McGinn Penninger Investment Management, Inc.

CIK: 0001845031Latest portfolio: $172.2M · Q4 2025

Holdings

35

Total Value

$172.2M

New Positions

1

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC.
56,298$15.3M8.89%+573
2
METAMETA PLATFORMS INC.
21,208$14.0M8.13%+670
3
MSFTMICROSOFT CORPORATION
28,196$13.6M7.92%+581
4
JPMJP MORGAN CHASE & CO
41,275$13.3M7.72%+33
5
DLTRDOLLAR TREE INC.
71,011$8.7M5.07%+306
6
GSGOLDMAN SACHS GROUP INC
9,275$8.2M4.73%-12
7
UNHUNITEDHEALTH GROUP INC.
22,476$7.4M4.31%+176
8
BACBANK OF AMERICA CORP
132,215$7.3M4.22%+265
9
BABOEING CO.
30,982$6.7M3.91%+3K
10
FDXFEDEX CORP.
21,293$6.2M3.57%+120
11
DISWALT DISNEY COMPANY
53,802$6.1M3.55%+333
12
XOMEXXON MOBIL CORP
49,563$6.0M3.46%+61
13
JNJJOHNSON & JOHNSON
28,022$5.8M3.37%+10
14
HDHOME DEPOT
15,407$5.3M3.08%+135
15
MRKMERCK CO.
47,230$5.0M2.89%+379
16
SBUXSTARBUCKS CORP.
57,730$4.9M2.82%-3,880
17
LVMUYLVMH MOET HENNESSY LOUIS VUITT
31,067$4.7M2.72%-938
18
NKENIKE
71,940$4.6M2.66%-25,530
19
CVXCHEVRON
29,083$4.4M2.57%+135
20
PCGPACIFIC GAS & ELECTRIC
265,898$4.3M2.48%+250
21
SPGSIMON PPTY GROUP NEW
22,668$4.2M2.44%+44
22
SLBSLB LTD
100,366$3.9M2.24%-884
23
DEODIAGEO PLC
38,374$3.3M1.92%-8,528
24
TGTTARGET CORP.
30,642$3.0M1.74%-974
25
INTCINTEL CORPORATION
47,806$1.8M1.02%-49,720

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
BA31K+3K
META21K+670
MSFT28K+581
AAPL56K+573
MRK47K+379
DIS54K+333
DLTR71K+306
QDF8K+301
BAC132K+265
PCG266K+250

Decreased Positions

NameSharesChange
INTC48K-49720
NKE72K-25530
DEO38K-8528
SBUX58K-3880
SUSA5K-1420
TGT31K-974
LVMUY31K-938
SLB100K-884
VIG1K-85
VT4K-37

Sector Breakdown

Financial Services0.0% ($1.3300815372726396e+27T)
Consumer Cyclical0.0% ($530248.6T)
Technology0.0% ($15305.1T)
Consumer Defensive0.0% ($873.5T)
Healthcare0.0% ($742.1T)
Energy0.0% ($596.4T)
Communication Services0.0% ($140.0B)
Industrials0.0% ($67.3B)
Unknown0.0% ($4.7B)
Utilities0.0% ($4.3M)
Real Estate0.0% ($4.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$172.2M35
Q3 2025Nov 13, 2025$170.6M35
Q2 2025Aug 5, 2025$158.1M38
Q1 2025Apr 28, 2025$152.8M44
Q4 2024Feb 12, 2025$149.7M25

Fund Information

CIK0001845031
Most Recent FilingFeb 9, 2026
Number of Filings5

McGinn Penninger Investment Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $172.2M across 35 holdings. The largest position is APPLE INC. (AAPL), representing 8.9% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.