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
$57.9B
$740 Million 0.48% of portfolio
3,447
Q3 2025 Added 1.77%
$74.3B
$710 Million 0.46% of portfolio
3,532
Q3 2025 Added 4.34%
$300B
$705 Million 0.46% of portfolio
2,040
Q3 2025 Reduced 2.86%
$75.4B
$689 Million 0.45% of portfolio
5,255
Q3 2025 Added 0.02%
$68.9B
$695 Million 0.45% of portfolio
2,946
Q3 2025 Reduced 1.01%
$128B
$689 Million 0.45% of portfolio
7,234
Q3 2025 Added 1.12%
$266B
$659 Million 0.43% of portfolio
2,335
Q3 2025 Added 0.86%
$512B
$650 Million 0.42% of portfolio
1,142
Q3 2025 Added 1.24%
$123B
$631 Million 0.41% of portfolio
2,234
Q3 2025 Added 2.76%
$319B
$620 Million 0.4% of portfolio
9,068
Q3 2025 Added 4.25%
$123B
$620 Million 0.4% of portfolio
1,242
Q3 2025 Added 2.22%
$197B
$615 Million 0.4% of portfolio
3,005
Q3 2025 Added 1.76%
$306B
$596 Million 0.39% of portfolio
8,994
Q3 2025 Added 1.12%
$74.9B
$599 Million 0.39% of portfolio
2,296
Q3 2025 Added 0.04%
$303B
$581 Million 0.38% of portfolio
3,742
Q3 2025 Added 2.94%
$83.6B
$587 Million 0.38% of portfolio
4,508
Q1 2024 Added 114.67%
$187B
$558 Million 0.36% of portfolio
3,357
Q3 2025 Added 0.93%
$0
$563 Million 0.36% of portfolio
20,634
Q3 2025 Added 11.32%
$67.3B
$563 Million 0.36% of portfolio
2,015
Q2 2025 Added 1.0%
$86.7B
$543 Million 0.35% of portfolio
891
Q1 2025 Added 0.11%
$317B
$534 Million 0.35% of portfolio
6,370
Q3 2025 Added 4.2%
$222B
$529 Million 0.34% of portfolio
1,091
Q3 2025 Added 1.3%
$54.4B
$519 Million 0.34% of portfolio
1,675
Q2 2025 Reduced 1.47%
$109B
$525 Million 0.34% of portfolio
9,455
Q2 2025 Reduced 15.24%
$152B
$515 Million 0.33% of portfolio
2,087
Q3 2025 Added 1.85%
$89.7B
$493 Million 0.32% of portfolio
2,449
Q3 2025 Added 1.49%
$94.5B
$498 Million 0.32% of portfolio
1,460
Q3 2025 Added 1.39%
$43.5B
$478 Million 0.31% of portfolio
1,367
Q1 2025 Added 0.07%
$44.3B
$447 Million 0.29% of portfolio
49,868
Q2 2025 Reduced 37.56%
$78.2B
$448 Million 0.29% of portfolio
1,388
Q2 2025 Added 2.21%
$255B
$445 Million 0.29% of portfolio
1,339
Q3 2025 Added 7.9%
$66.3B
$428 Million 0.28% of portfolio
1,864
Q2 2025 Added 0.05%
$0
$432 Million 0.28% of portfolio
13,533
Q3 2025 Added 3.56%
$328B
$441 Million 0.28% of portfolio
1,464
Q3 2024 Reduced 6.51%
$0
$418 Million 0.27% of portfolio
1,646
Q3 2025 Added 1.23%
$172B
$420 Million 0.27% of portfolio
9,548
Q3 2025 Added 1.81%
$97.3B
$402 Million 0.26% of portfolio
4,755
Q3 2025 Reduced 0.44%
$32.2B
$407 Million 0.26% of portfolio
6,819
Q3 2025 Added 1.82%
$0
$407 Million 0.26% of portfolio
878
Q3 2025 Added 2.33%
Jacobs Solutions Inc
-
$402 Million 0.26% of portfolio
-
Q1 2025 Reduced 1.47%
$68.7B
$406 Million 0.26% of portfolio
4,866
Q3 2025 Added 0.98%
$0
$393 Million 0.25% of portfolio
14,103
Q3 2025 Added 7.6%
$0
$386 Million 0.25% of portfolio
12,222
Q3 2025 Added 3.7%
Blackrock Inc New
-
$376 Million 0.24% of portfolio
-
Q2 2025 New
$70.2B
$375 Million 0.24% of portfolio
11,978
Q3 2025 Added 2.87%
$7.05B
$371 Million 0.24% of portfolio
3,042
Q3 2025 Added 1.37%
$0
$371 Million 0.24% of portfolio
1,130
Q1 2024 Added 3.2%
$168B
$370 Million 0.24% of portfolio
4,898
Q3 2025 Added 2.08%
Linde PLC F
-
$374 Million 0.24% of portfolio
-
Q1 2024 Added 1.55%

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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