Patrick Mauro Investment Advisor, INC.

CIK 0001953787 · OAK BROOK, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Patrick Mauro Investment Advisor, INC. reported 38 positions worth $199.0M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IXUS (10.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$199.0M
2026 Q2
Positions
38
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.5%
Est. Net Flow (Q)
2026 Q2
10 / 38 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IXUSISHARES TRSH$21.7M10.93%227,748
2WSOWATSCO INCSH$13.9M6.97%33,278
3CMECME GROUP INCSH$11.6M5.85%52,702
4MSFTMICROSOFT CORPSH$11.3M5.68%30,298
5VZVERIZON COMMUNICATIONS INCSH$10.9M5.46%256,759
6ADPAUTOMATIC DATA PROCESSING INSH$8.7M4.36%38,758
7MCDMCDONALDS CORPSH$8.5M4.25%31,269
8KMBKIMBERLY-CLARK CORPSH$8.1M4.09%74,186
9CNACNA FINL CORPSH$7.9M3.99%163,241
10ABBVABBVIE INCSH$7.8M3.93%31,042

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Patrick Mauro Investment Advisor, INC. hold as of Q2 2026?

Patrick Mauro Investment Advisor, INC. reported 38 positions worth $199.0M in its Q2 2026 13F filing. Largest positions: IXUS (10.9%), WSO (7.0%), CME (5.8%), MSFT (5.7%) and VZ (5.5%).

What did Patrick Mauro Investment Advisor, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Patrick Mauro Investment Advisor, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.