Permanens Capital L.P. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$550.7M

Holdings

59

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (59 positions)

#StockSharesValue% PortfolioType
1
VTVVANGUARD INDEX FDS
787,828$136.1M24.71%
2
VUGVANGUARD INDEX FDS
354,713$131.5M23.89%
3
IAU*ISHARES GOLD TR
873,742$51.5M9.35%
4
DBEUDBX ETF TR
968,639$42.8M7.77%
5
DXJWISDOMTREE TR
317,244$35.0M6.35%
6
PREFPRINCIPAL EXCHANGE TRADED FD
1,380,931$25.8M4.69%
7
EMXCISHARES INC
397,633$21.9M3.98%
8
EAGL2023 ETF SERIES TRUST
497,280$13.9M2.53%
9
BBJPJ P MORGAN EXCHANGE TRADED F
144,927$8.1M1.48%
10
MSFTMICROSOFT CORP
14,899$5.6M1.02%
11
SUSAISHARES TR
48,641$5.6M1.01%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
9,636$5.1M0.93%
13
AAPLAPPLE INC
20,475$4.5M0.83%
14
DISDISNEY WALT CO
45,149$4.5M0.81%
15
SCHWSCHWAB CHARLES CORP
54,528$4.3M0.78%
16
JPMJPMORGAN CHASE & CO.
16,784$4.1M0.75%
17
ULTAULTA BEAUTY INC
11,228$4.1M0.75%
18
UBSUBS GROUP AG
130,697$4.0M0.73%
19
WMTWALMART INC
45,025$4.0M0.72%
20
MARMARRIOTT INTL INC NEW
15,396$3.7M0.67%
21
CCOCAMECO CORP
69,936$2.9M0.52%
22
AMZNAMAZON COM INC
11,729$2.2M0.41%
23
SPYSPDR S&P 500 ETF TR
3,938$2.2M0.40%
24
COPCONOCOPHILLIPS
16,730$1.8M0.32%
25
PHYS/USPROTT PHYSICAL GOLD TR
70,327$1.7M0.31%
26
CMCSACOMCAST CORP NEW
39,131$1.4M0.26%
27
SHELSHELL PLC
17,940$1.3M0.24%
28
UNHUNITEDHEALTH GROUP INC
2,493$1.3M0.24%
29
GOOGALPHABET INC
8,170$1.3M0.23%
30
AERAERCAP HOLDINGS NV
12,464$1.3M0.23%
31
METAMETA PLATFORMS INC
2,035$1.2M0.21%
32
WDAYWORKDAY INC
5,004$1.2M0.21%
33
BILSPDR SER TR
12,021$1.1M0.20%
34
AONAON PLC
2,279$909K0.17%
35
SAPSAP SE
3,155$846K0.15%
36
COFCAPITAL ONE FINL CORP
4,653$834K0.15%
37
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,006$832K0.15%
38
WWDWOODWARD INC
4,415$805K0.15%
39
LENLENNAR CORP
6,961$798K0.14%
40
HUMHUMANA INC
2,790$740K0.13%
41
SPYVSPDR SER TR
12,784$652K0.12%
42
ELVELEVANCE HEALTH INC
1,406$611K0.11%
43
ELLAUDER ESTEE COS INC
8,872$585K0.11%
44
SPYGSPDR SER TR
7,114$571K0.10%
45
LBRDKLIBERTY BROADBAND CORP
6,550$557K0.10%
46
WFCWELLS FARGO CO NEW
7,644$548K0.10%
47
RSPINVESCO EXCHANGE TRADED FD T
2,887$500K0.09%
48
GEVGE VERNOVA INC
1,581$482K0.09%
49
AAALCOA CORP
15,191$463K0.08%
50
JEFJEFFERIES FINL GROUP INC
7,580$406K0.07%
51
BRTBRT APARTMENTS CORP
23,308$402K0.07%
52
HLTHILTON WORLDWIDE HLDGS INC
1,673$380K0.07%
53
NDQINVESCO QQQ TR
671$315K0.06%
54
IVVISHARES TR
559$314K0.06%
55
INTUINTUIT
505$310K0.06%
56
SHYISHARES TR
3,663$303K0.06%
57
PTCPTC INC
1,856$287K0.05%
58
DFSEURDISCOVER FINL SVCS
1,546$263K0.05%
59
ACHR/WSARCHER AVIATION INC
15,483$27K0.00%