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

Currently, Patrick Mauro Investment Advisor, INC. holds 40 types of securities in its portfolio with a total value $198.9M. In the most recent quarter, they have increased their positions in N/A (+31.6K shares, valued at $6.1M), KMB (+43.5K shares, valued at $4.2M), ADP (+17.6K shares, valued at $3.6M); decreased their positions in PEP (-22.6K shares, valued at $3.5M), LMT (-4.4K shares, valued at $2.7M), PFE (-67.6K shares, valued at $1.9M); initiated new positions in N/A (+31.6K shares, valued at $6.1M).

1M P&L

+867.7K+0.51%

3M P&L

-4.0M-2.28%

HY P&L

+10.2M+6.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A21.3M

12.7%

2Drug Manufacturers - General20.4M

12.1%

3Financial Data & Stock Exchanges14.1M

8.4%

Top Industries by Stock Count

1Drug Manufacturers - General3 stocks

9.1%

2Utilities - Regulated Electric3 stocks

9.1%

3N/A3 stocks

9.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF199.4K shares8.77%2026-03-312026-05-06

CME CME GROUP INC CLASS CLASS A47.6K shares-3.81%2026-03-312026-05-06

WSO WATSCO INC35.2K shares3.04%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS I245.3K shares-8.25%2026-03-312026-05-06

PFE PFIZER INC412.0K shares-14.09%2026-03-312026-05-06

MSFT MICROSOFT CORP24.4K shares25.67%2026-03-312026-05-06

MCD MCDONALDS CORP26.7K shares-0.57%2026-03-312026-05-06

CNA CNA FINL CORP161.5K shares-3.32%2026-03-312026-05-06

Sponsored

KMB KIMBERLY CLARK CORP74.6K shares139.88%2026-03-312026-05-06

LINDE PLC F LINDE PLC F14.4K shares-3.13%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSIN34.9K shares101.91%2026-03-312026-05-06

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A24.6K shares-2.39%2026-03-312026-05-06

RTX CORP RTX CORP31.6K sharesnew addition2026-03-312026-05-06

CSCO CISCO SYS INC76.6K shares-1.22%2026-03-312026-05-06

ABBV ABBVIE INC26.7K shares4.26%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP8.8K shares-33.65%2026-03-312026-05-06

Sponsored

WM WASTE MGMT INC DEL21.8K shares-0.45%2026-03-312026-05-06

PG PROCTER & GAMBLE CO31.2K shares1.10%2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC29.9K shares-5.07%2026-03-312026-05-06

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B8.1K shares50.39%2026-03-312026-05-06

CNI CANADIAN NATL RY CO F34.0K shares-3.78%2026-03-312026-05-06

PEP PEPSICO INC21.9K shares-50.69%2026-03-312026-05-06

BMY BRISTOL MYERS SQUIBB CO49.0K shares-9.74%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC CLASS A51.3K shares4.02%2026-03-312026-05-06

Sponsored

COST COSTCO WHSL CORP NEW2.9K shares-1.45%2026-03-312026-05-06

AES AES CORP182.9K shares-23.78%2026-03-312026-05-06

GLD SPDR GOLD SHARES5.7K shares-11.81%2026-03-312026-05-06

ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS45.6K shares-7.56%2026-03-312026-05-06

SO SOUTHERN CO22.6K shares-4.27%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.0K shares16.43%2026-03-312026-05-06

APD AIR PRODS & CHEMS INC7.1K shares-31.14%2026-03-312026-05-06

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C7.1K shares-3.64%2026-03-312026-05-06

Sponsored

EMLC VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF62.5K shares111.05%2026-03-312026-05-06

DOV DOVER CORP5.3K shares320.11%2026-03-312026-05-06

NVDA NVIDIA CORP5.1K shares0.00%2026-03-312026-05-06

AMCR AMCOR PLC F14.5K shares-70.01%2026-03-312026-05-06

ABT ABBOTT LABS5.5K shares1.37%2026-03-312026-05-06

ED CONSOLIDATED EDISON INC4.9K shares-3.93%2026-03-312026-05-06

CAG CONAGRA BRANDS INC23.9K shares5.08%2026-03-312026-05-06

DIS DISNEY WALT CO2.1K shares0.00%2026-03-312026-05-06

Sponsored

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

8.77%

Shares199.4K

Event2026-03-31

Filed2026-05-06

CME

CME GROUP INC CLASS CLASS A

-3.81%

Shares47.6K

Event2026-03-31

Filed2026-05-06

WSO

WATSCO INC

3.04%

Shares35.2K

Event2026-03-31

Filed2026-05-06

VERIZON COMMUNICATIONS I

-8.25%

Shares245.3K

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC

-14.09%

Shares412.0K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

25.67%

Shares24.4K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

-0.57%

Shares26.7K

Event2026-03-31

Filed2026-05-06

CNA

CNA FINL CORP

-3.32%

Shares161.5K

Event2026-03-31

Filed2026-05-06

KMB

KIMBERLY CLARK CORP

139.88%

Shares74.6K

Event2026-03-31

Filed2026-05-06

LINDE PLC F

-3.13%

Shares14.4K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSIN

101.91%

Shares34.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC CLASS CLASS A

-2.39%

Shares24.6K

Event2026-03-31

Filed2026-05-06

RTX CORP

New

Shares31.6K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

-1.22%

Shares76.6K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

4.26%

Shares26.7K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

-33.65%

Shares8.8K

Event2026-03-31

Filed2026-05-06

WASTE MGMT INC DEL

-0.45%

Shares21.8K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

1.10%

Shares31.2K

Event2026-03-31

Filed2026-05-06

AEP

AMERICAN ELEC PWR CO INC

-5.07%

Shares29.9K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY CLASS B

50.39%

Shares8.1K

Event2026-03-31

Filed2026-05-06

CNI

CANADIAN NATL RY CO F

-3.78%

Shares34.0K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

-50.69%

Shares21.9K

Event2026-03-31

Filed2026-05-06

BMY

BRISTOL MYERS SQUIBB CO

-9.74%

Shares49.0K

Event2026-03-31

Filed2026-05-06

MDLZ

MONDELEZ INTL INC CLASS A

4.02%

Shares51.3K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHSL CORP NEW

-1.45%

Shares2.9K

Event2026-03-31

Filed2026-05-06

AES

AES CORP

-23.78%

Shares182.9K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD SHARES

-11.81%

Shares5.7K

Event2026-03-31

Filed2026-05-06

ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS

-7.56%

Shares45.6K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

-4.27%

Shares22.6K

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

16.43%

Shares16.0K

Event2026-03-31

Filed2026-05-06

APD

AIR PRODS & CHEMS INC

-31.14%

Shares7.1K

Event2026-03-31

Filed2026-05-06

ALPHABET INC CLASS CLASS C

-3.64%

Shares7.1K

Event2026-03-31

Filed2026-05-06

EMLC

VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF

111.05%

Shares62.5K

Event2026-03-31

Filed2026-05-06

DOV

DOVER CORP

320.11%

Shares5.3K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORP

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-06

AMCR

AMCOR PLC F

-70.01%

Shares14.5K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABS

1.37%

Shares5.5K

Event2026-03-31

Filed2026-05-06

CONSOLIDATED EDISON INC

-3.93%

Shares4.9K

Event2026-03-31

Filed2026-05-06

CAG

CONAGRA BRANDS INC

5.08%

Shares23.9K

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available