Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Permanent Capital Management, LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Permanent Capital Management, LP (CIK 2054108) reported $643.0M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($162.9M, 25.34%), VT ($97.3M, 15.13%), AGG ($64.2M, 9.98%), VEA ($46.0M, 7.15%), VGIT ($35.3M, 5.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$162.9M25.34%246,616Added
2VTVANGUARD INTL EQUITY INDEX F$97.3M15.13%643,393Added
3AGGISHARES TR$64.2M9.98%647,425Added
4VEAVANGUARD TAX-MANAGED FDS$46.0M7.15%668,654Added
5VGITVANGUARD SCOTTSDALE FDS$35.3M5.49%595,838Added
6MSFTMICROSOFT CORP$29.6M4.61%72,667Added
7RSPINVESCO EXCHANGE TRADED FD T$22.9M3.56%112,478Trimmed
8VWOVANGUARD INTL EQUITY INDEX F$17.2M2.68%292,320Trimmed
9USFRWISDOMTREE TR$13.8M2.15%274,856Trimmed
10ACWIISHARES TR$8.3M1.29%54,862Hold
11AURAURORA INNOVATION INC$7.9M1.23%1.3MHold
12VTIVANGUARD INDEX FDS$7.7M1.19%21,645Trimmed
13SPTLSPDR SERIES TRUST$7.3M1.14%281,994Added
14CATCATERPILLAR INC$5.0M0.78%5,617Added
15NVDANVIDIA CORPORATION$4.6M0.71%23,034Added
16AMZNAMAZON COM INC$4.4M0.69%16,672Added
17IWFISHARES TR$4.2M0.65%35,079Added
18GOOGLALPHABET INC$3.9M0.61%10,148Added
19AAPLAPPLE INC$3.9M0.61%14,471Added
20VBVANGUARD INDEX FDS$4.0M0.61%13,892Trimmed
21GLDSPDR GOLD TR$3.5M0.54%8,157Trimmed
22SPYSTATE STR SPDR S&P 500 ETF T$3.0M0.47%4,185Hold
23UBSUBS GROUP AG$2.8M0.44%64,477Trimmed
24BKBANK NEW YORK MELLON CORP$2.8M0.44%20,794Added
25KMBKIMBERLY-CLARK CORP$2.4M0.37%24,280Added

Source: SEC Form 13F filings · as of 2026-03-31