Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McGinn Penninger Investment Management, Inc. (CIK 1845031) reported $153.0M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($11.7M, 7.65%), META ($10.8M, 7.07%), JPM ($10.4M, 6.78%), MSFT ($9.9M, 6.48%), GS ($7.3M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC. | $11.7M | 7.65% | 46,090 | Trimmed |
| 2 | META | META PLATFORMS INC. | $10.8M | 7.07% | 18,890 | Trimmed |
| 3 | JPM | JP MORGAN CHASE & CO | $10.4M | 6.78% | 35,278 | Trimmed |
| 4 | MSFT | MICROSOFT CORPORATION | $9.9M | 6.48% | 26,797 | Trimmed |
| 5 | GS | GOLDMAN SACHS GROUP INC | $7.3M | 4.75% | 8,594 | Trimmed |
| 6 | FDX | FEDEX CORP. | $7.2M | 4.71% | 20,247 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $7.2M | 4.69% | 42,332 | Trimmed |
| 8 | DLTR | DOLLAR TREE INC. | $7.2M | 4.68% | 65,405 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $6.4M | 4.20% | 26,280 | Trimmed |
| 10 | BAC | BANK OF AMERICA CORP | $6.1M | 3.96% | 124,416 | Trimmed |
| 11 | UNH | UNITEDHEALTH GROUP INC. | $5.8M | 3.77% | 21,291 | Trimmed |
| 12 | BA | BOEING CO. | $5.7M | 3.71% | 28,491 | Trimmed |
| 13 | MRK | MERCK CO. | $5.3M | 3.48% | 44,311 | Trimmed |
| 14 | SBUX | STARBUCKS CORP. | $5.2M | 3.42% | 58,448 | Added |
| 15 | SLB | SLB LTD | $5.1M | 3.31% | 98,411 | Trimmed |
| 16 | NKE | NIKE | $4.9M | 3.23% | 93,545 | Added |
| 17 | DIS | WALT DISNEY COMPANY | $4.9M | 3.20% | 50,845 | Trimmed |
| 18 | CVX | CHEVRON | $4.5M | 2.97% | 21,922 | Trimmed |
| 19 | PCG | PACIFIC GAS & ELECTRIC | $4.5M | 2.94% | 256,165 | Trimmed |
| 20 | HD | HOME DEPOT | $4.4M | 2.89% | 13,464 | Trimmed |
| 21 | SPG | SIMON PPTY GROUP NEW | $4.0M | 2.59% | 21,212 | Trimmed |
| 22 | TGT | TARGET CORP. | $3.6M | 2.35% | 29,665 | Trimmed |
| 23 | LVMUY | LVMH MOET HENNESSY LOUIS VUITT | $3.5M | 2.29% | 32,060 | Added |
| 24 | DEO | DIAGEO PLC | $3.5M | 2.26% | 46,527 | Added |
| 25 | VT | VANGUARD TOTAL WORLD STOCK ETF | $589,000 | 0.39% | 4,258 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31