SWEENEY & MICHEL, LLC
All 13F Filings
- Location
- Chico, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 338,818
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 275.7 K | 81.4% | 31.35 K | 0 | 31.35 K |
| ETFs | 63.09 K | 18.6% | 9.94 K | 0 | 9.94 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
338,818
Holdings
141
QoQ value change ($000)
41,297
(13.9%)
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.