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Portfolio (Quarterly) Guide ↗

SWEENEY & MICHEL, LLC

· CIK 0001979556
13F Portfolio $381M AUM 164 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 49 Added 55 Reduced
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MO ALTRIA GROUP INC Consumer Defensive 4,142.0 $283K 0.07% +43.0 +1.1% $68.35 +0.4%
42 WM WASTE MGMT INC DEL Industrials 1,225.0 $279K 0.07% +102.0 +9.1% $227.68 -3.5%
43 FQAL FIDELITY COVINGTON TRUST 3,256.0 $277K 0.07% +207.0 +6.8% $85.04 -0.2%
44 BND VANGUARD BD INDEX FDS 3,771.0 $273K 0.07% +50.0 +1.3% $72.41 -0.1%
45 SUSB ISHARES TR 9,808.0 $244K 0.06% +818.0 +9.1% $24.86 -0.1%
46 HYXF ISHARES TR 5,152.0 $239K 0.06% +101.0 +2.0% $46.45 +0.3%
47 AGNG GLOBAL X FDS 6,163.0 $234K 0.06% +310.0 +5.3% $37.92 +0.9%
48 ESGD ISHARES TR 2,063.0 $222K 0.06% +31.0 +1.5% $107.71 -1.0%
49 EPD ENTERPRISE PRODS PARTNERS L 5,821.0 $220K 0.06% +76.0 +1.3% $37.75
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 21.9%
Healthcare 13.6%
Consumer Defensive 7.8%
Consumer Cyclical 6.1%
Industrials 6.0%
Energy 3.7%
Communication Services 2.7%
Real Estate 2.4%
Basic Materials 0.7%