Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Permanens Capital L.P. (CIK 1599637) reported $776.3M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($166.2M, 21.41%), VTV ($117.6M, 15.15%), BIL ($90.5M, 11.66%), VUG ($50.2M, 6.46%), SHYM ($41.0M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $166.2M | 21.41% | 1.9M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $117.6M | 15.15% | 599,227 | Added |
| 3 | BIL | SPDR SERIES TRUST | $90.5M | 11.66% | 987,782 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $50.2M | 6.46% | 114,815 | Trimmed |
| 5 | SHYM | BLACKROCK ETF TRUST II | $41.0M | 5.28% | 822,353 | New |
| 6 | SCHI | SCHWAB STRATEGIC TR | $30.6M | 3.94% | 1.3M | New |
| 7 | IEI | ISHARES TR | $30.6M | 3.94% | 257,944 | Added |
| 8 | JPY | LAZARD ACTIVE ETF TR | $19.6M | 2.53% | 596,251 | Added |
| 9 | CCJ | CAMECO CORP | $18.4M | 2.37% | 169,262 | Trimmed |
| 10 | PREF | PRINCIPAL EXCHANGE TRADED FD | $15.9M | 2.05% | 847,144 | Trimmed |
| 11 | BBEU | J P MORGAN EXCHANGE TRADED F | $15.0M | 1.93% | 206,582 | Trimmed |
| 12 | IAUM | ISHARES GOLD TR | $12.4M | 1.60% | 265,651 | Added |
| 13 | MSFT | MICROSOFT CORP | $11.5M | 1.49% | 31,146 | Added |
| 14 | WMT | WALMART INC | $10.8M | 1.39% | 86,688 | Added |
| 15 | BKR | BAKER HUGHES COMPANY | $10.7M | 1.37% | 174,553 | New |
| 16 | JPM | JPMORGAN CHASE & CO | $10.0M | 1.29% | 34,064 | Added |
| 17 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | $9.8M | 1.26% | 575,644 | Added |
| 18 | ULTA | ULTA BEAUTY INC | $9.7M | 1.25% | 18,584 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.5M | 1.22% | 19,820 | New |
| 20 | EAGL | 2023 ETF SERIES TRUST | $9.1M | 1.17% | 299,137 | Trimmed |
| 21 | BRHY | BLACKROCK ETF TRUST II | $7.8M | 1.01% | 154,756 | New |
| 22 | BKLN | INVESCO EXCH TRADED FD TR II | $7.8M | 1.01% | 383,369 | New |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $6.5M | 0.84% | 34,000 | New |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 0.52% | 6,233 | Added |
| 25 | AMZN | AMAZON COM INC | $3.9M | 0.50% | 18,494 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31