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Home > Institutional Investor > Patrick M Sweeney & Associates, Inc > Profile

Instuitional Investor - Patrick M Sweeney & Associates, Inc

Fund Profile
Filing Period:
Fund Name: Patrick M Sweeney & Associates, Inc
Portfolio Value $109,349,492
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbott Laboratories
 ABT 73,901 $8,134,274 7.43%
2.
Apple Inc.
 AAPL 37,567 $7,232,833 6.61%
3.
Cvs Health Corp
 CVS 68,014 $5,370,397 4.91%
4.
Merck & Co. Inc.
 MRK 47,238 $5,149,899 4.7%
5.
Bank Of America Corp
 BAC 128,455 $4,325,074 3.95%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)