Patrick Mauro Investment Advisor, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$198.9M
Q ending 2026-03-31
Prior quarter
$191.3M
Q ending 2025-12-31
Change
+4.0% QoQ · +8.7% YoY
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core Msci Total Internatio | IXUS | Shares | $17.3M | 199K |
| Cme Group Inc Class Class A | CME | Shares | $14.1M | 48K |
| Watsco Inc | WSO | Shares | $12.8M | 35K |
| Verizon Communications I | VZ | Shares | $12.3M | 245K |
| Pfizer Inc | PFE | Shares | $11.6M | 412K |
| Microsoft Corp | MSFT | Shares | $9.0M | 24K |
| Mcdonalds Corp | MCD | Shares | $8.3M | 27K |
| Cna Finl Corp | CNA | Shares | $7.4M | 161K |
| Kimberly Clark Corp | KMB | Shares | $7.2M | 75K |
| Linde Plc F | Shares | $7.1M | 14K | |
| Automatic Data Processin | ADP | Shares | $7.1M | 35K |
| Alphabet Inc Class Class A | GOOGL | Shares | $7.1M | 25K |
| Rtx Corp | Shares | $6.1M | 32K | |
| Cisco Sys Inc | CSCO | Shares | $5.9M | 77K |
| Abbvie Inc | ABBV | Shares | $5.8M | 27K |
| Lockheed Martin Corp | LMT | Shares | $5.3M | 9K |
| Waste Mgmt Inc Del | WM | Shares | $5.0M | 22K |
| Procter & Gamble Co | PG | Shares | $4.5M | 31K |
| American Elec Pwr Co Inc | AEP | Shares | $3.9M | 30K |
| Berkshire Hathaway Class B | BRK/B | Shares | $3.9M | 8K |
| Canadian Natl Ry Co F | CNI | Shares | $3.5M | 34K |
| Pepsico Inc | PEP | Shares | $3.4M | 22K |
| Bristol Myers Squibb Co | BMY | Shares | $3.0M | 49K |
| Mondelez Intl Inc Class A | MDLZ | Shares | $3.0M | 51K |
| Costco Whsl Corp New | COST | Shares | $2.8M | 3K |
| Aes Corp | AES | Shares | $2.6M | 183K |
| Spdr Gold Shares | GLD | Shares | $2.5M | 6K |
| Roche Hldg Ltd Fsponsored Adr 1 Ad | RHHBY | Shares | $2.3M | 46K |
| Southern Co | SO | Shares | $2.2M | 23K |
| Duke Energy Corp New | DUK | Shares | $2.1M | 16K |
| Air Prods & Chems Inc | APD | Shares | $2.1M | 7K |
| Alphabet Inc Class Class C | GOOG | Shares | $2.0M | 7K |
| Vaneck J.P. Morgan Em Local Curren | EMLC | Shares | $1.6M | 62K |
| Dover Corp | DOV | Shares | $1.1M | 5K |
| Nvidia Corp | NVDA | Shares | $883K | 5K |
| Amcor Plc F | Shares | $577K | 15K | |
| Abbott Labs | ABT | Shares | $563K | 5K |
| Consolidated Edison Inc | ED | Shares | $559K | 5K |
| Conagra Brands Inc | CAG | Shares | $375K | 24K |
| Disney Walt Co | DIS | Shares | $202K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.