The Analysis of Patrick Mauro Investment Advisor, INC.'s Holdings


Currently, Patrick Mauro Investment Advisor, INC. holds 42 types of securities in its portfolio with a total value $191.3M. In the most recent quarter, they have increased their positions in WSO (+3.8K shares, valued at $1.3M), VZ (+23.4K shares, valued at $954.4K), MCD (+3.0K shares, valued at $913.5K); decreased their positions in N/A (-3.7K shares, valued at $1.1M), SO (-12.7K shares, valued at $1.1M), LMT (-1.6K shares, valued at $773.9K); initiated new positions in CAG (+22.7K shares, valued at $393.4K), DOV (+1.3K shares, valued at $245.6K), IAGG (+4.2K shares, valued at $207.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF183.3K shares4.51%2025-12-312026-02-10history
CME CME GROUP INC CLASS A49.5K shares0.39%2025-12-312026-02-10history
PFE PFIZER INC479.6K shares0.83%2025-12-312026-02-10history
WSO WATSCO INC34.1K shares12.48%2025-12-312026-02-10history
VZ VERIZON COMMUNICATIONS I267.4K shares9.61%2025-12-312026-02-10history
MSFT MICROSOFT CORP19.4K shares-2.95%2025-12-312026-02-10history
MCD MCDONALDS CORP26.9K shares12.52%2025-12-312026-02-10history
CNA CNA FINL CORP167.0K shares3.82%2025-12-312026-02-10history
Sponsored
ALPHABET INC CLASS A ALPHABET INC CLASS A25.2K shares-12.69%2025-12-312026-02-10history
PEP PEPSICO INC44.5K shares1.65%2025-12-312026-02-10history
LMT LOCKHEED MARTIN CORP13.2K shares-10.82%2025-12-312026-02-10history
LINDE PLC F LINDE PLC F14.9K shares2.78%2025-12-312026-02-10history
RTX RTX CORP34.1K shares-8.94%2025-12-312026-02-10history
CSCO CISCO SYS INC77.6K shares-1.09%2025-12-312026-02-10history
ABBV ABBVIE INC25.6K shares-3.49%2025-12-312026-02-10history
WM WASTE MGMT INC DEL21.9K shares1.51%2025-12-312026-02-10history
Sponsored
ADP AUTOMATIC DATA PROCESSIN17.3K shares-0.35%2025-12-312026-02-10history
PG PROCTER & GAMBLE CO30.9K shares1.75%2025-12-312026-02-10history
AEP AMERICAN ELEC PWR CO INC31.5K shares-5.89%2025-12-312026-02-10history
CNI CANADIAN NATL RY CO F35.3K shares0.41%2025-12-312026-02-10history
AES AES CORP240.0K shares0.28%2025-12-312026-02-10history
KMB KIMBERLY CLARK CORP31.1K shares39.44%2025-12-312026-02-10history
BMY BRISTOL MYERS SQUIBB CO54.2K shares-3.36%2025-12-312026-02-10history
GLD SPDR GOLD SHARES ETF6.5K shares-19.82%2025-12-312026-02-10history
Sponsored
BERKSHIRE HATHAWAY CLASS CLASS B BERKSHIRE HATHAWAY CLASS CLASS B5.4K shares23.10%2025-12-312026-02-10history
MDLZ MONDELEZ INTL INC CLASS A49.3K shares11.54%2025-12-312026-02-10history
APD AIR PRODS & CHEMS INC10.4K shares-19.22%2025-12-312026-02-10history
ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS49.3K shares-9.29%2025-12-312026-02-10history
COST COSTCO WHSL CORP NEW2.9K shares2.84%2025-12-312026-02-10history
ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C7.4K shares-4.34%2025-12-312026-02-10history
SO SOUTHERN CO23.6K shares-35.05%2025-12-312026-02-10history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.7K shares-0.64%2025-12-312026-02-10history
Sponsored
NVDA NVIDIA CORP5.1K shares0.14%2025-12-312026-02-10history
JPM JPMORGAN CHASE & CO2.4K shares5.81%2025-12-312026-02-10history
EMLC VANECK J P MORGAN EM LCLCRY BND ETF29.6K shares180.21%2025-12-312026-02-10history
ABT ABBOTT LABS5.4K shares4.04%2025-12-312026-02-10history
ED CONSOLIDATED EDISON INC5.1K shares0.37%2025-12-312026-02-10history
AMCR AMCOR PLC F48.4K shares26.71%2025-12-312026-02-10history
CAG CONAGRA BRANDS INC22.7K sharesnew addition2025-12-312026-02-10history
DOV DOVER CORP1.3K sharesnew addition2025-12-312026-02-10history
Sponsored
DIS DISNEY WALT CO2.1K shares0.00%2025-12-312026-02-10history
IAGG ISHARES INTERNTINL AGGRGT BND ETF4.2K sharesnew addition2025-12-312026-02-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available