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Katherine Leeming

Permanens Capital L.p.

Assets Managed
$776.254M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
1.24%(2Q avg: 7.8%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Permanens Capital L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Permanens Capital L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 776.254M in assets, with a quarterly growth rate of 1.24% and a 2-quarter average growth rate of 7.8%. The portfolio is managed by Katherine Leeming, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Increased 67.98%
21.42%
$166.221M
1.885M shares@ $88.16 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.76%
15.15%
$117.568M
599,227 shares@ $196.2 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 48.74%
11.67%
$90.52M
987,782 shares@ $91.64 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -28.92%
6.47%
$50.15M
114,815 shares@ $436.8 avg price
SECU
Ishrs Secur Incom Act Etf
Recent Activity
New Position
5.28%
$40.965M
822,353 shares@ $49.82 avg price
SCHI
Schwab 5-10 Year Corporate B
Recent Activity
New Position
3.95%
$30.617M
1.35M shares@ $22.69 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 1462.54%
3.95%
$30.592M
257,944 shares@ $118.6 avg price
JPY
Lazard Japanese Equity Etf
Recent Activity
Increased 2.35%
2.53%
$19.63M
596,251 shares@ $32.93 avg price
CCJ
Cameco Corp
Recent Activity
Decreased -2.82%
2.37%
$18.384M
169,262 shares@ $108.62 avg price
PREF
Principal Spec Pr Sec Etf
Recent Activity
Decreased -50.62%
2.06%
$15.943M
847,144 shares@ $18.82 avg price

1-10 of 88