Patrick Mauro Investment Advisor, INC.

RIA/Wealth

Patrick Mauro Investment Advisor, INC. is a RIA/Wealth led by Patrick John Mauro, reporting $196.2M in AUM as of Q3 2025 with 54% concentrated in top 10 holdings.

CEOPatrick John Mauro

Portfolio Value: $188.2M
Positions: 38
Top Holding: IXUS at 7.7%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Patrick Mauro Investment Advisor, INC.'s portfolio (54.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core MSCI Total International Stock IXUS	ETF ETF	$14.5M	7.70%	+$1.0M Bought	— 175.4K shares	Q3 2022 Held for 3y 2m
2 CME Group CME	Financial - Data & Stock Exchanges Financial Services	$13.3M	7.08%	+$632.5K Bought	0.01% 49.3K shares	Q3 2022 Held for 3y 2m
3 Watsco WSO	Industrial - Distribution Industrials	$12.3M	6.52%	+$1.4M Bought	0.07% 30.3K shares	Q3 2022 Held for 3y 2m
4 Pfizer PFE	Drug Manufacturers - General Healthcare	$12.1M	6.44%	+$471.7K Bought	0.01% 475.6K shares	Q3 2022 Held for 3y 2m
5 Verizon Communications VZ	Telecommunications Services Communication Services	$10.7M	5.70%	+$489.1K Bought	0.01% 243.9K shares	Q3 2022 Held for 3y 2m
6 Microsoft MSFT	Software - Infrastructure Technology	$10.3M	5.50%	-$779.0K Sold	0.00% 20.0K shares	Q3 2022 Held for 3y 2m
7 CNA Financial CNA	Insurance - Property & Casualty Financial Services	$7.5M	3.97%	+$704.9K Bought	0.06% 160.9K shares	Q3 2022 Held for 3y 2m
8 Lockheed Martin LMT	Aerospace & Defense Industrials	$7.4M	3.92%	-$2.0M Sold	0.01% 14.8K shares	Q3 2022 Held for 3y 2m
9 McDonald's MCD	Restaurants Consumer Cyclical	$7.3M	3.86%	+$986.4K Bought	0.00% 23.9K shares	Q3 2022 Held for 3y 2m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$7.0M	3.73%	-$2.5M Sold	0.00% 28.9K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Patrick Mauro Investment Advisor, INC.'s latest filing

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Market Value

$188.2M

Prior: $174.4M

Q/Q Change

+7.86%

+$13.7M

Net Flows % of MV

-2.42%

Turnover Ratio

8.73%

New Purchases

1 stocks

$269.6K

Added To

19 stocks

+$12.6M

Sold Out Of

3 stocks

$5.9M

Reduced Holdings

15 stocks

-$11.6M

Increased Positions

Position	Shares Δ	Change
1 VanEck J. P. Morgan EM Local Currency Bond EMLC	New	0 → 10.6K +$269.6K
2 Berkshire Hathaway BRK.B	+532.41%	762.0 → 4.8K +$2.0M
3 Air Products and Chemicals APD	+310.46%	3.1K → 12.8K +$2.6M
4 Amcor AMCR	+110.38%	18.2K → 38.2K +$164.0K
5 Raytheon Technologies RTX	+19.45%	31.3K → 37.4K +$1.0M

Decreased Positions

Position	Shares Δ	Change
1 CVS Health CVS	Sold	60.3K → 0 −$3.9M
2 Kellogg Company KLG	Sold	75.3K → 0 −$1.1M
3 Microchip Technology MCHP	Sold	12.8K → 0 −$771.2K
4 AES AES	-59.79%	595.2K → 239.3K −$4.7M
5 Alphabet Inc. GOOGL	-26.57%	39.3K → 28.9K −$2.5M