Permanent Capital Management, LP
156 holdingsFiling period: 2026-03-31Current AUM: $714.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 246.6K | $162.9M | $187.2M | 26.22% | +1.1K | 2026-03-31 |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | 643.4K | $97.3M | $109.6M | 15.35% | +629.0K | 2026-03-31 |
| 3 | AGG | ISHARES TR | 647.4K | $64.2M | $62.9M | 8.81% | +508.8K | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 668.7K | $46.0M | $50.7M | 7.10% | +808 | 2026-03-31 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 595.8K | $35.3M | $34.6M | 4.85% | +5.4K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 72.7K | $29.6M | $37.2M | 5.21% | +478 | 2026-03-31 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 112.5K | $22.9M | $25.6M | 3.59% | -105,613 | 2026-03-31 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 292.3K | $17.2M | $18.7M | 2.62% | -117 | 2026-03-31 |
| 9 | USFR | WISDOMTREE TR | 274.9K | $13.8M | $13.8M | 1.94% | -73,278 | 2026-03-31 |
| 10 | ACWI | ISHARES TR | 54.9K | $8.3M | $9.4M | 1.32% | -- | 2026-03-31 |
| 11 | AUR | AURORA INNOVATION INC | 1.34M | $7.9M | $12.3M | 1.73% | -- | 2026-03-31 |
| 12 | VTI | VANGUARD INDEX FDS | 21.6K | $7.7M | $8.8M | 1.23% | -2,082 | 2026-03-31 |
| 13 | SPTL | SPDR SERIES TRUST | 282.0K | $7.3M | $7.0M | 0.98% | +2.8K | 2026-03-31 |
| 14 | CAT | CATERPILLAR INC | 5.6K | $5.0M | $5.8M | 0.81% | +31 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 23.0K | $4.6M | $5.3M | 0.74% | +245 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 16.7K | $4.4M | $5.8M | 0.81% | +2.7K | 2026-03-31 |
| 17 | IWF | ISHARES TR | 35.1K | $4.2M | $4.6M | 0.65% | +26.3K | 2026-03-31 |
| 18 | VB | VANGUARD INDEX FDS | 13.9K | $4.0M | $4.5M | 0.62% | -12,531 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 14.5K | $3.9M | $4.8M | 0.67% | +391 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 10.1K | $3.9M | $4.8M | 0.68% | +217 | 2026-03-31 |
| 21 | GLD | SPDR GOLD TR | 8.2K | $3.5M | $3.0M | 0.42% | -1,646 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 4.2K | $3.0M | $3.5M | 0.48% | -- | 2026-03-31 |
| 23 | — | UBS GROUP AG | 64.5K | $2.8M | $2.8M | 0.40% | -2,993 | 2026-03-31 |
| 24 | BK | BANK NEW YORK MELLON CORP | 20.8K | $2.8M | $2.8M | 0.39% | +21 | 2026-03-31 |
| 25 | KMB | KIMBERLY-CLARK CORP | 24.3K | $2.4M | $2.7M | 0.38% | +16.1K | 2026-03-31 |
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