Penbrook Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 23, 2026, Penbrook Management Llc disclosed 97 stock positions valued at approximately $156.78M as of quarter-end June 30, 2026. The largest holdings include NOVO-NORDISK A S ADR, AMAZON COM INC, and ALPHABET INC CAP STK CL A.

Report Period
June 30, 2026
No. of Stocks
97
Portfolio Value
$156.78M
Holdings by Sector
Penbrook Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NOVO-NORDISK A S ADRNVOHealthcare9.67%316,200--$15,158,628
AMAZON COM INCAMZNConsumer Cyclical7.87%51,760--$12,336,478
ALPHABET INC CAP STK CL AGOOGLCommunication Services5.28%23,170--$8,280,262
MICROSOFT CORPMSFTTechnology5.22%21,920-325-1.46%$8,176,598
ALPHABET INC CAP STK CL CGOOGCommunication Services5.08%22,554--$7,969,004
MOODYS CORPMCOFinancial Services3.93%13,600--$6,159,712
ELECTROVAYA INCELVAIndustrials2.19%326,231+30,875+10.45%$3,428,818
CRYOPORT INC COM PAR $0.001CYRXIndustrials2.03%202,675+16,900+9.10%$3,181,997
VIEMED HEALTHCARE INCVMDHealthcare2.02%277,178+4,780+1.75%$3,159,829
MARVELL TECHNOLOGY INCMRVLTechnology1.85%9,730--$2,898,469
PHOTRONICS INCPLABTechnology1.85%89,055-7,675-7.93%$2,896,959
EXTREME NETWORKS INCEXTRTechnology1.73%84,025+500+0.60%$2,719,889
PLANET LABS PBC COM CL APLIndustrials1.73%81,817-24,053-22.72%$2,710,597
ALKAMI TECHNOLOGY INCALKTTechnology1.62%140,585+12,900+10.10%$2,547,400
CISCO SYS INCCSCOTechnology1.37%18,350--$2,155,391
BLACKSTONE INCBXFinancial Services1.36%18,150--$2,135,710
MAGNITE INCMGNICommunication Services1.36%112,040-150-0.13%$2,126,519
AXCELIS TECHNOLOGIES INCACLSTechnology1.32%10,895-1,200-9.92%$2,064,057
CURIOSITYSTREAM INC COM CL ACURICommunication Services1.30%764,800+89,650+13.28%$2,034,368
NUVEEN N Y MUN VALUE FDNNYFinancial Services1.19%213,727--$1,867,973
VERMILION ENERGY INCVETEnergy1.18%197,825--$1,850,514
TARGA RES CORPTRGPEnergy1.18%6,892--$1,848,020
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services1.05%3,290-10-0.30%$1,646,283
BAYTEX ENERGY CORPBTEEnergy1.02%399,350+399,350+100.00%$1,597,400
ENERGY TRANSFER L P COM UT LTD PTNETEnergy0.91%74,489--$1,424,229
WILLIAMS COS INCWMBEnergy0.91%19,130--$1,422,124
AUTOMATIC DATA PROCESSING INCADPTechnology0.90%6,300--$1,410,885
DATA I O CORPDAIOTechnology0.89%355,850-1,000-0.28%$1,402,049
SONY GROUP CORP SPONSORED ADRSONYTechnology0.88%68,500--$1,374,110
ABBVIE INCABBVHealthcare0.83%5,152-18-0.35%$1,296,449
Showing 30 of 97 holdings in the latest reporting period.