Fund HoldingsPermanens Capital L.P.

Total Portfolio Value
$523.65M
Total Bought
$105.12M
Total Sold
$77.34M
Net Transaction
+$27.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INDEX FDS208,790303,347+94,55780,161124,50623.78%+44,345
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
246,118375,655+129,53744,09565,82612.57%+21,731
DBX ETF TR0463,893+463,893019,1173.65%+19,117
ISHARES TR90,966193,619+102,6537,56415,8733.03%+8,309
ISHARES GOLD TR(IAU)855,260985,936+130,67642,50648,8149.32%+6,307
WISDOMTREE TR(WT)144,407154,854+10,44715,30717,0793.26%+1,772
2023 ETF SERIES TRUST
EAGL CAP SEL ETF
206,307249,683+43,3765,6456,9541.33%+1,309
DISNEY WALT CO(DIS)36,10336,10303,4734,0380.77%+565
WALMART INC(WMT)51,55551,55504,1634,6690.89%+506
JPMORGAN CHASE & CO.(JPM)15,42915,42903,2533,6980.71%+445
SCHWAB CHARLES CORP(SCHW)46,96746,96703,0443,4760.66%+432
SPDR S&P 500 ETF TR(SPY)3,5484,172+6242,0422,4530.47%+411
MARRIOTT INTL INC NEW(MAR)13,32013,32003,3113,7150.71%+404
ULTA BEAUTY INC(ULTA)8,7438,74303,4023,8030.73%+401
CAMECO CORP(CCJ)170,646166,026-4,6208,1508,5321.63%+382
WORKDAY INC(WDAY)2,4163,568+1,1525909210.18%+330
APPLE INC(AAPL)17,07917,07903,9794,2770.82%+298
VANGUARD WHITEHALL FDS02,170+2,17002770.05%+277
AMAZON COM INC(AMZN)8,2378,23701,5351,8070.35%+272
ISHARES TR02,490+2,49002660.05%+266
COMCAST CORP NEW(CCZ)11,91520,026+8,1114987520.14%+254
LAUDER ESTEE COS INC(EL)02,987+2,98702240.04%+224
CONOCOPHILLIPS(COP)9,33511,892+2,5579831,1790.23%+197
ALPHABET INC(GOOG)6,0566,05601,0131,1530.22%+141
CAPITAL ONE FINL CORP(COF)3,3393,33905005950.11%+95
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,5893,58906267110.14%+85
VISA INC(V)1,5431,54304244880.09%+63
ARCHER AVIATION INC(ACHR)20,64420,64407660.01%+59
SAP SE(SAP)3,1363,13607187720.15%+54
AON PLC(AON)2,5962,59608989320.18%+34
HILTON WORLDWIDE HLDGS INC(HLT)1,7581,75804054350.08%+29
META PLATFORMS INC(META)1,9861,98601,1371,1630.22%+26
ALCOA CORP(AA)10,06410,836+7723884090.08%+21
WELLS FARGO CO NEW(WFC)7,5746,298-1,2764284420.08%+15
AERCAP HOLDINGS NV(AER)7,7967,79607387460.14%+8
SPDR SER TR
ST STR P500GRW
7,7177,270-4476406390.12%-1
LIBERTY BROADBAND CORP(LBRDA)4,6984,69803633510.07%-12
WOODWARD INC(WWD)2,8712,87104924780.09%-15
SPDR SER TR
ST STR BLO 1 ETF
6,4776,327-1505955780.11%-16
SHELL PLC(SHEL)12,08112,08107977570.14%-40
CHARTER COMMUNICATIONS INC N(CHTR)936723-2133032480.05%-56
MICROSOFT CORP(MSFT)9,4839,48304,0813,9970.76%-83
BERKSHIRE HATHAWAY INC DEL12,15112,15105,5935,5081.05%-85
UNITEDHEALTH GROUP INC(UNH)1,4841,48408687510.14%-117
SPDR SER TR
ST STR P500VAL
19,02417,113-1,9111,0068750.17%-130
HUMANA INC(HUM)2,1052,10506695360.10%-133
ELEVANCE HEALTH INC(ELV)1,0091,00905253720.07%-152
GE VERNOVA INC(GEV)2,6501,297-1,3536764270.08%-249
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
110,138114,363+4,2256,5296,2771.20%-252
NETFLIX INC(NFLX)4410-4413130-313
OCCIDENTAL PETE CORP(OXY)6,1550-6,1553190-319
ISHARES TR55,54745,369-10,1786,6865,5161.05%-1,170
ISHARES INC
MSCI JAPAN ETF
167,268144,482-22,78611,9669,6951.85%-2,272
VANGUARD INDEX FDS729,668706,787-22,881127,378119,65922.85%-7,719
WISDOMTREE TR(WT)360,4850-360,48516,1860-16,186
ISHARES TR
CUR HD EURZN ETF
490,3030-490,30318,0240-18,024
ISHARES INC
MSCI EMRG CHN
774,125303,281-470,84447,30716,8173.21%-30,490
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