Long-term investor
Pennington Partners & Co., LLC @penningtonpartnerscollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001779355).
Record
- Tracked since 2025-06-30 (434 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months +8.2% · 1 year +15.3% · all +15.3%
- Max drawdown -3.6% · Sharpe 0.78 · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 17.7% · long · since 2025-06-30
- IWV · 15.0% · long · since 2025-06-30
- BOXX · 13.4% · long · since 2025-06-30
- VTHR · 6.8% · long · since 2025-06-30
- JAAA · 2.6% · long · since 2025-06-30
- ITOT · 2.5% · long · since 2025-06-30
- GOOG · 2.1% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- ACWI · 1.6% · long · since 2025-06-30
- LINE · 1.6% · long · since 2025-09-30
- VOO · 1.5% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30