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  Name: SWEENEY & MICHEL LLC
  City: CHICO
  State: CA
  Zip: 95926
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,843,000
  Total Value Change : $34,953,000
  Securities Held Change : 5
   
All Securities Held : 110
  New Positions : 12
  Closed Positions : 7
  Increased Positions : 53
  Unchanged Positions : 3
  Decreased Positions : 42

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CMI)1 Year Chart         CMI Cummins Inc 91 - $284.91 $304,000 1,029 0.13% 80,000 0 0.001    Diversified Machinery
   (WDFC)1 Year Chart         WDFC WD-40 Company 102 - $230.98 $246,000 1,025 0.11% 23,000 0 0    Specialty Chemicals
   (LVLU)1 Year Chart         LVLU Lulus Fashion Lounge Holdin... 110 - $1.91 $88,000 51,059 0.04% -24,000 0 0.133    N/A

      3 Records Found
  1    
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