$162 Million is the total value of Patrick Mauro Investment Advisor, INC.'s 40 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | Exit | WALT DISNEY CO | $0 | – | -2,180 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WATSCO INC | 5 | Q3 2023 | 7.9% |
| CME GROUP INC CLASS A | 5 | Q3 2023 | 7.1% |
| LOCKHEED MARTIN CORP | 5 | Q3 2023 | 5.7% |
| ISHARES CORE MSCI TOTL INTL STCK ETF | 5 | Q3 2023 | 5.3% |
| VERIZON COMMUNICATN | 5 | Q3 2023 | 5.1% |
| CISCO SYSTEMS INC | 5 | Q3 2023 | 5.0% |
| CVS HEALTH CORP | 5 | Q3 2023 | 4.6% |
| KIMBERLY CLARK CORP | 5 | Q3 2023 | 4.5% |
| ABBVIE INC | 5 | Q3 2023 | 4.4% |
| PFIZER INC | 5 | Q3 2023 | 4.1% |
View Patrick Mauro Investment Advisor, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View Patrick Mauro Investment Advisor, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.