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Portfolio (Quarterly) Guide ↗

Patrick Mauro Investment Advisor, INC.

· CIK 0001953787
13F Portfolio $199M AUM 40 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 14 Added 22 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 RTX RTX CORP Industrials 34,098 $6.3M 3.27% SOLD
2 JPM JPMORGAN CHASE & CO Financial Services 2,439 $786K 0.41% SOLD
3 IAGG ISHARES INTERNTINL AGGRGT BND ETF 4,155 $208K 0.11% SOLD
Sector Allocation
Industrials 21.1%
Financial Services 14.5%
Consumer Defensive 12.9%
Healthcare 12.7%
Communication Services 11.9%
Technology 9.6%
Utilities 6.9%
Basic Materials 5.6%
Consumer Cyclical 5.0%