Stock Taper

SWEENEY & MICHEL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Morgan Stanley Direct Lending FundMSDL10.5K$162.01K
AbbVie Inc.ABBV9.93K$2.44M
The Charles Schwab CorporationSCHW8.25K$888.16K
Walmart Inc.WMT8.14K$910.6K
Merck & Co., Inc.MRK7.45K$957.5K
Ally Financial Inc.ALLY6.86K$299.79K
Costco Wholesale CorporationCOST5.91K$5.6M
Enterprise Products Partners L.P.EPD5.82K$219.74K
MetLife, Inc.MET5.72K$559.4K
Chevron CorporationCVX5.39K$1.01M
Blackstone Inc.BX5.33K$730.86K
Amgen Inc.AMGN5.1K$2.1M
Barrick Mining CorporationB5.05K$220.77K
The Procter & Gamble CompanyPG4.98K$726.12K
Starbucks CorporationSBUX4.98K$525.5K
UnitedHealth Group IncorporatedUNH4.6K$1.87M
Altria Group, Inc.MO4.14K$283.1K
Exxon Mobil CorporationXOM4.06K$621.95K
FedEx CorporationFDX4.06K$1.29M
QUALCOMM IncorporatedQCOM3.85K$647.01K