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PCM
Permanent Capital Management Portfolio holdings
AUM
$747M
1-Year Est. Return
17.94%
This Fund
S&P 500
This Quarter
Est. Return
+6.07%
1 Year Est. Return
+17.94%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$535M
AUM Growth
–
Cap. Flow
+$521M
Cap. Flow
% of AUM
97.45%
Top 10 Holdings %
Top 10 Hldgs %
72.87%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$143M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$41.8M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$40.4M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$38.3M |
| 5 |
Microsoft
MSFT
|
+$36.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 72.28% |
| 2 | Technology | 9.65% |
| 3 | Consumer Discretionary | 4.86% |
| 4 | Financials | 3.93% |
| 5 | Industrials | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Union Pacific
UNP
$163B
| $2.38M | 0.45% |
+10,090
| New | +$2.27M |
|
27
Cadiz
CDZI
$314M
| $2.34M | 0.44% |
+496,519
| New | +$1.73M |
|
|
LIF
28
Life360
LIF
$3.36B
| $2.29M | 0.43% |
+21,539
| New | +$1.81M |
|
|
BNY
29
Bank of New York Mellon
BNY
$102B
| $2.26M | 0.42% |
+20,760
| New | +$2.12M |
|
30
O-I Glass
OI
$900M
| $2.17M | 0.41% |
+167,295
| New | +$2.28M |
|
31
Golar LNG
GLNG
$5.12B
| $2.11M | 0.4% |
+52,303
| New | +$2.16M |
|
32
Vanguard Total World Stock ETF
VT
$81.2B
| $1.98M | 0.37% |
+14,345
| New | +$1.91M |
|
|
PPLI
33
People Inc
PPLI
$2.68B
| $1.73M | 0.32% |
+50,827
| New | +$1.9M |
|
34
Meta Platforms (Facebook)
META
$1.98T
| $1.64M | 0.31% |
+2,229
| New | +$1.66M |
|
35
Alphabet (Google) Class C
GOOG
$4.15T
| $1.56M | 0.29% |
+6,397
| New | +$1.34M |
|
36
Loews
L
$21.5B
| $1.55M | 0.29% |
+15,445
| New | +$1.46M |
|
37
PG&E
PCG
$37B
| $1.51M | 0.28% |
+99,973
| New | +$1.46M |
|
38
Teck Resources
TECK
$32.6B
| $1.42M | 0.26% |
+32,270
| New | +$1.17M |
|
39
Acacia Research
ACTG
$421M
| $1.32M | 0.25% |
+405,345
| New | +$1.4M |
|
40
Invesco QQQ Trust
QQQ
$500B
| $1.25M | 0.23% |
+2,083
| New | +$1.19M |
|
41
Citigroup
C
$222B
| $1.24M | 0.23% |
+12,201
| New | +$1.16M |
|
42
BP
BP
$114B
| $1.22M | 0.23% |
+35,490
| New | +$1.19M |
|
|
JBS
43
JBS N.V.
JBS
$37.4B
| $1.22M | 0.23% |
+81,797
| New | +$1.19M |
|
44
AXIS Capital
AXS
$6.91B
| $1.19M | 0.22% |
+12,355
| New | +$1.2M |
|
45
Unilever
UL
$134B
| $1.18M | 0.22% |
+17,636
| New | +$1.22M |
|
46
JPMorgan Chase
JPM
$900B
| $1.17M | 0.22% |
+3,710
| New | +$1.1M |
|
47
BWX Technologies
BWXT
$12.7B
| $1.16M | 0.22% |
+6,300
| New | +$1.01M |
|
48
iShares Russell 2000 ETF
IWM
$77.2B
| $1.15M | 0.21% |
+4,744
| New | +$1.09M |
|
49
Broadcom
AVGO
$1.67T
| $1.14M | 0.21% |
+3,443
| New | +$1.06M |
|
50
Walmart Inc
WMT
$854B
| $1.1M | 0.21% |
+10,700
| New | +$1.07M |
|
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Permanent Capital Management's Q3 2025 Portfolio in Review
As of Q3 2025, Permanent Capital Management held 151 positions worth $535M. Its ten largest holdings account for 73% of the portfolio.
Permanent Capital Management deployed $521M of net new capital in Q3 2025, opening 151 new positions. Its largest new stake was Vanguard S&P 500 ETF: 243,343 shares worth $149M.
By sector, the portfolio is most concentrated in Miscellaneous at 72% of assets, followed by Technology and Consumer Discretionary.
- Permanent Capital Management's largest Q3 2025 buy was Vanguard S&P 500 ETF: 243,343 shares worth $149M.
- Permanent Capital Management's ten largest holdings make up 73% of its $535M portfolio in Q3 2025.
- Permanent Capital Management opened 151 new positions and closed 0 in Q3 2025.
Based on Permanent Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.