PATRICK M SWEENEY Portfolio
Invests via PATRICK M SWEENEY & ASSOCIATES, INC | Managed by Patrick M. Sweeney & Associates, Inc., Patrick M. Sweeney, Jack Ferguson
Invests via PATRICK M SWEENEY & ASSOCIATES, INC
Managed by Patrick M. Sweeney & Associates, Inc., Patrick M. Sweeney, Jack Ferguson
Automatically Tracked
PATRICK M SWEENEY Profile
Veteran technology executive and investor, active in corporate governance and growth-stage software investments. Patrick M Sweeney has led product and engineering teams, held senior operating roles, and served on boards of public and private companies. Known for scaling SaaS businesses, driving go-to-market execution, and leading M&A integrations. Investment focus includes enterprise software, cloud infrastructure, and cybersecurity. Background blends operating leadership with direct investing and board advisory; frequently works with PE firms and venture investors on growth strategies. Market relevance: experienced operator who transitions to board and investor roles to de-risk scaling initiatives and support exit preparation.
Veteran technology executive and investor, active in corporate governance and growth-stage software investments. Patrick M Sweeney has led product and engineering teams, held senior operating roles, and served on boards of public and private companies. Known for scaling SaaS businesses, driving go-to-market execution, and leading M&A integrations. Investment focus includes enterprise software, cloud infrastructure, and cybersecurity. Background blends operating leadership with direct investing and board advisory; frequently works with PE firms and venture investors on growth strategies. Market relevance: experienced operator who transitions to board and investor roles to de-risk scaling initiatives and support exit preparation.
Investment Philosophy & Strategy
Operates as an operator-investor focused on growth-stage enterprise software, cloud infrastructure and cybersecurity, favoring concentrated, board-level positions where operational leverage accelerates value creation. Deploys capital to scale product, GTM and integration playbooks, pairing equity with hands-on governance and KPI-driven milestones. Prefers medium-to-long time horizons with disciplined stage-gating, co-invests with PE/VC partners, emphasizes downside protection through operational fixes, repeatable unit economics, and structured exit preparation.
Operates as an operator-investor focused on growth-stage enterprise software, cloud infrastructure and cybersecurity, favoring concentrated, board-level positions where operational leverage accelerates value creation. Deploys capital to scale product, GTM and integration playbooks, pairing equity with hands-on governance and KPI-driven milestones. Prefers medium-to-long time horizons with disciplined stage-gating, co-invests with PE/VC partners, emphasizes downside protection through operational fixes, repeatable unit economics, and structured exit preparation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
47.65%
Gain -0.19%
Monthly
1.22%
Yearly
15.72%
Drawdown
17.37%
$180.4M
Equity
Holdings
$180.4M
Investment
$128.91M
$51.07M
Profit -$303,995.83
Realized
-$425,173.77
Unrealized
$51.49M
Dividends
$7.04M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$303,995.83
Win %
74%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$2.01M
Win %
74%
This Month
Compared to last month
Gain
-0.17%
Profit
-$303,995.83
Win %
74%
This Year
Compared to last year
Gain
3.56%
Profit
$6.2M
Win %
74%
PSX Phillips 66
+5.69%
+$28,874.07 
FTNT Fortinet Inc.
+2.86%
+$10,054 
MDT Medtronic plc
+2.58%
+$15,736.5 
DHR Danaher Corporation
+2.25%
+$6,610.75 
SYK Stryker Corporation
+2%
+$16,333.02 
MRK Merck & Co., Inc.
+1.82%
+$112,811.4 
ACN Accenture plc Class A
+1.44%
+$5,576.12 
FCX Freeport-McMoRan Inc.
+1.28%
+$4,224.83 
NOC Northrop Grumman Corporation
+1.1%
+$5,918.76 
GLD SPDR Gold Shares
+1.02%
+$3,219.37 
PAYX Paychex Inc.
+0.95%
+$3,364.14 
GOOGL Alphabet Inc
+0.91%
+$11,943.02 
ELV Elevance Health, Inc.
+0.89%
+$4,742.49 
ABT Abbott Laboratories
+0.75%
+$60,641.46 
WMT Walmart Inc.
+0.72%
+$8,101.62 
TSLA Tesla, Inc.
+0.7%
+$4,445.92 
JPM JPMorgan Chase & Co.
+0.64%
+$44,419.56 
COST Costco Wholesale Corporation
+0.52%
+$12,675 
RTX RTX Corporation
+0.49%
+$7,917.77 
BMY Bristol-Myers Squibb Company
+0.18%
+$994.32 
EPD Enterprise Products Partners L.P.
+0.07%
+$316.5 
TSCO Tractor Supply Company
+0.06%
+$147.9 
FDXF FedEx Freight Holding Company Inc.
+0.05%
+$100.88 
XLF Financial Select Sector SPDR Fund
+0.04%
+$98.48 
AMAT Applied Materials, Inc.
+0.03%
+$480.74 
AXP American Express Company
+0.03%
+$136.35 
BMO Bank of Montreal
+0.03%
+$200.38 
WELL Welltower Inc.
+0.02%
+$45 
DUK Duke Energy Corporation
+0.01%
+$32.34 
IP International Paper Company
+0.01%
+$36.43 
SO The Southern Company
+0.01%
+$25.13 
VGK Vanguard FTSE Europe ETF
+0.01%
+$53.07 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$31.39 
NXPI NXP Semiconductors N.V.
+0.01%
+$17.57 
IVV iShares Core S&P 500 ETF
+0.01%
+$65.1 
AMGN Amgen Inc.
+0.01%
+$34.74 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$29.5 
TRV The Travelers Companies, Inc.
+0.01%
+$49.91 
VTV Vanguard Value ETF
+0.01%
+$17.54 
QCOM QUALCOMM Incorporated
+0.01%
+$33.85 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$19.84 
CAT Caterpillar Inc.
+0.01%
+$144.81 
MCD McDonald's Corporation
0%
+$17.5 
BLK BlackRock, Inc.
0%
+$3.17 
A Agilent Technologies Inc.
0%
$0 
CB Chubb Limited
0%
$0 
COP ConocoPhillips
0%
$0 
EMN Eastman Chemical Company
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
TXN Texas Instruments Inc
0%
$0 
EUSA iShares MSCI USA Equal Weighted ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
GLW Corning Incorporated
-4.78%
-$11,127.59 
NVDA NVIDIA Corporation
-2.86%
-$34,633.28 
Q Qnity Electronics Inc.
-2.63%
-$5,847.93 
AAPL Apple Inc.
-1.62%
-$186,723.03 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$5,143.95 
VGT Vanguard Information Technology ETF
-0.99%
-$12,225.6 
TFC Truist Financial Corporation
-0.94%
-$2,859.64 
PEP PepsiCo, Inc.
-0.93%
-$9,324.15 
SBUX Starbucks Corporation
-0.88%
-$4,302.18 
BA Boeing Company
-0.69%
-$7,385.53 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$2,811.4 
IBM International Business Machines Corporation
-0.41%
-$2,349.34 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$2,103.56 
KO The Coca-Cola Company
-0.21%
-$1,663.41 
AJG Arthur J. Gallagher & Co.
-0.1%
-$427.5 
URI United Rentals, Inc.
-0.1%
-$1,267.79 
XOM Exxon Mobil Corporation
-0.06%
-$683.21 
ABBV AbbVie Inc.
-0.06%
-$3,989.81 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$336.16 
AVGO Broadcom Inc.
-0.06%
-$1,045.37 
ORCL Oracle Corporation
-0.05%
-$386.82 
LLY Eli Lilly and Company
-0.05%
-$1,907.02 
LHX L3Harris Technologies, Inc.
-0.05%
-$168.92 
META Meta Platforms Inc Class A
-0.05%
-$454.25 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$453.72 
RYT Invesco S&P 500 Equal Weight ETF
-0.05%
-$96.45 
VB Vanguard Small-Cap ETF
-0.05%
-$227.62 
BXSL Blackstone Secured Lending Fund
-0.04%
-$92.86 
GS The Goldman Sachs Group, Inc.
-0.04%
-$611.17 
AVB AvalonBay Communities, Inc.
-0.04%
-$100.38 
PFE Pfizer Inc.
-0.04%
-$1,233.14 
CMI Cummins Inc.
-0.04%
-$454.44 
MA Mastercard Incorporated
-0.04%
-$231.41 
ITW Illinois Tool Works Inc.
-0.03%
-$224.7 
J Jacobs Solutions Inc.
-0.03%
-$151.11 
TJX The TJX Companies, Inc.
-0.03%
-$76.24 
MLM Martin Marietta Materials, Inc.
-0.03%
-$73.1 
PSA Public Storage Common Stock
-0.03%
-$84.6 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$436.79 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$245.15 
ES Eversource Energy
-0.03%
-$98.3 
FDX FedEx Corporation
-0.03%
-$261.63 
V Visa Inc. Class A
-0.03%
-$707.97 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$145.63 
NFLX Netflix, Inc.
-0.03%
-$72.68 
XEL Xcel Energy Inc.
-0.03%
-$88.99 
AON Aon plc
-0.03%
-$127.17 
BP BP p.l.c. Sponsored ADR
-0.02%
-$82.74 
DOV Dover Corporation
-0.02%
-$75.55 
GOOG Alphabet Inc
-0.02%
-$1,166.97 
RSG Republic Services, Inc.
-0.02%
-$99.47 
USB U.S. Bancorp
-0.02%
-$61.53 
ALL Allstate Corporation
-0.02%
-$211.32 
DAL Delta Air Lines, Inc.
-0.02%
-$119.5 
EOG EOG Resources, Inc.
-0.02%
-$54.9 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$155.35 
CVS CVS Health Corporation
-0.02%
-$684.4 
VZ Verizon Communications Inc.
-0.02%
-$90.49 
CSX CSX Corporation
-0.02%
-$348.84 
LIN Linde plc
-0.02%
-$80.21 
MSFT Microsoft Corp.
-0.02%
-$1,043.29 
UNP Union Pacific Corporation
-0.02%
-$335.84 
IWM iShares Russell 2000 ETF
-0.02%
-$51.78 
GEV GE Vernova Inc.
-0.02%
-$64 
EMR Emerson Electric Co.
-0.02%
-$161.68 
UPS United Parcel Service, Inc.
-0.02%
-$86.76 
WEC WEC Energy Group Inc.
-0.02%
-$67.42 
PG Procter & Gamble Co
-0.02%
-$140.04 
VLO Valero Energy Corporation
-0.02%
-$230.35 
WFC Wells Fargo & Company
-0.02%
-$101.13 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$36.55 
BAC Bank of America Corporation
-0.02%
-$1,205.13 
ROK Rockwell Automation, Inc.
-0.02%
-$94.3 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$47.36 
AMZN Amazon.com Inc
-0.01%
-$502.97 
BX Blackstone Inc.
-0.01%
-$260.84 
VOO Vanguard S&P 500 ETF
-0.01%
-$142.28 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$55.92 
DIS The Walt Disney Company
-0.01%
-$103.64 
WAB Wabtec Corporation
-0.01%
-$49.01 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$83.22 
ADM Archer-Daniels-Midland Co
-0.01%
-$67.04 
CTVA Corteva Inc.
-0.01%
-$25.58 
AMT American Tower Corporation
-0.01%
-$25.63 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$133.65 
CRM Salesforce Inc
-0.01%
-$35.88 
DE Deere & Company
-0.01%
-$132.78 
INGR Ingredion Inc.
-0.01%
-$33.91 
DELL Dell Technologies Inc.
-0.01%
-$30.86 
SCHW Charles Schwab Corporation
-0.01%
-$140.88 
TSN Tyson Foods Inc.
-0.01%
-$22.43 
CSCO Cisco Systems, Inc.
-0.01%
-$89.83 
GE General Electric Company
-0.01%
-$44.43 
HD The Home Depot, Inc.
-0.01%
-$110.82 
PCAR PACCAR Inc.
-0.01%
-$34.11 
GM General Motors Company
-0.01%
-$15.99 
RCL Royal Caribbean Group
-0.01%
-$20.83 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$21.03 
CVX Chevron Corporation
-0.01%
-$39.42 
LMT Lockheed Martin Corporation
-0.01%
-$38.59 
MMM 3M Company
-0.01%
-$55.84 
UNH UnitedHealth Group Incorporated
-0.01%
-$41.42 
JNJ Johnson & Johnson
0%
-$91.08 
WM Waste Management, Inc.
0%
-$92.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$17.2 
ETN Eaton Corporation plc
0%
-$35.93 
QQQ Invesco QQQ Trust, Series 1
0%
-$58.33 
MU Micron Technology, Inc.
0%
-$4.89 Events
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Dividends
Dividend Analysis
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| Trades 1344 | Longs Won 969/1344 72% | Profit Factor 9.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,756.35 |
| Average Win $59,001.42 | Best Trade (Sep 01) $4.65M | Sharpe Ratio -18.71 |
| Average Loss -$16,278.83 | Worst Trade (Dec 31) -$1.06M | Z-Score 19.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 1d | Expectancy $37,996.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,857 | $225,699.77 | $271,066.29 | - | $45,366.52 | 20.1% | 0.0 |
| AAPL Apple Inc. | 36,829 | $7.09M | $11.35M | - | $4.26M | 60.03% | -1.618% |
| ABBV AbbVie Inc. | 26,600 | $4.13M | $6.54M | - | $2.41M | 58.21% | -0.061% |
| ABT Abbott Laboratories | 74,866 | $8.23M | $8.13M | - | -$97,758.38 | -1.19% | +0.751% |
| ACN Accenture plc Class A | 2,204 | $743,680.63 | $392,863 | - | -$350,817.63 | -47.17% | +1.44% |
| ADM Archer-Daniels-Midland Co | 6,704 | $451,257.48 | $513,392.32 | - | $62,134.84 | 13.77% | -0.013% |
| AJG Arthur J. Gallagher & Co. | 1,710 | $386,873.68 | $423,857.7 | - | $36,984.02 | 9.56% | -0.101% |
| ALL Allstate Corporation | 3,522 | $509,265.91 | $940,162.68 | - | $430,896.77 | 84.61% | -0.022% |
| AMAT Applied Materials, Inc. | 3,005 | $494,213.55 | $1.62M | - | $1.13M | 227.91% | +0.03% |
| AMGN Amgen Inc. | 1,158 | $339,415.48 | $475,914.85 | - | $136,499.37 | 40.22% | +0.007% |
| AMT American Tower Corporation | 1,282 | $273,671.03 | $221,170.64 | - | -$52,500.39 | -19.18% | -0.012% |
| AMZN Amazon.com Inc | 12,571 | $2M | $3.45M | - | $1.45M | 72.76% | -0.015% |
| AON Aon plc | 1,413 | $456,088 | $506,150.72 | - | $50,062.72 | 10.98% | -0.025% |
| ASML ASML Holding N.V. New York Registry Shares | 236 | $228,469 | $410,903.14 | - | $182,434.14 | 79.85% | +0.007% |
| AVB AvalonBay Communities, Inc. | 1,434 | $295,980.87 | $268,846.32 | - | -$27,134.55 | -9.17% | -0.037% |
| AVGO Broadcom Inc. | 4,448 | $536,472.57 | $1.9M | - | $1.37M | 254.47% | -0.055% |
| AXP American Express Company | 1,515 | $397,299.58 | $516,615 | - | $119,315.42 | 30.03% | +0.026% |
| BA Boeing Company | 4,531 | $1.09M | $1.05M | - | -$37,727.41 | -3.45% | -0.695% |
| BAC Bank of America Corporation | 120,513 | $4.17M | $7.61M | - | $3.45M | 82.75% | -0.016% |
| BLK BlackRock, Inc. | 317 | $342,704.48 | $360,238.81 | - | $17,534.33 | 5.12% | +0.001% |
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FAQ
Which stocks have generated the highest profits for PATRICK M SWEENEY?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $1.04M, Bank of America Corporation - $613,951.88, Abbott Laboratories - $481,743.68, AbbVie Inc - $475,800.68, and NVIDIA Corporation - $444,029. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CVS Health Corporation - $744,932.45, Novo Nordisk A/S Sponsored ADR - $430,822.61, Dow Inc - $376,894.35, Intel Corporation - $363,808.45, and Target Corporation - $119,109.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does PATRICK M SWEENEY's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.04M earned over time. The largest contributors to dividend income include Abbott Laboratories - $479,505.39, AbbVie Inc - $475,433.08, Pfizer Inc - $426,148.6, Merck & Co., Inc - $386,738.38, and JPMorgan Chase & Co - $343,636. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are PATRICK M SWEENEY's monthly returns?
PATRICK M SWEENEY's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can PATRICK M SWEENEY's strategy be considered aggressive or moderate?
PATRICK M SWEENEY's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow PATRICK M SWEENEY's strategy?
PATRICK M SWEENEY's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
