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Portfolio (Quarterly) Guide ↗

Penney Financial, LLC

· CIK 0002049857
13F Portfolio $286M AUM 53 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 53 New
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 829.0 $296K 0.10% NEW $357.37 -5.5%
42 SCHX SCHWAB STRATEGIC TR 9,816.0 $289K 0.10% NEW $29.43 +2.4%
43 IJH ISHARES TR 3,575.0 $276K 0.10% NEW $77.11 -2.7%
44 CWI SPDR INDEX SHS FDS 6,540.0 $266K 0.09% NEW $40.67 +1.1%
45 VTV VANGUARD INDEX FDS 1,187.0 $259K 0.09% NEW $217.93 +3.3%
46 XOM EXXON MOBIL CORP Energy 1,697.0 $232K 0.08% NEW $136.72 +19.8%
47 META META PLATFORMS INC Communication Services 399.0 $225K 0.08% NEW $563.29 +5.1%
48 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,603.0 $223K 0.08% NEW $61.76 -9.8%
49 V VISA INC Financial Services 645.0 $221K 0.08% NEW $343.09 +10.1%
50 CAT CATERPILLAR INC Industrials 202.0 $215K 0.07% NEW $1062.91 -26.2%
51 EQNR EQUINOR ASA Energy 6,649.0 $209K 0.07% NEW $31.40 +39.5%
52 JPM JPMORGAN CHASE & CO Financial Services 625.0 $205K 0.07% NEW $327.33 +8.4%
53 AGG ISHARES TR 2,049.0 $203K 0.07% NEW $98.98 -2.2%
Page 3 of 3  ·  53 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 38.0%
Energy 25.2%
Industrials 14.0%
Consumer Cyclical 9.2%
Communication Services 6.1%
Financial Services 5.0%
Consumer Defensive 2.6%