Permanens Capital L.P. Top Holdings and 13F Report (2025) About Permanens Capital L.P.Investment ActivityPermanens Capital L.P. has $523.65 million in total holdings as of December 31, 2024.Permanens Capital L.P. owns shares of 53 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 19.12% of the portfolio was purchased this quarter.About 13.10% of the portfolio was sold this quarter.This quarter, Permanens Capital L.P. has purchased 53 new stocks and bought additional shares in 12 stocks.Permanens Capital L.P. sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Growth ETF $124,505,743Vanguard Value ETF $119,659,039Invesco S&P 500 Equal Weight ETF $65,825,994iShares Gold Trust $48,813,686Xtrackers MSCI Europe Hedged Equity ETF $19,116,891 Largest New Holdings this Quarter Xtrackers MSCI Europe Hedged Equity ETF $19,116,891 HoldingVanguard High Dividend Yield ETF $276,870 HoldingiShares iBoxx $ Investment Grade Corporate Bond ETF $266,032 HoldingEstée Lauder Companies $223,965 Holding Largest Purchases this Quarter Vanguard Growth ETF 94,557 shares (about $38.81M)Invesco S&P 500 Equal Weight ETF 129,537 shares (about $22.70M)Xtrackers MSCI Europe Hedged Equity ETF 463,893 shares (about $19.12M)iShares 1-3 Year Treasury Bond ETF 102,653 shares (about $8.42M)iShares Gold Trust 130,676 shares (about $6.47M) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 470,844 shares (about $26.11M)Vanguard Value ETF 22,881 shares (about $3.87M)iShares MSCI Japan ETF 22,786 shares (about $1.53M)iShares MSCI USA ESG Select ETF 10,178 shares (about $1.24M)GE VERNOVA INC 1,353 shares (about $445.38K) 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 PortfolioSectorVUGVanguard Growth ETF$124,505,743$38,809,975 ▲45.3%303,34723.8%ETFVTVVanguard Value ETF$119,659,039$3,873,753 ▼-3.1%706,78722.9%ETFRSPInvesco S&P 500 Equal Weight ETF$65,825,994$22,698,758 ▲52.6%375,65512.6%ETFIAUiShares Gold Trust$48,813,686$6,469,768 ▲15.3%985,9369.3%FinanceDBEUXtrackers MSCI Europe Hedged Equity ETF$19,116,891$19,116,891 ▲New Holding463,8933.7%ETFDXJWisdomTree Japan Hedged Equity Fund$17,078,900$1,152,203 ▲7.2%154,8543.3%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$16,816,931$26,108,299 ▼-60.8%303,2813.2%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$15,872,886$8,415,493 ▲112.8%193,6193.0%ManufacturingEWJiShares MSCI Japan ETF$9,694,742$1,528,941 ▼-13.6%144,4821.9%ETFCCJCameco$8,532,076$237,422 ▼-2.7%166,0261.6%Basic Materials2023 ETF SERIES TRUST$6,953,672$1,208,022 ▲21.0%249,6831.3%EAGLE CAPITAL SEBBJPJPMorgan BetaBuilders Japan ETF$6,277,385$231,910 ▲3.8%114,3631.2%ETFSUSAiShares MSCI USA ESG Select ETF$5,516,417$1,237,543 ▼-18.3%45,3691.1%ETFBRK.BBerkshire Hathaway$5,507,8050.0%12,1511.1%FinanceWMTWalmart$4,668,6920.0%51,5550.9%Retail/WholesaleAAPLApple$4,276,9230.0%17,0790.8%Computer and TechnologyDISWalt Disney$4,038,1210.0%36,1030.8%Consumer DiscretionaryMSFTMicrosoft$3,997,0850.0%9,4830.8%Computer and TechnologyULTAUlta Beauty$3,802,5930.0%8,7430.7%Retail/WholesaleMARMarriott International$3,715,4810.0%13,3200.7%Consumer DiscretionaryJPMJPMorgan Chase & Co.$3,698,4860.0%15,4290.7%FinanceSCHWCharles Schwab$3,476,0280.0%46,9670.7%FinanceSPYSPDR S&P 500 ETF Trust$2,453,326$366,940 ▲17.6%4,1720.5%FinanceAMZNAmazon.com$1,807,1150.0%8,2370.3%Retail/WholesaleCOPConocoPhillips$1,179,330$253,578 ▲27.4%11,8920.2%EnergyMETAMeta Platforms$1,162,8230.0%1,9860.2%Computer and TechnologyGOOGAlphabet$1,153,3050.0%6,0560.2%Computer and TechnologyAONAON$932,3790.0%2,5960.2%FinanceWDAYWorkday$920,651$297,251 ▲47.7%3,5680.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$875,159$97,729 ▼-10.0%17,1130.2%ETFSAPSAP$772,1150.0%3,1360.1%Computer and TechnologySHELShell$756,8750.0%12,0810.1%EnergyCMCSAComcast$751,576$304,406 ▲68.1%20,0260.1%Consumer DiscretionaryUNHUnitedHealth Group$750,6960.0%1,4840.1%MedicalAERAerCap$746,0770.0%7,7960.1%TransportationTSMTaiwan Semiconductor Manufacturing$710,9740.0%3,5890.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$639,033$39,291 ▼-5.8%7,2700.1%ETFCOFCapital One Financial$595,4100.0%3,3390.1%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$578,478$13,715 ▼-2.3%6,3270.1%ETFHUMHumana$535,9220.0%2,1050.1%MedicalVVisa$487,6500.0%1,5430.1%Business ServicesWWDWoodward$477,7920.0%2,8710.1%AerospaceWFCWells Fargo & Company$442,372$89,626 ▼-16.8%6,2980.1%FinanceHLTHilton Worldwide$434,5070.0%1,7580.1%Consumer DiscretionaryGE VERNOVA INC$426,946$445,380 ▼-51.1%1,2970.1%COMAAAlcoa$409,384$29,166 ▲7.7%10,8360.1%IndustrialsELVElevance Health$372,2200.0%1,0090.1%MedicalLBRDKLiberty Broadband$351,2220.0%4,6980.1%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$276,870$276,870 ▲New Holding2,1700.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$266,032$266,032 ▲New Holding2,4900.1%FinanceCHTRCharter Communications$247,823$73,010 ▼-22.8%7230.0%Consumer DiscretionaryELEstée Lauder Companies$223,965$223,965 ▲New Holding2,9870.0%Consumer StaplesARCHER AVIATION INC$66,4760.0%20,6440.0%*W EXP 09/16/202HEZUiShares Currency Hedged MSCI EMU ETF$0$18,023,538 ▼-100.0%00.0%ETFHEDJWisdomTree Europe Hedged Equity Fund$0$16,185,777 ▼-100.0%00.0%FinanceOXYOccidental Petroleum$0$318,583 ▼-100.0%00.0%EnergyNFLXNetflix$0$312,788 ▼-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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