McGinn Penninger Investment Management, Inc. Long-Term Concentrated

Location: Alexandria, VA

CIK: 0001845031 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 12, 2021

Total Value: $140M (100.0% shares, 0.0% debt)

Holdings (38)

MSFT MICROSOFT CORPORATION 8.5%
Value $11.84M Shares 43,687 Est. Cost $206.04 Unrealized +18.8%
AAPL APPLE INC. 8.3%
Value $11.57M Shares 84,495 Est. Cost $117.01 Unrealized +8.1%
JPM JP MORGAN 6.3%
Value $8.874M Shares 57,050 Est. Cost $98.14 Unrealized +42.4%
TARGET CORP. 5.3%
Value $7.46M Shares 30,858 Est. Cost $176.55 Unrealized
CVS CVS CORP 3.9%
Value $5.518M Shares 66,126 Est. Cost $55.42 Unrealized +27.2%
BAC BANK OF AMERICA CORP 3.9%
Value $5.443M Shares 132,020 Est. Cost $23.66 Unrealized +54.5%
BA BOEING CO. 3.8%
Value $5.338M Shares 22,283 Est. Cost $192.22 Unrealized +25.8%
DLTR DOLLAR TREE INC. 3.4%
Value $4.775M Shares 47,988 Est. Cost $101.35 Unrealized +7.3%
BHC BAUSCH HEALTH COMPANIES INC. 3.4%
Value $4.77M Shares 162,673 Est. Cost $30.30 Unrealized 0.0%
BAYRY BAYER AG 3.3%
Value $4.681M Shares 307,165 Est. Cost $15.31 Unrealized
FEDERAL EXPRESS 3.3%
Value $4.671M Shares 15,658 Est. Cost $259.61 Unrealized
GENERAL ELECTRIC 3.3%
Value $4.633M Shares 344,201 Est. Cost $10.80 Unrealized
INTC INTEL CORPORATION 3.3%
Value $4.624M Shares 82,373 Est. Cost $44.02 Unrealized +21.7%
JNJ JOHNSON & JOHNSON 3.3%
Value $4.618M Shares 28,029 Est. Cost $127.53 Unrealized +13.6%
DEO DIAGEO PLC 3.2%
Value $4.404M Shares 22,976 Est. Cost $158.80 Unrealized
SPG SIMON PPTY GROUP NEW 3.0%
Value $4.172M Shares 31,975 Est. Cost $57.65 Unrealized +67.0%
WFC WELLS FARGO CO 2.8%
Value $3.916M Shares 86,475 Est. Cost $23.04 Unrealized +73.5%
GOLDMAN SACHS GROUP INC 2.7%
Value $3.782M Shares 9,966 Est. Cost $263.76 Unrealized
CVX CHEVRON 2.4%
Value $3.402M Shares 32,478 Est. Cost $66.26 Unrealized +31.4%
BURKE & HERBERT BANK 2.3%
Value $3.227M Shares 1,574 Est. Cost $1723.41 Unrealized
SLB SCHLUMBERGER LTD 2.2%
Value $3.118M Shares 97,411 Est. Cost $17.37 Unrealized +59.9%
AT&T CORP. 2.2%
Value $3.105M Shares 107,876 Est. Cost $30.27 Unrealized
MERCK CO. 2.1%
Value $2.953M Shares 37,977 Est. Cost $81.81 Unrealized
EXXON MOBIL CORP 2.1%
Value $2.933M Shares 46,491 Est. Cost $42.54 Unrealized
HD HOME DEPOT 2.0%
Value $2.755M Shares 8,640 Est. Cost $242.47 Unrealized +17.1%
SPDR DJ WILSHIRE LARGE CAP 1.8%
Value $2.567M Shares 51,000 Est. Cost $46.61 Unrealized
SPDR BLMBG BARCLAYS 1-3 MONTH 1.7%
Value $2.393M Shares 26,161 Est. Cost $91.51 Unrealized
WALGREENS BOOTS ALLIANCE 1.6%
Value $2.225M Shares 42,291 Est. Cost $43.04 Unrealized
DB DEUTSCHE BANK 0.8%
Value $1.13M Shares 86,424 Est. Cost $9.24 Unrealized +31.7%
CCL CARNIVAL CORP. 0.7%
Value $1.003M Shares 38,063 Est. Cost $17.78 Unrealized +57.5%
NEM NEWMONT MINING CORP. 0.7%
Value $949K Shares 14,975 Est. Cost $51.99 Unrealized +11.4%
SPDR S&P 500 ETF TRUST 0.5%
Value $728K Shares 1,700 Est. Cost $396.42 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.4%
Value $557K Shares 2,050 Est. Cost $242.90 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.4%
Value $547K Shares 3,450 Est. Cost $151.63 Unrealized
FCX FREEPORT-MCMORAN INC. 0.3%
Value $371K Shares 10,000 Est. Cost $19.45 Unrealized +87.8%
WY WEYERHAEUSER CO 0.2%
Value $293K Shares 8,500 Est. Cost $30.53 Unrealized 0.0%
IWS ISHARES RUSSELL MID CAP VALUE 0.2%
Value $230K Shares 2,000 Est. Cost $96.86 Unrealized
IWP ISHARES RUSSELL MID CAP GROWTH 0.2%
Value $226K Shares 2,000 Est. Cost $102.75 Unrealized