Sweeney & Michel, LLC
Sweeney & Michel, LLC reported 164 holdings worth US$381M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Sweeney & Michel, LLC reported 164 holdings worth US$381M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 164
- Value as reported
- US$381M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 75,456 | US$23.6M | 6.2% |
| Alphabet Inc (google) Class C | 64,360 | US$23M | 6.0% |
| Berkshire Hathaway Inc. | 20,005 | US$10.4M | 2.7% |
| Microsoft Corp. | 15,027 | US$7.51M | 2.0% |
| Trico Bancshares | 127K | US$7.25M | 1.9% |
| Johnson & Johnson | 27,794 | US$7.21M | 1.9% |
| Costco Wholesale Corporation | 5,910 | US$5.6M | 1.5% |
| Jp Morgan Chase & Co. | 15,286 | US$5.46M | 1.4% |
| Amazon.com, Inc. | 14,794 | US$4.06M | 1.1% |
| Prologis, Inc. | 19,413 | US$2.72M | 0.71% |
| Nvidia Corporation | 11,655 | US$2.61M | 0.69% |
| Abbvie Inc. | 9,930 | US$2.44M | 0.64% |
| Amgen Inc. | 5,104 | US$2.1M | 0.55% |
| Unitedhealth Group Incorporated | 4,597 | US$1.87M | 0.49% |
| Bank Of America Corporation | 28,505 | US$1.8M | 0.47% |
| Wells Fargo & Company | 18,262 | US$1.59M | 0.42% |
| Verizon Communications Inc. | 32,640 | US$1.54M | 0.40% |
| Caterpillar, Inc. | 1,753 | US$1.48M | 0.39% |
| Fedex Corporation | 4,060 | US$1.29M | 0.34% |
| Asml Holding Nv | 734 | US$1.28M | 0.34% |
| Shell Plc | 14,214 | US$1.26M | 0.33% |
| Tesla, Inc. | 3,114 | US$1.02M | 0.27% |
| Chevron Corporation | 5,389 | US$1.01M | 0.26% |
| Merck & Company, Inc. | 7,447 | US$958K | 0.25% |
| Meta Platforms, Inc. | 1,603 | US$949K | 0.25% |
| Walmart Inc. | 8,141 | US$911K | 0.24% |
| Charles Schwab Corporation (the) | 8,254 | US$888K | 0.23% |
| Union Pacific Corporation | 2,631 | US$771K | 0.20% |
| Blackstone Inc. | 5,330 | US$731K | 0.19% |
| Procter & Gamble Company (the) | 4,981 | US$726K | 0.19% |
| Mckesson Corporation | 785 | US$682K | 0.18% |
| Cummins Inc. | 1,030 | US$664K | 0.17% |
| Palantir Technologies Inc. | 3,813 | US$656K | 0.17% |
| Qualcomm Incorporated | 3,854 | US$647K | 0.17% |
| Exxon Mobil Corporation | 4,064 | US$622K | 0.16% |
| Visa Inc. | 1,641 | US$595K | 0.16% |
| Philip Morris International Inc | 3,122 | US$592K | 0.16% |
| Kinder Morgan, Inc. | 18,777 | US$579K | 0.15% |
| International Business Machines Corporation | 2,396 | US$568K | 0.15% |
| Metlife, Inc. | 5,722 | US$559K | 0.15% |
| Starbucks Corporation | 4,977 | US$525K | 0.14% |
| Energy Transfer Lp | 25,870 | US$521K | 0.14% |
| Home Depot, Inc. (the) | 1,380 | US$491K | 0.13% |
| Mcdonald's Corporation | 1,706 | US$468K | 0.12% |
| Pepsico, Inc. | 3,245 | US$451K | 0.12% |
| Ge Vernova Inc. | 431 | US$427K | 0.11% |
| Palo Alto Networks, Inc. | 1,155 | US$420K | 0.11% |
| Cisco Systems, Inc. | 3,422 | US$415K | 0.11% |
| Broadcom Inc. | 901 | US$385K | 0.10% |
| Constellation Energy Corporation | 1,422 | US$384K | 0.10% |
| 3m Company | 2,099 | US$384K | 0.10% |
| Blue Owl Capital Corporation | 30,000 | US$349K | 0.09% |
| Ge Aerospace | 916 | US$339K | 0.09% |
| Trinity Capital Inc. | 18,104 | US$327K | 0.09% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 754 | US$317K | 0.08% |
| Boeing Company (the) | 1,291 | US$303K | 0.08% |
| Ally Financial Inc. | 6,857 | US$300K | 0.08% |
| Kkr & Co. Inc. | 2,882 | US$296K | 0.08% |
| Deere & Company | 458 | US$285K | 0.07% |
| Altria Group, Inc. | 4,142 | US$283K | 0.07% |
| At&t Inc. | 11,826 | US$281K | 0.07% |
| Waste Management, Inc. | 1,225 | US$279K | 0.07% |
| Lowe's Companies, Inc. | 1,098 | US$245K | 0.06% |
| Wd-40 Company | 1,025 | US$241K | 0.06% |
| Quanta Services, Inc. | 333 | US$224K | 0.06% |
| Advanced Micro Devices Inc | 460 | US$222K | 0.06% |
| Marathon Petroleum Corporation | 743 | US$222K | 0.06% |
| Barrick Mining Corporation | 5,054 | US$221K | 0.06% |
| Enterprise Products Partners L.p. | 5,821 | US$220K | 0.06% |
| Coca-cola Company (the) | 2,449 | US$213K | 0.06% |
| Freeport-mcmoran, Inc. | 2,898 | US$202K | 0.05% |
| United Parcel Service, Inc. | 1,931 | US$202K | 0.05% |
| United Rentals, Inc. | 173 | US$201K | 0.05% |
| Morgan Stanley Direct Lending Fund | 10,500 | US$162K | 0.04% |
| Western Copper And Gold Corporation | 60,219 | US$145K | 0.04% |
Source
View original at SEC
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