Patrick Mauro Investment Advisor, INC.

All 13F Filings

Location
Oak Brook, IL
Most recent 13F
Q2 2026
Holdings value ($000)
198,960
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 38 198,960 13F-HR Patrick Mauro Investment Advisor, INC.
Q1 2026 5/6/2026 40 198,935 13F-HR Patrick Mauro Investment Advisor, INC.
Q4 2025 2/10/2026 42 191,260 13F-HR Patrick Mauro Investment Advisor, INC.
Q3 2025 11/13/2025 40 190,428 13F-HR Patrick Mauro Investment Advisor, INC.
Q2 2025 8/12/2025 40 176,695 13F-HR Patrick Mauro Investment Advisor, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 170.6 K 85.7% 0 7.077 K -7.077 K
ETFs 28.4 K 14.3% 7.102 K 0 7.102 K
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
198,960
Holdings
38
QoQ value change ($000)
25 (0.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.