Permanens Capital L.P.
CIK: 0001599637SEC EDGAR →
Portfolio Value
$767K
Holdings
80
As of
Q4 2025
New Positions
27
Closed Positions
33
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 561,293 | $107K | 13.98% |
| 2 | ISHARES GOLD TR | 1,122,462 | $91K | 11.88% |
| 3 | VANGUARD INDEX FDS | 161,547 | $79K | 10.28% |
| 4 | SPDR SERIES TRUST | 664,112 | $61K | 7.91% |
| 5 | ISHARES SILVER TR | 900,242 | $58K | 7.56% |
| 6 | WISDOMTREE TR | 292,755 | $42K | 5.50% |
| 7 | J P MORGAN EXCHANGE TRADED F | 560,278 | $41K | 5.36% |
| 8 | ISHARES TR | 847,010 | $36K | 4.74% |
| 9 | PRINCIPAL EXCHANGE TRADED FD | 1,715,767 | $33K | 4.27% |
| 10 | 2023 ETF SERIES TRUST | 800,671 | $26K | 3.39% |
Quarterly Changes
Top Buys
New Positions (27)
$7K · 152K shares
$3K · 35K shares
$3K · 9K shares
$3K · 14K shares
$3K · 9K shares
$3K · 11K shares
$3K · 18K shares
$2K · 11K shares
$2K · 7K shares
$2K · 71K shares
$2K · 19K shares
$2K · 8K shares
$2K · 2K shares
$2K · 15K shares
$1K · 28K shares
$1K · 5K shares
$1K · 4K shares
$1K · 15K shares
$892 · 3K shares
$871 · 3K shares
$726 · 4K shares
$605 · 914 shares
$602 · 12K shares
$378 · 608 shares
$344 · 1K shares
$323 · 9K shares
$58 · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $506K | 66.0% |
| Unknown | 3 | $93K | 12.2% |
| Technology | 12 | $84K | 11.0% |
| Communication Services | 9 | $30K | 3.9% |
| Consumer Cyclical | 4 | $18K | 2.4% |
| Consumer Defensive | 2 | $11K | 1.5% |
| Healthcare | 4 | $8K | 1.1% |
| Industrials | 3 | $6K | 0.7% |
| Energy | 3 | $5K | 0.6% |
| Real Estate | 3 | $3K | 0.4% |
| Basic Materials | 3 | $2K | 0.3% |