Long-term investor
Sweeney & Michel, LLC @sweeneymichelllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001979556).
Record
- Tracked since 2025-06-30 (477 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days +3.6% · 6 months +9.0% · 1 year +14.0% · all +14.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 8.8% · long · since 2025-09-30
- 46434V621 · 7.8% · long · since 2025-09-30
- AAPL · 6.5% · long · since 2025-09-30
- 46429B663 · 6.3% · long · since 2025-09-30
- 02079K107 · 5.7% · long · since 2025-09-30
- 46434V407 · 3.7% · long · since 2025-09-30
- 14021M107 · 3.5% · long · since 2025-09-30
- 921946794 · 3.4% · long · since 2025-09-30
- 02072L607 · 3.1% · long · since 2025-09-30
- 14021L109 · 2.8% · long · since 2025-09-30
- BRK-B · 2.6% · long · since 2025-09-30
- MSFT · 1.9% · long · since 2025-09-30