PATRICK M SWEENEY & ASSOCIATES, INC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 174,124
- 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 | 172 | 174,124 | 13F-HR | PATRICK M SWEENEY & ASSOCIATES, INC |
| 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 | 157.2 K | 90.3% | 15.09 K | 0 | 15.09 K |
| ETFs | 16.94 K | 9.7% | 3.033 K | 0 | 3.033 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
174,124
Holdings
172
QoQ value change ($000)
18,130
(11.6%)
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.