Fund HoldingsPermanens Capital L.P.

Total Portfolio Value
$733.35M
Total Bought
$201.03M
Total Sold
$20.41M
Net Transaction
+$180.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR
0-5YR HI YL CP
0881,749+881,749038,0395.19%+38,039
ISHARES SILVER TR(SLV)0618,578+618,578020,2962.77%+20,296
DBX ETF TR968,6391,414,972+446,33342,77562,3728.51%+19,597
WISDOMTREE TR(WT)317,244469,995+152,75134,95453,7067.32%+18,752
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
144,927370,860+225,9338,13522,9123.12%+14,777
ISHARES TR3,663165,623+161,96030313,7241.87%+13,420
CAMECO CORP(CCJ)69,936184,304+114,3682,87913,6811.87%+10,802
2023 ETF SERIES TRUST
EAGL CAP SEL ETF
497,280760,077+262,79713,92922,9393.13%+9,010
VANGUARD INDEX FDS787,828797,030+9,202136,089141,63019.31%+5,541
ISHARES GOLD TR(IAU)873,742909,546+35,80451,51656,7197.73%+5,203
ISHARES INC
MSCI EMRG CHN
397,633401,493+3,86021,90625,3503.46%+3,445
MICROSOFT CORP(MSFT)14,89917,652+2,7535,5938,7801.20%+3,187
ISHARES TR024,577+24,57703,1150.42%+3,115
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
1,380,9311,520,729+139,79825,82328,8483.93%+3,025
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,88719,069+16,1825003,4660.47%+2,965
BRT APARTMENTS CORP23,308165,848+142,5404022,6250.36%+2,223
ULTA BEAUTY INC(ULTA)11,22812,946+1,7184,1166,0560.83%+1,941
SPDR SERIES TRUST
ST STR BLO 1 ETF
12,02131,005+18,9841,1032,8440.39%+1,741
BGC GROUP INC0170,000+170,00001,7390.24%+1,739
ARES CAPITAL CORP(ARCC)065,128+65,12801,4300.20%+1,430
JPMORGAN CHASE & CO.(JPM)16,78418,876+2,0924,1175,4720.75%+1,355
SCHWAB CHARLES CORP(SCHW)54,52861,341+6,8134,2685,5970.76%+1,328
ASML HOLDING N V
N Y REGISTRY SHS
01,601+1,60101,2830.17%+1,283
UBS GROUP AG(UBS)130,697151,596+20,8994,0035,1270.70%+1,124
MARRIOTT INTL INC NEW(MAR)15,39617,453+2,0573,6674,7680.65%+1,101
WALMART INC(WMT)45,02550,851+5,8263,9614,9720.68%+1,011
VANGUARD INDEX FDS354,713301,987-52,726131,535132,54318.07%+1,008
CAPITAL ONE FINL CORP(COF)4,6538,034+3,3818341,7090.23%+875
AMAZON COM INC(AMZN)11,72914,147+2,4182,2323,1040.42%+872
DANAHER CORPORATION(DHR)03,715+3,71507350.10%+735
UNITEDHEALTH GROUP INC(UNH)2,4936,537+4,0441,3062,0390.28%+734
QXO INC(QXO)034,000+34,00007320.10%+732
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,0066,472+1,4668331,4710.20%+638
WOODWARD INC(WWD)4,4155,706+1,2918061,3980.19%+593
AERCAP HOLDINGS NV(AER)12,46415,416+2,9521,2751,8040.25%+528
LIVEONE INC0687,275+687,27505190.07%+519
META PLATFORMS INC(META)2,0352,244+2091,1731,6560.23%+483
WORKDAY INC(WDAY)5,0046,856+1,8521,1691,6450.22%+477
LENNAR CORP(LEN)6,96110,862+3,9017991,2010.16%+402
HUMANA INC(HUM)2,7904,645+1,8557411,1400.16%+399
COMCAST CORP NEW(CCZ)39,13150,622+11,4911,4441,8070.25%+363
CONOCOPHILLIPS(COP)16,73023,438+6,7081,7572,1030.29%+346
LAUDER ESTEE COS INC(EL)8,87211,461+2,5895869260.13%+340
ISHARES TR0802+80203400.05%+340
ALTI GLOBAL INC077,817+77,81703230.04%+323
SAP SE(SAP)3,1553,832+6778471,1650.16%+318
ALPHABET INC(GOOG)8,1708,894+7241,2761,5780.22%+301
LIBERTY BROADBAND CORP(LBRDA)6,5508,695+2,1455578550.12%+298
ISHARES TR01,442+1,44202800.04%+280
PODCASTONE INC0105,876+105,87602570.03%+257
MARTIN MARIETTA MATLS INC(MLM)0434+43402380.03%+238
PTC INC(PTC)1,8563,027+1,1712885220.07%+234
VULCAN MATLS CO(VMC)0863+86302250.03%+225
NVIDIA CORPORATION(NVDA)01,361+1,36102150.03%+215
INVESCO QQQ TR671950+2793155250.07%+209
INTUIT(INTU)505651+1463105130.07%+203
HILTON WORLDWIDE HLDGS INC(HLT)1,6732,162+4893815760.08%+195
BERKSHIRE HATHAWAY INC DEL9,63610,920+1,2845,1325,3050.72%+173
ABRDN INCOME CREDIT STRATEGI027,500+27,50001620.02%+162
SHELL PLC(SHEL)17,94020,704+2,7641,3151,4580.20%+143
ALCOA CORP(AA)15,19119,601+4,4104635780.08%+115
ELEVANCE HEALTH INC(ELV)1,4061,814+4086127060.10%+94
NANO DIMENSION LTD050,000+50,0000810.01%+81
AON PLC(AON)2,2792,763+4849109860.13%+76
ISHARES TR559594+353143690.05%+55
ARCHER AVIATION INC(ACHR)15,48315,483028500.01%+22
WELLS FARGO CO NEW(WFC)7,6446,564-1,0805495260.07%-23
DISCOVER FINL SVCS1,5460-1,5462640-264
JEFFERIES FINL GROUP INC(JEF)7,5800-7,5804060-406
GE VERNOVA INC(GEV)1,5810-1,5814830-483
SPDR SER TR
ST STR P500GRW
7,1140-7,1145720-572
SPDR SER TR
ST STR P500VAL
12,7840-12,7846530-653
78462F103(SPY)3,9382,407-1,5312,2101,4910.20%-719
SPROTT PHYSICAL GOLD TR(PHYS)70,3270-70,3271,6920-1,692
DISNEY WALT CO(DIS)45,1490-45,1494,4560-4,456
APPLE INC(AAPL)20,4750-20,4754,5480-4,548
ISHARES TR48,6410-48,6415,5870-5,587
Page 1 of 1