McGinn Penninger Investment Management, Inc. Long-Term Concentrated

Location: Alexandria, VA

CIK: 0001845031 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 7, 2022

Total Value: $151M (100.0% shares, 0.0% debt)

Holdings (37)

AAPL APPLE INC. 10.0%
Value $15.14M Shares 85,280 Est. Cost $118.02 Unrealized +31.1%
MSFT MICROSOFT CORPORATION 9.6%
Value $14.51M Shares 43,143 Est. Cost $206.04 Unrealized +52.1%
JPM JP MORGAN 5.9%
Value $8.929M Shares 56,390 Est. Cost $98.14 Unrealized +50.6%
DLTR DOLLAR TREE INC. 5.0%
Value $7.607M Shares 54,135 Est. Cost $100.75 Unrealized +20.6%
TARGET CORP. 4.6%
Value $7.036M Shares 30,403 Est. Cost $176.55 Unrealized
CVS CVS CORP 4.5%
Value $6.804M Shares 65,954 Est. Cost $55.42 Unrealized +45.2%
BAC BANK OF AMERICA CORP 3.9%
Value $5.836M Shares 131,170 Est. Cost $23.66 Unrealized +73.4%
SPG SIMON PPTY GROUP NEW 3.4%
Value $5.093M Shares 31,875 Est. Cost $57.65 Unrealized +110.4%
DEO DIAGEO PLC 3.3%
Value $5.054M Shares 22,956 Est. Cost $158.80 Unrealized
BA BOEING CO. 3.3%
Value $4.98M Shares 24,739 Est. Cost $194.10 Unrealized +8.8%
JNJ JOHNSON & JOHNSON 3.1%
Value $4.744M Shares 27,733 Est. Cost $127.53 Unrealized +13.8%
CVX CHEVRON 3.0%
Value $4.577M Shares 39,005 Est. Cost $69.14 Unrealized +39.0%
BHC BAUSCH HEALTH COMPANIES INC. 3.0%
Value $4.488M Shares 162,561 Est. Cost $30.30 Unrealized -11.6%
INTC INTEL CORPORATION 2.8%
Value $4.254M Shares 82,608 Est. Cost $44.02 Unrealized +7.4%
FEDERAL EXPRESS 2.7%
Value $4.075M Shares 15,754 Est. Cost $259.61 Unrealized
GENERAL ELECTRIC 2.7%
Value $4.055M Shares 42,920 Est. Cost $10.80 Unrealized
WFC WELLS FARGO CO 2.6%
Value $3.928M Shares 81,864 Est. Cost $23.04 Unrealized +92.8%
GOLDMAN SACHS GROUP INC 2.5%
Value $3.812M Shares 9,966 Est. Cost $263.76 Unrealized
EXXON MOBIL CORP 2.4%
Value $3.701M Shares 60,484 Est. Cost $46.35 Unrealized
SLB SCHLUMBERGER LTD 2.4%
Value $3.701M Shares 123,585 Est. Cost $19.21 Unrealized +49.4%
PCG PACIFIC GAS & ELECTRIC 2.4%
Value $3.679M Shares 303,055 Est. Cost $9.84 Unrealized +17.7%
BAYRY BAYER AG 2.3%
Value $3.541M Shares 267,047 Est. Cost $15.31 Unrealized
HD HOME DEPOT 2.3%
Value $3.411M Shares 8,220 Est. Cost $242.47 Unrealized +41.5%
MERCK CO. 1.9%
Value $2.908M Shares 37,946 Est. Cost $81.81 Unrealized
WALGREENS BOOTS ALLIANCE 1.9%
Value $2.858M Shares 54,786 Est. Cost $43.96 Unrealized
BURKE & HERBERT BANK 1.8%
Value $2.704M Shares 1,229 Est. Cost $1723.41 Unrealized
SPDR BLMBG BARCLAYS 1-3 MONTH 1.6%
Value $2.392M Shares 26,161 Est. Cost $91.51 Unrealized
AT&T CORP. 1.4%
Value $2.151M Shares 87,436 Est. Cost $30.27 Unrealized
DB DEUTSCHE BANK 1.2%
Value $1.788M Shares 143,079 Est. Cost $10.06 Unrealized +13.7%
SPDR S&P 500 ETF TRUST 0.5%
Value $807K Shares 1,700 Est. Cost $396.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.4%
Value $579K Shares 3,450 Est. Cost $151.63 Unrealized
BUD ANHEUSER BUSCH 0.4%
Value $553K Shares 9,125 Est. Cost $56.33 Unrealized
CCL CARNIVAL CORP. 0.3%
Value $384K Shares 19,063 Est. Cost $17.78 Unrealized +20.3%
NVDA NVIDIA 0.3%
Value $382K Shares 1,300 Est. Cost $27.46 Unrealized 0.0%
LVMUY LVMH MOET HENNESSY LOUIS VUITT 0.3%
Value $381K Shares 2,300 Est. Cost $143.48 Unrealized
GOOGLE INC. CLASS C 0.2%
Value $289K Shares 100 Est. Cost $2890.00 Unrealized
BAX BAXTER INTERNATIONAL 0.1%
Value $206K Shares 2,400 Est. Cost $73.17 Unrealized 0.0%