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Q2 2026 13F · SEC CIK 1953787

Patrick Mauro Investment Advisor, INC.

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$199.0M
Reported positions
38
Top holdings a year, 3 yrs
+10.6%
Assets under management
$212.1M

Patrick Mauro Investment Advisor, INC. is a wealth manager that reported 38 positions worth $199.0M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Tr (IXUS, 10.9%), Watsco (WSO, 7.0%), Cme Group Inc (CME, 5.8%). A portfolio copying its top holdings returned 10.6% a year over the last 3 years, against 20.4% for the S&P 500.

Patrick Mauro Investment Advisor, INC. holdings all 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Patrick Mauro Investment Advisor, INC. 13F holdings
Stock% of 13F valueShare changeReported value
IXUSIshares Tr10.9%+14.2%$21.7M
WSOWatsco7.0%-5.4%$13.9M
CMECme Group Inc5.8%+10.7%$11.6M
MSFTMicrosoft Corp5.7%+24.4%$11.3M
VZVerizon Communications Inc5.5%+4.7%$10.9M
ADPAutomatic Data Processing in4.4%+11.0%$8.7M
MCDMcdonalds Corp4.2%+17.0%$8.5M
KMBKimberly-Clark Corp4.1%-0.5%$8.1M
CNACna Finl Corp4.0%+1.1%$7.9M
ABBVAbbvie Inc3.9%+16.1%$7.8M
LINLinde PLC3.6%-4.4%$7.1M
RTXRtx Corporation3.6%—$7.1M
CSCOCisco Sys Inc3.1%-32.0%$6.1M
PGProcter & Gamble Co2.6%+14.3%$5.2M
WMWaste Mgmt Inc Del2.4%-3.3%$4.7M
PFEPfizer Inc2.3%-54.8%$4.5M
LMTLockheed Martin Corp2.1%-7.7%$4.1M
APDAir Products and Chemicals I2.0%+94.5%$4.1M
EMLCVaneck ETF Trust2.0%+147.8%$4.0M
AEPAmerican Elec Pwr Co Inc2.0%-3.7%$3.9M
PEPPepsico Inc1.9%+28.1%$3.8M
CNICanadian Natl Ry Co1.9%-6.9%$3.8M
GOOGLAlphabet Inc1.8%-59.7%$3.5M
BRK-BBerkshire Hathaway Inc Del1.6%-20.1%$3.3M
MDLZMondelez International1.4%-4.4%$2.8M
BMYBristol-Myers Squibb Co1.4%-2.8%$2.7M
GLDSpdr Gold Tr1.4%+28.7%$2.7M
COSTCostco Wholesale Corporation1.3%-1.6%$2.6M
GOOGAlphabet Inc1.3%+0.8%$2.5M
SOSouthern Co1.0%-3.8%$2.1M
DUKDuke Energy Corp New1.0%+1.3%$2.1M
AESAES Corp0.9%-34.1%$1.8M
DOVDover Corp0.6%+8.0%$1.3M
NVDANvidia Corporation0.5%+0.0%$1.0M
AMCRAmcor PLC0.3%—$648K
EDConsolidated Edison Inc0.3%-1.2%$540K
GLWCorning Inc0.1%—$230K
CATCaterpillar Inc0.1%—$213K

What Patrick Mauro Investment Advisor, INC. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+12.0% /yr
S&P 500 +20.1%
3 years
+10.6% /yr
S&P 500 +20.4%
5 years
+8.7% /yr
S&P 500 +19.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$199.0M38
Q1 2026$198.9M40
Q4 2025$191.3M42
Q3 2025$190.4M40
Q2 2025$176.7M40
Q1 2025$183.0M42
Q4 2024$175.0M42
Q3 2024$189.8M43
Q2 2024$172.3M43
Q1 2024$175.9M42
Q4 2023$168.0M42
Q3 2023$154.3M42

Questions about Patrick Mauro Investment Advisor, INC.'s portfolio

What stocks does Patrick Mauro Investment Advisor, INC. own?

Patrick Mauro Investment Advisor, INC.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 38 positions worth $199.0M. The largest are Ishares Tr (IXUS) at 10.9%, Watsco (WSO) at 7.0%, Cme Group Inc (CME) at 5.8%, Microsoft Corp (MSFT) at 5.7% and Verizon Communications Inc (VZ) at 5.5%.

What did Patrick Mauro Investment Advisor, INC. buy last quarter?

In Q2 2026, Patrick Mauro Investment Advisor, INC. added a new position in Rtx Corporation (RTX), a new position in Amcor PLC (AMCR), a new position in Corning Inc (GLW), a new position in Caterpillar Inc (CAT), Vaneck ETF Trust (EMLC) (+147.8% shares), Air Products and Chemicals I (APD) (+94.5% shares) and Spdr Gold Tr (GLD) (+28.7% shares), compared with its Q1 2026 filing.

What did Patrick Mauro Investment Advisor, INC. sell last quarter?

In Q2 2026, Patrick Mauro Investment Advisor, INC. sold all of Rtx Corp (RTX), sold all of Roche Holding AG (RHHBY), sold all of Amcor PLC (AMCR), sold all of Abbott Laboratories (ABT), sold all of Conagra Brands Inc (CAG), Alphabet Inc (GOOGL) (-59.7% shares), Pfizer Inc (PFE) (-54.8% shares) and AES Corp (AES) (-34.1% shares), compared with its Q1 2026 filing.

How has Patrick Mauro Investment Advisor, INC.'s portfolio performed?

A portfolio copying Patrick Mauro Investment Advisor, INC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.0% against +20.1%. Over 5 years: +8.7% a year against +19.3%.

When is Patrick Mauro Investment Advisor, INC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Patrick Mauro Investment Advisor, INC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Patrick Mauro Investment Advisor, INC. manage?

Patrick Mauro Investment Advisor, INC. reported $212.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $199.0M.