McGinn Penninger Investment Management, Inc. — 13F holdings

McGinn Penninger Investment Management, Inc. reported 38 holdings worth $164M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. AAPL APPLE INC — $13.1M (8.0%)
2. JPM JPMORGAN CHASE & CO. — $11.4M (6.9%)
3. META META PLATFORMS INC — $10.6M (6.4%)
4. MSFT MICROSOFT CORP — $9.94M (6.0%)
5. UNH UNITEDHEALTH GROUP INC — $8.78M (5.3%)
6. GS GOLDMAN SACHS GROUP INC — $8.56M (5.2%)
7. DLTR Dollar Tree Inc — $7.91M (4.8%)
8. BAC BANK AMERICA CORP — $6.96M (4.2%)
9. JNJ JOHNSON & JOHNSON — $6.59M (4.0%)
10. DEO DIAGEO PLC — $6.45M (3.9%)