Penney Financial, LLC
Filing Date
Global Rank
#7,850
/ 8,232
▲ 171
Top Industry
Consumer Electronics
28.6%
3Y Alpha vs SPY
-7.2%
Period ended 3 months ago
Filed Apr 22, 2026 · 54d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+32.3%
SPY
+52.9%
Annualised alpha
-7.2%
Max drawdown
−19.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.6%
+0.9 pts
Top 5
67.4%
+5.3 pts
Top 10
91.4%
+10.8 pts
HHI
1,354
Diversified+157
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.3% | $2,944,825 |
| Energy | 28.4% | $2,241,554 |
| Industrials | 16.8% | $1,326,335 |
| Consumer Cyclical | 8.8% | $694,996 |
| Communication Services | 5.9% | $466,666 |
| Consumer Defensive | 2.7% | $210,667 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FLY | Firefly Aerospace Inc. | 22,793 | $648,916 | |
| No positions match the current search. | ||||
1 positions ·
$210,667 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 3,603 | $210,667 | 100.00% |