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Latest SWEENEY & MICHEL, LLC Stock Portfolio

SWEENEY & MICHEL, LLC Performance:
2025 Q3: 3.58%YTD: 16.14%
Performance for 2025 Q3 is 3.58%, and YTD is 16.14%.

About SWEENEY & MICHEL, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, SWEENEY & MICHEL, LLC reported an equity portfolio of $297.5 Millions as of 30 Sep, 2025.

The top stock holdings of SWEENEY & MICHEL, LLC are IJR, ACWF, AAPL. The fund has invested 8.9% of it's portfolio in ISHARES TR and 8.2% of portfolio in ISHARES TR.

The fund managers got completely rid off WD 40 CO (WDFC) and DRAFTKINGS INC NEW (DKNG) stocks. They significantly reduced their stock positions in DEERE & CO (DE), ISHARES INC (EMGF) and PALANTIR TECHNOLOGIES INC (PLTR). SWEENEY & MICHEL, LLC opened new stock positions in EA SERIES TRUST (BOB), VANGUARD MALVERN FDS (VTIP) and IREN LIMITED. The fund showed a lot of confidence in some stocks as they added substantially to BONDBLOXX ETF TRUST (XHYC), VANGUARD CALIF TAX FREE FDS and ISHARES TR (AAXJ).

SWEENEY & MICHEL, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SWEENEY & MICHEL, LLC made a return of 3.58% in the last quarter. In trailing 12 months, it's portfolio return was 18.8%.

New Buys

Ticker$ Bought
ea series trust3,094,780
vanguard malvern fds328,200
iren limited268,965
ge vernova inc260,167
palo alto networks inc240,875
global x fds238,265
crispr therapeutics ag215,118
alphabet inc213,269
New stocks bought by SWEENEY & MICHEL, LLC

Additions

Ticker% Inc.
bondbloxx etf trust19.66
vanguard calif tax free fds17.7
ishares tr14.87
fidelity covington trust13.77
mcdonalds corp12.77
ishares tr10.08
vanguard scottsdale fds9.21
ishares tr8.42
Additions to existing portfolio by SWEENEY & MICHEL, LLC

Reductions

Ticker% Reduced
deere & co-55.53
ishares inc-52.15
palantir technologies inc-22.88
ge aerospace-20.63
fidelity covington trust-18.29
at&t inc-17.93
blackstone inc-12.52
vaneck etf trust-12.5
SWEENEY & MICHEL, LLC reduced stake in above stock

Sold off

Ticker$ Sold
draftkings inc new-214,384
wd 40 co-228,913
SWEENEY & MICHEL, LLC got rid off the above stocks

Sector Distribution

SWEENEY & MICHEL, LLC has about 56.6% of it's holdings in Others sector.

Sector%
Others56.6
Technology11.1
Communication Services7.1
Utilities7
Financial Services5.7
Healthcare4.1
Consumer Defensive2.9
Consumer Cyclical2.1
Industrials1.4
Energy1.3

Market Cap. Distribution

SWEENEY & MICHEL, LLC has about 34.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED56.6
MEGA-CAP26.2
SMALL-CAP8.7
LARGE-CAP8.5

Stocks belong to which Index?

About 42.9% of the stocks held by SWEENEY & MICHEL, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others57.2
S&P 50034.2
RUSSELL 20008.7
Top 5 Winners (%)%
TSLA
tesla inc
31.2 %
GOOG
alphabet inc
31.2 %
PLTR
palantir technologies inc
25.8 %
CMI
cummins inc
21.9 %
JNJ
johnson & johnson
21.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
3.8 M
AAPL
apple inc
2.4 M
IJR
ishares tr
1.2 M
JNJ
johnson & johnson
1.1 M
ABBV
abbvie inc
0.4 M
Top 5 Losers (%)%
UPS
united parcel service inc
-17.6 %
KKR
kkr & co inc
-16.5 %
SBUX
starbucks corp
-16.4 %
ABNB
airbnb inc
-12.0 %
DE
deere & co
-11.3 %
Top 5 Losers ($)$
COST
costco whsl corp new
-0.2 M
VZ
verizon communications inc
-0.2 M
AMZN
amazon com inc
-0.1 M
WFC
wells fargo co new
-0.1 M
TCBK
trico bancshares
-0.1 M

SWEENEY & MICHEL, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SWEENEY & MICHEL, LLC

SWEENEY & MICHEL, LLC has 136 stocks in it's portfolio. About 50.6% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for SWEENEY & MICHEL, LLC last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions