MondegarAI
Permanens Capital L.P.

Q4 2024 · 13F-HR

Permanens Capital L.P.holdings as filed

Filed 2025-02-14 · accession 0001493152-25-006833

$523.7M
Reported value
53
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$124.5M23.8%303,347CommonSOLE
922908744VTVVANGUARD INDEX FDS$119.7M22.9%706,787CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$65.8M12.6%375,655CommonSOLE
464285204IAUISHARES GOLD TR$48.8M9.32%985,936CommonSOLE
233051853DBEUDBX ETF TR$19.1M3.65%463,893CommonSOLE
97717W851DXJWISDOMTREE TR$17.1M3.26%154,854CommonSOLE
46434G764EMXCISHARES INC$16.8M3.21%303,281CommonSOLE
464287457SHYISHARES TR$15.9M3.03%193,619CommonSOLE
46434G822EWJISHARES INC$9.7M1.85%144,482CommonSOLE
13321L108CCJCAMECO CORP$8.5M1.63%166,026CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$7.0M1.33%249,683CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$6.3M1.20%114,363CommonSOLE
464288802SUSAISHARES TR$5.5M1.05%45,369CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.5M1.05%12,151CommonSOLE
931142103WMTWALMART INC$4.7M0.89%51,555CommonSOLE
037833100AAPLAPPLE INC$4.3M0.82%17,079CommonSOLE
254687106DISDISNEY WALT CO$4.0M0.77%36,103CommonSOLE
594918104MSFTMICROSOFT CORP$4.0M0.76%9,483CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.8M0.73%8,743CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.7M0.71%13,320CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.7M0.71%15,429CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.5M0.66%46,967CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.5M0.47%4,172CommonSOLE
023135106AMZNAMAZON COM INC$1.8M0.35%8,237CommonSOLE
20825C104COPCONOCOPHILLIPS$1.2M0.23%11,892CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.22%1,986CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.22%6,056CommonSOLE
G0403H108AONAON PLC$932,3790.18%2,596CommonSOLE
98138H101WDAYWORKDAY INC$920,6510.18%3,568CommonSOLE
78464A508SPYVSPDR SER TR$875,1590.17%17,113CommonSOLE
803054204SAPSAP SE$772,1150.15%3,136CommonSOLE
780259305SHELSHELL PLC$756,8750.14%12,081CommonSOLE
20030N101CMCSACOMCAST CORP NEW$751,5760.14%20,026CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$750,6960.14%1,484CommonSOLE
N00985106AERAERCAP HOLDINGS NV$746,0770.14%7,796CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$710,9740.14%3,589CommonSOLE
78464A409SPYGSPDR SER TR$639,0330.12%7,270CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$595,4100.11%3,339CommonSOLE
78468R663BILSPDR SER TR$578,4780.11%6,327CommonSOLE
444859102HUMHUMANA INC$535,9220.10%2,105CommonSOLE
92826C839VVISA INC$487,6500.09%1,543CommonSOLE
980745103WWDWOODWARD INC$477,7920.09%2,871CommonSOLE
949746101WMT2WELLS FARGO CO NEW$442,3720.08%6,298CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$434,5070.08%1,758CommonSOLE
36828A101GEVGE VERNOVA INC$426,9460.08%1,297CommonSOLE
013872106AAALCOA CORP$409,3840.08%10,836CommonSOLE
036752103ELVELEVANCE HEALTH INC$372,2200.07%1,009CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$351,2220.07%4,698CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$276,8700.05%2,170CommonSOLE
464287242LQDISHARES TR$266,0320.05%2,490CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$247,8230.05%723CommonSOLE
518439104ELLAUDER ESTEE COS INC$223,9650.04%2,987CommonSOLE
03945R110ACHR/WSARCHER AVIATION INC$66,4760.01%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.