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Asset Manager ← All Institutions

Permanent Capital Management, LP

Q2 2025 · Filed 2025-04-11
Market Value
$0
-100.0%
Holdings
78
-7
New Purchases
0
Added To
0
Closed
78
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 19 $0 0%
Large Cap 43 $0 0%
Mid Cap 7 $0 0%
Small Cap 7 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$497.4B
Median Market Cap
$75.9B
Avg P/E
32.1
Median P/E
28.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
49
# ETFs / Funds
29

Top Holdings (78 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BAC —% -$525K -12,575 -100.0% SOLD
2 HWM —% -$342K -2,635 -100.0% SOLD
3 DLR —% -$210K -1,464 -100.0% SOLD
4 BN —% -$258K -4,919 -100.0% SOLD
5 HLT —% -$208K -913 -100.0% SOLD
6 TRGP —% -$207K -1,032 -100.0% SOLD
7 ICE —% -$445K -2,578 -100.0% SOLD
8 ABBV —% -$651K -3,109 -100.0% SOLD
9 DHR —% -$345K -1,682 -100.0% SOLD
10 NEA —% -$140K -12,409 -100.0% SOLD
11 NZF —% -$140K -11,381 -100.0% SOLD
12 AEE —% -$291K -2,903 -100.0% SOLD
13 MHD —% -$140K -11,847 -100.0% SOLD
14 LOW —% -$264K -1,131 -100.0% SOLD
15 MSCI —% -$360K -636 -100.0% SOLD
16 MSI —% -$410K -935 -100.0% SOLD
17 SPGI —% -$381K -749 -100.0% SOLD
18 TRU —% -$344K -4,149 -100.0% SOLD
19 VKQ —% -$138K -14,326 -100.0% SOLD
20 JPM —% -$773K -3,151 -100.0% SOLD
21 JNJ —% -$203K -1,224 -100.0% SOLD
22 NAD —% -$139K -12,013 -100.0% SOLD
23 SLB —% -$297K -7,064 -100.0% SOLD
24 TOST —% -$3M -98,164 -100.0% SOLD
25 V —% -$900K -2,568 -100.0% SOLD
26 TMO —% -$363K -729 -100.0% SOLD
27 PML —% -$82K -10,023 -100.0% SOLD
28 COP —% -$461K -4,388 -100.0% SOLD
29 MCK —% -$395K -586 -100.0% SOLD
30 NEE —% -$504K -7,112 -100.0% SOLD
31 APO —% -$202K -1,472 -100.0% SOLD
32 MQY —% -$139K -11,785 -100.0% SOLD
33 IT —% -$315K -751 -100.0% SOLD
34 UNH —% -$755K -1,442 -100.0% SOLD
35 VGM —% -$140K -14,029 -100.0% SOLD
36 VMO —% -$138K -14,517 -100.0% SOLD
37 NOC —% -$367K -717 -100.0% SOLD
38 COST —% -$505K -534 -100.0% SOLD
39 KBWB —% -$612K -9,756 -100.0% SOLD
40 AVGO —% -$409K -2,440 -100.0% SOLD
41 AMZN —% -$1M -7,151 -100.0% SOLD
42 AAPL —% -$2M -9,453 -100.0% SOLD
43 AGNCZ —% -$105K -10,800 -100.0% SOLD
44 AUR —% -$17M -2,521,340 -100.0% SOLD
45 META —% -$1M -1,891 -100.0% SOLD
46 FTNT —% -$351K -3,647 -100.0% SOLD
47 MELI —% -$236K -121 -100.0% SOLD
48 FBND —% -$364K -7,942 -100.0% SOLD
49 TTWO —% -$424K -2,048 -100.0% SOLD
50 OEF —% -$277K -1,022 -100.0% SOLD
51 PPA —% -$6M -48,913 -100.0% SOLD
52 RSP —% -$29M -168,541 -100.0% SOLD
53 VGSH —% -$1M -22,039 -100.0% SOLD
54 VTI —% -$852K -3,099 -100.0% SOLD
55 VB —% -$12M -54,753 -100.0% SOLD
56 VEA —% -$30M -595,031 -100.0% SOLD
57 AGG —% -$18M -184,503 -100.0% SOLD
58 SPTL —% -$10M -359,981 -100.0% SOLD
59 WMT —% -$363K -4,122 -100.0% SOLD
60 QUAL —% -$375K -2,196 -100.0% SOLD
61 GOOGL —% -$261K -1,685 -100.0% SOLD
62 GOOG —% -$998K -6,390 -100.0% SOLD
63 MSFT —% -$25M -66,325 -100.0% SOLD
64 NVDA —% -$2M -14,840 -100.0% SOLD
65 VWO —% -$10M -218,172 -100.0% SOLD
66 FDVV —% -$352K -7,097 -100.0% SOLD
67 IWF —% -$3M -8,753 -100.0% SOLD
68 PAYX —% -$212K -1,376 -100.0% SOLD
69 LIF —% -$827K -21,539 -100.0% SOLD
70 IWM —% -$642K -3,220 -100.0% SOLD
71 USFR —% -$25M -494,472 -100.0% SOLD
72 VGIT —% -$60M -1,015,724 -100.0% SOLD
73 VOO —% -$68M -133,173 -100.0% SOLD
74 KCCA —% -$3M -180,820 -100.0% SOLD
75 PX —% -$159K -13,500 -100.0% SOLD
76 ABC —% -$344K -1,238 -100.0% SOLD
77 FI —% -$387K -1,753 -100.0% SOLD
78 PMX —% -$82K -11,403 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
NEE —%
HWM —%
DLR —%
BN —%
HLT —%
TRGP —%
ICE —%
ABBV —%
DHR —%
NEA —%
APO —%
AEE —%
MHD —%
LOW —%
MSCI —%
View SEC EDGAR Filings for Permanent Capital Management, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms