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The Analysis of McGinn Penninger Investment Management, Inc.'s Holdings & P&L

Currently, McGinn Penninger Investment Management, Inc. holds 34 types of securities in its portfolio with a total value $153.0K. In the most recent quarter, they have increased their positions in NKE (+21.6K shares, valued at $1.1K), DEO (+8.2K shares, valued at $607.0022137683495), LVMUY (+993 shares, valued at $108.46805988771054); decreased their positions in AAPL (-10.2K shares, valued at $2.6K), JPM (-6.0K shares, valued at $1.8K), CVX (-7.2K shares, valued at $1.5K).

1M P&L

+915.4K+0.73%

3M P&L

-2.5M-1.95%

HY P&L

+6.2M+5.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Diversified16.4K

13.5%

2Consumer Electronics11.7K

9.6%

3Internet Content & Information10.8K

8.9%

Top Industries by Stock Count

1N/A9 stocks

32.1%

2Banks - Diversified2 stocks

7.1%

3Consumer Electronics1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC.46.1K shares-18.13%2026-03-312026-04-28

META META PLATFORMS INC.18.9K shares-10.93%2026-03-312026-04-28

JPM JP MORGAN CHASE & CO35.3K shares-14.53%2026-03-312026-04-28

MSFT MICROSOFT CORPORATION26.8K shares-4.96%2026-03-312026-04-28

GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC8.6K shares-7.34%2026-03-312026-04-28

FEDEX CORP. FEDEX CORP.20.2K shares-4.91%2026-03-312026-04-28

EXXON MOBIL CORP EXXON MOBIL CORP42.3K shares-14.59%2026-03-312026-04-28

DLTR DOLLAR TREE INC.65.4K shares-7.89%2026-03-312026-04-28

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JNJ JOHNSON & JOHNSON26.3K shares-6.22%2026-03-312026-04-28

BAC BANK OF AMERICA CORP124.4K shares-5.90%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC.21.3K shares-5.27%2026-03-312026-04-28

BA BOEING CO.28.5K shares-8.04%2026-03-312026-04-28

MERCK CO. MERCK CO.44.3K shares-6.18%2026-03-312026-04-28

SBUX STARBUCKS CORP.58.4K shares1.24%2026-03-312026-04-28

SLB SLB LTD98.4K shares-1.95%2026-03-312026-04-28

NKE NIKE93.5K shares30.03%2026-03-312026-04-28

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DIS WALT DISNEY COMPANY50.8K shares-5.50%2026-03-312026-04-28

CVX CHEVRON21.9K shares-24.62%2026-03-312026-04-28

PCG PACIFIC GAS & ELECTRIC256.2K shares-3.66%2026-03-312026-04-28

HD HOME DEPOT13.5K shares-12.61%2026-03-312026-04-28

SPG SIMON PPTY GROUP NEW21.2K shares-6.42%2026-03-312026-04-28

TARGET CORP. TARGET CORP.29.7K shares-3.19%2026-03-312026-04-28

LVMUY LVMH MOET HENNESSY LOUIS VUITT32.1K shares3.20%2026-03-312026-04-28

DEO DIAGEO PLC46.5K shares21.25%2026-03-312026-04-28

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VT VANGUARD TOTAL WORLD STOCK ETF4.3K shares0.00%2026-03-312026-04-28

QDF FLEXSHARES QUAL DIV ETF7.0K shares-9.28%2026-03-312026-04-28

ISHARES EXPONENTIAL TECHNOLOGI ISHARES EXPONENTIAL TECHNOLOGI8.0K shares-6.11%2026-03-312026-04-28

PHO INVSC WATER RESC PORTFOLIO ETF7.4K shares-3.14%2026-03-312026-04-28

SUSA ISHARES MSCI USA ESG SELECT ET3.6K shares-21.14%2026-03-312026-04-28

VHT VANGUARD HEALTH CARE ETF IV1.5K shares-0.52%2026-03-312026-04-28

VIG VANGUARD DIVIDEND APPRECIATION1.2K shares-8.92%2026-03-312026-04-28

QQQM NASDAQ 100423 shares7.09%2026-03-312026-04-28

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TSLA TESLA INC.552 shares7.39%2026-03-312026-04-28

VGK VANGUARD FTSE EUROPE ETF2.4K shares0.00%2026-03-312026-04-28

AAPL

APPLE INC.

-18.13%

Shares46.1K

Event2026-03-31

Filed2026-04-28