SFM, LLC d/b/a Sweeney Financial Advisors
SFM, LLC d/b/a Sweeney Financial Advisors reported 69 holdings worth US$195M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
SFM, LLC d/b/a Sweeney Financial Advisors reported 69 holdings worth US$195M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Microsoft Corp. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$195M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 23,935 | US$8.55M | 4.4% |
| Amazon.com, Inc. | 30,895 | US$7.36M | 3.8% |
| Microsoft Corp. | 16,972 | US$6.33M | 3.2% |
| Nvidia Corporation | 24,743 | US$4.95M | 2.5% |
| Apple Inc | 9,666 | US$2.8M | 1.4% |
| Berkshire Hathaway Inc. | 4,673 | US$2.34M | 1.2% |
| Mastercard Incorporated | 4,071 | US$2.09M | 1.1% |
| Visa Inc. | 5,509 | US$1.89M | 0.97% |
| Meta Platforms, Inc. | 3,236 | US$1.82M | 0.93% |
| Sherwin-williams Company (the) | 3,436 | US$1.18M | 0.61% |
| Home Depot, Inc. (the) | 3,029 | US$1.07M | 0.55% |
| Republic Services, Inc. | 4,964 | US$1.06M | 0.54% |
| Stryker Corporation | 3,108 | US$978K | 0.50% |
| Autozone, Inc. | 272 | US$869K | 0.45% |
| Costco Wholesale Corporation | 682 | US$638K | 0.33% |
| Arthur J. Gallagher & Co. | 2,701 | US$620K | 0.32% |
| S&p Global Inc. | 1,286 | US$524K | 0.27% |
| Ge Aerospace | 1,270 | US$475K | 0.24% |
| Analog Devices, Inc. | 1,080 | US$429K | 0.22% |
| Broadcom Inc. | 988 | US$373K | 0.19% |
| Tesla, Inc. | 783 | US$329K | 0.17% |
| Brown & Brown, Inc. | 4,829 | US$310K | 0.16% |
| Eli Lilly And Company | 209 | US$250K | 0.13% |
| Advanced Micro Devices Inc | 389 | US$226K | 0.12% |
| Jp Morgan Chase & Co. | 649 | US$213K | 0.11% |
| Servicenow, Inc. | 2,093 | US$208K | 0.11% |
| Exxon Mobil Corporation | 1,499 | US$205K | 0.11% |
| Agnico Eagle Mines Limited | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Progressive Corporation (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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