Patrick M Sweeney & Associates, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 177 distinct equity securities, with a total value of approximately $177.4 million.
The portfolio is diversified across a wide range of sectors, with the largest positions held in technology and healthcare companies. Microsoft Corporation is the largest holding, with 10,552 shares valued at approximately $5.4 million. Other significant technology positions include Apple Inc., with 36,771 shares, and NVIDIA Corporation, with 5,941 shares. In the healthcare sector, Pfizer Inc. is the largest holding with 132,471 shares valued at approximately $3.8 million, followed by Merck & Co. Inc. with 48,177 shares.
The filing also lists substantial positions in financial services, including JPMorgan Chase & Co. (19,511 shares) and Bank of America Corp. (120,586 shares). Other notable holdings include Costco Wholesale Corporation (2,575 shares), United Parcel Service Inc. Class B (4,344 shares), and Walmart Inc. (10,037 shares). The portfolio includes a mix of individual stocks and exchange-traded funds, including funds tracking the S&P 500, Russell 2000, and various sector-specific indices.
