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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
Page 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IUSG ISHARES TR 9,348.0 $1.6M 0.46% $167.41 +12.7%
42 BAC BANK AMERICA CORP Financial Services 29,217.0 $1.6M 0.46% $53.35 +5.3%
43 FDX FEDEX CORP Industrials 4,052.0 $1.5M 0.44% -42.0 -1.0% $371.89 -12.3%
44 XLK SELECT SECTOR SPDR TR 9,848.0 $1.4M 0.42% $145.61 +31.5%
45 CAT CATERPILLAR INC Industrials 1,752.0 $1.4M 0.41% +61.0 +3.6% $791.73 +24.5%
46 SHEL SHELL PLC Energy 14,884.0 $1.4M 0.41% -188.0 -1.2% $92.60 -14.9%
47 VDC VANGUARD WORLD FD 6,032.0 $1.4M 0.40% +69.0 +1.2% $224.21 +0.8%
48 VNQ VANGUARD INDEX FDS 13,397.0 $1.3M 0.37% +142.0 +1.1% $93.33 +2.4%
49 VTI VANGUARD INDEX FDS 3,598.0 $1.2M 0.36% $338.68 +9.2%
50 IGRO ISHARES TR 12,659.0 $1.1M 0.33% -90.0 -0.7% $87.40 +0.5%
51 TSLA TESLA INC Consumer Cyclical 3,135.0 $1.1M 0.33% $352.42 +13.6%
52 XT ISHARES TR 15,058.0 $1.1M 0.32% $71.81 +14.5%
53 ASML ASML HLDG NV Technology 720.0 $1.1M 0.32% $1499.38 +28.7%
54 IJR ISHARES TR 7,874.0 $1.0M 0.30% $131.81 +8.7%
55 FDVV FIDELITY COVINGTON TRUST 17,981.0 $1.0M 0.30% +245.0 +1.4% $57.49 +5.4%
56 CVX CHEVRON CORPORATION Energy 5,360.0 $1.0M 0.30% +29.0 +0.5% $191.77 -9.5%
57 IJH ISHARES TR 14,094.0 $1.0M 0.29% $71.21 +6.4%
58 META META PLATFORMS INC Communication Services 1,574.0 $999K 0.29% +21.0 +1.4% $634.72 -9.1%
59 WMT WALMART INC Consumer Defensive 7,922.0 $987K 0.29% $124.58 -5.9%
60 FSTA FIDELITY COVINGTON TRUST 18,234.0 $953K 0.28% $52.25 +0.3%
Page 3 of 8  ·  145 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 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%