Pennington Partners & Co. LLC
Annual return
—
SPY
—
Alpha
—
Invested
$292M
Holdings
114
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 161.7k shares)
20.3%
02
$BOXX
EA SERIES TRUST
Q4 2025: Exited (was 239.4k shares)
17.1%
03
$IWV
ISHARES TR
Q4 2025: Exited (was 97.5k shares)
14.2%
04
$VTHR
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 46.3k shares)
6.3%
05
$JAAA
JANUS DETROIT STR TR
Q4 2025: Exited (was 48.0k shares)
2.9%
06
$ITOT
ISHARES TR
Q4 2025: Exited (was 33.0k shares)
2.3%
07
$AAPL
APPLE INC
Q4 2025: Exited (was 4.8k shares)
1.8%
08
$GOOG
ALPHABET INC
Q4 2025: Exited (was 3.7k shares)
1.8%
09
$ACWI
ISHARES TR
Q4 2025: Exited (was 33.8k shares)
1.6%
10
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 6.7k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:23 UTC.