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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEFA ISHARES TR 4,598.0 $416K 0.14% $90.52 +8.4%
82 KO COCA COLA CO Consumer Defensive 5,341.0 $409K 0.14% +495.0 +10.2% $76.57 +4.9%
83 JNJ JOHNSON & JOHNSON Healthcare 1,663.0 $406K 0.14% +653.0 +64.7% $244.38 -5.5%
84 HYG ISHARES TR 4,990.0 $397K 0.14% -62.0 -1.2% $79.57 +0.7%
85 ORCL ORACLE CORP Technology 2,627.0 $386K 0.13% NEW $147.12 +30.0%
86 BAC BANK AMERICA CORP Financial Services 7,576.0 $369K 0.13% +308.0 +4.2% $48.75 +6.8%
87 EEM ISHARES TR 6,087.0 $346K 0.12% -200.0 -3.2% $56.79 +19.8%
88 CSCO CISCO SYS INC Technology 4,269.0 $331K 0.11% +2K +57.6% $77.59 +51.5%
89 MUB ISHARES TR 3,073.0 $326K 0.11% -290.0 -8.6% $106.16 +0.5%
90 IYW ISHARES TR 1,782.0 $323K 0.11% $181.42 +35.9%
91 MRK MERCK & CO INC Healthcare 2,628.0 $318K 0.11% +270.0 +11.4% $121.16 -0.3%
92 CAT CATERPILLAR INC Industrials 445.0 $315K 0.11% +26.0 +6.2% $707.82 +27.9%
93 BX BLACKSTONE INC Financial Services 2,720.0 $313K 0.11% +480.0 +21.4% $114.98 +2.5%
94 ETN EATON CORP PLC Industrials 783.0 $280K 0.10% NEW $357.58 +13.5%
95 SNOW SNOWFLAKE INC Technology 1,806.0 $272K 0.09% NEW $150.85 +18.4%
96 MU MICRON TECHNOLOGY INC Technology 803.0 $272K 0.09% NEW $338.17 +161.4%
97 VNQ VANGUARD INDEX FDS 2,979.0 $264K 0.09% -522.0 -14.9% $88.71 +9.4%
98 SCHG SCHWAB STRATEGIC TR 8,754.0 $255K 0.09% NEW $29.13 +18.5%
99 AMD ADVANCED MICRO DEVICES INC Technology 1,242.0 $253K 0.09% +157.0 +14.5% $203.45 +143.8%
100 VGK VANGUARD INTL EQUITY INDEX F 3,045.0 $251K 0.09% NEW $82.43 +8.3%
Page 5 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%