Portfolio (Quarterly) Guide ↗

SWEENEY & MICHEL, LLC

· CIK 0001979556

13F Portfolio $340M AUM 145 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 58 Added 17 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UPS	UNITED PARCEL SERVICE INC	Industrials	1,972	$237K	0.07%	SOLD

Sector Allocation

Technology 26.4%

Communication Services 19.1%

Financial Services 18.6%

Healthcare 10.2%

Consumer Defensive 7.2%

Energy 5.2%

Consumer Cyclical 5.0%

Industrials 4.7%

Real Estate 2.5%

Utilities 0.7%