Patrick Mauro Investment Advisor, INC.
SEC Form 13F institutional filer · CIK 0001953787
13F-HR · 34 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
57.6%
Patrick Mauro Investment Advisor, INC. — $176M AUM allocation strategy
Patrick Mauro Investment Advisor, INC. files SEC Form 13F and reports $176M of long US equity value across 34 reported holdings for 2026-03-31.
Its largest sector bet is Financials 14.5%, followed by Industrials 13.3% and Communication Services 11.0%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Patrick Mauro Investment Advisor, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$176M
total across 34 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KMB +43.5K sh · +$4.06M+$ADP +17.6K sh · +$2.65M+$IVV +11.9K sh · +$1.55M
Biggest trims (shares)
−$PFE −67.6K sh · −$372K−$AES −57.1K sh · −$864K−$AMCR −33.9K sh · +$173K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data8.0%—
- Integrated Telecommunication Services7.0%—
- Pharmaceuticals6.6%—
- Aerospace & Defense6.5%—
- Systems Software5.1%—
- Restaurants4.8%—
- Multi-line Insurance4.2%—
- Household Products4.1%—
- Other holdings53.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CME | CME Group Inc | 47.6K | $14.1M | -1.89K | 8.0% |
| $VZ | Verizon Communications Inc | 245K | $12.3M | -22.1K | 7.0% |
| $PFE | Pfizer Inc | 412K | $11.6M | -67.6K | 6.6% |
| $MSFT | Microsoft Corporation | 24.4K | $9.02M | +4.98K | 5.1% |
| $MCD | McDonald's Corporation | 26.7K | $8.31M | -153 | 4.7% |
| $L | Loews Corporation | 161K | $7.41M | -5.55K | 4.2% |
| $KMB | Kimberly-Clark Corporation | 74.6K | $7.19M | +43.5K | 4.1% |
| $LIN | Linde plc | 14.4K | $7.14M | -465 | 4.1% |
| $ADP | Automatic Data Processing Inc | 34.9K | $7.09M | +17.6K | 4.0% |
…and 25 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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