Patrick-M-Sweeney--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "AXP",
  "CAT",
  "AVGO",
  "CMI",
  "DUK",
  "GD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "META",
  "IJH",
  "LHX",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "HIG",
  "EMN",
  "ADM",
  "PCAR",
  "BX",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "IWF",
  "PEP",
  "PNC",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "HLN",
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "SCHX",
  null,
  "RTX",
  "GLD",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "TSN",
  "UPS",
  "SCHW",
  "VIG",
  "TSCO",
  null,
  "DD",
  "EW",
  "AVB",
  "DOV",
  "WAB",
  "IP",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "ES",
  "NVO",
  "AMZN",
  null,
  "VGT",
  "VLO",
  "VB",
  "V",
  "WMT",
  "WFC",
  "XEL",
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  "SO",
  "PSX",
  "CRM",
  "SYY",
  "DIA",
  "PSA",
  "FDX",
  "KMB",
  "BAC",
  "BMO",
  "BRK-B",
  "BDX",
  "BLK",
  "BA",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DAL",
  null,
  "J",
  "NEE",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MLM",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 147
Total Value: 133863914
Accession Number: 0002010453-25-000002
Form Type: 13F-HR
CIK: patrick-m-sweeney--associates
Manager Name: Patrick-M-Sweeney--Associates

Data Enrichment

97% identified

142 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

147 positions • $133.9M total value

147 positions • $133.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNION PACIFIC CORP

Shares:5.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$133.9M)

CATERPILLAR INC

Shares:3.7K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$133.9M)

SPDR S&P 500 ETF TRUST

Shares:2.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.9M)

UNITEDHEALTH GROUP INC

Shares:2.1K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.9M)

MCDONALDS CORP

Shares:3.5K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.9M)

PEPSICO INC

Shares:7.3K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.9M)

HONEYWELL INTERNATIONAL INC

Shares:5.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.9M)

SCHWAB CHARLES CORP

Shares:13.2K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.9M)

RTX Corp

Shares:7.7K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.9M)

DEERE & CO

Shares:2.1K

Value:$992.8K

% of Portfolio:0.7% ($992.8K/$133.9M)

PROCTER & GAMBLE Co

Shares:5.6K

Value:$953.1K

% of Portfolio:0.7% ($953.1K/$133.9M)

CSX CORP

Shares:32.2K

Value:$947.8K

% of Portfolio:0.7% ($947.8K/$133.9M)

Eaton Corp plc

Shares:3.5K

Value:$945.2K

% of Portfolio:0.7% ($945.2K/$133.9M)

Walmart Inc.

Shares:10.7K

Value:$943.6K

% of Portfolio:0.7% ($943.6K/$133.9M)

Meta Platforms, Inc.

Shares:1.5K

Value:$853.8K

% of Portfolio:0.6% ($853.8K/$133.9M)

STRYKER CORP

Shares:2.2K

Value:$825.6K

% of Portfolio:0.6% ($825.6K/$133.9M)

Haleon plc

Shares:79.9K

Value:$821.8K

% of Portfolio:0.6% ($821.8K/$133.9M)

EXXON MOBIL CORP

Shares:6.8K

Value:$805.1K

% of Portfolio:0.6% ($805.1K/$133.9M)

GOLDMAN SACHS GROUP INC

Shares:1.4K

Value:$785.4K

% of Portfolio:0.6% ($785.4K/$133.9M)

Broadcom Inc.

Shares:4.7K

Value:$781.9K

% of Portfolio:0.6% ($781.9K/$133.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	5.3K	QoQ +1.75% (+92) YoY +8.26% (+408)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$133.9M)	QoQ +5.40% (+$64.8K) YoY +3.99% (+$48.5K)
CATERPILLAR INC(CATcusip149123101)	3.7K	QoQ -0.13% (-5) YoY +1.24% (-46)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$133.9M)	QoQ -9.20% (-$125.0K) YoY -8.85% (-$119.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.0K	QoQ 0.00% (-0) YoY -2.22% (-45)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.9M)	QoQ -4.54% (-$52.6K) YoY +4.54% (-$48.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.1K	QoQ 0.00% (+0) YoY +10.64% (+202)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.9M)	QoQ +3.53% (+$37.6K) YoY +17.15% (+$161.1K)
MCDONALDS CORP(MCDcusip580135101)	3.5K	QoQ +0.63% (+22) YoY +5.95% (+196)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.9M)	QoQ +8.44% (+$84.9K) YoY +17.39% (+$161.6K)
PEPSICO INC(PEPcusip713448108)	7.3K	QoQ +0.04% (-3) YoY +3.00% (-212)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.9M)	QoQ -1.34% (-$14.9K) YoY -11.74% (-$145.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.0K	QoQ +0.02% (-1) YoY +4.21% (+202)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.9M)	QoQ -6.25% (-$70.4K) YoY +7.51% (+$73.8K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	13.2K	QoQ 0.00% (+1) YoY +13.94% (+1.6K)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.9M)	QoQ +5.77% (+$56.5K) YoY +23.30% (+$195.6K)
RTX Corp(RTXcusip75513E101)	7.7K	QoQ +0.02% (+2) YoY +5.71% (+415)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.9M)	QoQ +14.48% (+$128.6K) YoY +43.56% (+$308.5K)
DEERE & CO(DEcusip244199105)	2.1K	QoQ 0.00% (+0) YoY +10.55% (+202)	All Managers (Combined)	$992.8K	0.7% ($992.8K/$133.9M)	QoQ +10.77% (+$96.6K) YoY +26.34% (+$207.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.6K	QoQ +0.01% (+1) YoY +6.20% (+327)	All Managers (Combined)	$953.1K	0.7% ($953.1K/$133.9M)	QoQ +1.66% (+$15.6K) YoY +11.54% (+$98.6K)
CSX CORP(CSXcusip126408103)	32.2K	QoQ +1.18% (-378) YoY +10.30% (-3.0K)	All Managers (Combined)	$947.8K	0.7% ($947.8K/$133.9M)	QoQ -7.71% (-$79.3K) YoY -12.43% (-$134.5K)
Eaton Corp plc(ETNcusipG29183103)	3.5K	QoQ 0.00% (-0) YoY +0.28% (-10)	All Managers (Combined)	$945.2K	0.7% ($945.2K/$133.9M)	QoQ -18.09% (-$208.8K) YoY -12.81% (-$138.9K)
Walmart Inc.(WMTcusip931142103)	10.7K	QoQ -1.82% (-200) YoY -0.85% (-93)	All Managers (Combined)	$943.6K	0.7% ($943.6K/$133.9M)	QoQ -4.60% (-$45.6K) YoY +44.65% (-$291.3K)
Meta Platforms, Inc.(METAcusip30303M102)	1.5K	QoQ 0.00% (-0) YoY -2.24% (-34)	All Managers (Combined)	$853.8K	0.6% ($853.8K/$133.9M)	QoQ -1.55% (-$13.5K) YoY +16.05% (-$118.1K)
STRYKER CORP(SYKcusip863667101)	2.2K	QoQ +0.58% (+13) YoY -0.18% (-4)	All Managers (Combined)	$825.6K	0.6% ($825.6K/$133.9M)	QoQ +4.00% (+$31.8K) YoY +3.83% (-$30.5K)
Haleon plc(HLNcusip405552100)	79.9K	QoQ +14.02% (+9.8K) YoY +41.25% (+23.3K)	All Managers (Combined)	$821.8K	0.6% ($821.8K/$133.9M)	QoQ +22.99% (+$153.6K) YoY +71.19% (+$341.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.8K	QoQ -1.44% (-99) YoY +4.26% (+277)	All Managers (Combined)	$805.1K	0.6% ($805.1K/$133.9M)	QoQ +8.96% (-$66.2K) YoY +6.67% (+$50.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.4K	QoQ -3.61% (-54) YoY +2.64% (+37)	All Managers (Combined)	$785.4K	0.6% ($785.4K/$133.9M)	QoQ -8.07% (-$69.0K) YoY +34.17% (+$200.0K)
Broadcom Inc.(AVGOcusip11135F101)	4.7K	QoQ +1.65% (-76) YoY +930.90% (+4.2K)	All Managers (Combined)	$781.9K	0.6% ($781.9K/$133.9M)	QoQ -26.58% (-$283.2K) YoY +30.35% (+$182.1K)