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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACWX ISHARES TR 21,323.0 $1.5M 0.50% +1K +5.7% $68.47 +11.7%
22 META META PLATFORMS INC Communication Services 2,216.0 $1.3M 0.43% +1K +92.0% $572.24 +6.5%
23 VWO VANGUARD INTL EQUITY INDEX F 22,836.0 $1.2M 0.42% +9K +62.5% $54.05 +11.4%
24 WMT WALMART INC Consumer Defensive 9,313.0 $1.2M 0.40% +104.0 +1.1% $124.53 -5.0%
25 IXUS ISHARES TR 13,325.0 $1.2M 0.40% +1K +10.0% $86.64 +11.7%
26 VT VANGUARD INTL EQUITY INDEX F 8,250.0 $1.1M 0.39% +4K +100.4% $138.32 +13.7%
27 MGK VANGUARD WORLD FD 2,903.0 $1.1M 0.36% +2K +118.4% $367.44 -75.6%
28 IWF ISHARES TR 2,499.0 $1.1M 0.36% +486.0 +24.1% $426.39 -70.6%
29 JPM JPMORGAN CHASE & CO Financial Services 3,439.0 $1.0M 0.35% +482.0 +16.3% $294.15 +3.9%
30 TSLA TESLA INC Consumer Cyclical 2,713.0 $1.0M 0.34% +2K +185.3% $371.73 +16.0%
31 AVGO BROADCOM INC Technology 2,762.0 $855K 0.29% +1K +101.9% $309.54 +36.6%
32 SCHF SCHWAB STRATEGIC TR 33,285.0 $824K 0.28% +694.0 +2.1% $24.75 +12.1%
33 SPYV SPDR SERIES TRUST 14,263.0 $807K 0.28% +9K +150.1% $56.58 +7.8%
34 VYM VANGUARD WHITEHALL FDS 5,403.0 $800K 0.27% +2K +75.8% $148.09 +7.1%
35 RSP INVESCO EXCHANGE TRADED FD T 3,604.0 $692K 0.24% +2K +113.2% $191.92 +8.2%
36 STAG STAG INDUSTRIAL INC Real Estate 18,738.0 $683K 0.23% +578.0 +3.2% $36.45 +5.7%
37 LLY ELI LILLY & CO Healthcare 734.0 $675K 0.23% +479.0 +187.8% $919.76 +16.6%
38 ABNB AIRBNB INC Consumer Cyclical 5,209.0 $658K 0.23% +368.0 +7.6% $126.28 +5.2%
39 VCIT VANGUARD SCOTTSDALE FDS 7,932.0 $656K 0.23% +56.0 +0.7% $82.75 -0.3%
40 CVX CHEVRON CORPORATION Energy 2,855.0 $591K 0.20% +487.0 +20.6% $206.93 -10.7%
Page 2 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%