SWEENEY & MICHEL, LLC
All 13F Filings
- Location
- Chico, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 380,799
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 164 | 380,799 | 13F-HR | SWEENEY & MICHEL, LLC |
| Q1 2026 | 4/16/2026 | 145 | 340,122 | 13F-HR | SWEENEY & MICHEL, LLC |
| Q4 2025 | 2/13/2026 | 141 | 338,818 | 13F-HR | SWEENEY & MICHEL, LLC |
| Q3 2025 | 11/13/2025 | 137 | 297,521 | 13F-HR | SWEENEY & MICHEL, LLC |
| Q2 2025 | 7/14/2025 | 130 | 281,544 | 13F-HR | SWEENEY & MICHEL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 181.8 K | 47.7% | 20.96 K | 0 | 20.96 K |
| ETFs | 199 K | 52.3% | 19.71 K | 0 | 19.71 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
380,799
Holdings
164
QoQ value change ($000)
40,677
(12.0%)
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.