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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 | |
|---|---|---|---|---|---|---|
101
MSCI
MSCI
$40.4B
| $361K | 0.07% |
+636
| New | +$360K |
|
102
iShares Bitcoin Trust
IBIT
$66.1B
| $357K | 0.07% |
+5,493
| New | +$357K |
|
103
Brookfield
BN
$81.8B
| $337K | 0.06% |
+7,379
| New | +$327K |
|
104
Boston Scientific
BSX
$64.8B
| $335K | 0.06% |
+3,431
| New | +$355K |
|
|
SNV
105
DELISTED
Synovus
SNV
| $322K | 0.06% |
+6,500
| New | +$333K |
|
106
Howmet Aerospace
HWM
$91.5B
| $319K | 0.06% |
+1,624
| New | +$296K |
|
107
ServiceNow
NOW
$142B
| $318K | 0.06% |
+1,730
| New | +$323K |
|
108
iShares S&P 500 Value ETF
IVE
$49.1B
| $318K | 0.06% |
+1,541
| New | +$310K |
|
109
Thermo Fisher Scientific
TMO
$251B
| $313K | 0.06% |
+644
| New | +$300K |
|
110
TransUnion
TRU
$12.9B
| $309K | 0.06% |
+3,692
| New | +$335K |
|
111
Ameren
AEE
$27.5B
| $303K | 0.06% |
+2,903
| New | +$290K |
|
112
Tesla
TSLA
$1.49T
| $300K | 0.06% |
+674
| New | +$234K |
|
113
ConocoPhillips
COP
$155B
| $287K | 0.05% |
+3,036
| New | +$287K |
|
114
Motorola Solutions
MSI
$75.3B
| $285K | 0.05% |
+622
| New | +$280K |
|
115
Intuitive Surgical
ISRG
$141B
| $275K | 0.05% |
+614
| New | +$295K |
|
116
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
| $273K | 0.05% |
+1,406
| New | +$264K |
|
117
CRH
CRH
$55.9B
| $271K | 0.05% |
+2,258
| New | +$238K |
|
118
Northrop Grumman
NOC
$72.3B
| $269K | 0.05% |
+442
| New | +$251K |
|
119
Danaher
DHR
$157B
| $269K | 0.05% |
+1,355
| New | +$270K |
|
120
Diageo
DEO
$48.3B
| $269K | 0.05% |
+2,816
| New | +$296K |
|
121
BGC Group
BGC
$5.79B
| $268K | 0.05% |
+28,378
| New | +$284K |
|
122
Take-Two Interactive
TTWO
$38B
| $263K | 0.05% |
+1,019
| New | +$241K |
|
|
B
123
Barrick Mining
B
$69.7B
| $263K | 0.05% |
+8,025
| New | +$203K |
|
124
Digital Realty Trust
DLR
$67.2B
| $253K | 0.05% |
+1,464
| New | +$250K |
|
125
UnitedHealth
UNH
$337B
| $252K | 0.05% |
+731
| New | +$221K |
|
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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.