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:
-0.94%
Gain
Monthly
-0.03%
Yearly
-0.37%
Drawdown
30.53%
$175.13M
Equity
Holdings
$175.13M
Investment
$125.8M
$48.28M
Profit +$1.55M
Realized
-$1.05M
Unrealized
$49.33M
Dividends
$6.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.55M
Win %
73%
This Week
Compared To Last Week
Gain
1.05%
Profit
$1.83M
Win %
73%
This Month
Compared to last month
Gain
2.26%
Profit
$3.86M
Win %
73%
This Year
Compared to last year
Gain
12.38%
Profit
$19.29M
Win %
72%
ABT Abbott Laboratories
+10.69%
+$709,107.59 
INTU Intuit Inc.
+5.74%
+$8,634.9 
ACN Accenture plc Class A
+4.61%
+$13,366.8 
PAYX Paychex Inc.
+4.14%
+$13,160.16 
WM Waste Management, Inc.
+4.04%
+$86,975.77 
SYK Stryker Corporation
+3.95%
+$28,362.5 
HLN Haleon Plc - ADR
+3.85%
+$10,075.5 
CRM Salesforce Inc
+3.81%
+$10,816.26 
ITW Illinois Tool Works Inc.
+3.71%
+$22,851.36 
MRK Merck & Co., Inc.
+3.56%
+$211,450.32 
UNP Union Pacific Corporation
+3.53%
+$56,371.08 
UPS United Parcel Service, Inc.
+3.52%
+$17,261.26 
RSG Republic Services, Inc.
+3.52%
+$14,450.85 
MDT Medtronic plc
+3.5%
+$20,420.01 
IBM International Business Machines Corporation
+3.27%
+$15,595.89 
SBUX Starbucks Corporation
+3.05%
+$14,823.12 
ABBV AbbVie Inc.
+3.03%
+$196,491.67 
O Realty Income Corporation
+3%
+$7,208.58 
AMGN Amgen Inc.
+2.87%
+$11,412.4 
AON Aon plc
+2.76%
+$13,861.54 
UNH UnitedHealth Group Incorporated
+2.76%
+$23,160.78 
MRSH Marsh & McLennan Companies, Inc.
+2.75%
+$13,259.9 
CSX CSX Corporation
+2.7%
+$46,180.8 
INGR Ingredion Inc.
+2.6%
+$8,268.9 
AJG Arthur J. Gallagher & Co.
+2.59%
+$10,560.9 
VZ Verizon Communications Inc.
+2.54%
+$9,845.97 
MCD McDonald's Corporation
+2.5%
+$22,828.08 
KO The Coca-Cola Company
+2.49%
+$18,778 
BDX Becton, Dickinson and Company
+2.46%
+$5,097.78 
TJX The TJX Companies, Inc.
+2.42%
+$5,065.83 
TSCO Tractor Supply Company
+2.42%
+$4,374.89 
COST Costco Wholesale Corporation
+2.41%
+$56,986.69 
WMT Walmart Inc.
+2.39%
+$26,902.69 
PEP PepsiCo, Inc.
+2.34%
+$22,906.42 
MA Mastercard Incorporated
+2.34%
+$14,297.82 
VLO Valero Energy Corporation
+2.33%
+$31,495.68 
PSX Phillips 66
+2.21%
+$10,789.24 
AVB AvalonBay Communities, Inc.
+2.15%
+$5,689.19 
MSFT Microsoft Corp.
+2.09%
+$85,148.02 
IP International Paper Company
+2.07%
+$5,741.8 
SYY Sysco Corporation
+2.07%
+$5,372.39 
OKE ONEOK, Inc.
+2.05%
+$7,913.84 
PSA Public Storage Common Stock
+2.05%
+$7,006.72 
BMY Bristol-Myers Squibb Company
+2.03%
+$9,860.34 
XLV Health Care Select Sector SPDR Fund
+2.01%
+$6,693.9 
URI United Rentals, Inc.
+1.97%
+$22,902.36 
SCHD Schwab U.S. Dividend Equity ETF
+1.96%
+$14,831.06 
TFC Truist Financial Corporation
+1.95%
+$6,233.56 
J Jacobs Solutions Inc.
+1.94%
+$6,982.82 
EMN Eastman Chemical Company
+1.89%
+$4,074.24 
V Visa Inc. Class A
+1.84%
+$46,165.86 
PCAR PACCAR Inc.
+1.8%
+$7,590.69 
DOV Dover Corporation
+1.8%
+$5,787.13 
DIS The Walt Disney Company
+1.77%
+$12,012.48 
BXSL Blackstone Secured Lending Fund
+1.7%
+$4,429.6 
AAPL Apple Inc.
+1.65%
+$200,037.6 
USB U.S. Bancorp
+1.62%
+$4,184.04 
PG Procter & Gamble Co
+1.59%
+$13,166.99 
HD The Home Depot, Inc.
+1.52%
+$18,314.33 
CTVA Corteva Inc.
+1.37%
+$2,967.28 
CB Chubb Limited
+1.34%
+$10,156.66 
LLY Eli Lilly and Company
+1.24%
+$42,954.15 
HIG The Hartford Insurance Group, Inc.
+1.2%
+$3,964.82 
DE Deere & Company
+1.17%
+$15,203.31 
ADM Archer-Daniels-Midland Co
+1.09%
+$6,020.41 
CVS CVS Health Corporation
+1.08%
+$39,376.74 
CVX Chevron Corporation
+1.06%
+$7,660.8 
EPD Enterprise Products Partners L.P.
+1.05%
+$4,879.04 
TRV The Travelers Companies, Inc.
+1%
+$6,612.48 
FDX FedEx Corporation
+0.98%
+$8,921.39 
MLM Martin Marietta Materials, Inc.
+0.95%
+$2,334.9 
WAB Wabtec Corporation
+0.93%
+$2,970.64 
ES Eversource Energy
+0.89%
+$3,077.58 
DHR Danaher Corporation
+0.89%
+$2,559.69 
PFE Pfizer Inc.
+0.85%
+$24,428.46 
DUK Duke Energy Corporation
+0.83%
+$2,153.73 
MMM 3M Company
+0.81%
+$7,031.7 
EMR Emerson Electric Co.
+0.79%
+$5,805.82 
XEL Xcel Energy Inc.
+0.76%
+$2,535 
SO The Southern Company
+0.74%
+$1,654.1 
WFC Wells Fargo & Company
+0.74%
+$4,282.8 
XOM Exxon Mobil Corporation
+0.73%
+$7,941.52 
JNJ Johnson & Johnson
+0.73%
+$16,268.4 
AXP American Express Company
+0.64%
+$3,206 
AMZN Amazon.com Inc
+0.61%
+$19,378.29 
TSN Tyson Foods Inc.
+0.57%
+$1,381.05 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$5,914.64 
EOG EOG Resources, Inc.
+0.57%
+$1,326 
COP ConocoPhillips
+0.55%
+$2,491.24 
DAL Delta Air Lines, Inc.
+0.55%
+$2,808.25 
NFLX Netflix, Inc.
+0.53%
+$1,296.36 
BX Blackstone Inc.
+0.5%
+$8,093.07 
PNC The PNC Financial Services Group, Inc.
+0.5%
+$4,638.06 
HON Honeywell International Inc.
+0.45%
+$2,549.5 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,432.09 
WEC WEC Energy Group Inc.
+0.39%
+$1,337.6 
ALL Allstate Corporation
+0.35%
+$2,929.95 
VTV Vanguard Value ETF
+0.35%
+$899.36 
LIN Linde plc
+0.35%
+$1,454.91 
TMO Thermo Fisher Scientific Inc.
+0.35%
+$2,062.75 
GD General Dynamics Corporation
+0.33%
+$1,755.81 
AMT American Tower Corporation
+0.33%
+$705.1 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$968.87 
LMT Lockheed Martin Corporation
+0.3%
+$1,904.84 
GOOG Alphabet Inc
+0.29%
+$15,735.55 
GOOGL Alphabet Inc
+0.27%
+$3,776.26 
VB Vanguard Small-Cap ETF
+0.18%
+$877.48 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$2,668.59 
BAC Bank of America Corporation
+0.14%
+$10,793.39 
XLF Financial Select Sector SPDR Fund
+0.13%
+$369.3 
ROK Rockwell Automation, Inc.
+0.04%
+$215.51 
INTC Intel Corporation
-6.16%
-$48,786.3 
GE General Electric Company
-5.88%
-$30,726.06 
DVLT Datavault AI Inc.
-5.21%
-$249.47 
FCX Freeport-McMoRan Inc.
-5.05%
-$14,618.15 
GS The Goldman Sachs Group, Inc.
-4.66%
-$78,387.4 
ETN Eaton Corporation plc
-4.29%
-$62,410.26 
ORCL Oracle Corporation
-4.27%
-$27,162.34 
CAT Caterpillar Inc.
-4.13%
-$137,067.33 
AVGO Broadcom Inc.
-4.1%
-$72,017.18 
CMI Cummins Inc.
-3.76%
-$49,473.75 
QCOM QUALCOMM Incorporated
-3.65%
-$22,004.46 
ELV Elevance Health, Inc.
-3.52%
-$17,986.3 
TXN Texas Instruments Inc
-3.51%
-$17,905.58 
GEV GE Vernova Inc.
-3.16%
-$10,662.39 
AMAT Applied Materials, Inc.
-2.66%
-$46,367.15 
CSCO Cisco Systems, Inc.
-2.62%
-$26,904.35 
NVDA NVIDIA Corporation
-2.41%
-$28,712.96 
VGT Vanguard Information Technology ETF
-1.84%
-$21,160.32 
GLD SPDR Gold Shares
-1.76%
-$5,295.42 
IAU iShares Gold Trust
-1.73%
-$3,128.16 
META Meta Platforms Inc Class A
-1.7%
-$18,049.22 
RTX RTX Corporation
-1.51%
-$21,676.67 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$8,316.4 
TSLA Tesla, Inc.
-1.34%
-$10,225.57 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$34,392.97 
GM General Motors Company
-1.15%
-$2,846.22 
BA Boeing Company
-1.01%
-$9,770.35 
LHX L3Harris Technologies, Inc.
-0.83%
-$2,679.88 
RCL Royal Caribbean Group
-0.82%
-$2,070.19 
ASML ASML Holding N.V. New York Registry Shares
-0.77%
-$3,304 
SCHA Schwab U.S. Small-Cap ETF
-0.77%
-$4,131.61 
BP BP p.l.c. Sponsored ADR
-0.73%
-$2,436 
BMO Bank of Montreal
-0.59%
-$4,862.68 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$2,656.18 
PFF iShares Preferred and Income Securities ETF
-0.49%
-$1,906.5 
JPM JPMorgan Chase & Co.
-0.46%
-$38,036.01 
BLK BlackRock, Inc.
-0.43%
-$1,513.26 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.33%
-$1,594.24 
EW Edwards Lifesciences Corporation
-0.32%
-$1,239 
A Agilent Technologies Inc.
-0.3%
-$758.82 
VGK Vanguard FTSE Europe ETF
-0.29%
-$1,321.32 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$3,968.64 
IVV iShares Core S&P 500 ETF
-0.27%
-$2,253.56 
VOO Vanguard S&P 500 ETF
-0.27%
-$2,437.33 
DOW Dow Inc.
-0.27%
-$584.64 
NOC Northrop Grumman Corporation
-0.27%
-$1,266.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$1,045.25 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$662.9 
NEE NextEra Energy, Inc.
-0.16%
-$710.21 
SCHW Charles Schwab Corporation
-0.15%
-$2,096.68 
VO Vanguard Mid-Cap ETF
-0.11%
-$292.93 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.03%
-$111.67 
IWM iShares Russell 2000 ETF
-0.02%
-$51.78 Events
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Dividends
Dividend Analysis
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| Trades 1206 | Longs Won 857/1206 71% | Profit Factor 8.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,381.24 |
| Average Win $64,174.74 | Best Trade (Jul 17) $5.13M | Sharpe Ratio -19.39 |
| Average Loss -$19,248.75 | Worst Trade (Jul 15) -$1.56M | Z-Score 20.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w | Expectancy $40,033.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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