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:
47.63%
Gain +0.64%
Monthly
1.17%
Yearly
14.97%
Drawdown
17.37%
$180.38M
Equity
Holdings
$180.38M
Investment
$128.91M
$51.04M
Profit +$919,319.01
Realized
-$425,173.77
Unrealized
$51.47M
Dividends
$7.59M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$919,319.01
Win %
73%
This Week
Compared To Last Week
Gain
1.28%
Profit
$2.28M
Win %
73%
This Month
Compared to last month
Gain
3.07%
Profit
$5.38M
Win %
73%
This Year
Compared to last year
Gain
3.54%
Profit
$6.17M
Win %
72%
ROK Rockwell Automation, Inc.
+2.78%
+$15,786.84 
GE General Electric Company
+2.67%
+$12,314.51 
HONA Honeywell Aerospace Inc.
+2.66%
+$11,457.6 
RTX RTX Corporation
+2.58%
+$35,012.48 
LMT Lockheed Martin Corporation
+2.51%
+$17,193.29 
FDXF FedEx Freight Holding Company Inc.
+2.49%
+$3,962.75 
PNC The PNC Financial Services Group, Inc.
+2.32%
+$18,829.38 
BLK BlackRock, Inc.
+2.21%
+$7,869.52 
JPM JPMorgan Chase & Co.
+2.19%
+$144,118.32 
FCX Freeport-McMoRan Inc.
+2.17%
+$7,215.45 
EOG EOG Resources, Inc.
+2.15%
+$5,974.95 
USB U.S. Bancorp
+2.12%
+$4,983.93 
NOC Northrop Grumman Corporation
+2.07%
+$9,698.92 
MLM Martin Marietta Materials, Inc.
+2.04%
+$4,308.6 
OKE ONEOK, Inc.
+2.02%
+$7,748.22 
GM General Motors Company
+1.97%
+$5,276.7 
BP BP p.l.c. Sponsored ADR
+1.95%
+$7,818.93 
GD General Dynamics Corporation
+1.91%
+$9,738.4 
TFC Truist Financial Corporation
+1.91%
+$5,194.04 
WFC Wells Fargo & Company
+1.84%
+$10,281.55 
LHX L3Harris Technologies, Inc.
+1.66%
+$4,498.37 
TXN Texas Instruments Inc
+1.66%
+$7,843.22 
RCL Royal Caribbean Group
+1.62%
+$4,730.67 
UPS United Parcel Service, Inc.
+1.57%
+$6,658.83 
COP ConocoPhillips
+1.53%
+$8,374.03 
BAC Bank of America Corporation
+1.44%
+$89,782.18 
NXPI NXP Semiconductors N.V.
+1.43%
+$2,900.7 
BA Boeing Company
+1.42%
+$12,097.77 
LIN Linde plc
+1.42%
+$5,597.96 
EPD Enterprise Products Partners L.P.
+1.41%
+$6,330 
AXP American Express Company
+1.4%
+$6,673.57 
GEV GE Vernova Inc.
+1.37%
+$4,064 
ALL Allstate Corporation
+1.36%
+$11,446.5 
ACN Accenture plc Class A
+1.33%
+$6,589.96 
INGR Ingredion Inc.
+1.31%
+$4,306.57 
PEP PepsiCo, Inc.
+1.3%
+$12,067.87 
AMT American Tower Corporation
+1.29%
+$2,992.19 
LLY Eli Lilly and Company
+1.24%
+$46,873.13 
TJX The TJX Companies, Inc.
+1.22%
+$2,439.36 
DUK Duke Energy Corporation
+1.15%
+$2,942.94 
PG Procter & Gamble Co
+1.13%
+$9,975.12 
PSA Public Storage Common Stock
+1.13%
+$2,817.19 
JNJ Johnson & Johnson
+1.1%
+$25,324.65 
HD The Home Depot, Inc.
+1.08%
+$12,301.02 
DIS The Walt Disney Company
+1.07%
+$8,152.62 
SO The Southern Company
+1.06%
+$2,387.35 
WEC WEC Energy Group Inc.
+1.06%
+$3,792.37 
GS The Goldman Sachs Group, Inc.
+1.05%
+$13,669.71 
KO The Coca-Cola Company
+1.05%
+$8,963.77 
ES Eversource Energy
+1.05%
+$3,391.35 
DOV Dover Corporation
+1.03%
+$3,014.45 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$18,806.2 
XLF Financial Select Sector SPDR Fund
+1%
+$2,732.82 
NEE NextEra Energy, Inc.
+0.99%
+$3,976.44 
PCAR PACCAR Inc.
+0.99%
+$3,738.33 
ASML ASML Holding N.V. New York Registry Shares
+0.96%
+$3,738.25 
TSN Tyson Foods Inc.
+0.93%
+$2,242.5 
BMO Bank of Montreal
+0.92%
+$6,813.08 
PSX Phillips 66
+0.92%
+$6,615.42 
CVX Chevron Corporation
+0.91%
+$7,883.96 
TSCO Tractor Supply Company
+0.9%
+$2,218.5 
VGK Vanguard FTSE Europe ETF
+0.87%
+$4,006.78 
FDX FedEx Corporation
+0.85%
+$7,340.15 
ITW Illinois Tool Works Inc.
+0.84%
+$5,145.63 
AON Aon plc
+0.82%
+$3,334.69 
O Realty Income Corporation
+0.77%
+$1,637.44 
MMM 3M Company
+0.77%
+$7,099.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.77%
+$6,415.58 
AAPL Apple Inc.
+0.73%
+$92,072.5 
WAB Wabtec Corporation
+0.72%
+$2,554.12 
IP International Paper Company
+0.7%
+$1,748.65 
MRK Merck & Co., Inc.
+0.7%
+$48,933.15 
VZ Verizon Communications Inc.
+0.7%
+$2,804.57 
XEL Xcel Energy Inc.
+0.69%
+$2,314 
V Visa Inc. Class A
+0.68%
+$19,113.37 
AJG Arthur J. Gallagher & Co.
+0.66%
+$2,838.58 
SYK Stryker Corporation
+0.66%
+$4,625.26 
CSX CSX Corporation
+0.65%
+$10,988.46 
CAT Caterpillar Inc.
+0.62%
+$16,407.59 
COST Costco Wholesale Corporation
+0.58%
+$14,603.28 
VTV Vanguard Value ETF
+0.57%
+$1,496.32 
NVDA NVIDIA Corporation
+0.56%
+$6,591.66 
UNP Union Pacific Corporation
+0.51%
+$8,313.03 
XOM Exxon Mobil Corporation
+0.5%
+$6,257.91 
SCHV Schwab U.S. Large-Cap Value ETF
+0.5%
+$1,147.33 
ADM Archer-Daniels-Midland Co
+0.49%
+$2,715.12 
CMI Cummins Inc.
+0.48%
+$5,028.92 
EMR Emerson Electric Co.
+0.47%
+$4,070.26 
WMT Walmart Inc.
+0.46%
+$5,401.08 
CVS CVS Health Corporation
+0.45%
+$14,372.4 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$4,610.93 
TSLA Tesla, Inc.
+0.42%
+$2,957.49 
CTVA Corteva Inc.
+0.39%
+$127.9 
ABBV AbbVie Inc.
+0.36%
+$27,132 
DAL Delta Air Lines, Inc.
+0.36%
+$1,673 
JEPI JPMorgan Equity Premium Income Fund
+0.36%
+$1,286.79 
VLO Valero Energy Corporation
+0.34%
+$7,050.25 
HIG The Hartford Insurance Group, Inc.
+0.34%
+$1,074.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.32%
+$1,443.12 
GLD SPDR Gold Shares
+0.28%
+$846.37 
CB Chubb Limited
+0.28%
+$2,261.84 
URI United Rentals, Inc.
+0.27%
+$3,054.93 
AMGN Amgen Inc.
+0.26%
+$1,320.12 
MA Mastercard Incorporated
+0.22%
+$1,573.52 
VO Vanguard Mid-Cap ETF
+0.19%
+$502.98 
EUSA iShares MSCI USA Equal Weighted ETF
+0.17%
+$367 
PFE Pfizer Inc.
+0.12%
+$4,315.99 
MRSH Marsh & McLennan Companies, Inc.
+0.11%
+$611.2 
ABT Abbott Laboratories
+0.09%
+$7,112.27 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$257.86 
PFF iShares Preferred and Income Securities ETF
+0.09%
+$326.55 
WELL Welltower Inc.
+0.06%
+$135 
IVV iShares Core S&P 500 ETF
+0.06%
+$499.1 
VOO Vanguard S&P 500 ETF
+0.06%
+$523.66 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$94.72 
BMY Bristol-Myers Squibb Company
+0.02%
+$82.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$62.15 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$142.46 
AVB AvalonBay Communities, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-3.67%
-$16,720.06 
FTNT Fortinet Inc.
-3.49%
-$13,970 
MU Micron Technology, Inc.
-2.81%
-$12,816.69 
CRM Salesforce Inc
-2.2%
-$9,718.06 
INTC Intel Corporation
-2.09%
-$15,351.52 
NFLX Netflix, Inc.
-2.06%
-$5,432.83 
ORCL Oracle Corporation
-2.05%
-$13,320.42 
UNH UnitedHealth Group Incorporated
-1.96%
-$16,513.84 
META Meta Platforms Inc Class A
-1.78%
-$20,881.35 
GLW Corning Incorporated
-1.77%
-$3,435.21 
RYT Invesco S&P 500 Equal Weight ETF
-1.72%
-$3,600.8 
AVGO Broadcom Inc.
-1.53%
-$23,440.92 
AMAT Applied Materials, Inc.
-1.53%
-$19,762.38 
EMN Eastman Chemical Company
-1.19%
-$2,419.08 
DELL Dell Technologies Inc.
-1.11%
-$4,068.45 
TMO Thermo Fisher Scientific Inc.
-1%
-$8,305.24 
DHR Danaher Corporation
-0.89%
-$2,968.38 
SCHW Charles Schwab Corporation
-0.84%
-$11,129.52 
VGT Vanguard Information Technology ETF
-0.83%
-$10,391.76 
GOOGL Alphabet Inc
-0.79%
-$10,181.2 
CSCO Cisco Systems, Inc.
-0.78%
-$7,725.38 
QCOM QUALCOMM Incorporated
-0.78%
-$4,688.19 
Q Qnity Electronics Inc.
-0.74%
-$1,433.79 
GOOG Alphabet Inc
-0.68%
-$34,430.04 
EW Edwards Lifesciences Corporation
-0.68%
-$2,801.99 
QQQ Invesco QQQ Trust, Series 1
-0.67%
-$18,881.1 
MSFT Microsoft Corp.
-0.61%
-$34,644.2 
DE Deere & Company
-0.52%
-$7,513.14 
BX Blackstone Inc.
-0.42%
-$5,999.32 
J Jacobs Solutions Inc.
-0.41%
-$1,752.76 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$2,446 
PAYX Paychex Inc.
-0.37%
-$1,224.66 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.35%
-$1,820.37 
IBM International Business Machines Corporation
-0.33%
-$1,864.94 
BXSL Blackstone Secured Lending Fund
-0.29%
-$650.02 
TRV The Travelers Companies, Inc.
-0.27%
-$2,036.94 
SCHA Schwab U.S. Small-Cap ETF
-0.21%
-$1,165.01 
IWM iShares Russell 2000 ETF
-0.21%
-$500.54 
MDT Medtronic plc
-0.21%
-$1,398.8 
MCD McDonald's Corporation
-0.21%
-$1,757 
AMZN Amazon.com Inc
-0.2%
-$6,536.79 
ETN Eaton Corporation plc
-0.17%
-$2,412 
VB Vanguard Small-Cap ETF
-0.16%
-$747.96 
A Agilent Technologies Inc.
-0.11%
-$371.4 
ELV Elevance Health, Inc.
-0.06%
-$325.2 
SYY Sysco Corporation
-0.05%
-$136.72 
WM Waste Management, Inc.
-0.05%
-$1,021.68 
XLV Health Care Select Sector SPDR Fund
-0.03%
-$105.25 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$36.55 
SBUX Starbucks Corporation
-0.01%
-$69.39 
SCHM Schwab U.S. Mid-Cap ETF
-0.01%
-$70.28 
RSG Republic Services, Inc.
-0.01%
-$59.65 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1344 | Longs Won 953/1344 70% | Profit Factor 8.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $262,783.71 |
| Average Win $61,009.54 | Best Trade (Oct 16) $5.51M | Sharpe Ratio -18.71 |
| Average Loss -$18,162.65 | Worst Trade (Dec 31) -$1.06M | Z-Score 20.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 3d | Expectancy $37,976.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,857 | $225,699.77 | $325,624.95 | - | $99,925.18 | 44.27% | -0.114% |
| AAPL Apple Inc. | 36,829 | $7.09M | $12.69M | - | $5.59M | 78.85% | +0.731% |
| ABBV AbbVie Inc. | 26,600 | $4.13M | $7.57M | - | $3.43M | 83% | +0.36% |
| ABT Abbott Laboratories | 74,866 | $8.23M | $7.84M | - | -$385,618.15 | -4.69% | +0.091% |
| ACN Accenture plc Class A | 2,204 | $743,680.63 | $502,313.64 | - | -$241,366.99 | -32.46% | +1.329% |
| ADM Archer-Daniels-Midland Co | 6,704 | $451,257.48 | $558,677.84 | - | $107,420.36 | 23.8% | +0.488% |
| AJG Arthur J. Gallagher & Co. | 1,710 | $386,873.68 | $430,509.6 | - | $43,635.92 | 11.28% | +0.664% |
| ALL Allstate Corporation | 3,522 | $509,265.91 | $855,317.7 | - | $346,051.79 | 67.95% | +1.356% |
| AMAT Applied Materials, Inc. | 3,005 | $494,213.55 | $1.27M | - | $778,204.12 | 157.46% | -1.529% |
| AMGN Amgen Inc. | 1,158 | $339,415.48 | $503,926.86 | - | $164,511.38 | 48.47% | +0.263% |
| AMT American Tower Corporation | 1,282 | $273,671.03 | $235,495.71 | - | -$38,175.32 | -13.95% | +1.287% |
| AMZN Amazon.com Inc | 12,571 | $2M | $3.2M | - | $1.2M | 60.04% | -0.204% |
| AON Aon plc | 1,413 | $456,088 | $408,583.08 | - | -$47,504.92 | -10.42% | +0.823% |
| ASML ASML Holding N.V. New York Registry Shares | 236 | $228,469 | $394,894.09 | - | $166,425.09 | 72.84% | +0.956% |
| AVB AvalonBay Communities, Inc. | 1,434 | $295,980.87 | $263,942.04 | - | -$32,038.83 | -10.82% | 0.0 |
| AVGO Broadcom Inc. | 4,448 | $536,472.57 | $1.51M | - | $971,666.31 | 181.12% | -1.531% |
| AXP American Express Company | 1,515 | $397,299.58 | $482,186.62 | - | $84,887.04 | 21.37% | +1.403% |
| BA Boeing Company | 4,531 | $1.09M | $867,233.4 | - | -$225,265.5 | -20.62% | +1.415% |
| BAC Bank of America Corporation | 120,513 | $4.17M | $6.32M | - | $2.16M | 51.75% | +1.441% |
| BLK BlackRock, Inc. | 317 | $342,704.48 | $363,156.78 | - | $20,452.3 | 5.97% | +2.215% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.07M, Bank of America Corporation - $652,516.04, Abbott Laboratories - $528,909.26, AbbVie Inc - $521,818.68, and NVIDIA Corporation - $445,379.75. 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 $7.59M earned over time. The largest contributors to dividend income include Abbott Laboratories - $526,670.97, AbbVie Inc - $521,451.08, Merck & Co., Inc - $427,716.88, Pfizer Inc - $426,148.6, and JPMorgan Chase & Co - $375,923.2. 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.
2026 © Marketlog. All Rights Reserved.
