MondegarAI
Permanens Capital L.P.

Q3 2024 · 13F-HR

Permanens Capital L.P.holdings as filed

Filed 2024-11-14 · accession 0001493152-24-045819

$492.3M
Reported value
53
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$127.4M25.9%729,668CommonSOLE
922908736VUGVANGUARD INDEX FDS$80.2M16.3%208,790CommonSOLE
46434G764EMXCISHARES INC$47.3M9.61%774,125CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$44.1M8.96%246,118CommonSOLE
464285204IAUISHARES GOLD TR$42.5M8.63%855,260CommonSOLE
46434V639HEZUISHARES TR$18.0M3.66%490,303CommonSOLE
97717X701HEDJWISDOMTREE TR$16.2M3.29%360,485CommonSOLE
97717W851DXJWISDOMTREE TR$15.3M3.11%144,407CommonSOLE
46434G822EWJISHARES INC$12.0M2.43%167,268CommonSOLE
13321L108CCJCAMECO CORP$8.2M1.66%170,646CommonSOLE
464287457SHYISHARES TR$7.6M1.54%90,966CommonSOLE
464288802SUSAISHARES TR$6.7M1.36%55,547CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$6.5M1.33%110,138CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$5.6M1.15%206,307CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.6M1.14%12,151CommonSOLE
931142103WMTWALMART INC$4.2M0.85%51,555CommonSOLE
594918104MSFTMICROSOFT CORP$4.1M0.83%9,483CommonSOLE
037833100AAPLAPPLE INC$4.0M0.81%17,079CommonSOLE
254687106DISDISNEY WALT CO$3.5M0.71%36,103CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.4M0.69%8,743CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.3M0.67%13,320CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.3M0.66%15,429CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.0M0.62%46,967CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.41%3,548CommonSOLE
023135106AMZNAMAZON COM INC$1.5M0.31%8,237CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M0.23%1,986CommonSOLE
02079K107GOOGALPHABET INC$1.0M0.21%6,056CommonSOLE
78464A508SPYVSPDR SER TR$1.0M0.20%19,024CommonSOLE
20825C104COPCONOCOPHILLIPS$982,7890.20%9,335CommonSOLE
G0403H108AONAON PLC$898,1900.18%2,596CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$867,6650.18%1,484CommonSOLE
780259305SHELSHELL PLC$796,7420.16%12,081CommonSOLE
N00985106AERAERCAP HOLDINGS NV$738,4370.15%7,796CommonSOLE
803054204SAPSAP SE$718,4580.15%3,136CommonSOLE
36828A101GEVGE VERNOVA INC$675,6970.14%2,650CommonSOLE
444859102HUMHUMANA INC$668,6010.14%2,105CommonSOLE
78464A409SPYGSPDR SER TR$640,0480.13%7,717CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$625,5440.13%3,589CommonSOLE
78468R663BILSPDR SER TR$594,6530.12%6,477CommonSOLE
98138H101WDAYWORKDAY INC$590,4950.12%2,416CommonSOLE
036752103ELVELEVANCE HEALTH INC$524,6800.11%1,009CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$499,9480.10%3,339CommonSOLE
20030N101CMCSACOMCAST CORP NEW$497,6900.10%11,915CommonSOLE
980745103WWDWOODWARD INC$492,4050.10%2,871CommonSOLE
949746101WMT2WELLS FARGO CO NEW$427,8550.09%7,574CommonSOLE
92826C839VVISA INC$424,2480.09%1,543CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$405,2190.08%1,758CommonSOLE
013872106AAALCOA CORP$388,2690.08%10,064CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$363,1080.07%4,698CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$318,5830.06%6,155CommonSOLE
64110L106NFLXNETFLIX INC$312,7880.06%441CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$303,3390.06%936CommonSOLE
03945R110ACHR/WSARCHER AVIATION INC$7,3910.00%20,644CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.