Permanens Capital L.P. Top Holdings and 13F Report (2025) About Permanens Capital L.P.Investment ActivityPermanens Capital L.P. has $733.35 million in total holdings as of June 30, 2025.Permanens Capital L.P. owns shares of 68 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 23.92% of the portfolio was purchased this quarter.About 5.50% of the portfolio was sold this quarter.This quarter, Permanens Capital L.P. has purchased 59 new stocks and bought additional shares in 46 stocks.Permanens Capital L.P. sold shares of 4 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Value ETF $141,630,231Vanguard Growth ETF $132,542,561Xtrackers MSCI Europe Hedged Equity ETF $62,371,966iShares Gold Trust $56,719,276WisdomTree Japan Hedged Equity Fund $53,706,372 Largest New Holdings this Quarter 46434V407 - iShares 0-5 Year High Yield Corporate Bond ETF $38,038,670 Holding46428Q109 - iShares Silver Trust $20,295,537 Holding088929104 - General Cable $1,739,100 Holding04010L103 - Ares Capital $1,430,211 HoldingN07059210 - ASML $1,283,025 Holding Largest Purchases this Quarter iShares 0-5 Year High Yield Corporate Bond ETF 881,749 shares (about $38.04M)iShares Silver Trust 618,578 shares (about $20.30M)Xtrackers MSCI Europe Hedged Equity ETF 446,333 shares (about $19.67M)WisdomTree Japan Hedged Equity Fund 152,751 shares (about $17.45M)JPMorgan BetaBuilders Japan ETF 225,933 shares (about $13.96M) Largest Sales this Quarter Vanguard Growth ETF 52,726 shares (about $23.14M)iShares MSCI USA ESG Select ETF 24,064 shares (about $3.05M)SPDR S&P 500 ETF Trust 1,531 shares (about $948.62K)Wells Fargo & Company 1,080 shares (about $86.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPermanens Capital L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$141,630,231$1,635,172 ▲1.2%797,03019.3%ETFVUGVanguard Growth ETF$132,542,561$23,141,523 ▼-14.9%301,98718.1%ETFDBEUXtrackers MSCI Europe Hedged Equity ETF$62,371,966$19,674,359 ▲46.1%1,414,9728.5%ETFIAUiShares Gold Trust$56,719,276$2,232,737 ▲4.1%909,5467.7%FinanceDXJWisdomTree Japan Hedged Equity Fund$53,706,372$17,454,871 ▲48.1%469,9957.3%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$38,038,670$38,038,670 ▲New Holding881,7495.2%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$28,848,229$2,651,968 ▲10.1%1,520,7293.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$25,350,268$243,720 ▲1.0%401,4933.5%Manufacturing2023 ETF SERIES TRUST$22,939,124$7,931,214 ▲52.8%760,0773.1%EAGLE CAPITAL SEBBJPJPMorgan BetaBuilders Japan ETF$22,911,731$13,958,141 ▲155.9%370,8603.1%ETFSLViShares Silver Trust$20,295,537$20,295,537 ▲New Holding618,5782.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$13,723,522$13,420,006 ▲4,421.5%165,6231.9%ManufacturingCCJCameco$13,680,886$8,489,537 ▲163.5%184,3041.9%Basic MaterialsMSFTMicrosoft$8,780,281$1,369,370 ▲18.5%17,6521.2%Computer and TechnologyULTAUlta Beauty$6,056,398$803,715 ▲15.3%12,9460.8%Retail/WholesaleSCHWCharles Schwab$5,596,753$621,618 ▲12.5%61,3410.8%FinanceJPMJPMorgan Chase & Co.$5,472,341$606,492 ▲12.5%18,8760.7%FinanceBRK.BBerkshire Hathaway$5,304,608$623,729 ▲13.3%10,9200.7%FinanceUBSUBS Group$5,126,977$706,804 ▲16.0%151,5960.7%FinanceWMTWalmart$4,972,211$569,666 ▲12.9%50,8510.7%Retail/WholesaleMARMarriott International$4,768,334$561,993 ▲13.4%17,4530.7%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$3,465,657$2,940,965 ▲560.5%19,0690.5%ETFSUSAiShares MSCI USA ESG Select ETF$3,115,135$3,050,112 ▼-49.5%24,5770.4%ETFAMZNAmazon.com$3,103,710$530,485 ▲20.6%14,1470.4%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,844,089$1,741,403 ▲157.9%31,0050.4%ETFBRTBRT Apartments$2,625,141$2,256,208 ▲611.5%165,8480.4%FinanceCOPConocoPhillips$2,103,326$601,976 ▲40.1%23,4380.3%EnergyUNHUnitedHealth Group$2,039,348$1,261,607 ▲162.2%6,5370.3%MedicalCMCSAComcast$1,806,699$410,114 ▲29.4%50,6220.2%Consumer DiscretionaryAERAercap$1,803,672$345,384 ▲23.7%15,4160.2%TransportationBGCGeneral Cable$1,739,100$1,739,100 ▲New Holding170,0000.2%FinanceCOFCapital One Financial$1,709,314$719,342 ▲72.7%8,0340.2%FinanceMETAMeta Platforms$1,656,274$154,261 ▲10.3%2,2440.2%Computer and TechnologyWDAYWorkday$1,645,440$444,480 ▲37.0%6,8560.2%Computer and TechnologyGOOGAlphabet$1,577,707$128,430 ▲8.9%8,8940.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,491,404$948,625 ▼-38.9%2,4070.2%FinanceTSMTaiwan Semiconductor Manufacturing$1,470,893$333,178 ▲29.3%6,4720.2%Computer and TechnologySHELShell$1,457,769$194,613 ▲15.4%20,7040.2%EnergyARCCAres Capital$1,430,211$1,430,211 ▲New Holding65,1280.2%FinanceWWDWoodward$1,398,484$316,411 ▲29.2%5,7060.2%AerospaceASMLASML$1,283,025$1,283,025 ▲New Holding1,6010.2%Computer and TechnologyLENLennar$1,201,446$431,490 ▲56.0%10,8620.2%ConstructionSAPSAP$1,165,311$205,876 ▲21.5%3,8320.2%Computer and TechnologyHUMHumana$1,139,720$455,152 ▲66.5%4,6450.2%MedicalAONAON$985,728$172,672 ▲21.2%2,7630.1%FinanceELEstee Lauder Companies$926,049$209,191 ▲29.2%11,4610.1%Consumer StaplesLBRDKLiberty Broadband$855,414$211,025 ▲32.7%8,6950.1%Consumer DiscretionaryDHRDanaher$734,889$734,889 ▲New Holding3,7150.1%MedicalQXO INC$732,360$732,360 ▲New Holding34,0000.1%COM NEWELVElevance Health$705,573$158,696 ▲29.0%1,8140.1%MedicalAAAlcoa$578,426$130,139 ▲29.0%19,6010.1%IndustrialsHLTHilton Worldwide$575,827$130,240 ▲29.2%2,1620.1%Consumer DiscretionaryWFCWells Fargo & Company$525,908$86,530 ▼-14.1%6,5640.1%FinanceQQQInvesco QQQ$524,620$154,073 ▲41.6%9500.1%FinancePTCPTC$521,673$201,810 ▲63.1%3,0270.1%Computer and TechnologyLVOLiveOne$518,824$518,824 ▲New Holding687,2750.1%Consumer DiscretionaryINTUIntuit$512,747$114,994 ▲28.9%6510.1%Computer and TechnologyIVViShares Core S&P 500 ETF$368,815$21,732 ▲6.3%5940.1%ETFIWFiShares Russell 1000 Growth ETF$340,430$340,430 ▲New Holding8020.0%ETFALTIAlTi Global$322,941$322,941 ▲New Holding77,8170.0%FinanceIWDiShares Russell 1000 Value ETF$280,155$280,155 ▲New Holding1,4420.0%ETFPODCASTONE INC$256,506$256,506 ▲New Holding105,8760.0%COMMLMMartin Marietta Materials$238,249$238,249 ▲New Holding4340.0%ConstructionVMCVulcan Materials$225,088$225,088 ▲New Holding8630.0%ConstructionNVDANVIDIA$215,038$215,038 ▲New Holding1,3610.0%Computer and TechnologyACPAbrdn Income Credit Strategies Fund$162,250$162,250 ▲New Holding27,5000.0%Financial ServicesNNDMNano Dimension$81,000$81,000 ▲New Holding50,0000.0%Computer and TechnologyARCHER AVIATION INC$50,0100.0%15,4830.0%*W EXP 09/16/202AAPLApple$0$4,548,112 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$4,456,206 ▼-100.0%00.0%Consumer DiscretionarySPROTT PHYSICAL GOLD TR$0$1,692,068 ▼-100.0%00.0%UNITSPYVSPDR Portfolio S&P 500 Value ETF$0$652,879 ▼-100.0%00.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$571,752 ▼-100.0%00.0%ETFGE VERNOVA INC$0$482,648 ▼-100.0%00.0%COMJEFJefferies Financial Group$0$406,061 ▼-100.0%00.0%FinanceDFSDiscover Financial Services$0$263,902 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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