Fund HoldingsPermanens Capital L.P.

Total Portfolio Value
$492.30M
Total Bought
$88.11M
Total Sold
$575.92M
Net Transaction
-$487.81M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0246,118+246,118044,0958.96%+44,095
ISHARES GOLD TR(IAU)593,102855,260+262,15826,05542,5068.63%+16,451
ISHARES TR090,966+90,96607,5641.54%+7,564
2023 ETF SERIES TRUST
EAGL CAP SEL ETF
118,055206,307+88,2523,1255,6451.15%+2,520
AMAZON COM INC(AMZN)08,237+8,23701,5350.31%+1,535
META PLATFORMS INC(META)01,986+1,98601,1370.23%+1,137
ALPHABET INC(GOOG)06,056+6,05601,0130.21%+1,013
CONOCOPHILLIPS(COP)09,335+9,33509830.20%+983
AON PLC(AON)02,596+2,59608980.18%+898
UNITEDHEALTH GROUP INC(UNH)01,484+1,48408680.18%+868
SHELL PLC(SHEL)012,081+12,08107970.16%+797
AERCAP HOLDINGS NV(AER)07,796+7,79607380.15%+738
SAP SE(SAP)03,136+3,13607180.15%+718
GE VERNOVA INC(GEV)02,650+2,65006760.14%+676
HUMANA INC(HUM)02,105+2,10506690.14%+669
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,589+3,58906260.13%+626
SPDR SER TR
ST STR BLO 1 ETF
06,477+6,47705950.12%+595
WORKDAY INC(WDAY)02,416+2,41605900.12%+590
ELEVANCE HEALTH INC(ELV)01,009+1,00905250.11%+525
CAPITAL ONE FINL CORP(COF)03,339+3,33905000.10%+500
COMCAST CORP NEW(CCZ)011,915+11,91504980.10%+498
WOODWARD INC(WWD)02,871+2,87104920.10%+492
ISHARES TR55,54755,54706,2426,6861.36%+444
WELLS FARGO CO NEW(WFC)07,574+7,57404280.09%+428
VISA INC(V)01,543+1,54304240.09%+424
HILTON WORLDWIDE HLDGS INC(HLT)01,758+1,75804050.08%+405
ALCOA CORP(AA)010,064+10,06403880.08%+388
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
109,085110,138+1,0536,1566,5291.33%+373
LIBERTY BROADBAND CORP(LBRDA)04,698+4,69803630.07%+363
OCCIDENTAL PETE CORP(OXY)06,155+6,15503190.06%+319
NETFLIX INC(NFLX)0441+44103130.06%+313
CHARTER COMMUNICATIONS INC N(CHTR)0936+93603030.06%+303
SPDR SER TR
ST STR P500GRW
5,7037,717+2,0144576400.13%+183
SPDR S&P 500 ETF TR(SPY)3,5123,548+361,9172,0420.41%+124
BERKSHIRE HATHAWAY INC DEL13,64912,151-1,4985,5675,5931.14%+25
ARCHER AVIATION INC(ACHR)20,64420,6440870.00%-0
SPDR SER TR
ST STR P500VAL
20,68719,024-1,6631,0081,0060.20%-3
Georgia PWR Co JR Sub NT Ser 2017a PFD QTLY CPN CLB @25 MTY 7711,3750-11,3752900-290
ULTA BEAUTY INC(ULTA)12,1818,743-3,4384,7003,4020.69%-1,298
DISNEY WALT CO(DIS)51,38336,103-15,2805,1023,4730.71%-1,629
MICROSOFT CORP(MSFT)13,6659,483-4,1826,1084,0810.83%-2,027
WALMART INC(WMT)92,79951,555-41,2446,2834,1630.85%-2,120
MARRIOTT INTL INC NEW(MAR)22,65513,320-9,3355,4773,3110.67%-2,166
CAMECO CORP(CCJ)210,983170,646-40,33710,3808,1501.66%-2,230
APPLE INC(AAPL)31,01217,079-13,9336,5323,9790.81%-2,552
JPMORGAN CHASE & CO.(JPM)29,97715,429-14,5486,0633,2530.66%-2,810
SCHWAB CHARLES CORP(SCHW)83,96546,967-36,9986,1873,0440.62%-3,143
NIKE INC(NKE)54,9440-54,9444,1620-4,162
ISHARES TR
CUR HD EURZN ETF
1,205,679490,303-715,37643,73818,0243.66%-25,715
WISDOMTREE TR(WT)958,465360,485-597,98043,33216,1863.29%-27,146
ISHARES INC
MSCI EMRG CHN
1,693,914774,125-919,789100,28047,3079.61%-52,973
WISDOMTREE TR(WT)737,800144,407-593,39383,23915,3073.11%-67,931
VANGUARD INDEX FDS402,843208,790-194,053150,77480,16116.28%-70,613
ISHARES INC
MSCI JAPAN ETF
1,214,436167,268-1,047,16882,87311,9662.43%-70,907
VANGUARD INDEX FDS2,260,991729,668-1,531,323363,554127,37825.87%-236,176
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