StockDriftsStockDriftsTop 50 Permanens Capital L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 16.75% | 1.78M | $162.9M | +79.97%(+789.90K) | $91.63(-0.10%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 16.33% | 728.5K | $158.8M | +21.58%(+129.29K) | $156.13(+45.71%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.31% | 825.4K | $71.1M | +19.82%(+136.53K) | $59.20(+50.63%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 6.66% | 858.1K | $64.8M | -54.49%(-1.03M) | $64.35(+28.97%) | 2026-06-30 | |
| SECU | BLACKROCK ETF TRUST II | 5.66% | 1.10M | $55.0M | +34.18%(+281.06K) | $49.90(-0.53%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.34% | 198.4K | $42.2M | +483.39%(+164.35K) | $197.45(+12.31%) | 2026-06-30 | |
| BBEU | J P MORGAN EXCHANGE TRADED F | 3.01% | 376.1K | $29.2M | +82.06%(+169.52K) | $72.54(+11.08%) | 2026-06-30 | |
| JPY | LAZARD ACTIVE ETF TR | 2.62% | 695.2K | $25.4M | +16.59%(+98.94K) | $30.77(+27.38%) | 2026-06-30 | |
| SCHI | SCHWAB STRATEGIC TR | 2.56% | 1.10M | $24.9M | -18.52%(-249.97K) | $22.82(-2.78%) | 2026-06-30 | |
| DXJ | WISDOMTREE TR | 2.25% | 125.9K | $21.8M | +426.32%(+101.95K) | $152.69(+18.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.00% | +52.09% | +7.97% | +46.75% |
| Top 20 Holdings Unweighted | +16.06% | +56.32% | +8.31% | +49.04% |
Permanens Capital L P reports $972.37M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are BIL (16.8%), VTV (16.3%) and VUG (7.3%). The top 20 holdings account for 81.65% of reported assets. Its disclosed equity book has returned +52.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Permanens Capital L P, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Permanens Capital L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599637). View Permanens Capital L P’s 13F filings on SEC