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Portfolio (Quarterly) Guide ↗

SWEENEY & MICHEL, LLC

· CIK 0001979556
13F Portfolio $339M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New
Page 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DE DEERE & CO Industrials 457.0 $280K 0.08% NEW $612.74 -3.8%
122 FMAT FIDELITY COVINGTON TRUST 4,477.0 $279K 0.08% NEW $62.33 -4.2%
123 BND VANGUARD BD INDEX FDS 3,697.0 $275K 0.08% NEW $74.32 -1.3%
124 MO ALTRIA GROUP INC Consumer Defensive 4,099.0 $270K 0.08% NEW $65.93 +4.8%
125 FIDELITY COVINGTON TRUST 3,606.0 $269K 0.08% NEW $74.57
126 SHLD GLOBAL X FDS 3,757.0 $268K 0.08% NEW $71.40 -12.7%
127 ETN EATON CORP PLC Industrials 674.0 $267K 0.08% NEW $396.15 +6.5%
128 WM WASTE MGMT INC DEL Industrials 1,071.0 $251K 0.07% NEW $234.63 -8.5%
129 SEMI COLUMBIA ETF TR I 8,000.0 $250K 0.07% NEW $31.23 +29.9%
130 CGBL CAPITAL GROUP CORE BALANCED 6,751.0 $246K 0.07% NEW $36.43 +4.5%
131 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 653.0 $244K 0.07% NEW $374.01 +23.6%
132 WDFC WD 40 CO Basic Materials 1,025.0 $242K 0.07% NEW $236.10 -3.8%
133 B BARRICK MNG CORP Basic Materials 5,045.0 $240K 0.07% NEW $47.64 -15.3%
134 WRN WESTERN COPPER & GOLD CORP Basic Materials 73,219.0 $239K 0.07% NEW $3.27 -27.5%
135 UPS UNITED PARCEL SERVICE INC Industrials 1,972.0 $237K 0.07% NEW $120.02 -12.6%
136 FQAL FIDELITY COVINGTON TRUST 3,042.0 $235K 0.07% NEW $77.27 +4.7%
137 ESGE ISHARES INC 4,600.0 $228K 0.07% NEW $49.58 +14.1%
138 XLF SELECT SECTOR SPDR TR 4,318.0 $228K 0.07% NEW $52.74 +1.6%
139 SUSB ISHARES TR 8,922.0 $225K 0.07% NEW $25.27 -1.3%
140 ESGD ISHARES TR 2,032.0 $211K 0.06% NEW $103.78 -0.6%
Page 7 of 8  ·  141 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 27.3%
Communication Services 18.7%
Financial Services 18.4%
Healthcare 10.3%
Consumer Defensive 7.3%
Industrials 4.8%
Consumer Cyclical 4.7%
Energy 4.7%
Real Estate 2.5%
Basic Materials 0.6%