PATRICK M SWEENEY & ASSOCIATES, INC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 155,994
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 164 | 155,994 | 13F-HR | PATRICK M SWEENEY & ASSOCIATES, INC |
| Q4 2025 | 2/4/2026 | 159 | 159,881 | 13F-HR | PATRICK M SWEENEY & ASSOCIATES, INC |
| Q3 2025 | 11/12/2025 | 159 | 154,695 | 13F-HR | PATRICK M SWEENEY & ASSOCIATES, INC |
| Q2 2025 | 8/13/2025 | 156 | 145,373 | 13F-HR | PATRICK M SWEENEY & ASSOCIATES, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.1 K | 91.1% | 0 | 10.48 K | -10.48 K |
| ETFs | 13.91 K | 8.9% | 6.593 K | 0 | 6.593 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
155,994
Holdings
164
QoQ value change ($000)
-3,887
(-2.4%)
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.