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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABR ARBOR REALTY TRUST INC Real Estate 127,316.0 $982K 0.34% $7.71 -28.5%
42 VV VANGUARD INDEX FDS 3,227.0 $965K 0.33% $298.89 +15.2%
43 IAU ISHARES GOLD TR Financial Services 10,062.0 $887K 0.30% $88.16 -3.9%
44 AVGO BROADCOM INC Technology 2,762.0 $855K 0.29% +1K +101.9% $309.54 +36.4%
45 VTWO VANGUARD SCOTTSDALE FDS 8,508.0 $852K 0.29% $100.17 +16.7%
46 SCHF SCHWAB STRATEGIC TR 33,285.0 $824K 0.28% +694.0 +2.1% $24.75 +11.9%
47 VO VANGUARD INDEX FDS 2,851.0 $819K 0.28% $287.14 -72.6%
48 SPYV SPDR SERIES TRUST 14,263.0 $807K 0.28% +9K +150.1% $56.58 +7.8%
49 VYM VANGUARD WHITEHALL FDS 5,403.0 $800K 0.27% +2K +75.8% $148.09 +7.1%
50 AMZA ETFIS SER TR I 16,000.0 $737K 0.25% $46.09 +3.5%
51 RSP INVESCO EXCHANGE TRADED FD T 3,604.0 $692K 0.24% +2K +113.2% $191.92 +8.1%
52 STAG STAG INDUSTRIAL INC Real Estate 18,738.0 $683K 0.23% +578.0 +3.2% $36.45 +5.8%
53 LLY ELI LILLY & CO Healthcare 734.0 $675K 0.23% +479.0 +187.8% $919.76 +17.1%
54 EPD ENTERPRISE PRODS PARTNERS L Energy 17,386.0 $658K 0.23% $37.84 +2.1%
55 ABNB AIRBNB INC Consumer Cyclical 5,209.0 $658K 0.23% +368.0 +7.6% $126.28 +5.6%
56 VCIT VANGUARD SCOTTSDALE FDS 7,932.0 $656K 0.23% +56.0 +0.7% $82.75 -0.3%
57 IJH ISHARES TR 9,232.0 $623K 0.21% NEW $67.53 +10.2%
58 AGG ISHARES TR 6,226.0 $618K 0.21% -728.0 -10.5% $99.27 -0.6%
59 CVX CHEVRON CORPORATION Energy 2,855.0 $591K 0.20% +487.0 +20.6% $206.93 -10.1%
60 VBR VANGUARD INDEX FDS 2,711.0 $589K 0.20% +2K +146.9% $217.21 +8.1%
Page 3 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%