McGinn Penninger Investment Management, Inc.

CIK 0001845031 · ALEXANDRIA, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

McGinn Penninger Investment Management, Inc. reported 38 positions worth $164.5K as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (8.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$164.5K
2026 Q2
Positions
38
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.9%
Est. Net Flow (Q)
2026 Q2
10 / 38 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INC.SH$13.1K7.98%45,330
2JPMJP MORGAN CHASE & COSH$11.4K6.91%34,708
3METAMETA PLATFORMS INC.SH$10.6K6.42%18,731
4MSFTMICROSOFT CORPORATIONSH$9.9K6.05%26,656
5UNHUNITEDHEALTH GROUP INC.SH$8.8K5.34%21,126
6GSGOLDMAN SACHS GROUP INCSH$8.6K5.20%8,460
7DLTRDOLLAR TREE INC.SH$7.9K4.81%65,355
8BACBANK OF AMERICA CORPSH$7.0K4.23%122,166
9JNJJOHNSON & JOHNSONSH$6.6K4.01%25,942
10DEODIAGEO PLCSH$6.5K3.92%80,262

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does McGinn Penninger Investment Management, Inc. hold as of Q2 2026?

McGinn Penninger Investment Management, Inc. reported 38 positions worth $164.5K in its Q2 2026 13F filing. Largest positions: AAPL (8.0%), JPM (6.9%), META (6.4%), MSFT (6.0%) and UNH (5.3%).

What did McGinn Penninger Investment Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did McGinn Penninger Investment Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.