Permanent Capital Management, LP 13F Holdings · Q2 2026
Permanent Capital Management, LP reported 211 securities worth $746.72M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VT (24.39%), VOO (23.29%), AGG (8.64%). Among its top 25 positions this quarter: 1 new, 12 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | $182.1M | 24.39% | 1.2M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $173.9M | 23.29% | 253,227 | Added |
| 3 | AGG | ISHARES TR | $64.5M | 8.64% | 651,553 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $48.1M | 6.44% | 675,379 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $35.4M | 4.75% | 600,884 | Added |
| 6 | MSFT | MICROSOFT CORP | $27.2M | 3.65% | 73,008 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $17.4M | 2.34% | 292,236 | Trimmed |
| 8 | USFR | WISDOMTREE TR | $14.0M | 1.88% | 278,781 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $9.4M | 1.26% | 25,411 | Added |
| 10 | ACWI | ISHARES TR | $8.6M | 1.15% | 54,862 | Hold |
| 11 | SPTL | SPDR SERIES TRUST | $7.3M | 0.98% | 278,085 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $5.8M | 0.78% | 5,465 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $4.6M | 0.62% | 23,070 | Added |
| 14 | IWF | ISHARES TR | $4.4M | 0.58% | 35,109 | Added |
| 15 | AAPL | APPLE INC | $4.2M | 0.56% | 14,538 | Added |
| 16 | AUR | AURORA INNOVATION INC | $4.1M | 0.55% | 603,200 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $4.0M | 0.53% | 16,652 | Trimmed |
| 18 | EQTY | VALUED ADVISERS TR | $3.9M | 0.52% | 138,184 | New |
| 19 | GOOGL | ALPHABET INC | $3.6M | 0.48% | 10,023 | Trimmed |
| 20 | UBS | UBS GROUP AG | $3.2M | 0.43% | 64,477 | Hold |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 0.42% | 4,185 | Hold |
| 22 | BNY | BANK OF NY MELLON CORP | $3.0M | 0.40% | 20,794 | Hold |
| 23 | GLD | SPDR GOLD TR | $3.0M | 0.40% | 8,157 | Hold |
| 24 | EXE | EXPAND ENERGY CORPORATION | $2.4M | 0.33% | 26,635 | Added |
| 25 | KMB | KIMBERLY-CLARK CORP | $2.3M | 0.31% | 20,522 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR