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Portfolio (Quarterly) Guide ↗

PENNINGTON PARTNERS & CO., LLC

· CIK 0001779355
13F Portfolio $292M AUM 114 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 61 Added 11 Reduced 2 Exited
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 1,242.0 $253K 0.09% +157.0 +14.5% $203.45 +144.1%
Page 4 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 22.6%
Communication Services 13.7%
Consumer Cyclical 12.2%
Real Estate 6.9%
Consumer Defensive 4.0%
Energy 3.5%
Healthcare 3.0%
Industrials 2.1%