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 (457 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +12.4% · 1 year +12.3% · all +12.3%
- Max drawdown n/a · 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