Permanens Capital L.P. Top Holdings and 13F Report (2025) About Permanens Capital L.P.Investment ActivityPermanens Capital L.P. has $776.25 million in total holdings as of June 30, 2025.Permanens Capital L.P. owns shares of 88 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 34.55% of the portfolio was purchased this quarter.About 33.31% of the portfolio was sold this quarter.This quarter, Permanens Capital L.P. has purchased 80 new stocks and bought additional shares in 25 stocks.Permanens Capital L.P. sold shares of 27 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Gold Trust $166,221,081Vanguard Value ETF $117,568,337SPDR Bloomberg 1-3 Month T-Bill ETF $90,520,342Vanguard Growth ETF $50,150,044BLACKROCK ETF TRUST II $40,964,835 Largest New Holdings this Quarter 092528819 - BLACKROCK ETF TRUST II $40,964,835 Holding808524698 - Schwab 5-10 Year Corporate Bond ETF $30,616,685 Holding05722G100 - Baker Hughes $10,656,461 Holding084670702 - Berkshire Hathaway $9,497,744 Holding46138G508 - Invesco Senior Loan ETF $7,824,561 Holding Largest Purchases this Quarter iShares Gold Trust 763,004 shares (about $67.27M)BLACKROCK ETF TRUST II 822,353 shares (about $40.96M)Schwab 5-10 Year Corporate Bond ETF 1,349,942 shares (about $30.62M)SPDR Bloomberg 1-3 Month T-Bill ETF 323,670 shares (about $29.66M)iShares 3-7 Year Treasury Bond ETF 241,436 shares (about $28.63M) Largest Sales this Quarter WisdomTree Japan Hedged Equity Fund 268,841 shares (about $42.63M)JPMorgan BetaBuilders Europe ETF 353,696 shares (about $25.61M)Vanguard Growth ETF 46,732 shares (about $20.41M)Principal Spectrum Preferred Securities Active ETF 868,623 shares (about $16.35M)2023 ETF SERIES TRUST 501,534 shares (about $15.26M) 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 PortfolioSectorIAUiShares Gold Trust$166,221,081$67,265,785 â–²68.0%1,885,46621.4%FinanceVTVVanguard Value ETF$117,568,337$7,442,651 â–²6.8%599,22715.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$90,520,342$29,661,119 â–²48.7%987,78211.7%ETFVUGVanguard Growth ETF$50,150,044$20,412,070 â–¼-28.9%114,8156.5%ETFBLACKROCK ETF TRUST II$40,964,835$40,964,835 â–²New Holding822,3535.3%ISHARES SECURITISCHISchwab 5-10 Year Corporate Bond ETF$30,616,685$30,616,685 â–²New Holding1,349,9423.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$30,592,158$28,634,309 â–²1,462.5%257,9443.9%ETFLAZARD ACTIVE ETF TR$19,630,074$449,260 â–²2.3%596,2512.5%JAPANESE EQUITYCCJCameco$18,383,546$534,470 â–¼-2.8%169,2622.4%Basic MaterialsPREFPrincipal Spectrum Preferred Securities Active ETF$15,943,250$16,347,485 â–¼-50.6%847,1442.1%ETFBBEUJPMorgan BetaBuilders Europe ETF$14,958,603$25,611,128 â–¼-63.1%206,5821.9%ETFIAUMiShares Gold Trust Micro$12,405,902$5,289,709 â–²74.3%265,6511.6%FinanceMSFTMicrosoft$11,529,315$2,192,147 â–²23.5%31,1461.5%Computer and TechnologyWALMART INC$10,795,040$35,490 â–²0.3%86,6881.4%COMBKRBaker Hughes$10,656,461$10,656,461 â–²New Holding174,5531.4%EnergyJPMJPMorgan Chase & Co.$10,020,266$1,949,692 â–²24.2%34,0641.3%FinanceMUFGMitsubishi UFJ Financial Group$9,768,679$719,715 â–²8.0%575,6441.3%FinanceULTAUlta Beauty$9,714,043$1,891,165 â–²24.2%18,5841.3%Retail/WholesaleBRK.BBerkshire Hathaway$9,497,744$9,497,744 â–²New Holding19,8201.2%Finance2023 ETF SERIES TRUST$9,099,748$15,256,665 â–¼-62.6%299,1371.2%EAGLE CAPITAL SEBKLNInvesco Senior Loan ETF$7,824,561$7,824,561 â–²New Holding383,3691.0%ETFBLACKROCK ETF TRUST II$7,810,396$7,810,396 â–²New Holding154,7561.0%ISHARES HIGH YIERSPInvesco S&P 500 Equal Weight ETF$6,525,280$6,525,280 â–²New Holding34,0000.8%ETFSPYSPDR S&P 500 ETF Trust$4,064,673$995,137 â–²32.4%6,2330.5%FinanceAMZNAmazon.com$3,851,745$1,743,220 â–¼-31.2%18,4940.5%Retail/WholesaleDXJWisdomTree Japan Hedged Equity Fund$3,792,282$42,632,804 â–¼-91.8%23,9140.5%FinanceNFLXNetflix$3,055,647$527,287 â–²20.9%31,7800.4%Consumer DiscretionaryBRTBRT Apartments$2,725,007$14 â–²0.0%201,2650.4%FinanceCOPConocoPhillips$2,517,108$2,054,316 â–¼-44.9%19,0690.3%EnergyMETAMeta Platforms$2,202,701$402,207 â–¼-15.4%3,8500.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,787,300$1,290,828 â–¼-41.9%5,2740.2%Computer and TechnologyGOOGLAlphabet$1,756,9920.0%6,1100.2%Computer and TechnologyBGC GROUP INC$1,662,6000.0%170,0000.2%CL AMELIMercadoLibre$1,654,672$209,211 â–²14.5%9570.2%Retail/WholesaleUNHUnitedHealth Group$1,646,540$1,099,948 â–¼-40.0%6,0850.2%MedicalMAMastercard$1,604,408$344,765 â–²27.4%3,2110.2%Business ServicesGOOGAlphabet$1,578,877$1,106,992 â–¼-41.2%5,5040.2%Computer and TechnologyAAPLApple$1,472,7480.0%5,8030.2%Computer and TechnologySAPSAP$1,454,258$164,190 â–²12.7%8,4940.2%Computer and TechnologyDHRDanaher$1,309,100$704,520 â–¼-35.0%6,8900.2%MedicalQQQInvesco QQQ$1,271,954$634,246 â–²99.5%2,2040.2%FinanceQLDProShares Ultra QQQ$1,265,7500.0%20,7500.2%ETFCOFCapital One Financial$1,194,369$863,076 â–¼-41.9%6,5470.2%FinanceSHOPIFY INC$1,189,7590.0%10,0300.2%CL A SUB VTG SHSARCCAres Capital$1,181,1120.0%65,5440.2%FinanceWDAYWorkday$1,146,674$608,545 â–¼-34.7%8,8260.1%Computer and TechnologyCMCSAComcast$1,088,138$951,622 â–¼-46.7%37,9010.1%Consumer DiscretionaryINTUIntuit$973,287$578,092 â–²146.3%2,2510.1%Computer and TechnologyQXO INC$971,000$116,520 â–²13.6%50,0000.1%COM NEWAERAercap$960,534$1,442,310 â–¼-60.0%7,0020.1%TransportationIEFAiShares Core MSCI EAFE ETF$959,075$959,075 â–²New Holding10,5940.1%ETFLENLennar$954,285$688,468 â–¼-41.9%10,9890.1%ConstructionAAAlcoa$939,830$884,975 â–¼-48.5%14,1690.1%IndustrialsWWDWoodward$879,409$1,782,441 â–¼-67.0%2,4570.1%AerospaceKWEBKraneShares CSI China Internet ETF$790,1270.0%27,7920.1%ManufacturingASMLASML$651,169$1,371,021 â–¼-67.8%4930.1%Computer and TechnologyAJGArthur J. Gallagher & Co.$629,165$629,165 â–²New Holding2,9050.1%FinanceELEstee Lauder Companies$620,523$441,098 â–¼-41.5%8,6460.1%Consumer StaplesBPBP$576,5020.0%12,2660.1%EnergySHELShell$559,209$855,321 â–¼-60.5%6,0130.1%EnergySPGIS&P Global$532,100$532,100 â–²New Holding1,2510.1%FinanceHUMHumana$490,236$463,746 â–¼-48.6%2,8130.1%MedicalFRDMFreedom 100 Emerging Markets ETF$472,490$472,490 â–²New Holding8,6440.1%ETFNOMURA ETF TR$461,599$461,599 â–²New Holding10,2350.1%FOCUSED EMERGINGGLDSPDR Gold Shares$451,374$451,374 â–²New Holding1,0490.1%FinanceELVElevance Health$432,977$312,364 â–¼-41.9%1,4790.1%MedicalIVViShares Core S&P 500 ETF$417,401$16,330 â–²4.1%6390.1%ETFLIVEONE INC$401,9970.0%78,8230.1%COM NEWLBRDKLiberty Broadband$381,073$242,949 â–¼-38.9%7,5760.0%Consumer DiscretionaryBXSLBlackstone Secured Lending Fund$376,073$376,073 â–²New Holding15,3750.0%FinanceNVDANVIDIA$362,0750.0%2,0760.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$345,521$34,403 â–²11.1%1,6170.0%ETFACPAbrdn Income Credit Strategies Fund$308,805$168,555 â–²120.2%60,5500.0%Financial ServicesALTIAlTi Global$298,943$17,246 â–²6.1%82,5810.0%FinanceIWFiShares Russell 1000 Growth ETF$298,477$43,919 â–¼-12.8%7000.0%ETFPODCASTONE INC$275,886$71,400 â–²34.9%135,2380.0%COMEFCEllington Financial$267,130$267,130 â–²New Holding22,2980.0%FinanceEQTEQT$250,678$250,678 â–²New Holding3,9390.0%EnergyIWMiShares Russell 2000 ETF$226,867$226,867 â–²New Holding9150.0%FinanceBACBank of America$202,2640.0%4,1490.0%FinancePSECProspect Capital$175,708$175,708 â–²New Holding66,1800.0%FinanceFSKFS KKR Capital$128,5340.0%12,0580.0%FinanceCCAPCrescent Capital BDC$125,7000.0%10,0000.0%FinanceMFICMidCap Financial Investment$123,9630.0%11,0290.0%FinanceRCReady Capital$105,9500.0%65,0000.0%FinanceCANGO INC$80,725$80,725 â–²New Holding196,4120.0%ORD CL ATCPCBlackrock Tcp Capital$77,2750.0%21,4060.0%FinanceOPENOpendoor Technologies$46,8000.0%10,0000.0%Computer and TechnologySLViShares Silver Trust$0$57,993,620 â–¼-100.0%00.0%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$0$36,311,322 â–¼-100.0%00.0%ETFUBSUBS Group$0$9,605,250 â–¼-100.0%00.0%FinanceSCHWCharles Schwab$0$8,538,409 â–¼-100.0%00.0%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$1,967,295 â–¼-100.0%00.0%ManufacturingAONAON$0$1,368,116 â–¼-100.0%00.0%FinanceHLTHilton Worldwide$0$871,804 â–¼-100.0%00.0%Consumer DiscretionaryPTCPTC$0$726,978 â–¼-100.0%00.0%Computer and TechnologyMLMMartin Marietta Materials$0$378,577 â–¼-100.0%00.0%ConstructionVMCVulcan Materials$0$344,546 â–¼-100.0%00.0%ConstructionPROSHARES TR II$0$323,370 â–¼-100.0%00.0%ULTRA VIX SHORTShowing 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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