Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

McGinn Penninger Investment Management, Inc. (CIK 1845031) reported $164.5M across 38 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($13.1M, 7.98%), JPM ($11.4M, 6.91%), META ($10.6M, 6.42%), MSFT ($9.9M, 6.05%), UNH ($8.8M, 5.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC.$13.1M7.98%45,330Trimmed
2JPMJP MORGAN CHASE & CO$11.4M6.91%34,708Trimmed
3METAMETA PLATFORMS INC.$10.6M6.42%18,731Trimmed
4MSFTMICROSOFT CORPORATION$9.9M6.05%26,656Trimmed
5UNHUNITEDHEALTH GROUP INC.$8.8M5.34%21,126Trimmed
6GSGOLDMAN SACHS GROUP INC$8.6M5.20%8,460Trimmed
7DLTRDOLLAR TREE INC.$7.9M4.81%65,355Trimmed
8BACBANK OF AMERICA CORP$7.0M4.23%122,166Trimmed
9JNJJOHNSON & JOHNSON$6.6M4.01%25,942Trimmed
10DEODIAGEO PLC$6.5M3.92%80,262Added
11FDXFEDEX CORP.$6.3M3.83%20,112Trimmed
12BABOEING CO.$6.1M3.73%28,316Trimmed
13SBUXSTARBUCKS CORP.$5.9M3.61%58,157Trimmed
14MRKMERCK CO.$5.7M3.44%44,031Trimmed
15XOMEXXON MOBIL CORP$5.1M3.09%37,142Trimmed
16DISWALT DISNEY COMPANY$4.9M2.97%50,670Trimmed
17HDHOME DEPOT$4.9M2.95%13,765Added
18SPGSIMON PPTY GROUP NEW$4.7M2.86%21,012Trimmed
19CRMSALESFORCE INC.$4.7M2.83%29,749New
20SLBSLB LTD$4.6M2.78%98,526Added
21NKENIKE$3.9M2.36%94,570Added
22TGTTARGET CORP.$3.9M2.35%29,535Trimmed
23LVMUYLVMH MOET HENNESSY LOUIS VUITT$3.6M2.21%32,925Added
24CVXCHEVRON$3.6M2.19%21,737Trimmed
25FDXFFEDEX FREIGHT HOLDING CO.$1.5M0.92%10,028New

Source: SEC Form 13F filings · as of 2026-06-30