PATRICK M SWEENEY & ASSOCIATES, INC Diversified Active

Location: Libertyville, IL

CIK: 0002010453 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 10, 2026

Total Value: $174M (100.0% shares, 0.0% debt)

Holdings (172)

New Positions (15)

Increased Positions (63)

LLY ELI LILLY & CO 2.1%
Value $3.631M (+32.2%) Shares 3,027 (+1.4%) Est. Cost $589.60 Unrealized
VGT VANGUARD WORLD FD 0.7%
Value $1.218M (+41.2%) Shares 10,188 (+724.3%) Est. Cost $167.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value $861K (+58.6%) Shares 2,072 (+3.2%) Est. Cost $508.31 Unrealized
PFE PFIZER INC 1.7%
Value $2.969M (-9.1%) Shares 123,314 (+6.0%) Est. Cost $24.98 Unrealized
ETN EATON CORP PLC 0.9%
Value $1.534M (+21.6%) Shares 3,600 (+2.1%) Est. Cost $222.64 Unrealized
UNP UNION PAC CORP 0.9%
Value $1.523M (+13.4%) Shares 5,598 (+1.2%) Est. Cost $212.09 Unrealized
PNC PNC FINL SVCS GROUP INC 0.5%
Value $931K (+21.6%) Shares 3,781 (+2.7%) Est. Cost $140.50 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value $601K (+32.6%) Shares 16,643 (+6.7%) Est. Cost $35.07 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $274K (-34.6%) Shares 2,204 (+4.2%) Est. Cost $306.46 Unrealized
GE GE AEROSPACE 0.3%
Value $554K (+34.6%) Shares 1,481 (+2.2%) Est. Cost $124.83 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.3%
Value $524K (+36.7%) Shares 1,355 (+3.4%) Est. Cost $445.62 Unrealized
HD HOME DEPOT INC 0.7%
Value $1.303M (+11.9%) Shares 3,694 (+4.4%) Est. Cost $299.10 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value $478K (-22.0%) Shares 938 (+4.5%) Est. Cost $454.93 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $681K (+24.5%) Shares 2,422 (+7.3%) Est. Cost $153.79 Unrealized
ALL ALLSTATE CORP 0.5%
Value $838K (+17.3%) Shares 3,522 (+2.2%) Est. Cost $129.14 Unrealized
MMM 3M CO 0.5%
Value $905K (+15.2%) Shares 5,590 (+3.3%) Est. Cost $84.49 Unrealized
MCD MCDONALDS CORP 0.5%
Value $950K (-11.1%) Shares 3,514 (+2.2%) Est. Cost $259.59 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value $1.054M (+12.7%) Shares 4,455 (+2.4%) Est. Cost $180.54 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value $518K (+29.2%) Shares 14,057 (+8.5%) Est. Cost $42.25 Unrealized
BA BOEING CO 0.6%
Value $981K (+11.2%) Shares 4,531 (+2.3%) Est. Cost $207.94 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value $655K (-13.0%) Shares 1,285 (+3.2%) Est. Cost $425.14 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.2%
Value $331K (+40.0%) Shares 1,042 (+21.3%) Est. Cost $257.83 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value $493K (+22.0%) Shares 14,563 (+5.0%) Est. Cost $40.36 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value $512K (+20.9%) Shares 1,515 (+8.2%) Est. Cost $237.98 Unrealized
IWF ISHARES TR 0.3%
Value $607K (+16.5%) Shares 4,892 (+300.0%) Est. Cost $168.92 Unrealized
MSFT MICROSOFT CORP 2.2%
Value $3.892M (+2.1%) Shares 10,435 (+1.4%) Est. Cost $354.20 Unrealized
BP BP PLC 0.2%
Value $306K (-19.9%) Shares 8,274 (+1.9%) Est. Cost $31.40 Unrealized
BX BLACKSTONE INC 0.9%
Value $1.535M (+4.7%) Shares 13,042 (+2.3%) Est. Cost $102.43 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $422K (+19.2%) Shares 4,670 (+5.5%) Est. Cost $72.72 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value $777K (+8.5%) Shares 24,515 (+5.0%) Est. Cost $37.71 Unrealized
NFLX NETFLIX INC. 0.1%
Value $259K (-18.8%) Shares 3,634 (+9.3%) Est. Cost $100.28 Unrealized
SYY SYSCO CORP 0.2%
Value $286K (+24.5%) Shares 3,418 (+6.2%) Est. Cost $67.16 Unrealized
CB CHUBB LIMITED 0.5%
Value $786K (+7.3%) Shares 2,308 (+2.7%) Est. Cost $230.27 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $599K (+9.3%) Shares 1,195 (+7.2%) Est. Cost $486.27 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value $470K (+12.2%) Shares 5,307 (+4.4%) Est. Cost $83.82 Unrealized
AVB AVALONBAY CMNTYS INC 0.2%
Value $271K (+19.1%) Shares 1,434 (+3.1%) Est. Cost $184.89 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value $394K (+11.9%) Shares 3,371 (+10.9%) Est. Cost $91.34 Unrealized
INGR INGREDION INC 0.2%
Value $321K (-11.1%) Shares 3,391 (+5.8%) Est. Cost $107.59 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value $234K (-13.9%) Shares 7,395 (+23.4%) Est. Cost $48.61 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $393K (+10.2%) Shares 1,710 (+4.0%) Est. Cost $232.65 Unrealized
CRM SALESFORCE INC 0.2%
Value $281K (-11.4%) Shares 1,793 (+5.6%) Est. Cost $238.37 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $509K (+7.4%) Shares 3,056 (+11.8%) Est. Cost $186.41 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value $535K (+6.8%) Shares 1,511 (+3.5%) Est. Cost $255.37 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value $355K (+10.0%) Shares 4,915 (+5.4%) Est. Cost $59.36 Unrealized
AMGN AMGEN INC 0.2%
Value $419K (+7.6%) Shares 1,158 (+4.5%) Est. Cost $266.31 Unrealized
SCHW SCHWAB CHARLES CORP 0.7%
Value $1.3M (+2.3%) Shares 14,088 (+4.1%) Est. Cost $59.20 Unrealized
WFC WELLS FARGO & CO 0.3%
Value $557K (+5.4%) Shares 6,742 (+1.5%) Est. Cost $51.34 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value $261K (+12.2%) Shares 3,245 (+300.1%) Est. Cost $131.36 Unrealized
J JACOBS SOLUTIONS INC 0.2%
Value $381K (+7.5%) Shares 3,022 (+8.6%) Est. Cost $110.11 Unrealized
PAYX PAYCHEX INC 0.2%
Value $290K (+9.2%) Shares 2,951 (+2.3%) Est. Cost $111.14 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $594K (+4.1%) Shares 1,157 (+1.3%) Est. Cost $405.43 Unrealized
XEL XCEL ENERGY INC 0.2%
Value $357K (+6.5%) Shares 4,450 (+5.3%) Est. Cost $58.77 Unrealized
SYK STRYKER CORPORATION 0.4%
Value $758K (+1.7%) Shares 2,409 (+6.2%) Est. Cost $278.07 Unrealized
PFF ISHARES TR 0.2%
Value $398K (+3.3%) Shares 13,062 (+2.8%) Est. Cost $31.99 Unrealized
SO SOUTHERN CO 0.1%
Value $241K (+5.5%) Shares 2,513 (+6.3%) Est. Cost $85.01 Unrealized
TSN TYSON FOODS INC 0.1%
Value $257K (-4.2%) Shares 4,485 (+7.2%) Est. Cost $46.64 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value $424K (+2.4%) Shares 1,989 (+5.3%) Est. Cost $154.41 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $354K (+2.6%) Shares 6,277 (+3.0%) Est. Cost $57.32 Unrealized
EOG EOG RES INC 0.1%
Value $237K (-3.4%) Shares 1,830 (+7.6%) Est. Cost $113.39 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $447K (-1.6%) Shares 5,098 (+4.1%) Est. Cost $57.02 Unrealized
META META PLATFORMS INC 0.5%
Value $898K (+0.5%) Shares 1,594 (+2.2%) Est. Cost $364.05 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $465K (-0.4%) Shares 12,660 (+2.5%) Est. Cost $27.69 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value $273K (-0.3%) Shares 2,156 (+3.1%) Est. Cost $107.72 Unrealized

Decreased Positions (21)

BAC BANK OF AMER CORP 3.9%
Value $6.867M (+10.9%) Shares 120,513 (-5.1%) Est. Cost $28.93 Unrealized
JPM JPMORGAN CHASE & CO 3.7%
Value $6.405M (-7.8%) Shares 19,568 (-17.2%) Est. Cost $144.89 Unrealized
URI UNITED RENTALS INC 0.7%
Value $1.238M (+53.4%) Shares 1,093 (-1.4%) Est. Cost $468.22 Unrealized
CSCO CISCO SYS INC 0.6%
Value $1.055M (+48.1%) Shares 8,983 (-2.2%) Est. Cost $49.11 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value $983K (-22.6%) Shares 7,193 (-4.0%) Est. Cost $99.73 Unrealized
GOOGL ALPHABET INC 0.8%
Value $1.325M (+21.7%) Shares 3,709 (-2.1%) Est. Cost $136.51 Unrealized
CVX CHEVRON CORPORATION 0.4%
Value $653K (-20.9%) Shares 3,942 (-1.2%) Est. Cost $140.25 Unrealized
COP CONOCOPHILLIPS 0.2%
Value $401K (-25.6%) Shares 3,859 (-5.5%) Est. Cost $105.66 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value $1.081M (+10.5%) Shares 5,403 (-3.7%) Est. Cost $130.97 Unrealized
MDT MEDTRONIC PLC 0.3%
Value $547K (-13.0%) Shares 6,994 (-3.6%) Est. Cost $73.80 Unrealized
GLD SPDR GOLD TR 0.2%
Value $291K (-16.0%) Shares 791 (-1.9%) Est. Cost $243.06 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.1%
Value $220K (-16.1%) Shares 9,286 (-16.1%) Est. Cost $28.22 Unrealized
RTX RTX CORPORATION 0.8%
Value $1.378M (-2.8%) Shares 7,264 (-1.1%) Est. Cost $77.59 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value $247K (+14.1%) Shares 1,857 (-2.1%) Est. Cost $110.60 Unrealized
PSA PUBLIC STORAGE 0.2%
Value $269K (-8.6%) Shares 846 (-22.2%) Est. Cost $255.55 Unrealized
IJH ISHARES TR 0.2%
Value $306K (+8.2%) Shares 3,967 (-5.3%) Est. Cost $98.52 Unrealized
TFC TRUIST FINL CORP 0.2%
Value $291K (+4.5%) Shares 5,836 (-3.6%) Est. Cost $29.48 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value $320K (-3.6%) Shares 2,415 (-1.6%) Est. Cost $72.47 Unrealized
DIS DISNEY WALT CO 0.4%
Value $665K (-1.2%) Shares 6,909 (-1.1%) Est. Cost $86.50 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value $278K (+2.9%) Shares 7,286 (-3.6%) Est. Cost $31.96 Unrealized
BLK BLACKROCK INC 0.2%
Value $305K (-1.9%) Shares 317 (-1.9%) Est. Cost $933.09 Unrealized

Unchanged Positions (73)

CAT CATERPILLAR INC 2.2%
Value $3.857M Shares 3,622 Est. Cost $254.69 Unrealized
AAPL APPLE INC 6.1%
Value $10.66M Shares 36,829 Est. Cost $182.81 Unrealized
AMAT APPLIED MATLS INC 1.2%
Value $2.173M Shares 3,005 Est. Cost $146.54 Unrealized
CVS CVS HEALTH CORP 2.0%
Value $3.54M Shares 34,220 Est. Cost $65.40 Unrealized
GOOG ALPHABET INC 3.0%
Value $5.155M Shares 14,589 Est. Cost $134.68 Unrealized
ABBV ABBVIE INC 3.8%
Value $6.694M Shares 26,600 Est. Cost $135.72 Unrealized
ABT ABBOTT LABORATORIES 3.9%
Value $6.793M Shares 74,866 Est. Cost $96.07 Unrealized
INTC INTEL CORP 0.6%
Value $1.074M Shares 7,695 Est. Cost $24.23 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value $2.861M Shares 3,885 Est. Cost $412.94 Unrealized
MRK MERCK & CO INC 3.6%
Value $6.195M Shares 48,210 Est. Cost $97.00 Unrealized
AMZN AMAZON COM INC 1.7%
Value $2.996M Shares 12,571 Est. Cost $146.78 Unrealized
CMI CUMMINS INC 0.8%
Value $1.409M Shares 1,976 Est. Cost $221.91 Unrealized
AVGO BROADCOM INC 1.0%
Value $1.68M Shares 4,448 Est. Cost $155.01 Unrealized
V VISA INC 1.4%
Value $2.429M Shares 7,079 Est. Cost $243.54 Unrealized
CSX CSX CORP 1.0%
Value $1.658M Shares 34,884 Est. Cost $31.05 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value $1.471M Shares 1,455 Est. Cost $341.45 Unrealized
QCOM QUALCOMM INC 0.4%
Value $625K Shares 3,385 Est. Cost $120.28 Unrealized
BMO BANK MONTREAL MEDIUM 0.5%
Value $787K Shares 4,453 Est. Cost $82.51 Unrealized
ROK ROCKWELL AUTOMATION INC 0.4%
Value $667K Shares 1,347 Est. Cost $271.01 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.8%
Value $1.418M Shares 1,899 Est. Cost $476.58 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value $505K Shares 1,694 Est. Cost $145.50 Unrealized
COST COSTCO WHOLESALE CORPORATION 1.4%
Value $2.405M Shares 2,571 Est. Cost $583.76 Unrealized
DAL DELTA AIR LINES INC 0.3%
Value $560K Shares 5,975 Est. Cost $36.32 Unrealized
ASML ASML HLDG NV 0.3%
Value $470K Shares 236 Est. Cost $968.09 Unrealized
DE DEERE & CO 0.8%
Value $1.404M Shares 2,213 Est. Cost $370.82 Unrealized
PEP PEPSICO INC 0.6%
Value $979K Shares 7,228 Est. Cost $153.65 Unrealized
FDX FEDEX CORP 0.5%
Value $910K Shares 2,907 Est. Cost $242.32 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value $888K Shares 1,293 Est. Cost $623.33 Unrealized
WMT WALMART INC 0.7%
Value $1.133M Shares 10,002 Est. Cost $54.71 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value $2.318M Shares 9,126 Est. Cost $143.79 Unrealized
IVV ISHARES TR 0.5%
Value $813K Shares 1,085 Est. Cost $648.57 Unrealized
GEV GE VERNOVA INC 0.2%
Value $376K Shares 320 Est. Cost $609.04 Unrealized
TSLA TESLA INC 0.5%
Value $813K Shares 1,933 Est. Cost $248.23 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $1.769M Shares 3,535 Est. Cost $350.99 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value $659K Shares 1,997 Est. Cost $177.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $383K Shares 9,047 Est. Cost $31.86 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $493K Shares 1,626 Est. Cost $222.77 Unrealized
VLO VALERO ENERGY CORP 0.7%
Value $1.2M Shares 4,608 Est. Cost $120.41 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $327K Shares 1,126 Est. Cost $227.68 Unrealized
EMR EMERSON ELEC CO 0.4%
Value $772K Shares 5,391 Est. Cost $90.97 Unrealized
SBUX STARBUCKS CORP 0.3%
Value $473K Shares 4,626 Est. Cost $91.82 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $418K Shares 1,130 Est. Cost $237.92 Unrealized
KO COCA COLA CO 0.4%
Value $751K Shares 9,241 Est. Cost $55.44 Unrealized
WM WASTE MGMT INC DEL 1.2%
Value $2.07M Shares 9,288 Est. Cost $162.45 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.3%
Value $449K Shares 859 Est. Cost $378.88 Unrealized
IWM ISHARES TR 0.1%
Value $259K Shares 863 Est. Cost $242.26 Unrealized
UPS UNITED PARCEL SVCS INC 0.3%
Value $466K Shares 4,338 Est. Cost $134.30 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value $279K Shares 9,472 Est. Cost $36.87 Unrealized
USB US BANCORP 0.1%
Value $248K Shares 4,102 Est. Cost $48.72 Unrealized
PSX PHILLIPS 66 0.2%
Value $420K Shares 2,487 Est. Cost $113.06 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value $213K Shares 3,183 Est. Cost $73.90 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $255K Shares 1,169 Est. Cost $179.84 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value $334K Shares 2,105 Est. Cost $136.38 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $477K Shares 8,286 Est. Cost $57.43 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value $512K Shares 6,704 Est. Cost $63.02 Unrealized
WAB WABTEC 0.2%
Value $330K Shares 1,225 Est. Cost $163.81 Unrealized
DOV DOVER CORP 0.2%
Value $339K Shares 1,511 Est. Cost $143.13 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $264K Shares 4,924 Est. Cost $42.50 Unrealized
FCX FREEPORT MCMORAN INC 0.2%
Value $299K Shares 4,747 Est. Cost $43.31 Unrealized
LIN LINDE PLC 0.2%
Value $416K Shares 802 Est. Cost $385.01 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value $608K Shares 2,247 Est. Cost $229.13 Unrealized
PCAR PACCAR INC 0.2%
Value $410K Shares 3,414 Est. Cost $81.93 Unrealized
OKE ONEOK INC NEW 0.2%
Value $368K Shares 4,234 Est. Cost $64.44 Unrealized
AON AON PLC 0.3%
Value $469K Shares 1,413 Est. Cost $336.05 Unrealized
PG PROCTER & GAMBLE CO 0.5%
Value $822K Shares 5,604 Est. Cost $141.87 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value $210K Shares 1,282 Est. Cost $178.75 Unrealized
TJX TJX COS INC NEW 0.1%
Value $210K Shares 1,386 Est. Cost $132.28 Unrealized
GM GENERAL MTRS CO 0.1%
Value $246K Shares 3,198 Est. Cost $70.40 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value $248K Shares 430 Est. Cost $447.42 Unrealized
O REALTY INCOME CORP 0.1%
Value $236K Shares 3,808 Est. Cost $54.67 Unrealized
ORCL ORACLE CORP 0.4%
Value $709K Shares 4,835 Est. Cost $109.98 Unrealized
CTVA CORTEVA INC 0.1%
Value $217K Shares 2,558 Est. Cost $72.77 Unrealized
DHR DANAHER CORP DEL 0.2%
Value $273K Shares 1,434 Est. Cost $213.14 Unrealized