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CIK: 0002054108
Total reported value
$746.7M
$746.7M
157 檔
41.2%
As reported in its official Q4 2025 Form 13F filing, Permanent Capital Management, LP's tracked investment portfolio stood at $746.7M with 157 total positions.
Permanent Capital Management, LP executed strategic sector rebalancing during Q4 2025, establishing 23 new positions while fully exiting 17 holdings and trimming 53 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.00% | -2.05% | +0.89% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.14% | -3.31% | +0.64% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.13% | -0.71% | +1.70% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.89% | -0.74% | -15.75% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.80% | -0.96% | -0.31% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.41% | -0.27% | -16.82% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.06% | -0.34% | +2.00% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.70% | -1.34% | +1.68% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.55% | +0.07% | -5.13% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.51% | -0.14% | — | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.44% | -0.16% | +3.54% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.33% | -0.61% | EXIT | |
| 13 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 1.00% | -0.68% | -46.27% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | -0.09% | +6.32% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.07% | +0.10% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.14% | -2.28% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.75% | -0.05% | +1.01% | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 0.65% | -0.02% | +5.86% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.16% | +3.97% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | — | +4.04% | |
| 21 | UBS | UBS Group AG | Stock-Financials | 0.61% | -0.01% | -2.68% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | -0.13% | -0.17% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.05% | -23.66% | |
| 24 | CDZI | Cadiz Inc | Stock-Other | 0.54% | -0.02% | — | |
| 25 | EXE | Expand Energy CORP | Stock-Energy | 0.51% | -0.03% | -1.40% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | -0.04% | +5.16% | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.47% | -0.04% | +0.06% | |
| 28 | GLNG | Golar LNG Limited | Stock-Energy | 0.43% | -0.05% | +13.15% | |
| 29 | OI | O-i Glass Inc | Stock-Other | 0.41% | +0.13% | -15.39% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.39% | +9.26% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.08% | -6.05% | |
| 32 | PPLI | People Inc | Stock-Comm Services | 0.32% | -0.01% | -16.73% | |
| 33 | L | Loews CORP | Stock-Financials | 0.32% | -0.04% | +0.06% | |
| 34 | PCG | P G & E CORP | Stock-Utilities | 0.31% | -0.07% | +0.06% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.30% | -0.02% | — | |
| 36 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.30% | -0.03% | — | |
| 37 | ACTG | Acacia Research CORP | Stock-Other | 0.30% | — | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.04% | -2.69% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | -0.01% | +4.32% | |
| 40 | AXS | AXIS Capital Holdings Limited | Stock-Financials | 0.26% | -0.01% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | -0.02% | +11.89% | |
| 42 | GM | General Motors Co | Stock-Consumer Disc | 0.24% | -0.02% | -16.47% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.04% | +1.45% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.05% | +1.01% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.23% | — | -16.83% | |
| 46 | JBS | Jbs N.v. | Stock-Other | 0.23% | -0.04% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | — | -2.28% | |
| 48 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.22% | -0.02% | — | |
| 49 | AIG | American International Group | Stock-Financials | 0.21% | -0.02% | +0.14% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.21% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.1% | +0.89% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.8% | +1.70% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +0.64% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.17% | Trim |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +2.00% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.2% | +1.68% | Add |
| 7 | CAT | Caterpillar Inc | +0.1% | +4.04% | Add |
| 8 | COF | Capital One Financial CORP | +0.1% | +5.86% | Add |
| 9 | CDZI | Cadiz Inc | +0.1% | — | Unchanged |
| 10 | KMB | Kimberly-clark CORP | +0.1% | +172.81% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | -2.28% | Trim |
| 12 | AAPL | Apple Inc | +0.1% | +1.01% | Add |
| 13 | ACWI | Ishares Msci Acwi ETF | +0.1% | — | Unchanged |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -6.05% | Trim |
| 15 | UBS | UBS Group AG | +0.1% | -2.68% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | +3.97% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +6.32% | Add |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +3.54% | Add |
| 19 | ACTG | Acacia Research CORP | +0.1% | — | Unchanged |
| 20 | BNY | Bank Of New York Mellon CORP | +0.1% | +0.06% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | 0% | +11.89% | Add |
| 22 | AXS | AXIS Capital Holdings Limited | 0% | — | Unchanged |
| 23 | TECK | Teck Resources Ltd-cls B | 0% | — | Unchanged |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | +0.10% | Add |
| 25 | TTWO | Take-two Interactive Softwre | 0% | +56.62% | Add |
| 26 | GM | General Motors Co | 0% | -16.47% | Trim |
| 27 | BSX | Boston Scientific CORP | 0% | +34.30% | Add |
| 28 | WMT | Walmart Inc | 0% | +1.01% | Add |
| 29 | PCG | P G & E CORP | 0% | +0.06% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | -2.28% | Trim |
| 31 | ABBV | Abbvie Inc | 0% | +14.22% | Add |
| 32 | GLNG | Golar LNG Limited | 0% | +13.15% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.32% | Add |
| 34 | L | Loews CORP | 0% | +0.06% | Add |
| 35 | AVGO | Broadcom Inc | 0% | +1.45% | Add |
| 36 | UNP | Union Pacific CORP | 0% | +5.16% | Add |
| 37 | EXE | Expand Energy CORP | 0% | -1.40% | Trim |
| 38 | OWL | Blue Owl Capital Inc | 0% | +41.25% | Add |
| 39 | AIG | American International Group | 0% | +0.14% | Add |
| 40 | B | Barrick Mining CORP | 0% | — | Unchanged |
| 41 | NEE | Nextera Energy Inc | 0% | +8.38% | Add |
| 42 | ISRG | Intuitive Surgical Inc | 0% | +1.47% | Add |
| 43 | XOM | Exxon Mobil CORP | 0% | +1.26% | Add |
| 44 | AMAT | Applied Materials Inc | 0% | -5.24% | Trim |
| 45 | SPRY | Ars Pharmaceuticals Inc | 0% | -1.94% | Trim |
| 46 | CRH | CRH plc | 0% | +20.68% | Add |
| 47 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 48 | SPGI | S&p Global Inc | 0% | -1.83% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | 0% | -5.13% | Trim |
| 50 | UNH | Unitedhealth Group Inc | 0% | +35.29% | Add |
According to official SEC Form 13F filings, Permanent Capital Management, LP reported a total U.S. public equity portfolio value of $746.7M across 157 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, RSP, VEA) accounted for 41.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BA
市值: $1.6M
Top Position Liquidated / Trimmed
UL
前期市值: $1.2M
During Q4 2025, Permanent Capital Management, LP's top holdings by market value included VOO (30.0%)、RSP (8.1%)、VEA (8.1%). The largest single position, VOO, represented 30.0% of total portfolio value.
In Q4 2025, Permanent Capital Management, LP made 152 total portfolio adjustments, initiating 23 new buys, adding to 59 positions, trimming 53 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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