Patrick Mauro Investment Advisor, INC.
•CIK: 1953787•Filing: Q4 2025
**Patrick Mauro Investment Advisor, INC.** manages $191M across a diversified portfolio of 42 positions. The fund exhibits notable concentration in international equities, highlighted by the top holding in IXUS at $15.5M. Further allocations include significant exposure to commodities via CME ($13.5M) and major financial and technology names such as PFE ($11.9M), WSO ($11.5M), and MSFT ($9.4M). This structure suggests a tactical approach balancing global diversification with targeted sector bets.
Total AUM
$191.3M
QoQ Performance
+0.4%
Positions
42
Top 10 Concentration
54.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IXUS
CME
PFE
WSO
BAC
IXUS8.1%
CME7.1%
PFE6.2%
WSO6.0%
BAC5.7%
MSFT4.9%
MCD4.3%
CNA4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.5%
Technology13.9%
Healthcare11.2%
Financial7.5%
Industrial6.6%
Consumer5.6%
Consumer Staples4.7%
Materials4.7%
🚪 Exited Positionssold since Q3 2025
—
Berkshire Hathaway, Inc. Cl B
SOLD
$214.2K
Changes from Q3 2025
NEW3 new positions
↑23 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023