Universe · entity
Permanens Capital L.P.
Institutional manager (13F) · CIK 1599637
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $761M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES GOLD TR | $166M | 1,885,466 |
| 2 | VANGUARD INDEX FDS | $118M | 599,227 |
| 3 | SPDR SERIES TRUST | $91M | 987,782 |
| 4 | VANGUARD INDEX FDS | $50M | 114,815 |
| 5 | BLACKROCK ETF TRUST II | $41M | 822,353 |
| 6 | SCHWAB STRATEGIC TR | $31M | 1,349,942 |
| 7 | ISHARES TR | $31M | 257,944 |
| 8 | LAZARD ACTIVE ETF TR | $20M | 596,251 |
| 9 | CAMECO CORP | $18M | 169,262 |
| 10 | PRINCIPAL EXCHANGE TRADED FD | $16M | 847,144 |
| 11 | J P MORGAN EXCHANGE TRADED F | $15M | 206,582 |
| 12 | ISHARES GOLD TR | $12M | 265,651 |
| 13 | MICROSOFT CORP | $12M | 31,146 |
| 14 | WALMART INC | $11M | 86,688 |
| 15 | BAKER HUGHES COMPANY | $11M | 174,553 |
| 16 | JPMORGAN CHASE & CO | $10M | 34,064 |
| 17 | MITSUBISHI UFJ FINANCIAL GRO | $10M | 575,644 |
| 18 | ULTA BEAUTY INC | $10M | 18,584 |
| 19 | BERKSHIRE HATHAWAY INC DEL | $9M | 19,820 |
| 20 | 2023 ETF SERIES TRUST | $9M | 299,137 |
| 21 | INVESCO EXCH TRADED FD TR II | $8M | 383,369 |
| 22 | BLACKROCK ETF TRUST II | $8M | 154,756 |
| 23 | INVESCO EXCHANGE TRADED FD T | $7M | 34,000 |
| 24 | STATE STR SPDR S&P 500 ETF T | $4M | 6,233 |
| 25 | AMAZON COM INC | $4M | 18,494 |
| 26 | WISDOMTREE TR | $4M | 23,914 |
| 27 | NETFLIX INC. | $3M | 31,780 |
| 28 | BRT APARTMENTS CORP | $3M | 201,265 |
| 29 | CONOCOPHILLIPS | $3M | 19,069 |
| 30 | META PLATFORMS INC | $2M | 3,850 |
| 31 | TAIWAN SEMICONDUCTOR MANUFAC | $2M | 5,274 |
| 32 | ALPHABET INC | $2M | 6,110 |
| 33 | BGC GROUP INC | $2M | 170,000 |
| 34 | MERCADOLIBRE INC | $2M | 957 |
| 35 | UNITEDHEALTH GROUP INC | $2M | 6,085 |
| 36 | MASTERCARD INCORPORATED | $2M | 3,211 |
| 37 | ALPHABET INC | $2M | 5,504 |
| 38 | APPLE INC | $1M | 5,803 |
| 39 | SAP SE | $1M | 8,494 |
| 40 | DANAHER CORP DEL | $1M | 6,890 |
| 41 | INVESCO QQQ TR | $1M | 2,204 |
| 42 | PROSHARES TR | $1M | 20,750 |
| 43 | CAPITAL ONE FINL CORP | $1M | 6,547 |
| 44 | SHOPIFY INC | $1M | 10,030 |
| 45 | ARES CAPITAL CORP | $1M | 65,544 |
| 46 | WORKDAY INC | $1M | 8,826 |
| 47 | COMCAST CORP NEW | $1M | 37,901 |
| 48 | INTUIT | $973k | 2,251 |
| 49 | QXO INC | $971k | 50,000 |
| 50 | AERCAP HOLDINGS NV | $961k | 7,002 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.