§ 13F · FUND PROFILE
McGinn Penninger Investment Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158.1B (13F)Positions · 38Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$204M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC. | 56K | $15.3B | 8.9% | +1% |
| 2 | META | META PLATFORMS INC. | 21K | $14.0B | 8.1% | +3% |
| 3 | MSFT | MICROSOFT CORPORATION | 28K | $13.6B | 7.9% | +2% |
| 4 | JPM | JP MORGAN CHASE & CO | 41K | $13.3B | 7.7% | ±0% |
| 5 | DLTR | DOLLAR TREE INC. | 71K | $8.7B | 5.1% | ±0% |
| 6 | GS | GOLDMAN SACHS GROUP INC | 9K | $8.2B | 4.7% | ±0% |
| 7 | UNH | UNITEDHEALTH GROUP INC. | 22K | $7.4B | 4.3% | +1% |
| 8 | BAC | BANK OF AMERICA CORP | 132K | $7.3B | 4.2% | ±0% |
| 9 | BA | BOEING CO. | 31K | $6.7B | 3.9% | +12% |
| 10 | FDX | FEDEX CORP. | 21K | $6.2B | 3.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCGINN SIGNAL
AC read
McGinn Penninger Investment Management, Inc. is a Other fund managing $158.1 trillion in assets. The fund runs a portfolio of 38 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed