SWEENEY & MICHEL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TCBK | 126K | $6.32M |
 | KMI | 100K | $3.20M |
 | AAPL | 75K | $19.57M |
 | CALY | 67K | $3.37M |
 | GOOG | 64K | $20.53M |
 | VZ | 36K | $1.65M |
 | OBDC | 33K | $362.11K |
 | JNJ | 30K | $7.16M |
 | BAC | 29K | $1.56M |
 | PLD | 23K | $3.14M |
 | WFC | 21K | $1.80M |
 | BRK-B | 20K | $9.68M |
 | NVDA | 19K | $3.59M |
 | JPM | 17K | $5.38M |
 | MSFT | 15K | $5.89M |
 | AMZN | 15K | $3.64M |
 | SHEL | 15K | $1.38M |
 | T | 13K | $323.21K |
 | MSDL | 11K | $153.51K |
 | ABBV | 10K | $2.07M |
TriCo Bancshares
TCBK
Shares Held
126K
Value
$6.32M
Kinder Morgan, Inc.
KMI
Shares Held
100K
Value
$3.20M
Apple Inc.
AAPL
Shares Held
75K
Value
$19.57M
Callaway Golf Company
CALY
Shares Held
67K
Value
$3.37M
Alphabet Inc.
GOOG
Shares Held
64K
Value
$20.53M
Verizon Communications Inc.
VZ
Shares Held
36K
Value
$1.65M
Blue Owl Capital Corporation
OBDC
Shares Held
33K
Value
$362.11K
Johnson & Johnson
JNJ
Shares Held
30K
Value
$7.16M
Bank of America Corporation
BAC
Shares Held
29K
Value
$1.56M
Prologis, Inc.
PLD
Shares Held
23K
Value
$3.14M
Wells Fargo & Company
WFC
Shares Held
21K
Value
$1.80M
Berkshire Hathaway Inc.
BRK-B
Shares Held
20K
Value
$9.68M
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.59M
JPMorgan Chase & Co.
JPM
Shares Held
17K
Value
$5.38M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$5.89M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.64M
Shell plc
SHEL
Shares Held
15K
Value
$1.38M
AT&T Inc.
T
Shares Held
13K
Value
$323.21K
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
11K
Value
$153.51K
AbbVie Inc.
ABBV
Shares Held
10K
Value
$2.07M