Sweeney & Michel, LLC

13F filer · CIK 0001979556

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$381MU.S. long equity reported on 13F

Positions9313 new · 0 closed

Net flow last quarter+$5.18MBuys minus sells

Top 10 positions weight28.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202693 positions
AAPLApple Inc.	$23.6M	6.21%	0.00%	-0.1%	Q1 2023
GOOGAlphabet Inc.	$22.7M	5.97%	Not reported	+0.1%	Q1 2023
FRDMFreedom Environmental Services, Inc.	$10.8M	2.83%	Not reported	+117.4%	Q3 2025
BRK.BBerkshire Hathaway Inc	$10.4M	2.74%	Not reported	-0.8%	Q1 2023
MSFTMicrosoft Corp	$7.51M	1.97%	0.00%	-2.0%	Q1 2023
TCBKTrico Bancshares /	$7.25M	1.90%	0.40%	+0.4%	Q1 2023
JNJJohnson & Johnson	$7.21M	1.89%	0.00%	-7.7%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.21M	1.63%	Not reported	+0.4%	Q1 2023
COSTCostco Wholesale Corp	$5.6M	1.47%	0.00%	-1.8%	Q1 2023
JPMJPMorgan Chase & Co	$5.46M	1.44%	0.00%	-10.8%	Q1 2023
CALIChina Auto Logistics Inc	$4.25M	1.12%	Not reported	+26.0%	Q1 2025
AMZNAmazon Com Inc	$4.06M	1.07%	0.00%	-2.4%	Q1 2023
PLDPrologis, Inc.	$2.72M	0.71%	0.00%	-15.3%	Q3 2023
NVDANvidia Corp	$2.61M	0.69%	0.00%	-38.6%	Q1 2023
ABBVAbbVie Inc.	$2.44M	0.64%	0.00%	-1.1%	Q1 2023
AMGNAmgen Inc	$2.1M	0.55%	0.00%	+0.4%	Q1 2023
UNHUnitedhealth Group Inc	$1.87M	0.49%	0.00%	New	Q2 2026
BACBank of America Corp	$1.8M	0.47%	0.00%	-2.4%	Q1 2023
WFCWells Fargo & Company	$1.59M	0.42%	0.00%	-11.9%	Q1 2023
VZVerizon Communications Inc	$1.54M	0.40%	0.00%	-10.3%	Q1 2023
GLDSPDR Gold Trust	$1.49M	0.39%	0.00%	+0.6%	Q1 2023
CATCaterpillar Inc	$1.48M	0.39%	0.00%	+0.1%	Q1 2023
FDXFedex Corp	$1.29M	0.34%	0.00%	+0.2%	Q1 2023
ASMLAsml Holding NV	$1.28M	0.34%	0.00%	+1.9%	Q1 2023
SHELShell plc	$1.26M	0.33%	0.00%	-4.5%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$1.04M	0.27%	Not reported	+1.3%	Q1 2024
TSLATesla, Inc.	$1.02M	0.27%	0.00%	-0.7%	Q1 2023
CVXChevron Corp	$1.01M	0.26%	0.00%	+0.5%	Q1 2023
MRKMerck & Co., Inc.	$958K	0.25%	0.00%	-3.2%	Q1 2023
METAMeta Platforms, Inc.	$949K	0.25%	Not reported	+1.8%	Q1 2023
WMTWalmart Inc.	$911K	0.24%	0.00%	+2.8%	Q1 2023
SCHWSchwab Charles Corp	$888K	0.23%	0.00%	+12.6%	Q1 2023
RQICohen & Steers Quality Income Realty Fund Inc	$820K	0.22%	Not reported	+0.9%	Q1 2023
UNPUnion Pacific Corp	$771K	0.20%	0.00%	+0.1%	Q1 2023
BXBlackstone Inc.	$731K	0.19%	0.00%	+0.7%	Q1 2023
PGPROCTER & GAMBLE Co	$726K	0.19%	0.00%	+2.1%	Q1 2023
WTAIWorld Transport Authority, Inc.	$693K	0.18%	Not reported	-0.6%	Q3 2023
MCKMckesson Corp	$682K	0.18%	0.00%	-6.7%	Q1 2023
CMICummins Inc	$664K	0.17%	0.00%	Not reported	Q1 2023
PLTRPalantir Technologies Inc.	$656K	0.17%	0.00%	-34.1%	Q2 2024
QCOMQualcomm Inc	$647K	0.17%	0.00%	+0.1%	Q1 2023
XOMExxonMobil Holdings Corp	$622K	0.16%	0.00%	-1.4%	Q1 2023
VVisa Inc.	$595K	0.16%	0.00%	-0.2%	Q1 2023
PMPhilip Morris International Inc.	$592K	0.16%	0.00%	+0.5%	Q1 2023
NCANuveen California Municipal Value Fund	$589K	0.15%	Not reported	-6.9%	Q1 2023
KMIKinder Morgan, Inc.	$579K	0.15%	0.00%	-81.2%	Q1 2023
IBMInternational Business Machines Corp	$568K	0.15%	0.00%	+0.6%	Q2 2025
METMetlife Inc	$559K	0.15%	0.00%	-12.4%	Q1 2023
SBUXStarbucks Corp	$525K	0.14%	0.00%	+0.3%	Q1 2023
FBTCFidelity Wise Origin Bitcoin Fund	$525K	0.14%	0.00%	-7.5%	Q1 2024

Q1 2026Reported Apr 16, 202679 positions
GOOGAlphabet Inc.	$20.5M	6.04%	Not reported	-0.4%	Q1 2023
AAPLApple Inc.	$19.6M	5.75%	0.00%	-0.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$9.68M	2.85%	Not reported	+0.1%	Q1 2023
JNJJohnson & Johnson	$7.16M	2.11%	0.00%	+0.2%	Q1 2023
TCBKTrico Bancshares /	$6.32M	1.86%	0.40%	+0.3%	Q1 2023
COSTCostco Wholesale Corp	$5.9M	1.74%	0.00%	-1.6%	Q1 2023
MSFTMicrosoft Corp	$5.89M	1.73%	0.00%	-0.2%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.72M	1.68%	Not reported	+0.3%	Q1 2023
JPMJPMorgan Chase & Co	$5.38M	1.58%	0.00%	+0.1%	Q1 2023
FRDMFreedom Environmental Services, Inc.	$4.5M	1.32%	Not reported	+3.6%	Q3 2025
AMZNAmazon Com Inc	$3.64M	1.07%	0.00%	+1.4%	Q1 2023
NVDANvidia Corp	$3.59M	1.06%	0.00%	-0.1%	Q1 2023
CALIChina Auto Logistics Inc	$3.37M	0.99%	Not reported	+22.7%	Q1 2025
KMIKinder Morgan, Inc.	$3.2M	0.94%	0.00%	+1.3%	Q1 2023
PLDPrologis, Inc.	$3.14M	0.92%	0.00%	+0.9%	Q3 2023
ABBVAbbVie Inc.	$2.07M	0.61%	0.00%	-1.2%	Q1 2023
WFCWells Fargo & Company	$1.8M	0.53%	0.00%	+0.2%	Q1 2023
AMGNAmgen Inc	$1.78M	0.52%	0.00%	+0.4%	Q1 2023
VZVerizon Communications Inc	$1.65M	0.49%	0.00%	-1.4%	Q1 2023
GLDSPDR Gold Trust	$1.62M	0.48%	0.00%	+0.4%	Q1 2023
BACBank of America Corp	$1.56M	0.46%	0.00%	+0.3%	Q1 2023
FDXFedex Corp	$1.51M	0.44%	0.00%	-1.0%	Q1 2023
CATCaterpillar Inc	$1.39M	0.41%	0.00%	+3.6%	Q1 2023
SHELShell plc	$1.38M	0.41%	0.00%	-1.3%	Q1 2023
TSLATesla, Inc.	$1.1M	0.32%	0.00%	Not reported	Q1 2023
ASMLAsml Holding NV	$1.08M	0.32%	0.00%	-0.4%	Q1 2023
CVXChevron Corp	$1.03M	0.30%	0.00%	+0.5%	Q1 2023
METAMeta Platforms, Inc.	$999K	0.29%	Not reported	+1.4%	Q1 2023
WMTWalmart Inc.	$987K	0.29%	0.00%	0.0%	Q1 2023
MRKMerck & Co., Inc.	$924K	0.27%	0.00%	+0.4%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$879K	0.26%	Not reported	+0.3%	Q1 2024
RQICohen & Steers Quality Income Realty Fund Inc	$834K	0.25%	Not reported	-5.7%	Q1 2023
PLTRPalantir Technologies Inc.	$766K	0.23%	0.00%	Not reported	Q2 2024
MCKMckesson Corp	$727K	0.21%	0.00%	Not reported	Q1 2023
SCHWSchwab Charles Corp	$710K	0.21%	0.00%	+1.6%	Q1 2023
PGPROCTER & GAMBLE Co	$701K	0.21%	0.00%	-0.6%	Q1 2023
UNPUnion Pacific Corp	$661K	0.19%	0.00%	+0.2%	Q1 2023
NCANuveen California Municipal Value Fund	$650K	0.19%	Not reported	+0.1%	Q1 2023
BXBlackstone Inc.	$645K	0.19%	0.00%	+2.3%	Q1 2023
FBTCFidelity Wise Origin Bitcoin Fund	$641K	0.19%	0.00%	-0.5%	Q1 2024
CMICummins Inc	$637K	0.19%	0.00%	Not reported	Q1 2023
XOMExxonMobil Holdings Corp	$629K	0.18%	0.00%	-4.7%	Q1 2023
PEPPepsico Inc	$580K	0.17%	0.00%	+0.6%	Q1 2023
IBMInternational Business Machines Corp	$566K	0.17%	0.00%	+0.6%	Q2 2025
WTAIWorld Transport Authority, Inc.	$541K	0.16%	Not reported	+4.9%	Q3 2023
VVisa Inc.	$509K	0.15%	0.00%	+0.1%	Q1 2023
PMPhilip Morris International Inc.	$506K	0.15%	0.00%	+0.6%	Q1 2023
QCOMQualcomm Inc	$505K	0.15%	0.00%	-4.1%	Q1 2023
MCDMcdonalds Corp	$505K	0.15%	0.00%	+0.4%	Q1 2023
METMetlife Inc	$492K	0.14%	0.00%	+0.8%	Q1 2023

Q4 2025Reported Feb 13, 202677 positions
AAPLApple Inc.	$20.8M	6.15%	0.00%	+1.3%	Q1 2023
GOOGAlphabet Inc.	$20.1M	5.93%	Not reported	-0.6%	Q1 2023
BRK.BBerkshire Hathaway Inc	$10.1M	2.97%	Not reported	+0.4%	Q1 2023
JNJJohnson & Johnson	$7.24M	2.14%	0.00%	-13.0%	Q1 2023
TCBKTrico Bancshares /	$6.37M	1.88%	0.39%	-1.0%	Q1 2023
MSFTMicrosoft Corp	$6.21M	1.83%	0.00%	+1.0%	Q1 2023
COSTCostco Wholesale Corp	$5.98M	1.77%	0.00%	+0.1%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.82M	1.72%	Not reported	+0.3%	Q1 2023
JPMJPMorgan Chase & Co	$5.32M	1.57%	0.00%	-4.2%	Q1 2023
FRDMFreedom Environmental Services, Inc.	$4.37M	1.29%	Not reported	+1.9%	Q3 2025
NVDANvidia Corp	$3.61M	1.06%	0.00%	-4.8%	Q1 2023
PLDPrologis, Inc.	$3.18M	0.94%	0.00%	-8.5%	Q3 2023
KMIKinder Morgan, Inc.	$3.1M	0.92%	0.00%	-0.5%	Q1 2023
AMZNAmazon Com Inc	$3.05M	0.90%	0.00%	+3.5%	Q1 2023
CALIChina Auto Logistics Inc	$2.76M	0.82%	Not reported	+389.3%	Q1 2025
ABBVAbbVie Inc.	$2.24M	0.66%	0.00%	+0.8%	Q1 2023
AMGNAmgen Inc	$1.86M	0.55%	0.00%	-0.1%	Q1 2023
WFCWells Fargo & Company	$1.84M	0.54%	0.00%	+0.5%	Q1 2023
VZVerizon Communications Inc	$1.81M	0.53%	0.00%	-61.9%	Q1 2023
GLDSPDR Gold Trust	$1.73M	0.51%	0.00%	+0.7%	Q1 2023
BACBank of America Corp	$1.57M	0.46%	0.00%	+0.3%	Q1 2023
FDXFedex Corp	$1.5M	0.44%	0.00%	-1.3%	Q1 2023
TSLATesla, Inc.	$1.34M	0.40%	0.00%	-4.7%	Q1 2023
CATCaterpillar Inc	$1.31M	0.39%	0.00%	+3.2%	Q1 2023
SHELShell plc	$1.21M	0.36%	0.00%	+1.9%	Q1 2023
METAMeta Platforms, Inc.	$1.04M	0.31%	Not reported	-4.3%	Q1 2023
ASMLAsml Holding NV	$1.04M	0.31%	0.00%	-1.5%	Q1 2023
WMTWalmart Inc.	$1.02M	0.30%	0.00%	+1.3%	Q1 2023
CVXChevron Corp	$991K	0.29%	0.00%	+0.7%	Q1 2023
MRKMerck & Co., Inc.	$914K	0.27%	0.00%	+7.8%	Q1 2023
RQICohen & Steers Quality Income Realty Fund Inc	$885K	0.26%	Not reported	+2.7%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$870K	0.26%	Not reported	+3.7%	Q1 2024
MCKMckesson Corp	$801K	0.24%	0.00%	+0.1%	Q1 2023
PLTRPalantir Technologies Inc.	$785K	0.23%	0.00%	-2.1%	Q2 2024
PGPROCTER & GAMBLE Co	$785K	0.23%	0.00%	+0.5%	Q1 2023
BXBlackstone Inc.	$691K	0.20%	0.00%	-7.8%	Q1 2023
UNPUnion Pacific Corp	$690K	0.20%	0.00%	+0.1%	Q1 2023
SCHWSchwab Charles Corp	$689K	0.20%	0.00%	+10.7%	Q1 2023
XOMExxonMobil Holdings Corp	$673K	0.20%	0.00%	+0.3%	Q1 2023
NCANuveen California Municipal Value Fund	$663K	0.20%	Not reported	-9.0%	Q1 2023
IBMInternational Business Machines Corp	$645K	0.19%	0.00%	+0.6%	Q2 2025
PEPPepsico Inc	$625K	0.18%	0.00%	+2.9%	Q1 2023
CMICummins Inc	$617K	0.18%	0.00%	Not reported	Q1 2023
FBTCFidelity Wise Origin Bitcoin Fund	$593K	0.17%	0.00%	+1.1%	Q1 2024
PMPhilip Morris International Inc.	$576K	0.17%	0.00%	+1.1%	Q1 2023
QCOMQualcomm Inc	$566K	0.17%	0.00%	-1.1%	Q1 2023
VVisa Inc.	$541K	0.16%	0.00%	+0.1%	Q1 2023
MCDMcdonalds Corp	$534K	0.16%	0.00%	+2.9%	Q1 2023
HDHome Depot, Inc.	$517K	0.15%	0.00%	-6.9%	Q1 2023
METMetlife Inc	$511K	0.15%	0.00%	+0.7%	Q1 2023

Q3 2025Reported Nov 13, 202577 positions
AAPLApple Inc.	$18.3M	6.15%	0.00%	+5.9%	Q1 2023
GOOGAlphabet Inc.	$15.4M	5.19%	Not reported	-3.0%	Q1 2023
BRK.BBerkshire Hathaway Inc	$9.82M	3.30%	Not reported	+0.1%	Q1 2023
MSFTMicrosoft Corp	$7.77M	2.61%	0.00%	-3.2%	Q1 2023
JNJJohnson & Johnson	$6.58M	2.21%	0.00%	+2.2%	Q1 2023
COSTCostco Wholesale Corp	$5.69M	1.91%	0.00%	+0.3%	Q1 2023
JPMJPMorgan Chase & Co	$5.38M	1.81%	0.00%	-1.0%	Q1 2023
TCBKTrico Bancshares /	$5.3M	1.78%	0.39%	+0.9%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.1M	1.71%	Not reported	+0.3%	Q1 2023
VZVerizon Communications Inc	$3.86M	1.30%	0.00%	-0.9%	Q1 2023
NVDANvidia Corp	$3.65M	1.23%	0.00%	+1.1%	Q1 2023
AMZNAmazon Com Inc	$3.12M	1.05%	0.00%	+6.3%	Q1 2023
FRDMFreedom Environmental Services, Inc.	$3.09M	1.04%	Not reported	New	Q3 2025
PLDPrologis, Inc.	$2.76M	0.93%	0.00%	+5.3%	Q3 2023
KMIKinder Morgan, Inc.	$2.69M	0.90%	0.00%	+0.6%	Q1 2023
ABBVAbbVie Inc.	$2.32M	0.78%	0.00%	+0.4%	Q1 2023
WFCWells Fargo & Company	$1.6M	0.54%	0.00%	-7.1%	Q1 2023
AMGNAmgen Inc	$1.47M	0.49%	0.00%	+1.4%	Q1 2023
BACBank of America Corp	$1.41M	0.48%	0.00%	-9.0%	Q1 2023
TSLATesla, Inc.	$1.36M	0.46%	0.00%	+1.7%	Q1 2023
GLDSPDR Gold Trust	$1.36M	0.46%	0.00%	+1.1%	Q1 2023
METAMeta Platforms, Inc.	$1.14M	0.38%	Not reported	-0.3%	Q1 2023
SHELShell plc	$1.06M	0.36%	0.00%	-2.4%	Q1 2023
PLTRPalantir Technologies Inc.	$1.04M	0.35%	0.00%	-22.9%	Q2 2024
FBTCFidelity Wise Origin Bitcoin Fund	$1.01M	0.34%	0.00%	+1.2%	Q1 2024
FDXFedex Corp	$932K	0.31%	0.00%	+0.4%	Q1 2023
BXBlackstone Inc.	$863K	0.29%	0.00%	-12.5%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$807K	0.27%	Not reported	+0.1%	Q1 2024
RQICohen & Steers Quality Income Realty Fund Inc	$807K	0.27%	Not reported	+1.9%	Q1 2023
CATCaterpillar Inc	$805K	0.27%	0.00%	+3.2%	Q1 2023
WMTWalmart Inc.	$796K	0.27%	0.00%	+0.1%	Q1 2023
CVXChevron Corp	$789K	0.27%	0.00%	-2.4%	Q1 2023
PGPROCTER & GAMBLE Co	$731K	0.25%	0.00%	-2.0%	Q1 2023
ASMLAsml Holding NV	$687K	0.23%	0.00%	+0.1%	Q1 2023
NCANuveen California Municipal Value Fund	$676K	0.23%	Not reported	+0.2%	Q1 2023
IBMInternational Business Machines Corp	$654K	0.22%	0.00%	+0.6%	Q2 2025
MCKMckesson Corp	$642K	0.22%	0.00%	+0.1%	Q1 2023
QCOMQualcomm Inc	$624K	0.21%	0.00%	+0.3%	Q1 2023
MRKMerck & Co., Inc.	$611K	0.21%	0.00%	+0.1%	Q1 2023
SCHWSchwab Charles Corp	$600K	0.20%	0.00%	+0.2%	Q1 2023
UNPUnion Pacific Corp	$591K	0.20%	0.00%	-1.6%	Q1 2023
VVisa Inc.	$564K	0.19%	0.00%	+1.7%	Q1 2023
CALIChina Auto Logistics Inc	$564K	0.19%	Not reported	+0.6%	Q1 2025
PEPPepsico Inc	$539K	0.18%	0.00%	-1.5%	Q1 2023
HDHome Depot, Inc.	$534K	0.18%	0.00%	+4.0%	Q1 2023
METMetlife Inc	$513K	0.17%	0.00%	+0.7%	Q1 2023
PMPhilip Morris International Inc.	$490K	0.16%	0.00%	+0.5%	Q1 2023
MCDMcdonalds Corp	$477K	0.16%	0.00%	+12.8%	Q1 2023
XOMExxonMobil Holdings Corp	$477K	0.16%	0.00%	+2.7%	Q1 2023
WTAIWorld Transport Authority, Inc.	$458K	0.15%	Not reported	Not reported	Q3 2023

Premium opens every quarter this fund has filed