account_balance
Investment manager · 13F filer · SEC CIK 1845031
McGinn Penninger Investment Management, Inc.
Reported value$167Mas of Sep 30, 2026
Positions35 0 new, 3 sold out
Top 10 weight56.8%AAPL alone is 9%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.8%Trimmed −3%
METAMeta Platforms, Inc.
8.1%
MSFTMicrosoft Corp
8.0%Trimmed −2%
JPMJPMorgan Chase & Co
6.7%Trimmed −3%
UNHUnitedHealth Group Inc
4.5%Trimmed −3%
GSGoldman Sachs Group Inc
4.4%Trimmed −3%
DLTRDollar Tree, Inc.
4.4%Trimmed −2%
JNJJohnson & Johnson
4.0%Trimmed −3%
CRMSalesforce, Inc.
4.0%Trimmed −2%
DEODiageo PLC
4.0%Trimmed −3%
BACBank of America Corp
3.8%Trimmed −4%
MRKMerck & Co., Inc.
3.7%Trimmed −4%
AAPLApple Inc.
8.8%Trimmed −3%
METAMeta Platforms, Inc.
8.1%
MSFTMicrosoft Corp
8.0%
JPMJPMorgan Chase & Co
6.7%
UNHUnitedHealth Group Inc
4.5%−3%
GSGoldman Sachs Group Inc
4.4%−3%
DLTRDollar Tree, Inc.
4.4%−2%
JNJJohnson & Johnson
4.0%
CRM4.0%DEO4.0%BAC3.8%MRK3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.8% Trimmed −3%META Meta Platforms, Inc. 8.1% HeldMSFT Microsoft Corp 8.0% Trimmed −2%JPM JPMorgan Chase & Co 6.7% Trimmed −3%UNH UnitedHealth Group Inc 4.5% Trimmed −3%GS Goldman Sachs Group Inc 4.4% Trimmed −3%DLTR Dollar Tree, Inc. 4.4% Trimmed −2%JNJ Johnson & Johnson 4.0% Trimmed −3%CRM Salesforce, Inc. 4.0% Trimmed −2%DEO Diageo PLC 4.0% Trimmed −3%BAC Bank of America Corp 3.8% Trimmed −4%MRK Merck & Co., Inc. 3.7% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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