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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 %
97.45%
Top 10 Hldgs %
72.87%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$143M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$41.8M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$40.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$38.3M
5
MSFT icon
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
PCQ
151
Pimco California Municipal Income Fund
PCQ
$151M
$96.3K 0.02%
+10,998
New +$92.8K
3 4 5 6
7

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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.