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Patrick Mauro Investment Advisor, Inc. Top Holdings and 13F Report (2025)

About Patrick Mauro Investment Advisor, Inc.

Investment Activity

  • Patrick Mauro Investment Advisor, Inc. has $182.95 million in total holdings as of March 31, 2025.
  • Patrick Mauro Investment Advisor, Inc. owns shares of 42 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 6.53% of the portfolio was purchased this quarter.
  • About 8.07% of the portfolio was sold this quarter.
  • This quarter, Patrick Mauro Investment Advisor, Inc. has purchased 42 new stocks and bought additional shares in 12 stocks.
  • Patrick Mauro Investment Advisor, Inc. sold shares of 27 stocks and completely divested from 1 stock this quarter.

Largest Holdings

CME Group
$13,345,701
Watsco
$12,736,515
Pfizer
$9,821,954

Largest New Holdings this Quarter

084670702 - Berkshire Hathaway
$405,826 Holding

Largest Purchases this Quarter

AES
442,987 shares (about $5.50M)
Microsoft
5,326 shares (about $2.00M)
Pfizer
65,440 shares (about $1.66M)
PepsiCo
7,143 shares (about $1.07M)
Alphabet
3,736 shares (about $577.74K)

Largest Sales this Quarter

CVS Health
55,056 shares (about $3.73M)
American Electric Power
26,930 shares (about $2.94M)
Microchip Technology
36,468 shares (about $1.77M)
CME Group
3,454 shares (about $916.31K)
Kimberly-Clark
4,778 shares (about $679.52K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPatrick Mauro Investment Advisor, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
CME Group Inc. stock logo
CME
CME Group
$13,345,701$916,313 -6.4%50,3067.3%Finance
Watsco, Inc. stock logo
WSO
Watsco
$12,736,515$222,128 -1.7%25,0577.0%Construction
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$10,624,628$768 0.0%152,1935.8%Manufacturing
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$10,307,799$29,121 -0.3%227,2445.6%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$9,821,954$1,658,248 20.3%387,6075.4%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$8,656,177$1,999,341 30.0%23,0594.7%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$8,466,152$319,402 3.9%18,9524.6%Aerospace
LINDE PLC F
$6,980,409$175,546 -2.5%14,9913.8%COM
The AES Co. stock logo
AES
AES
$6,567,011$5,501,897 516.6%528,7453.6%Utilities
CNA Financial Co. stock logo
CNA
CNA Financial
$6,524,958$67,758 -1.0%128,6553.6%Finance
McDonald's Co. stock logo
MCD
McDonald's
$6,407,620$186,797 -2.8%20,5133.5%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,598,616$1,071,023 23.7%37,3393.1%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$5,279,864$144,821 -2.7%17,2812.9%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$5,220,819$519,610 -9.1%24,9182.9%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,190,786$513,426 -9.0%84,1162.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,147,852$577,740 12.6%33,2892.8%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$5,129,567$183,587 -3.5%22,1572.8%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$5,017,846$23,348 0.5%29,4442.7%Consumer Staples
RTX Co. stock logo
RTX
RTX
$4,465,601$392,477 -8.1%33,7132.4%Aerospace
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$4,356,486$2,942,641 -40.3%39,8692.4%Utilities
CVS Health Co. stock logo
CVS
CVS Health
$3,905,246$3,730,044 -48.9%57,6422.1%Medical
The Southern Company stock logo
SO
Southern
$3,786,396$271,895 -6.7%41,1792.1%Utilities
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,070,620$113,038 3.8%45,2561.7%Consumer Staples
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$2,958,287$679,520 -18.7%20,8011.6%Consumer Staples
Canadian National Railway stock logo
CNI
Canadian National Railway
$2,850,218$302,808 -9.6%29,2451.6%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,718,172$84,174 -3.0%2,8741.5%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,614,294$132,544 -4.8%9,0731.4%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$2,549,661$118,067 -4.4%20,9041.4%Utilities
Roche Holding AG stock logo
RHHBY
Roche
$2,243,910$42,919 2.0%54,5301.2%Medical
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$1,787,397$198,985 -10.0%67,0191.0%Consumer Staples
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$1,487,881$1,765,415 -54.3%30,7350.8%Computer and Technology
WK KELLOGG CO
$1,398,249$126,755 10.0%70,1580.8%COM SHS
Alphabet Inc. stock logo
GOOG
Alphabet
$1,119,388$2,500 0.2%7,1650.6%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$980,713$374,883 -27.7%3,3250.5%Basic Materials
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$893,457$58,834 -6.2%8,0790.5%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$675,189$103,865 -13.3%5,0900.4%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$547,753$108,814 24.8%5,0540.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$405,826$405,826 New Holding7620.2%Finance
Amcor plc stock logo
AMCR
Amcor
$371,665$64,068 -14.7%38,3160.2%Industrials
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$315,671$243,078 -43.5%2,8700.2%Transportation
Kellanova stock logo
K
Kellanova
$218,2690.0%2,6460.1%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$207,2700.0%2,1000.1%Consumer Discretionary
BERKSHIRE HATHAWAY CLASS B
$0$345,399 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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