Permanens Capital L.P.

CIK 0001599637 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Permanens Capital L.P., Chief Operating Officer
Address: 410 PARK AVENUE, SUITE 430, NEW YORK, NY, 10022
Phone: 212-993-7466
AUM: $766.8M

AUM over time

$972.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q2 2026

Q2 2025

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $766.8M80 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$26.0M	3.4%	800,671 SH	New
ABRDN INCOME CREDIT STRATEGI	COM	$151K	0.0%	27,500 SH	New
AERCAP HOLDINGS NV	SHS	$2.5M	0.3%	17,516 SH	New
ALCOA CORP	COM	$1.5M	0.2%Prev: 0.1%	27,511 SH	Increased+14,679 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.2%Prev: 1.3%	6,110 SH	Decreased-28,003 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.4%Prev: 0.2%	9,363 SH	Increased+2,670 SH
ALTI GLOBAL INC	CL A	$361K	0.0%	77,817 SH	New
AMAZON COM INC	COM	$6.2M	0.8%Prev: 0.5%	26,864 SH	Increased+5,649 SH
AON PLC	SHS CL A	$1.4M	0.2%	3,877 SH	New
APPLE INC	COM	$1.6M	0.2%Prev: 0.3%	5,803 SH	Decreased-4,800 SH
ARES CAPITAL CORP	COM	$1.3M	0.2%	65,544 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$1.6M	0.2%	1,531 SH	New
BANK AMERICA CORP	COM	$228K	0.0%	4,149 SH	New
BGC GROUP INC	CL A	$1.5M	0.2%	170,000 SH	New
BLACKROCK TCP CAPITAL CORP	COM	$117K	0.0%	21,406 SH	New
BP PLC	SPONSORED ADR	$426K	0.1%Prev: 0.1%	12,266 SH	Decreased-1,874 SH
BRT APARTMENTS CORP	COM	$3.0M	0.4%	201,264 SH	New
CAMECO CORP	COM	$15.9M	2.1%Prev: 1.8%	174,183 SH	Decreased+2,379 SH
CAPITAL ONE FINL CORP	COM	$2.7M	0.4%Prev: 0.1%	11,278 SH	Increased+4,570 SH
COMCAST CORP NEW	CL A	$2.1M	0.3%	71,047 SH	New
CONOCOPHILLIPS	COM	$3.2M	0.4%Prev: 0.2%	34,632 SH	Increased+16,084 SH
CRESCENT CAP BDC INC	COM	$145K	0.0%	10,000 SH	New
DANAHER CORPORATION	COM	$2.4M	0.3%	10,598 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$893K	0.1%Prev: 0.1%	2,546 SH	Increased+984 SH
FS KKR CAP CORP	COM	$179K	0.0%	12,058 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$872K	0.1%	3,035 SH	New
HUMANA INC	COM	$1.4M	0.2%Prev: 0.2%	5,474 SH	Decreased+1,590 SH
INTUIT	COM	$605K	0.1%Prev: 0.1%	914 SH	Decreased-2,202 SH
INVESCO QQQ TR	UNIT SER 1	$679K	0.1%Prev: 0.1%	1,105 SH	Decreased-94 SH
ISHARES GOLD TR	ISHARES NEW	$91.1M	11.9%Prev: 6.7%	1,122,462 SH	Increased+264,374 SH
ISHARES GOLD TR	SHARES REPRESENT	$6.6M	0.9%	152,381 SH	New
ISHARES SILVER TR	ISHARES	$58.0M	7.6%	900,242 SH	New
ISHARES TR	0-5YR HI YL CP	$36.3M	4.7%	847,010 SH	New
ISHARES TR	3 7 YR TREAS BD	$2.0M	0.3%	16,508 SH	New
ISHARES TR	CORE S&P500 ETF	$421K	0.1%Prev: 0.8%	614 SH	Decreased-9,266 SH
ISHARES TR	ISHS 1-5YR INVS	$2.0M	0.3%	37,203 SH	New
ISHARES TR	RUS 1000 GRW ETF	$380K	0.0%Prev: 1.1%	803 SH	Decreased-86,957 SH
ISHARES TR	RUS 1000 VAL ETF	$306K	0.0%Prev: 0.5%	1,456 SH	Decreased-18,944 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$41.1M	5.4%	560,278 SH	New
JPMORGAN CHASE & CO.	COM	$8.8M	1.2%	27,436 SH	New
KRANESHARES TRUST	CSI CHI INTERNET	$946K	0.1%Prev: 0.1%	27,792 SH	Increased
LAUDER ESTEE COS INC	CL A	$1.5M	0.2%Prev: 0.1%	14,792 SH	Increased+5,507 SH
LAZARD ACTIVE ETF TR	JAPANESE EQUITY	$18.6M	2.4%Prev: 2.6%	582,605 SH	Decreased-112,591 SH
LENNAR CORP	CL A	$1.9M	0.3%Prev: 0.1%	18,917 SH	Increased+7,878 SH
LIBERTY BROADBAND CORP	COM SER C	$603K	0.1%Prev: 0.0%	12,406 SH	Increased+4,830 SH
LIVEONE INC	COM NEW	$372K	0.0%	78,823 SH	New
MARTIN MARIETTA MATLS INC	COM	$379K	0.0%	608 SH	New
MASTERCARD INCORPORATED	CL A	$1.4M	0.2%	2,521 SH	New
MERCADOLIBRE INC	COM	$1.7M	0.2%Prev: 0.3%	836 SH	Decreased-794 SH
META PLATFORMS INC	CL A	$3.0M	0.4%Prev: 0.3%	4,553 SH	Increased+31 SH
MICROSOFT CORP	COM	$12.2M	1.6%Prev: 1.7%	25,224 SH	Decreased-16,612 SH
MIDCAP FINANCIAL INVSTMNT CO	COM NEW	$126K	0.0%	11,029 SH	New
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$8.5M	1.1%	533,233 SH	New
NETFLIX INC	COM	$2.5M	0.3%	26,296 SH	New
NVIDIA CORPORATION	COM	$387K	0.1%Prev: 0.2%	2,076 SH	Decreased-6,571 SH
OPENDOOR TECHNOLOGIES INC	COM	$58K	0.0%Prev: 0.0%	10,000 SH	Increased
PODCASTONE INC	COM	$248K	0.0%Prev: 0.0%	100,238 SH	Increased+90,238 SH
PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$32.7M	4.3%Prev: 2.2%	1,715,767 SH	Increased+610,908 SH
PROSHARES TR	PSHS ULTRA QQQ	$1.5M	0.2%	20,750 SH	New
PROSHARES TR II	ULTRA VIX SHORT	$323K	0.0%	9,000 SH	New
PTC INC	COM	$727K	0.1%	4,173 SH	New
QXO INC	COM NEW	$849K	0.1%	44,000 SH	New
READY CAPITAL CORP	COM	$142K	0.0%	65,000 SH	New
SAP SE	SPON ADR	$1.8M	0.2%Prev: 0.2%	7,535 SH	Increased-2,320 SH
SCHWAB CHARLES CORP	COM	$8.5M	1.1%	85,461 SH	New
SHELL PLC	SPON ADS	$1.1M	0.1%	15,210 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.6M	0.2%Prev: 0.1%	10,030 SH	Increased-1,718 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.2M	0.4%	4,707 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$60.7M	7.9%	664,112 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.8M	0.4%	9,083 SH	New
UBS GROUP AG	SHS	$9.6M	1.3%	207,412 SH	New
ULTA BEAUTY INC	COM	$9.1M	1.2%Prev: 0.9%	14,966 SH	Increased-4,861 SH
UNITEDHEALTH GROUP INC	COM	$3.4M	0.4%Prev: 0.3%	10,150 SH	Increased+3,853 SH
VANGUARD INDEX FDS	GROWTH ETF	$78.8M	10.3%Prev: 7.3%	161,547 SH	Increased-663,868 SH
VANGUARD INDEX FDS	VALUE ETF	$107.2M	14.0%Prev: 16.3%	561,293 SH	Decreased-167,220 SH
VULCAN MATLS CO	COM	$345K	0.0%	1,208 SH	New
WALMART INC	COM	$9.6M	1.3%Prev: 1.1%	86,403 SH	Decreased-5,441 SH
WISDOMTREE TR	JAPN HEDGE EQT	$42.2M	5.5%Prev: 2.2%	292,755 SH	Increased+166,892 SH
WOODWARD INC	COM	$2.2M	0.3%	7,437 SH	New
WORKDAY INC	CL A	$2.9M	0.4%Prev: 0.1%	13,510 SH	Increased+1,766 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST — $11.5M
ADVANCED MICRO DEVICES INC — $383K
AMERICAN EXPRESS CO — $206K
ASML HLDG NV — $1.6M
Astrazeneca PLC — $342K
BANCO SANTANDER SA — $158K
BERKSHIRE HATHAWAY INC DEL — $617K
BLACKROCK ETF TRUST II — $55.0M
BRITISH AMERN TOB PLC — $201K
BROADCOM INC — $1.4M
CANADIAN PACIFIC KANSAS CITY — $221K
CANGO INC — $3K
CATERPILLAR INC — $669K
CHARTER COMMUNICATIONS INC — $243K
DANAHER CORP DEL — $1.9M
EA SERIES TRUST — $16.0M
EATON CORP PLC — $456K
ELI LILLY & CO — $379K
EQT CORP — $868K
FLEXSHARES TR — $552K
… and 41 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001493152-26-007095	$766.8M	View
Aug 14, 2026	Q2 2026	13F-HR	0001493152-26-038314	$972.4M	View
Aug 14, 2025	Q2 2025