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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 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTV VANGUARD INDEX FDS 2,901.0 $569K 0.20% +651.0 +28.9% $196.19 +8.0%
62 IEUR ISHARES TR 8,037.0 $565K 0.19% +3K +46.3% $70.27 +8.4%
63 RWL INVESCO EXCH TRADED FD TR II 4,691.0 $539K 0.18% $114.91 +9.7%
64 MSTR STRATEGY INC Technology 4,287.0 $535K 0.18% NEW $124.80 +30.2%
65 VIG VANGUARD SPECIALIZED FUNDS 2,460.0 $529K 0.18% +859.0 +53.6% $215.06 +8.4%
66 BIL SPDR SERIES TRUST 5,701.0 $522K 0.18% -1K -15.3% $91.64 -0.0%
67 MA MASTERCARD INCORPORATED Financial Services 1,043.0 $521K 0.18% +620.0 +146.6% $499.43 -1.3%
68 V VISA INC Financial Services 1,701.0 $514K 0.18% +634.0 +59.4% $302.28 +7.9%
69 IWN ISHARES TR 2,679.0 $508K 0.17% NEW $189.58 +12.8%
70 VBIL VANGUARD INSTL INDEX FD 6,704.0 $507K 0.17% -56.0 -0.8% $75.65 -0.0%
71 VBK VANGUARD INDEX FDS 1,667.0 $504K 0.17% +803.0 +92.9% $302.34 +16.6%
72 GS GOLDMAN SACHS GROUP INC Financial Services 580.0 $490K 0.17% -356.0 -38.0% $845.51 +16.9%
73 RTX RTX CORPORATION Industrials 2,404.0 $464K 0.16% +304.0 +14.5% $192.93 -8.0%
74 ARKK ARK ETF TR 6,589.0 $445K 0.15% NEW $67.59 +14.3%
75 PG PROCTER & GAMBLE CO Consumer Defensive 3,000.0 $433K 0.15% +714.0 +31.2% $144.45 -0.8%
76 XOM EXXON MOBIL CORP Energy 2,518.0 $427K 0.15% +674.0 +36.5% $169.64 -11.3%
77 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 428.0 $427K 0.15% $997.11 +0.2%
78 VXUS VANGUARD STAR FDS 5,516.0 $425K 0.15% +3K +98.8% $77.11 +11.4%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 1,722.0 $417K 0.14% +53.0 +3.2% $242.38 +3.3%
80 DHR DANAHER CORP DEL Healthcare 2,191.0 $416K 0.14% +595.0 +37.3% $190.03 -9.2%
Page 4 of 6  ·  114 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%