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Portfolio (Quarterly) Guide ↗

Patrick Mauro Investment Advisor, INC.

· CIK 0001953787
13F Portfolio $191M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AES AES CORP Utilities 240,005.0 $3.4M 1.80% NEW $14.34 +2.4%
22 KMB KIMBERLY CLARK CORP Consumer Defensive 31,092.0 $3.1M 1.64% NEW $100.89 -0.7%
23 BMY BRISTOL MYERS SQUIBB CO Healthcare 54,241.0 $2.9M 1.53% NEW $53.94 +5.7%
24 GLD SPDR GOLD SHARES ETF Financial Services 6,475.0 $2.8M 1.47% NEW $433.07 -4.5%
25 BERKSHIRE HATHAWAY CLASS CLASS B 5,408.0 $2.7M 1.42% NEW $502.65
26 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 49,297.0 $2.7M 1.39% NEW $53.83 +15.9%
27 APD AIR PRODS & CHEMS INC Basic Materials 10,365.0 $2.6M 1.34% NEW $247.02 +15.1%
28 ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS 49,304.0 $2.5M 1.33% NEW $51.57
29 COST COSTCO WHSL CORP NEW Consumer Defensive 2,899.0 $2.5M 1.31% NEW $862.34 +15.7%
30 GOOG ALPHABET INC CLASS CLASS C Communication Services 7,357.0 $2.3M 1.21% NEW $313.80 +23.2%
31 SO SOUTHERN CO Utilities 23,582.0 $2.1M 1.07% NEW $87.20 +6.6%
32 DUK DUKE ENERGY CORP NEW Utilities 13,728.0 $1.6M 0.84% NEW $117.21 +5.9%
33 NVDA NVIDIA CORP Technology 5,061.0 $944K 0.49% NEW $186.50 +14.9%
34 JPM JPMORGAN CHASE & CO Financial Services 2,439.0 $786K 0.41% NEW $322.22 -8.1%
35 EMLC VANECK J P MORGAN EM LCLCRY BND ETF 29,610.0 $765K 0.40% NEW $25.82 -1.0%
36 ABT ABBOTT LABS Healthcare 5,411.0 $678K 0.35% NEW $125.29 -31.3%
37 ED CONSOLIDATED EDISON INC Utilities 5,144.0 $511K 0.27% NEW $99.32 +7.4%
38 AMCOR PLC F 48,408.0 $404K 0.21% NEW $8.34
39 CAG CONAGRA BRANDS INC Consumer Defensive 22,724.0 $393K 0.21% NEW $17.31 -22.2%
40 DOV DOVER CORP Industrials 1,258.0 $246K 0.13% NEW $195.24 +8.7%
Page 2 of 3  ·  42 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
Industrials 22.0%
Financial Services 14.8%
Healthcare 12.7%
Communication Services 12.6%
Consumer Defensive 11.5%
Technology 9.6%
Utilities 6.7%
Basic Materials 5.3%
Consumer Cyclical 4.9%