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PCM
Permanent Capital Management Portfolio holdings
AUM
$643M
This Fund
S&P 500
This Quarter
Est. Return
+6.07%
1 Year Est. Return
–
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 | Technology | 9.65% |
| 2 | Consumer Discretionary | 4.86% |
| 3 | Financials | 3.93% |
| 4 | Industrials | 2.01% |
| 5 | Communication Services | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
General Motors
GM
$76.8B
| $1.1M | 0.21% |
+18,067
| New | +$1.01M |
|
52
Vail Resorts
MTN
$5.3B
| $1.09M | 0.2% |
+7,296
| New | +$1.13M |
|
53
Johnson & Johnson
JNJ
$625B
| $1.07M | 0.2% |
+5,796
| New | +$993K |
|
54
MarineMax
HZO
$788M
| $1.07M | 0.2% |
+42,302
| New | +$1.08M |
|
55
Aramark
ARMK
$14.7B
| $1.06M | 0.2% |
+27,651
| New | +$1.12M |
|
56
American International
AIG
$41.3B
| $1.01M | 0.19% |
+12,826
| New | +$1.03M |
|
57
ExxonMobil
XOM
$634B
| $920K | 0.17% |
+8,160
| New | +$907K |
|
58
Aura Biosciences
AURA
$826M
| $913K | 0.17% |
+147,769
| New | +$966K |
|
59
Cannae Holdings
CNNE
$649M
| $897K | 0.17% |
+49,000
| New | +$968K |
|
60
Visa
V
$677B
| $877K | 0.16% |
+2,568
| New | +$889K |
|
61
Cigna
CI
$74.6B
| $877K | 0.16% |
+3,041
| New | +$900K |
|
62
Costco
COST
$420B
| $874K | 0.16% |
+944
| New | +$905K |
|
63
Alight
ALIT
$407M
| $848K | 0.16% |
+13,000
| New | +$1.15M |
|
64
S&P Global
SPGI
$120B
| $826K | 0.15% |
+1,698
| New | +$909K |
|
65
News Corp Class A
NWSA
$15.4B
| $812K | 0.15% |
+26,361
| New | +$781K |
|
66
Coca-Cola
KO
$375B
| $811K | 0.15% |
+12,140
| New | +$836K |
|
67
Northern Trust
NTRS
$33.9B
| $811K | 0.15% |
+5,990
| New | +$771K |
|
68
MGM Resorts International
MGM
$11.2B
| $738K | 0.14% |
+21,290
| New | +$781K |
|
69
AbbVie
ABBV
$435B
| $720K | 0.13% |
+3,109
| New | +$633K |
|
70
Brunswick
BC
$5.28B
| $710K | 0.13% |
+11,230
| New | +$697K |
|
71
Invesco KBW Bank ETF
KBWB
$6.87B
| $700K | 0.13% |
+8,949
| New | +$674K |
|
72
Verizon
VZ
$196B
| $691K | 0.13% |
+15,715
| New | +$680K |
|
73
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $679K | 0.13% |
+11,542
| New | +$677K |
|
74
Deere & Co
DE
$168B
| $670K | 0.13% |
+1,461
| New | +$720K |
|
|
MRSH
75
Marsh
MRSH
$91.5B
| $649K | 0.12% |
+3,220
| New | +$662K |
|
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Permanent Capital Management's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Permanent Capital Management, which disclosed 151 positions worth $535M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 243,343 shares worth $149M.
By sector, the portfolio is most concentrated in Technology at 9.7% of assets, followed by Consumer Discretionary and Financials.
- 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 disclosed 151 positions in Q3 2025, its first 13F filing on record.
Based on Permanent Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.