Permanens Capital L.P. Top Holdings and 13F Report (2025) About Permanens Capital L.P.Investment ActivityPermanens Capital L.P. has $550.69 million in total holdings as of March 31, 2025.Permanens Capital L.P. owns shares of 59 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 24.44% of the portfolio was purchased this quarter.About 18.94% of the portfolio was sold this quarter.This quarter, Permanens Capital L.P. has purchased 53 new stocks and bought additional shares in 36 stocks.Permanens Capital L.P. sold shares of 12 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Value ETF $136,089,409Vanguard Growth ETF $131,534,675iShares Gold Trust $51,515,852Xtrackers MSCI Europe Hedged Equity ETF $42,775,098WisdomTree Japan Hedged Equity Fund $34,953,895 Largest New Holdings this Quarter 74255Y888 - Principal Spectrum Preferred Securities Active ETF $25,823,410 HoldingH42097107 - UBS Group $4,003,249 Holding85207H104 - SPROTT PHYSICAL GOLD TR $1,692,068 Holding526057104 - Lennar $798,984 Holding47233W109 - Jefferies Financial Group $406,061 Holding Largest Purchases this Quarter Principal Spectrum Preferred Securities Active ETF 1,380,931 shares (about $25.82M)Xtrackers MSCI Europe Hedged Equity ETF 504,746 shares (about $22.29M)Vanguard Growth ETF 51,366 shares (about $19.05M)WisdomTree Japan Hedged Equity Fund 162,390 shares (about $17.89M)Vanguard Value ETF 81,041 shares (about $14.00M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 372,768 shares (about $64.58M)iShares 1-3 Year Treasury Bond ETF 189,956 shares (about $15.72M)iShares Gold Trust 112,194 shares (about $6.61M)Cameco 96,090 shares (about $3.96M)Berkshire Hathaway 2,515 shares (about $1.34M) 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$136,089,409$13,999,022 ▲11.5%787,82824.7%ETFVUGVanguard Growth ETF$131,534,675$19,047,540 ▲16.9%354,71323.9%ETFIAUiShares Gold Trust$51,515,852$6,614,961 ▼-11.4%873,7429.4%FinanceDBEUXtrackers MSCI Europe Hedged Equity ETF$42,775,098$22,289,583 ▲108.8%968,6397.8%ETFDXJWisdomTree Japan Hedged Equity Fund$34,953,895$17,892,105 ▲104.9%317,2446.3%FinancePREFPrincipal Spectrum Preferred Securities Active ETF$25,823,410$25,823,410 ▲New Holding1,380,9314.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$21,905,602$5,197,852 ▲31.1%397,6334.0%Manufacturing2023 ETF SERIES TRUST$13,928,813$6,935,192 ▲99.2%497,2802.5%EAGLE CAPITAL SEBBJPJPMorgan BetaBuilders Japan ETF$8,134,753$1,715,557 ▲26.7%144,9271.5%ETFMSFTMicrosoft$5,592,936$2,033,112 ▲57.1%14,8991.0%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$5,587,392$375,855 ▲7.2%48,6411.0%ETFBRK.BBerkshire Hathaway$5,131,941$1,339,439 ▼-20.7%9,6360.9%FinanceAAPLApple$4,548,112$754,354 ▲19.9%20,4750.8%Computer and TechnologyDISWalt Disney$4,456,206$892,840 ▲25.1%45,1490.8%Consumer DiscretionarySCHWCharles Schwab$4,268,452$591,875 ▲16.1%54,5280.8%FinanceJPMJPMorgan Chase & Co.$4,117,115$332,381 ▲8.8%16,7840.7%FinanceULTAUlta Beauty$4,115,511$910,852 ▲28.4%11,2280.7%Retail/WholesaleUBSUBS Group$4,003,249$4,003,249 ▲New Holding130,6970.7%FinanceWMTWalmart$3,960,859$574,446 ▼-12.7%45,0250.7%Retail/WholesaleMARMarriott International$3,667,327$494,503 ▲15.6%15,3960.7%Consumer DiscretionaryCCJCameco$2,878,566$3,955,065 ▼-57.9%69,9360.5%Basic MaterialsAMZNAmazon.com$2,231,560$664,388 ▲42.4%11,7290.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,210,296$131,338 ▼-5.6%3,9380.4%FinanceCOPConocoPhillips$1,756,985$508,087 ▲40.7%16,7300.3%EnergySPROTT PHYSICAL GOLD TR$1,692,068$1,692,068 ▲New Holding70,3270.3%UNITCMCSAComcast$1,443,934$704,975 ▲95.4%39,1310.3%Consumer DiscretionarySHELShell$1,314,643$429,347 ▲48.5%17,9400.2%EnergyUNHUnitedHealth Group$1,305,709$528,464 ▲68.0%2,4930.2%MedicalGOOGAlphabet$1,276,399$330,270 ▲34.9%8,1700.2%Computer and TechnologyAERAerCap$1,275,321$477,631 ▲59.9%12,4640.2%TransportationMETAMeta Platforms$1,172,893$28,242 ▲2.5%2,0350.2%Computer and TechnologyWDAYWorkday$1,168,584$335,349 ▲40.2%5,0040.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,102,686$522,310 ▲90.0%12,0210.2%ETFAONAON$909,526$126,512 ▼-12.2%2,2790.2%FinanceSAPSAP$846,928$5,100 ▲0.6%3,1550.2%Computer and TechnologyCOFCapital One Financial$834,283$235,600 ▲39.4%4,6530.2%FinanceTSMTaiwan Semiconductor Manufacturing$832,884$235,756 ▲39.5%5,0060.2%Computer and TechnologyWWDWoodward$805,693$281,764 ▲53.8%4,4150.1%AerospaceLENLennar$798,984$798,984 ▲New Holding6,9610.1%ConstructionHUMHumana$740,703$181,857 ▲32.5%2,7900.1%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$652,879$221,082 ▼-25.3%12,7840.1%ETFELVElevance Health$611,554$172,679 ▲39.3%1,4060.1%MedicalELEstée Lauder Companies$585,552$388,410 ▲197.0%8,8720.1%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$571,752$12,538 ▼-2.1%7,1140.1%ETFLBRDKLiberty Broadband$557,078$157,513 ▲39.4%6,5500.1%Consumer DiscretionaryWFCWells Fargo & Company$548,763$96,629 ▲21.4%7,6440.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$500,170$64,581,701 ▼-99.2%2,8870.1%ETFGE VERNOVA INC$482,648$86,700 ▲21.9%1,5810.1%COMAAAlcoa$463,326$132,828 ▲40.2%15,1910.1%IndustrialsJEFJefferies Financial Group$406,061$406,061 ▲New Holding7,5800.1%FinanceBRTBRT Apartments$402,063$402,063 ▲New Holding23,3080.1%FinanceHLTHilton Worldwide$380,691$19,342 ▼-4.8%1,6730.1%Consumer DiscretionaryQQQInvesco QQQ$315,126$315,126 ▲New Holding6710.1%FinanceIVViShares Core S&P 500 ETF$314,102$314,102 ▲New Holding5590.1%ETFINTUIntuit$310,065$310,065 ▲New Holding5050.1%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$303,040$15,715,060 ▼-98.1%3,6630.1%ManufacturingPTCPTC$287,587$287,587 ▲New Holding1,8560.1%Computer and TechnologyDFSDiscover Financial Services$263,902$263,902 ▲New Holding1,5460.0%FinanceARCHER AVIATION INC$27,869$9,290 ▼-25.0%15,4830.0%*W EXP 09/16/202EWJiShares MSCI Japan ETF$0$9,694,742 ▼-100.0%00.0%ETFVVisa$0$487,650 ▼-100.0%00.0%Business ServicesVYMVanguard High Dividend Yield ETF$0$276,870 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$266,032 ▼-100.0%00.0%FinanceCHTRCharter Communications$0$247,823 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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