MondegarAI
Permanens Capital L.P.

Q1 2025 · 13F-HR

Permanens Capital L.P.holdings as filed

Filed 2025-05-15 · accession 0001641172-25-010909

$550.7M
Reported value
59
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$136.1M24.7%787,828CommonSOLE
922908736VUGVANGUARD INDEX FDS$131.5M23.9%354,713CommonSOLE
464285204IAUISHARES GOLD TR$51.5M9.35%873,742CommonSOLE
233051853DBEUDBX ETF TR$42.8M7.77%968,639CommonSOLE
97717W851DXJWISDOMTREE TR$35.0M6.35%317,244CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$25.8M4.69%1,380,931CommonSOLE
46434G764EMXCISHARES INC$21.9M3.98%397,633CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$13.9M2.53%497,280CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$8.1M1.48%144,927CommonSOLE
594918104MSFTMICROSOFT CORP$5.6M1.02%14,899CommonSOLE
464288802SUSAISHARES TR$5.6M1.01%48,641CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.1M0.93%9,636CommonSOLE
037833100AAPLAPPLE INC$4.5M0.83%20,475CommonSOLE
254687106DISDISNEY WALT CO$4.5M0.81%45,149CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.3M0.78%54,528CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.1M0.75%16,784CommonSOLE
90384S303ULTAULTA BEAUTY INC$4.1M0.75%11,228CommonSOLE
H42097107UBSUBS GROUP AG$4.0M0.73%130,697CommonSOLE
931142103WMTWALMART INC$4.0M0.72%45,025CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.7M0.67%15,396CommonSOLE
13321L108CCJCAMECO CORP$2.9M0.52%69,936CommonSOLE
023135106AMZNAMAZON COM INC$2.2M0.41%11,729CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.2M0.40%3,938CommonSOLE
20825C104COPCONOCOPHILLIPS$1.8M0.32%16,730CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.7M0.31%70,327CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.4M0.26%39,131CommonSOLE
780259305SHELSHELL PLC$1.3M0.24%17,940CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.24%2,493CommonSOLE
02079K107GOOGALPHABET INC$1.3M0.23%8,170CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.3M0.23%12,464CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.21%2,035CommonSOLE
98138H101WDAYWORKDAY INC$1.2M0.21%5,004CommonSOLE
78468R663BILSPDR SER TR$1.1M0.20%12,021CommonSOLE
G0403H108AONAON PLC$909,5260.17%2,279CommonSOLE
803054204SAPSAP SE$846,9280.15%3,155CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$834,2830.15%4,653CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$832,8840.15%5,006CommonSOLE
980745103WWDWOODWARD INC$805,6930.15%4,415CommonSOLE
526057104LENLENNAR CORP$798,9840.15%6,961CommonSOLE
444859102HUMHUMANA INC$740,7030.13%2,790CommonSOLE
78464A508SPYVSPDR SER TR$652,8790.12%12,784CommonSOLE
036752103ELVELEVANCE HEALTH INC$611,5540.11%1,406CommonSOLE
518439104ELLAUDER ESTEE COS INC$585,5520.11%8,872CommonSOLE
78464A409SPYGSPDR SER TR$571,7520.10%7,114CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$557,0780.10%6,550CommonSOLE
949746101WMT2WELLS FARGO CO NEW$548,7630.10%7,644CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$500,1700.09%2,887CommonSOLE
36828A101GEVGE VERNOVA INC$482,6480.09%1,581CommonSOLE
013872106AAALCOA CORP$463,3260.08%15,191CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$406,0610.07%7,580CommonSOLE
055645303BRTBRT APARTMENTS CORP$402,0630.07%23,308CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$380,6910.07%1,673CommonSOLE
46090E103QQQINVESCO QQQ TR$315,1260.06%671CommonSOLE
464287200IVVISHARES TR$314,1020.06%559CommonSOLE
461202103INTUINTUIT$310,0650.06%505CommonSOLE
464287457SHYISHARES TR$303,0400.06%3,663CommonSOLE
69370C100PTCPTC INC$287,5870.05%1,856CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$263,9020.05%1,546CommonSOLE
03945R110ACHR/WSARCHER AVIATION INC$27,8690.01%15,483CommonSOLE

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.