Portfolio Holdings & Fund Performance - PATRICK M SWEENEY & ASSOCIATES INC

List of top 200 securities held by PATRICK M SWEENEY & ASSOCIATES INC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-04-14 15:35:53
Total Holdings: 147
Assets Under Management (AUM) :
$133,863,912 ($133.86M)
Reporting Manager: PATRICK M SWEENEY
Address:

900 TECHNOLOGY WAY
SUITE 260
LIBERTYVILLE, IL 60048

Since : total money flow = , gains and losses =

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