SML
Sweeney & Michel LLC Portfolio
Invests via SWEENEY & MICHEL, LLC | Managed by Renee Ann Michel, Joe Sweeney
Invests via SWEENEY & MICHEL, LLC
Managed by Renee Ann Michel, Joe Sweeney
Automatically Tracked
Company Profile
Privately held boutique advisory and legal services firm serving middle-market corporates and private capital providers, SWEENEY & MICHEL, LLC specializes in corporate governance, M&A, securities compliance and regulatory strategy. The firm acts as counsel to sponsors, portfolio companies and boards, combining transactional support with compliance frameworks to de-risk deals and assist capital deployment across US regional markets.
Privately held boutique advisory and legal services firm serving middle-market corporates and private capital providers, SWEENEY & MICHEL, LLC specializes in corporate governance, M&A, securities compliance and regulatory strategy. The firm acts as counsel to sponsors, portfolio companies and boards, combining transactional support with compliance frameworks to de-risk deals and assist capital deployment across US regional markets.
Investment Philosophy & Strategy
Positions capital and advisory resources to enable prudent middle‑market transactions, prioritizing governance integrity, regulatory alignment and deal-level de‑risking. Focuses on sponsor and portfolio company work across U.S. regional markets, favoring structured M&A, control‑oriented private equity investments and compliant capital deployment. Underwriting emphasizes legal and regulatory due diligence, covenant design and exit optionality, with a bias toward durable cash flows, clear governance paths and transaction structures that mitigate execution and compliance risk.
Positions capital and advisory resources to enable prudent middle‑market transactions, prioritizing governance integrity, regulatory alignment and deal-level de‑risking. Focuses on sponsor and portfolio company work across U.S. regional markets, favoring structured M&A, control‑oriented private equity investments and compliant capital deployment. Underwriting emphasizes legal and regulatory due diligence, covenant design and exit optionality, with a bias toward durable cash flows, clear governance paths and transaction structures that mitigate execution and compliance risk.
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:
-1.54%
Gain
Monthly
0.08%
Yearly
0.93%
Drawdown
40.11%
$363.91M
Equity
Holdings
$363.91M
Investment
$242.5M
$127.21M
Profit +$1.19M
Realized
$5.8M
Unrealized
$121.41M
Dividends
$18.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.19M
Win %
84%
This Week
Compared To Last Week
Gain
0.87%
Profit
$3.13M
Win %
84%
This Month
Compared to last month
Gain
1.92%
Profit
$6.84M
Win %
84%
This Year
Compared to last year
Gain
10.51%
Profit
$34.6M
Win %
84%
MCK McKesson Corporation
+4.67%
+$31,293.61 
WM Waste Management, Inc.
+3.96%
+$10,354.06 
PLD Prologis Inc.
+3.6%
+$118,251.72 
MRK Merck & Co., Inc.
+3.39%
+$32,255.35 
UNP Union Pacific Corporation
+3.3%
+$25,028.08 
ABBV AbbVie Inc.
+3.17%
+$77,701.86 
WDFC WD-40 Company
+3.1%
+$7,923.25 
SBUX Starbucks Corporation
+3.07%
+$16,030.49 
PM Philip Morris International Inc.
+2.98%
+$16,746.73 
TCBK Trico Bancshares
+2.88%
+$215,600.22 
VZ Verizon Communications Inc.
+2.81%
+$43,834.29 
AMGN Amgen Inc.
+2.79%
+$50,870.82 
KRE SPDR S&P Regional Banking ETF
+2.63%
+$76,509.53 
MCD McDonald's Corporation
+2.58%
+$11,371 
PEP PepsiCo, Inc.
+2.54%
+$12,789.92 
T AT&T Inc.
+2.5%
+$6,752.23 
MO Altria Group, Inc.
+2.27%
+$6,558.4 
COST Costco Wholesale Corporation
+2.21%
+$121,784.08 
HDV iShares Core High Dividend ETF
+2.21%
+$476,925.45 
FSTA Fidelity MSCI Consumer Staples Index ETF
+2.15%
+$20,604.42 
VDC VANGUARD CONSUMER STAPLES ETF
+2.09%
+$28,591.68 
WMT Walmart Inc.
+1.88%
+$16,723.34 
V Visa Inc. Class A
+1.79%
+$10,445.73 
FHLC Fidelity MSCI Health Care Index ETF
+1.77%
+$4,931.74 
VHT Vanguard Health Care ETF
+1.74%
+$6,857.73 
VNQ Vanguard Real Estate ETF
+1.64%
+$21,435.2 
AGNG Global X Aging Population ETF
+1.61%
+$3,412.88 
CVX Chevron Corporation
+1.61%
+$15,651.2 
PG Procter & Gamble Co
+1.59%
+$11,465.6 
HD The Home Depot, Inc.
+1.59%
+$7,331.92 
DE Deere & Company
+1.57%
+$4,218.12 
MET MetLife Inc.
+1.51%
+$9,113.53 
SDOG ALPS Sector Dividend Dogs ETF
+1.51%
+$8,500.14 
XOM Exxon Mobil Corporation
+1.49%
+$8,858 
EPD Enterprise Products Partners L.P.
+1.25%
+$2,700.15 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.23%
+$9,730.8 
KKR KKR & Co. Inc.
+1.21%
+$3,508.72 
IBM International Business Machines Corporation
+1.21%
+$6,071.57 
KMI Kinder Morgan, Inc.
+1.17%
+$37,448.62 
FENY Fidelity MSCI Energy Index ETF
+1.13%
+$6,006.95 
MSFT Microsoft Corp.
+1.11%
+$67,320.8 
JNJ Johnson & Johnson
+1.05%
+$78,353.47 
DGRO iShares Core Dividend Growth ETF
+0.97%
+$285,751.46 
AAPL Apple Inc.
+0.97%
+$239,306.47 
SHEL Shell plc
+0.9%
+$11,386.26 
FDX FedEx Corporation
+0.8%
+$10,170.52 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$8,740.14 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$14,639.04 
IUSV iShares Core S&P U.S. Value ETF
+0.74%
+$4,116.8 
MMM 3M Company
+0.73%
+$2,529.94 
WFC Wells Fargo & Company
+0.73%
+$13,156.57 
ALLY Ally Financial Inc.
+0.56%
+$1,792.96 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$11,447.8 
AMZN Amazon.com Inc
+0.52%
+$20,004.6 
BX Blackstone Inc.
+0.47%
+$3,175.8 
FDVV Fidelity High Dividend ETF
+0.42%
+$4,764.97 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$23,181.93 
QUAL iShares MSCI USA Quality Factor ETF
+0.3%
+$3,082.94 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$3,100.68 
CGDG Capital Group Dividend Growers ETF
+0.23%
+$24,320.79 
XLF Financial Select Sector SPDR Fund
+0.13%
+$325.5 
FUTY Fidelity MSCI Utilities Index ETF
+0.12%
+$6,342.91 
FQAL Fidelity Quality Factor ETF
+0.12%
+$289.65 
VPU Vanguard Utilities ETF
+0.1%
+$933.4 
GOOGL Alphabet Inc
+0.1%
+$408.11 
GOOG Alphabet Inc
+0.1%
+$23,470.96 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.07%
+$646.29 
OBDC Blue Owl Capital Corporation
+0.04%
+$165.65 
SCHW Charles Schwab Corporation
+0.03%
+$256.65 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$2,621.52 
SHV iShares Short Treasury Bond ETF
+0.01%
+$208.41 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
GE General Electric Company
-5.19%
-$17,088.24 
WRN Western Copper and Gold Corporation
-4.84%
-$6,427.99 
ETN Eaton Corporation plc
-4.77%
-$13,303.68 
SOXX iShares Semiconductor ETF
-4.62%
-$26,460.48 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-4.58%
-$32,520.96 
SMH VanEck Semiconductor ETF
-3.83%
-$17,591.28 
QCOM QUALCOMM Incorporated
-3.68%
-$25,243.31 
B BARRICK MINING CORP Common Stock (ABR0)
-3.62%
-$6,566.3 
AVGO Broadcom Inc.
-3.58%
-$13,696.4 
CSCO Cisco Systems, Inc.
-3.35%
-$12,491.6 
CAT Caterpillar Inc.
-3.18%
-$50,948.16 
CMI Cummins Inc.
-3.1%
-$21,264.35 
MTUM iShares MSCI USA Momentum Factor ETF
-2.84%
-$94,127.32 
GEV GE Vernova Inc.
-2.82%
-$12,822.25 
NVDA NVIDIA Corporation
-2.77%
-$111,750.97 
FRDM Freedom 100 Emerging Markets ETF
-2.67%
-$133,927.2 
CEG Constellation Energy Corporation
-2.49%
-$8,467.97 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$44,463.72 
SEMI Columbia Select Technology ETF
-2.32%
-$7,160 
VGT Vanguard Information Technology ETF
-2.16%
-$14,031.36 
FTEC Fidelity MSCI Information Technology Index ETF
-2.15%
-$42,050.5 
ESGE iShares ESG Aware MSCI EM ETF
-2.07%
-$4,991 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$73,928.67 
CGGO Capital Group Global Growth Equity ETF
-1.9%
-$36,872.24 
GLD SPDR Gold Shares
-1.73%
-$23,938.89 
META Meta Platforms Inc Class A
-1.52%
-$16,322.38 
IMTM iShares MSCI International Momentum Factor ETF
-1.5%
-$6,948.84 
TSLA Tesla, Inc.
-1.47%
-$18,120.3 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$14,329.61 
IUSG iShares Core S&P U.S. Growth ETF
-1.2%
-$21,219.96 
TTE TotalEnergies SE
-1.09%
-$2,291.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.05%
-$3,114.11 
BA Boeing Company
-0.94%
-$2,633.64 
XT iShares Future Exponential Technologies ETF
-0.91%
-$11,142.92 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.83%
-$4,714.1 
DVYE iShares Emerging Markets Dividend ETF
-0.78%
-$5,085.6 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.74%
-$1,564.64 
PLTR Palantir Technologies Inc.
-0.72%
-$5,556.48 
SHLD Global X Defense Tech ETF
-0.66%
-$2,002.8 
CGIE Capital Group International Equity ETF
-0.64%
-$76,213.32 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$7,495.2 
JPM JPMorgan Chase & Co.
-0.54%
-$31,787.11 
PFF iShares Preferred and Income Securities ETF
-0.52%
-$2,303.84 
CGBL Capital Group Core Balanced ETF
-0.52%
-$1,880.19 
IQLT iShares MSCI International Quality Factor ETF
-0.49%
-$10,519.81 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$1,658.88 
VOO Vanguard S&P 500 ETF
-0.38%
-$1,365.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$123,016.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$4,497.9 
SUSL iShares ESG MSCI USA Leaders ETF
-0.32%
-$1,439.64 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$31,959.42 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.23%
-$1,100 
IDV iShares International Select Dividend ETF
-0.22%
-$1,138.29 
EPI WisdomTree India Earnings Fund
-0.2%
-$876.86 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.15%
-$8,444.1 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.13%
-$1,098.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.1%
-$750.8 
MSDL Morgan Stanley Direct Lending Corp.
-0.1%
-$157.5 
NCA Nuveen California Municipal Value Fund Inc.
-0.09%
-$577.03 
FMAT Fidelity MSCI Materials Index ETF
-0.07%
-$179.6 
HYXF iShares ESG Advanced High Yield Fund
-0.07%
-$151.53 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$167.44 
FSMD Fidelity Small-Mid Multifactor ETF
-0.06%
-$344.91 
VCRB Vanguard Core Bond ETF
-0.06%
-$195.12 
BAC Bank of America Corporation
-0.06%
-$1,022.6 
IGRO iShares International Dividend Growth ETF
-0.04%
-$506.36 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$89.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$834.22 
CALI China Auto Logistics Inc.
-0.02%
-$669.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$64.62 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1251 | Longs Won 1011/1251 80% | Profit Factor 47.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $759,382.47 |
| Average Win $128,555.49 | Best Trade (Jul 16) $16.96M | Sharpe Ratio -15.93 |
| Average Loss -$11,494.14 | Worst Trade (Sep 30) -$388,703.57 | Z-Score 39.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 4d | Expectancy $101,687.45 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
