Patrick Mauro Investment Advisor, Inc. Portfolio Holdings

Patrick Mauro Investment Advisor, Inc.

  • $183 Million
  • Q3 2025

Patrick Mauro Investment Advisor, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $183 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $14.5M, Cme Group Inc. with a value of $13.3M, Watsco Inc with a value of $12.3M, Pfizer Inc with a value of $12.1M, and Verizon Communications Inc with a value of $10.7M.

Examining the 13F form we can see an increase of $6.82M in the current position value, from $177M to 183M.

Patrick Mauro Investment Advisor, Inc. is based out at Oak Brook, IL

Below you can find more details about Patrick Mauro Investment Advisor, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
Industrials: $39.1 Million
Healthcare: $23.8 Million
Financial Services: $23.7 Million
Communication Services: $19.9 Million
Consumer Defensive: $19 Million
ETFs: $17.6 Million
Technology: $16.7 Million
Utilities: $12.6 Million
Other: $11.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Million 7.9% of portfolio
175,374
Q3 2025 Added 7.46%
$102B
$13.3 Million 7.27% of portfolio
49,309
Q3 2025 Added 4.98%
$11.4B
$12.3 Million 6.69% of portfolio
30,345
Q3 2025 Added 12.37%
$141B
$12.1 Million 6.61% of portfolio
475,630
Q3 2025 Added 4.05%
$172B
$10.7 Million 5.85% of portfolio
243,942
Q3 2025 Added 4.78%
$3.8T
$10.3 Million 5.64% of portfolio
19,977
Q3 2025 Reduced 7.0%
$12.5B
$7.47 Million 4.08% of portfolio
160,876
Q3 2025 Added 10.41%
$122B
$7.38 Million 4.03% of portfolio
14,788
Q3 2025 Reduced 21.24%
$226B
$7.26 Million 3.96% of portfolio
23,883
Q3 2025 Added 15.73%
$1.65T
$7.02 Million 3.83% of portfolio
28,889
Q3 2025 Reduced 26.57%
$258B
$6.27 Million 3.42% of portfolio
37,444
Q3 2025 Added 19.45%
$411B
$6.15 Million 3.35% of portfolio
26,563
Q3 2025 Reduced 0.44%
$201B
$6.15 Million 3.35% of portfolio
43,773
Q3 2025 Reduced 3.03%
$320B
$5.37 Million 2.93% of portfolio
78,424
Q3 2025 Reduced 6.08%
$105B
$5.09 Million 2.78% of portfolio
17,352
Q3 2025 Added 1.88%
$85.9B
$4.77 Million 2.6% of portfolio
21,618
Q3 2025 Added 1.27%
$62.3B
$3.76 Million 2.05% of portfolio
33,439
Q3 2025 Reduced 5.75%
$57.5B
$3.5 Million 1.91% of portfolio
12,831
Q3 2025 Added 310.46%
$98.7B
$3.44 Million 1.88% of portfolio
36,309
Q3 2025 Reduced 5.59%
$65.2B
$3.32 Million 1.81% of portfolio
35,206
Q3 2025 Added 15.92%
$9.23B
$3.15 Million 1.72% of portfolio
239,343
Q3 2025 Reduced 59.79%
$130B
$2.87 Million 1.57% of portfolio
8,076
Q3 2025 Added 3.53%
$35.1B
$2.77 Million 1.51% of portfolio
22,297
Q3 2025 Added 7.97%
$77.9B
$2.76 Million 1.51% of portfolio
44,195
Q3 2025 Reduced 1.2%
$409B
$2.61 Million 1.42% of portfolio
2,819
Q3 2025 Added 1.37%
$99.2B
$2.53 Million 1.38% of portfolio
56,125
Q3 2025 New
$288B
$2.27 Million 1.24% of portfolio
54,353
Q3 2025 Reduced 7.03%
$662B
$2.21 Million 1.2% of portfolio
4,393
Q3 2025 Added 476.51%
$1.69T
$1.87 Million 1.02% of portfolio
7,691
Q3 2025 Reduced 8.76%
$94.5B
$1.71 Million 0.93% of portfolio
13,816
Q3 2025 Reduced 7.36%
$474B
$942,000 0.51% of portfolio
5,054
Q1 2025 Added 24.79%
$891B
$727,000 0.4% of portfolio
2,305
Q3 2025 Reduced 16.12%
$229B
$696,000 0.38% of portfolio
5,201
Q3 2025 Reduced 2.62%
$36B
$515,000 0.28% of portfolio
5,125
Q3 2025 Added 1.67%
$12.6B
$312,000 0.17% of portfolio
38,203
Q3 2025 Added 110.38%
$0
$269,000 0.15% of portfolio
10,567
Q3 2025 New
$193B
$240,000 0.13% of portfolio
2,100
Q1 2024 New
Linde PLC F
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.82%
Berkshire Hathaway, Inc. Cl B
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $183 Million
  • Prior Value $177 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Patrick Mauro Investment Advisor, Inc. Portfolio

Follow Patrick Mauro Investment Advisor, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patrick Mauro Investment Advisor, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Patrick Mauro Investment Advisor, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email