Long-term investor

Patrick M Sweeney & Associates, Inc. @patrickmsweeneyassociate

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010453).

Record

• Tracked since 2025-06-30 (431 days), 69 trades recorded
• Returns: week n/a · month n/a · 90 days +9.1% · 6 months +8.8% · 1 year +14.6% · all +14.6%
• Max drawdown -2.9% · Sharpe 0.89 · win rate 13% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• AAPL · 6.1% · long · since 2025-06-30
• BAC · 3.9% · long · since 2025-06-30
• ABT · 3.9% · long · since 2025-06-30
• ABBV · 3.8% · long · since 2025-06-30
• JPM · 3.7% · long · since 2025-06-30
• MRK · 3.6% · long · since 2025-06-30
• 02079K107 · 3.0% · long · since 2025-06-30
• MSFT · 2.2% · long · since 2025-06-30
• CAT · 2.2% · long · since 2025-06-30
• LLY · 2.1% · long · since 2025-06-30
• CVS · 2.0% · long · since 2025-06-30
• AMZN · 1.7% · long · since 2025-06-30

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