Patrick M Sweeney & Associates, Inc Top Holdings and 13F Report (2026) About Patrick M Sweeney & Associates, IncInvestment ActivityPatrick M Sweeney & Associates, Inc has $177.40 million in total holdings as of September 30, 2026.Patrick M Sweeney & Associates, Inc owns shares of 177 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 1.49% of the portfolio was sold this quarter.This quarter, Patrick M Sweeney & Associates, Inc has purchased 172 new stocks and bought additional shares in 110 stocks.Patrick M Sweeney & Associates, Inc sold shares of 31 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $12,245,363Abbott Laboratories $7,396,119Merck & Co., Inc. $7,000,604AbbVie $6,961,741Bank of America $6,563,475 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,175,784 Holding30609A109 - ONEOK INC NEW $354,615 Holding14020W106 - Capital Group Dividend Value ETF $302,772 Holding29476L107 - Equity Residential $267,952 Holding87612E106 - Target $238,297 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 7,224 shares (about $1.18M)CrowdStrike 1,381 shares (about $365.62K)ONEOK INC NEW 4,159 shares (about $354.62K)Capital Group Dividend Value ETF 6,198 shares (about $302.77K)Equity Residential 4,410 shares (about $267.95K) Largest Sales this Quarter Blackstone 961 shares (about $107.72K)Valero Energy 80 shares (about $31.01K)Walt Disney 279 shares (about $29.27K)CVS Health 259 shares (about $22.19K)Apple 58 shares (about $19.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPatrick M Sweeney & Associates, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$12,245,363$19,315 ▼-0.2%36,7716.9%TechnologyABTAbbott Laboratories$7,396,119$2,866 ▼0.0%74,8374.2%HealthcareMRKMerck & Co., Inc.$7,000,604$4,795 ▼-0.1%48,1773.9%HealthcareABBVAbbVie$6,961,741$3,401 ▲0.0%26,6133.9%HealthcareBACBank of America$6,563,475$3,973 ▲0.1%120,5863.7%FinanceJPMJPMorgan Chase & Co.$6,454,956$18,858 ▼-0.3%19,5113.6%FinanceMSFTMicrosoft$5,412,343$60,012 ▲1.1%10,5523.1%TechnologyGOOGAlphabet$4,971,267$341 ▲0.0%14,5902.8%Communication ServicesPFEPfizer$3,778,076$261,158 ▲7.4%132,4712.1%HealthcareLLYEli Lilly and Company$3,528,091$25,457 ▲0.7%3,0492.0%HealthcareAMZNAmazon.com$3,148,789$16,693 ▲0.5%12,6381.8%Consumer DiscretionaryCATCaterpillar$2,919,927$17,028 ▼-0.6%3,6011.6%IndustrialsCVSCVS Health$2,910,078$22,193 ▼-0.8%33,9611.6%HealthcareQQQInvesco QQQ$2,882,114$8,137 ▲0.3%3,8961.6%ETFVVisa$2,548,492$4,672 ▲0.2%7,0921.4%FinanceJNJJohnson & Johnson$2,406,907$9,001 ▼-0.4%9,0921.4%HealthcareCOSTCostco Wholesale$2,344,436$3,642 ▲0.2%2,5751.3%Consumer StaplesWMWaste Management$1,894,122$204 ▲0.0%9,2891.1%IndustrialsBRK.BBerkshire Hathaway$1,764,735$4,482 ▲0.3%3,5441.0%FinanceVLOValero Energy$1,755,234$31,011 ▼-1.7%4,5281.0%EnergyCSXCSX$1,619,517$2,930 ▼-0.2%34,8210.9%IndustrialsAVGOBroadcom$1,561,524$702 ▼0.0%4,4460.9%TechnologyAMATApplied Materials$1,540,277$3,580 ▲0.2%3,0120.9%TechnologyETNEaton$1,538,792$8,164 ▼-0.5%3,5810.9%IndustrialsUNPUnion Pacific$1,524,791$1,361 ▲0.1%5,6030.9%IndustrialsDEDeere & Company$1,480,658$5,372 ▼-0.4%2,2050.8%IndustrialsSPYSPDR S&P 500 ETF Trust$1,448,0520.0%1,8990.8%ETFSCHWCharles Schwab$1,379,735$2,737 ▲0.2%14,1160.8%FinanceNVDANVIDIA$1,356,793$122,867 ▲10.0%5,9410.8%TechnologyBXBlackstone$1,354,165$107,719 ▼-7.4%12,0810.8%FinanceRTXRTX$1,349,937$1,300 ▲0.1%7,2710.8%IndustrialsGSThe Goldman Sachs Group$1,310,1670.0%1,4550.7%FinanceGOOGLAlphabet$1,298,214$22,021 ▲1.7%3,7730.7%Communication ServicesVGTVanguard Information Technology ETF$1,280,414$126 ▲0.0%10,1890.7%ETFEXXONMOBIL HOLDINGS CORP$1,175,784$1,175,784 ▲New Holding7,2240.7%COM SHSMETAMeta Platforms$1,169,398$13,775 ▲1.2%1,6130.7%Communication ServicesURIUnited Rentals$1,094,853$1,001 ▲0.1%1,0940.6%IndustrialsHDHome Depot$1,068,588$17,639 ▲1.7%3,7560.6%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,045,327$5,833 ▲0.6%4,4800.6%ETFWALMART INC$1,043,067$3,637 ▲0.3%10,0370.6%COMCMICummins$1,020,6220.0%1,9760.6%IndustrialsCSCOCisco Systems$964,668$2,153 ▼-0.2%8,9630.5%TechnologyINTCIntel$941,962$16,831 ▲1.8%7,8350.5%TechnologyMMM3M$922,186$4,596 ▲0.5%5,6180.5%IndustrialsPEPPepsiCo$915,412$507 ▼-0.1%7,2240.5%Consumer StaplesVOOVanguard S&P 500 ETF$906,2120.0%1,2930.5%ETFPNCThe PNC Financial Services Group$840,560$222 ▲0.0%3,7820.5%FinanceBABoeing$838,879$4,093 ▼-0.5%4,5090.5%IndustrialsEMREmerson Electric$836,280$155 ▲0.0%5,3920.5%IndustrialsIVViShares Core S&P 500 ETF$830,9470.0%1,0850.5%ETFFDXFedEx$824,381$4,276 ▼-0.5%2,8920.5%IndustrialsSCHDSchwab US Dividend Equity ETF$824,046$26,577 ▲3.3%25,3320.5%ETFMCDMcDonald's$820,807$9,238 ▲1.1%3,5540.5%Consumer DiscretionaryPGProcter & Gamble$820,003$5,812 ▲0.7%5,6440.5%Consumer StaplesTMOThermo Fisher Scientific$817,504$10,801 ▲1.3%1,2110.5%HealthcareCVXChevron$815,397$10,415 ▲1.3%3,9930.5%EnergyKOCoca-Cola$798,538$3,099 ▲0.4%9,2770.5%Consumer StaplesALLAllstate$782,511$1,109 ▲0.1%3,5270.4%FinanceUNHUnitedHealth Group$763,642$2,937 ▲0.4%2,0800.4%HealthcareCBChubb$751,544$976 ▲0.1%2,3110.4%FinanceBMOBank Of Montreal$744,7640.0%4,4530.4%FinanceTRVTravelers Companies$704,136$7,844 ▼-1.1%1,9750.4%FinanceDISWalt Disney$695,530$29,269 ▼-4.0%6,6300.4%Communication ServicesTSLATesla$691,170$5,322 ▲0.8%1,9480.4%Consumer DiscretionarySYKStryker$668,373$4,957 ▲0.7%2,4270.4%HealthcareLMTLockheed Martin$667,663$13,241 ▲2.0%1,3110.4%IndustrialsORCLOracle$660,545$3,295 ▼-0.5%4,8110.4%TechnologyMAMastercard$639,849$1,655 ▲0.3%1,1600.4%FinancePSXPhillips 66$636,449$1,532 ▲0.2%2,4930.4%EnergyQCOMQualcomm$623,974$920 ▲0.1%3,3900.4%TechnologyIWFiShares Russell 1000 Growth ETF$612,7720.0%4,8920.3%ETFMDTMedtronic$612,141$8,629 ▲1.4%7,0940.3%HealthcareROKRockwell Automation$592,825$6,529 ▲1.1%1,3620.3%IndustrialsITWIllinois Tool Works$579,575$1,543 ▲0.3%2,2530.3%IndustrialsBMYBristol Myers Squibb$572,288$55,226 ▲10.7%9,1710.3%HealthcareIBMInternational Business Machines$561,956$29,253 ▲5.5%2,5550.3%TechnologySCHASchwab US Small-Cap ETF$559,154$16,087 ▲3.0%17,1360.3%ETFHONEYWELL INTL INC$557,303$422 ▲0.1%2,6420.3%COMWFCWells Fargo & Company$555,864$16,170 ▲3.0%6,9440.3%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$553,789$30,540 ▲5.8%15,4130.3%ETFELVElevance Health$529,246$2,333 ▲0.4%1,3610.3%HealthcareMUMicron Technology$527,251$6,391 ▲1.2%4950.3%TechnologyADMArcher Daniels Midland$526,302$5,874 ▼-1.1%6,6300.3%Consumer StaplesMARSH & MCLENNAN COS INC$523,539$1,708 ▲0.3%3,0660.3%COMGDGeneral Dynamics$501,697$332 ▲0.1%1,5120.3%IndustrialsTXNTexas Instruments$498,297$23,808 ▲5.0%1,7790.3%TechnologySCHMSchwab U.S. Mid-Cap ETF$496,232$17,997 ▲3.8%14,5860.3%ETFDALDelta Air Lines$494,960$3,672 ▼-0.7%5,9310.3%IndustrialsAMGNAmgen$489,854$1,686 ▲0.3%1,1620.3%HealthcareCRWDCrowdStrike$488,993$365,620 ▲296.4%1,8470.3%TechnologyCOPConocoPhillips$484,845$1,877 ▲0.4%3,8740.3%EnergyGEGE Aerospace$464,509$1,874 ▲0.4%1,4870.3%IndustrialsVBVanguard Small-Cap ETF$462,6010.0%1,6260.3%ETFVGKVanguard FTSE Europe ETF$460,6480.0%5,3070.3%ETFAXPAmerican Express$458,852$1,824 ▼-0.4%1,5090.3%FinanceNOCNorthrop Grumman$454,164$484 ▲0.1%9390.3%IndustrialsEPDEnterprise Products Partners$451,155$320 ▲0.1%12,6690.3%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$435,313$1,526 ▼-0.3%8560.2%ETFSBUXStarbucks$435,087$470 ▲0.1%4,6310.2%Consumer DiscretionaryASMLASML$427,5540.0%2360.2%TechnologyShowing largest 100 holdings. 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