Fund HoldingsPermanens Capital L.P.

Total Portfolio Value
$550.69M
Total Bought
$123.69M
Total Sold
$101.96M
Net Transaction
+$21.74M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
01,380,931+1,380,931025,8234.69%+25,823
DBX ETF TR463,893968,639+504,74619,11742,7757.77%+23,658
WISDOMTREE TR(WT)154,854317,244+162,39017,07934,9546.35%+17,875
VANGUARD INDEX FDS706,787787,828+81,041119,659136,08924.71%+16,430
VANGUARD INDEX FDS303,347354,713+51,366124,506131,53523.89%+7,029
2023 ETF SERIES TRUST
EAGL CAP SEL ETF
249,683497,280+247,5976,95413,9292.53%+6,975
ISHARES INC
MSCI EMRG CHN
303,281397,633+94,35216,81721,9063.98%+5,089
UBS GROUP AG(UBS)0130,697+130,69704,0030.73%+4,003
ISHARES GOLD TR(IAU)985,936873,742-112,19448,81451,5169.35%+2,702
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
114,363144,927+30,5646,2778,1351.48%+1,857
SPROTT PHYSICAL GOLD TR(PHYS)070,327+70,32701,6920.31%+1,692
MICROSOFT CORP(MSFT)9,48314,899+5,4163,9975,5931.02%+1,596
LENNAR CORP(LEN)06,961+6,96107990.15%+799
SCHWAB CHARLES CORP(SCHW)46,96754,528+7,5613,4764,2680.78%+792
COMCAST CORP NEW(CCZ)20,02639,131+19,1057521,4440.26%+692
CONOCOPHILLIPS(COP)11,89216,730+4,8381,1791,7570.32%+578
SHELL PLC(SHEL)12,08117,940+5,8597571,3150.24%+558
UNITEDHEALTH GROUP INC(UNH)1,4842,493+1,0097511,3060.24%+555
AERCAP HOLDINGS NV(AER)7,79612,464+4,6687461,2750.23%+529
SPDR SER TR
ST STR BLO 1 ETF
6,32712,021+5,6945781,1030.20%+524
AMAZON COM INC(AMZN)8,23711,729+3,4921,8072,2320.41%+424
JPMORGAN CHASE & CO.(JPM)15,42916,784+1,3553,6984,1170.75%+419
DISNEY WALT CO(DIS)36,10345,149+9,0464,0384,4560.81%+418
JEFFERIES FINL GROUP INC(JEF)07,580+7,58004060.07%+406
BRT APARTMENTS CORP023,308+23,30804020.07%+402
LAUDER ESTEE COS INC(EL)2,9878,872+5,8852245860.11%+362
WOODWARD INC(WWD)2,8714,415+1,5444788060.15%+328
INVESCO QQQ TR0671+67103150.06%+315
ISHARES TR0559+55903140.06%+314
ULTA BEAUTY INC(ULTA)8,74311,228+2,4853,8034,1160.75%+313
INTUIT(INTU)0505+50503100.06%+310
PTC INC(PTC)01,856+1,85602880.05%+288
APPLE INC(AAPL)17,07920,475+3,3964,2774,5480.83%+271
DISCOVER FINL SVCS01,546+1,54602640.05%+264
WORKDAY INC(WDAY)3,5685,004+1,4369211,1690.21%+248
ELEVANCE HEALTH INC(ELV)1,0091,406+3973726120.11%+239
CAPITAL ONE FINL CORP(COF)3,3394,653+1,3145958340.15%+239
LIBERTY BROADBAND CORP(LBRDA)4,6986,550+1,8523515570.10%+206
HUMANA INC(HUM)2,1052,790+6855367410.13%+205
ALPHABET INC(GOOG)6,0568,170+2,1141,1531,2760.23%+123
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,5895,006+1,4177118330.15%+122
WELLS FARGO CO NEW(WFC)6,2987,644+1,3464425490.10%+106
SAP SE(SAP)3,1363,155+197728470.15%+75
ISHARES TR45,36948,641+3,2725,5165,5871.01%+71
GE VERNOVA INC(GEV)1,2971,581+2844274830.09%+56
ALCOA CORP(AA)10,83615,191+4,3554094630.08%+54
META PLATFORMS INC(META)1,9862,035+491,1631,1730.21%+10
AON PLC(AON)2,5962,279-3179329100.17%-23
ARCHER AVIATION INC(ACHR)20,64415,483-5,16166280.01%-39
MARRIOTT INTL INC NEW(MAR)13,32015,396+2,0763,7153,6670.67%-48
HILTON WORLDWIDE HLDGS INC(HLT)1,7581,673-854353810.07%-54
SPDR SER TR
ST STR P500GRW
7,2707,114-1566395720.10%-67
SPDR SER TR
ST STR P500VAL
17,11312,784-4,3298756530.12%-222
SPDR S&P 500 ETF TR(SPY)4,1723,938-2342,4532,2100.40%-243
CHARTER COMMUNICATIONS INC N(CHTR)7230-7232480-248
ISHARES TR2,4900-2,4902660-266
VANGUARD WHITEHALL FDS2,1700-2,1702770-277
BERKSHIRE HATHAWAY INC DEL12,1519,636-2,5155,5085,1320.93%-376
VISA INC(V)1,5430-1,5434880-488
WALMART INC(WMT)51,55545,025-6,5304,6693,9610.72%-708
CAMECO CORP(CCJ)166,02669,936-96,0908,5322,8790.52%-5,654
ISHARES INC
MSCI JAPAN ETF
144,4820-144,4829,6950-9,695
ISHARES TR193,6193,663-189,95615,8733030.06%-15,570
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
375,6552,887-372,76865,8265000.09%-65,326
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