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:
66.43%
Gain -0.36%
Monthly
1.38%
Yearly
17.8%
Drawdown
16.2%
$377.7M
Equity
Holdings
$377.7M
Investment
$258.36M
$129.12M
Profit -$1.01M
Realized
$9.78M
Unrealized
$119.34M
Dividends
$19.05M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$1.01M
Win %
78%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$1.37M
Win %
78%
This Month
Compared to last month
Gain
-0.27%
Profit
-$1.01M
Win %
78%
This Year
Compared to last year
Gain
1.24%
Profit
$4.52M
Win %
79%
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$48,370.61 
ETN Eaton Corporation plc
+3.22%
+$9,715.75 
MCK McKesson Corporation
+2.49%
+$17,191.5 
SBUX Starbucks Corporation
+1.92%
+$10,003.77 
LOW Lowe's Companies Inc.
+1.08%
+$2,602.26 
CVX Chevron Corporation
+0.9%
+$9,430.75 
META Meta Platforms Inc Class A
+0.71%
+$6,732.63 
TSLA Tesla, Inc.
+0.58%
+$6,010.02 
BA Boeing Company
+0.19%
+$580.96 
VCRB Vanguard Core Bond ETF
+0.14%
+$433.38 
PM Philip Morris International Inc.
+0.12%
+$686.84 
CGBL Capital Group Core Balanced ETF
+0.08%
+$321.18 
ABBV AbbVie Inc.
0%
$0 
ALLY Ally Financial Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.05 
AMD Advanced Micro Devices, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.04 
CEG Constellation Energy Corporation
0%
$0 
CMI Cummins Inc.
0%
-$0.01 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DE Deere & Company
0%
-$0.01 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.05 
GE General Electric Company
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HYXF iShares ESG Advanced High Yield Fund
0%
-$0.52 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
MCD McDonald's Corporation
0%
$0 
MET MetLife Inc.
0%
+$0.01 
MMM 3M Company
0%
+$0.01 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.03 
OBDC Blue Owl Capital Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PLD Prologis Inc.
0%
+$0.19 
PWR Quanta Services Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHEL Shell plc
0%
$0 
T AT&T Inc.
0%
+$0.01 
TCBK Trico Bancshares
0%
$0 
TRIN Trinity Capital Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
+$0.03 
UNH UnitedHealth Group Incorporated
0%
+$0.05 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VZ Verizon Communications Inc.
0%
+$0.03 
WDFC WD-40 Company
0%
+$0.01 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.01 
WMT Walmart Inc.
0%
$0 
WRN Western Copper and Gold Corporation
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.04 
AGNG Global X Aging Population ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGIE Capital Group International Equity ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DVYE iShares Emerging Markets Dividend ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
+$0.01 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
EPI WisdomTree India Earnings Fund
0%
$0 
FENY Fidelity MSCI Energy Index ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
FMAT Fidelity MSCI Materials Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FUTY Fidelity MSCI Utilities Index ETF
0%
$0 
FRDM Freedom 100 Emerging Markets ETF
0%
$0 
FSMD Fidelity Small-Mid Multifactor ETF
0%
-$0.01 
FQAL Fidelity Quality Factor ETF
0%
$0 
FSTA Fidelity MSCI Consumer Staples Index ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IMTM iShares MSCI International Momentum Factor ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
-$0.09 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IXN iShares Global Tech ETF
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
+$0.03 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.1 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PWZ Invesco California AMT-Free Municipal Bond ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SDOG ALPS Sector Dividend Dogs ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.01 
SUSL iShares ESG MSCI USA Leaders ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.01 
VNQ Vanguard Real Estate ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
-$0.01 
VPU Vanguard Utilities ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.09 
VYM Vanguard High Dividend Yield ETF
0%
+$0.07 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.06 
XLF Financial Select Sector SPDR Fund
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
XT iShares Future Exponential Technologies ETF
0%
$0 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
0%
$0 
MSDL Morgan Stanley Direct Lending Corp.
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
+$0.02 
CALI China Auto Logistics Inc.
0%
-$16.86 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
PLTR Palantir Technologies Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
NCA Nuveen California Municipal Value Fund Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$10,152.79 
AMZN Amazon.com Inc
-2.09%
-$86,101.02 
FDXF FedEx Freight Holding Company Inc.
-1.3%
-$3,713.14 
AAPL Apple Inc.
-1.09%
-$252,777.6 
MO Altria Group, Inc.
-0.78%
-$2,112.42 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.76%
-$3,897.6 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$3,487.22 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1,412.86 
NVDA NVIDIA Corporation
-0.02%
-$582.75 
TTE TotalEnergies SE
-0.01%
-$26.04 
IGRO iShares International Dividend Growth ETF
-0.01%
-$63.14 
SEMI Columbia Select Technology ETF
0%
-$4 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1406 | Longs Won 1091/1406 77% | Profit Factor 35.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $680,504.76 |
| Average Win $121,754.41 | Best Trade (Aug 12) $16.02M | Sharpe Ratio -15.51 |
| Average Loss -$11,774.99 | Worst Trade (Aug 12) -$587,979.91 | Z-Score 28.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy $91,838.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 75,456 | $12.89M | $23.01M | - | $10.12M | 78.52% | -1.087% |
| ABBV AbbVie Inc. | 9,930 | $1.63M | $2.46M | - | $835,478.01 | 51.36% | 0.0 |
| AGNG Global X Aging Population ETF | 6,163 | $223,425.96 | $236,351.05 | - | $12,925.09 | 5.78% | 0.0 |
| ALLY Ally Financial Inc. | 6,857 | $277,838.61 | $300,268.03 | - | $22,429.42 | 8.07% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 460 | $267,218.59 | $215,997.6 | - | -$51,220.99 | -19.17% | 0.0 |
| AMGN Amgen Inc. | 5,104 | $1.25M | $2.13M | - | $874,799.68 | 69.73% | 0.0 |
| AMZN Amazon.com Inc | 14,794 | $1.8M | $4.03M | - | $2.23M | 123.96% | -2.093% |
| ASML ASML Holding N.V. New York Registry Shares | 734 | $523,499.35 | $1.32M | - | $797,245.57 | 152.29% | +3.802% |
| AVGO Broadcom Inc. | 901 | $247,395.74 | $380,582.4 | - | $133,186.66 | 53.84% | 0.0 |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,054 | $220,064.68 | $206,607.52 | - | -$13,457.16 | -6.12% | 0.0 |
| BA Boeing Company | 1,291 | $272,073.06 | $301,112.84 | - | $29,039.78 | 10.67% | +0.193% |
| BAC Bank of America Corporation | 28,505 | $852,613.83 | $1.82M | - | $967,715.47 | 113.5% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 3,771 | $278,324.09 | $272,077.65 | - | -$6,246.44 | -2.24% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 20,005 | $6.21M | $10.59M | - | $4.39M | 70.66% | 0.0 |
| BX Blackstone Inc. | 5,330 | $472,926.04 | $755,047.8 | - | $282,121.76 | 59.65% | 0.0 |
| CALI China Auto Logistics Inc. | 84,322 | $4.26M | $4.25M | - | -$9,310.19 | -0.22% | 0.0 |
| CAT Caterpillar Inc. | 1,753 | $488,828.59 | $1.47M | - | $979,449.15 | 200.37% | 0.0 |
| CEG Constellation Energy Corporation | 1,422 | $392,550.42 | $384,551.45 | - | -$7,998.97 | -2.04% | 0.0 |
| CGBL Capital Group Core Balanced ETF | 10,706 | $372,751.33 | $410,468.04 | - | $37,716.71 | 10.12% | +0.078% |
| CGDG Capital Group Dividend Growers ETF | 282,222 | $7.6M | $10.96M | - | $3.36M | 44.14% | 0.0 |
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 Sweeney & Michel LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-5 Year High Yield Corporate Bond ETF - $2.44M, iShares Core High Dividend ETF - $2M, iShares Core Dividend Growth ETF - $1.88M, NVIDIA Corporation - $1.58M, and iShares Core MSCI Emerging Markets ETF - $1.3M. 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: Pfizer Inc - $227,847.74, United Parcel Service, Inc - $213,125.63, AT&T Inc - $210,355.71, Lulu's Fashion Lounge Holdings, Inc - $101,096.82, and Novo Nordisk A/S Sponsored ADR - $91,071.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sweeney & Michel LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.05M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $2.44M, iShares Core High Dividend ETF - $1.93M, iShares Core Dividend Growth ETF - $1.61M, iShares Core S&P Total U.S. Stock Market ETF - $901,356.93, and Vanguard International High Dividend Yield Index Fund - $859,726.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sweeney & Michel LLC's monthly returns?
Sweeney & Michel LLC'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 Sweeney & Michel LLC's strategy be considered aggressive or moderate?
Sweeney & Michel LLC'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 Sweeney & Michel LLC's strategy?
Sweeney & Michel LLC'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.
