1y return+20.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $127 against $133 in the S&P 500.2
Sweeney & Michel, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ITOTIshares Tr | $33.4M | 8.8% | |
| DGROIshares Tr | $30.6M | 8.0% | |
| HDVIshares Tr | $24.1M | 6.3% | +6.9% |
| AAPLApple Inc | $23.6M | 6.2% | |
| GOOGAlphabet Inc | $22.7M | 6.0% | |
| SHYGIshares Tr | $14.2M | 3.7% | |
| CGIECapital Group International | $13.4M | 3.5% | +8.1% |
| VYMIVanguard Whitehall Fds | $12.8M | 3.4% | +16.7% |
| CGDGCapital Group Dividend Growe | $11.0M | 2.9% | −1.4% |
| FRDMEa Series Trust | $10.8M | 2.8% | +117.4% |
| BRK/BBerkshire Hathaway Inc Del | $10.4M | 2.7% | |
| MSFTMicrosoft Corp | $7.5M | 2.0% | −2.0% |
| TCBKTrico Bancshares | $7.3M | 1.9% | |
| JNJJohnson & Johnson | $7.2M | 1.9% | −7.7% |
| VYMVanguard Whitehall Fds | $6.2M | 1.6% | |
| VIGIVanguard Whitehall Fds | $5.9M | 1.6% | −1.6% |
| COSTCostco Wholesale Corporation | $5.6M | 1.5% | −1.8% |
| JPMJpmorgan Chase & Co | $5.5M | 1.4% | −10.8% |
| FUTYFidelity Covington Trust | $5.4M | 1.4% | +4.9% |
| CALIBlackrock Etf Trust II | $4.2M | 1.1% | +26.0% |
| AMZNAmazon Com Inc | $4.1M | 1.1% | −2.4% |
| IEMGIshares Inc | $3.9M | 1.0% | |
| MTUMIshares Tr | $3.0M | 0.8% | −7.7% |
| PLDPrologis Inc. | $2.7M | 0.7% | −15.3% |
| NVDANvidia Corporation | $2.6M | 0.7% | −38.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | March 31, 2025 | +126.2% | $22.7M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $2.6M |
| FTECFidelity Covington Trust | March 31, 2025 | +77.1% | $2.0M |
| MTUMIshares Tr | March 31, 2025 | +69.6% | $3.0M |
| FRDMEa Series Trust | September 30, 2025 | +64.5% | $10.8M |
| IEMGIshares Inc | March 31, 2025 | +53.5% | $3.9M |
| JNJJohnson & Johnson | March 31, 2025 | +53.1% | $7.2M |
| CGGOCapital Group Gbl Growth Eqt | March 31, 2025 | +49.4% | $2.1M |
| IUSGIshares Tr | March 31, 2025 | +48.0% | $1.8M |
| BACBank Of Amer Corp | March 31, 2025 | +36.5% | $1.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +5.1% | +10.5% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sweeney & Michel, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1979556&type=13F-HR&dateb=&owner=include&count=40CIK 1979556
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1979556/000175496026000720/Filed August 11, 2026 · accession 0001754960-26-000720