SEC Form 13F · Q2 2026

PATRICK M SWEENEY & ASSOCIATES, INC

Institutional Holdings Report

13F-HRIL
$174.1M
Portfolio Value
172
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
PATRICK M SWEENEY & ASSOCIATES, INC
CIK
2010453
Accession No.
0002010453-26-000003
Location
LIBERTYVILLE, IL
Form Type
13F-HR
Portfolio Value
$174.1M
Holdings Reported
172
Reporting Period
Q2 2026
Filed
August 10, 2026

About this Filing

PATRICK M SWEENEY & ASSOCIATES, INC is an institutional investment manager based in LIBERTYVILLE, IL reporting approximately $174.1M in 13(f) securities across 172 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.