McGinn Penninger Investment Management, Inc. Long-Term Concentrated

Location: Alexandria, VA

CIK: 0001845031 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 12, 2021

Total Value: $109M (100.0% shares, 0.0% debt)

Holdings (33)

AAPL APPLE INC 11.6%
Value $12.56M Shares 94,697 Est. Cost $117.01 Unrealized 0.0%
MSFT MICROSOFT CORP 9.5%
Value $10.34M Shares 46,484 Est. Cost $206.04 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 7.1%
Value $7.747M Shares 60,969 Est. Cost $98.14 Unrealized 0.0%
TARGET CORP. 5.2%
Value $5.683M Shares 32,190 Est. Cost $176.55 Unrealized
BAC BK OF AMERICA CORP 4.4%
Value $4.801M Shares 158,406 Est. Cost $23.66 Unrealized 0.0%
BA BOEING CO 4.4%
Value $4.775M Shares 22,306 Est. Cost $192.22 Unrealized 0.0%
DLTR DOLLAR TREE INC 4.2%
Value $4.597M Shares 42,552 Est. Cost $100.42 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 4.1%
Value $4.472M Shares 28,413 Est. Cost $127.53 Unrealized 0.0%
CVS CVS HEALTH CORP 4.1%
Value $4.454M Shares 65,205 Est. Cost $55.22 Unrealized 0.0%
INTC INTEL CORP 3.8%
Value $4.126M Shares 82,813 Est. Cost $44.02 Unrealized 0.0%
FEDERAL EXPRESS 3.7%
Value $4.072M Shares 15,685 Est. Cost $259.61 Unrealized
GENERAL ELECTRIC CO 3.4%
Value $3.732M Shares 345,565 Est. Cost $10.80 Unrealized
DEO DIAGEO PLC 3.4%
Value $3.654M Shares 23,010 Est. Cost $158.80 Unrealized
MERCK CO. 3.3%
Value $3.62M Shares 44,248 Est. Cost $81.81 Unrealized
BAUSCH HEALTH COMPANIES INC. 2.9%
Value $3.175M Shares 152,650 Est. Cost $20.80 Unrealized
SPG SIMON PPTY GROUP INC NEW 2.5%
Value $2.731M Shares 32,023 Est. Cost $57.65 Unrealized 0.0%
GOLDMAN SACHS GROUP INC 2.4%
Value $2.612M Shares 9,903 Est. Cost $263.76 Unrealized
WFC WELLS FARGO CO NEW 2.4%
Value $2.611M Shares 86,511 Est. Cost $23.04 Unrealized 0.0%
BURKE & HERBERT BANK 2.3%
Value $2.55M Shares 1,494 Est. Cost $1706.83 Unrealized
CVX CHEVRON CORP NEW 2.3%
Value $2.515M Shares 29,778 Est. Cost $65.02 Unrealized 0.0%
HD HOME DEPOT INC 2.2%
Value $2.38M Shares 8,962 Est. Cost $242.47 Unrealized 0.0%
SLB SCHLUMBERGER LTD 1.8%
Value $1.986M Shares 90,980 Est. Cost $16.89 Unrealized 0.0%
BAYRY BAYER AG 1.8%
Value $1.963M Shares 132,265 Est. Cost $14.84 Unrealized
EXXON MOBIL CORP 1.6%
Value $1.759M Shares 42,668 Est. Cost $41.23 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.5%
Value $1.651M Shares 41,409 Est. Cost $39.87 Unrealized
DB DEUTSCHE BANK A G 0.9%
Value $1.026M Shares 94,170 Est. Cost $9.24 Unrealized 0.0%
CCL CARNIVAL CORP 0.8%
Value $824K Shares 38,063 Est. Cost $17.78 Unrealized 0.0%
NEM NEWMONT CORP 0.6%
Value $599K Shares 10,000 Est. Cost $52.35 Unrealized 0.0%
BARRICK GOLD CORP 0.5%
Value $501K Shares 22,000 Est. Cost $22.77 Unrealized
IWP ISHARES TR 0.3%
Value $336K Shares 3,270 Est. Cost $102.75 Unrealized
WEYERHAEUSER CO 0.3%
Value $285K Shares 8,500 Est. Cost $33.53 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value $260K Shares 10,000 Est. Cost $19.45 Unrealized 0.0%
IWS ISHARES TR 0.2%
Value $247K Shares 2,550 Est. Cost $96.86 Unrealized