 0.41% of portfolio
2,295
Q2 2025 Reduced 1.71%
$1.41T
$568 Million 0.39% of portfolio
1,802
Q2 2025 Added 3.68%
$196B
$564 Million 0.39% of portfolio
2,953
Q2 2025 Added 6.11%
$133B
$562 Million 0.39% of portfolio
1,215
Q2 2025 Added 1.93%
$62.2B
$532 Million 0.37% of portfolio
2,015
Q2 2025 Added 1.0%
$58.7B
$533 Million 0.37% of portfolio
1,675
Q2 2025 Reduced 1.47%
$302B
$539 Million 0.37% of portfolio
3,635
Q2 2025 Added 3.86%
$188B
$539 Million 0.37% of portfolio
3,326
Q1 2025 Added 3.16%
$63.4B
$502 Million 0.35% of portfolio
4,819
Q2 2025 Reduced 2.31%
$84.8B
$510 Million 0.35% of portfolio
4,508
Q1 2024 Added 114.67%
$326B
$511 Million 0.35% of portfolio
6,113
Q2 2025 Added 10.01%
$42.3B
$511 Million 0.35% of portfolio
49,868
Q2 2025 Reduced 37.56%
$40.7B
$474 Million 0.33% of portfolio
1,367
Q1 2025 Added 0.07%
$83.6B
$483 Million 0.33% of portfolio
1,388
Q2 2025 Added 2.21%
$213B
$462 Million 0.32% of portfolio
1,077
Q2 2025 Added 1.03%
$95.1B
$451 Million 0.31% of portfolio
4,776
Q2 2025 Reduced 5.24%
$69.5B
$449 Million 0.31% of portfolio
1,864
Q2 2025 Added 0.05%
$92.7B
$449 Million 0.31% of portfolio
891
Q1 2025 Added 0.11%
$92.6B
$424 Million 0.29% of portfolio
1,440
Q2 2025 Added 1.19%
$254B
$421 Million 0.29% of portfolio
1,545
Q2 2025 Added 12.61%
$261B
$407 Million 0.28% of portfolio
1,241
Q2 2025 Added 19.79%
$171B
$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%
$17B
$391 Million 0.27% of portfolio
7,750
Q2 2025 Added 0.01%
$177B
$375 Million 0.26% of portfolio
1,738
Q2 2025 Added 0.06%
$45.6B
$377 Million 0.26% of portfolio
2,564
Q1 2025 Added 0.04%
$331B
$362 Million 0.25% of portfolio
1,464
Q3 2024 Reduced 6.51%
$66.7B
$367 Million 0.25% of portfolio
11,644
Q2 2025 Added 2.67%
$34.7B
$370 Million 0.25% of portfolio
6,697
Q2 2025 Added 8.54%
$4.29B
$352 Million 0.24% of portfolio
11,290
Q2 2025 Added 15.5%
$167B
$354 Million 0.24% of portfolio
4,798
Q2 2025 Reduced 2.14%
$6.14B
$329 Million 0.23% of portfolio
6,015
Q2 2025 Added 1.64%
$30.6B
$333 Million 0.23% of portfolio
4,054
Q2 2025 Added 2.61%
$33.9B
$336 Million 0.23% of portfolio
3,443
Q2 2025 Added 1.62%
$551B
$340 Million 0.23% of portfolio
262
Q2 2025 Added 0.38%
$111B
$340 Million 0.23% of portfolio
3,634
Q2 2025 Added 5.21%
$46.5B
$324 Million 0.22% of portfolio
4,215
Q2 2025 Added 3.44%
$54.7B
$317 Million 0.22% of portfolio
1,070
Q2 2025 Added 3.48%
$187B
$313 Million 0.22% of portfolio
401
Q4 2024 Added 12.64%
$62.7B
$301 Million 0.21% of portfolio
2,361
Q2 2025 Added 20.21%
$39.6B
$304 Million 0.21% of portfolio
5,974
Q2 2025 Added 0.02%

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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