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Holdings (Monthly) Guide ↗

Permanent Portfolio

· Permanent Portfolio Family Of Funds
Monthly Holdings $7.2B AUM 74 positions Period Jan 2026 Filed Mar 16, 2026 EDGAR ↗ ← All Funds
All 15 New 74 Added 1 Reduced 14 Exited · Jan 2026 vs Oct 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Texas Pacific Land Corp 88262P102 Oct 2025 570,000 +395,000 $198.6M +20.3% 2.75% EC
2 Palantir Technologies Inc 69608A108 Oct 2025 1,025,000 +25,000 $150.3M -25.0% 2.08% EC
3 Freeport-McMoRan Inc 35671D857 Oct 2025 2,400,000 +50,000 $144.6M +47.5% 2.00% EC
4 NVIDIA Corp 67066G104 Oct 2025 750,000 +50,000 $143.3M +1.1% 1.98% EC
5 Meta Platforms Inc 30303M102 Oct 2025 160,000 +20,000 $114.6M +26.3% 1.59% EC
6 United States Treasury 912810QA9 Apr 2025 95,000,000 +10,000,000 $86.1M +10.0% 1.19% DBT
7 United States Treasury 91282CNW7 Oct 2025 75,000,000 +35,000,000 $74.5M +86.2% 1.03% DBT
8 United States Treasury 912810TC2 Apr 2025 95,000,000 +20,000,000 $66.1M +24.3% 0.91% DBT
9 Chevron Corp 166764100 Oct 2025 275,000 +25,000 $48.6M +23.4% 0.67% EC
10 Exxon Mobil Corp 30231G102 Oct 2025 275,000 +25,000 $38.9M +36.0% 0.54% EC
11 Rio Tinto PLC 767204100 Oct 2025 425,000 +75,000 $38.7M +54.1% 0.54% EC
12 AppLovin Corp 03831W108 Apr 2025 80,000 +5,000 $37.8M -20.8% 0.52% EC
13 American Tower Corp 03027X100 Apr 2025 200,000 +50,000 $35.9M +33.6% 0.50% EC
14 LENNAR CORP 526057CD4 Oct 2025 35,000,000 +2,500,000 $35.3M +7.8% 0.49% DBT
15 KINDER MORGAN INC 494553AD2 Oct 2025 32,500,000 +10,000,000 $33.4M +44.8% 0.46% DBT
16 UNION PACIFIC CORP 907818FU7 Apr 2025 35,000,000 +5,000,000 $32.0M +16.8% 0.44% DBT
17 ConocoPhillips 20825C104 Oct 2025 300,000 +50,000 $31.3M +40.8% 0.43% EC
18 FIRST INDUSTRIAL LP 32055RAS6 Oct 2025 30,000,000 +5,000,000 $30.5M +19.4% 0.42% DBT
19 BHP Group Ltd 088606108 Oct 2025 425,000 +75,000 $29.2M +46.3% 0.40% EC
20 VULCAN MATERIALS CO 929160AZ2 Apr 2025 30,000,000 +5,000,000 $29.0M +20.2% 0.40% DBT
21 AvalonBay Communities Inc 053484101 Oct 2025 150,000 +50,000 $26.7M +53.2% 0.37% EC
22 Charles Schwab Corp/The 808513105 Oct 2025 250,000 +50,000 $26.0M +37.4% 0.36% EC
23 OVINTIV INC 69047QAB8 Apr 2025 25,000,000 +2,500,000 $25.8M +11.4% 0.36% DBT
24 NATIONAL FUEL GAS CO 636180BN0 Apr 2025 25,000,000 +10,000,000 $24.9M +67.1% 0.34% DBT
25 Digital Realty Trust Inc 253868103 Oct 2025 150,000 +25,000 $24.9M +16.9% 0.34% EC
26 ALLEGHANY CORP 017175AE0 Oct 2025 25,000,000 +2,500,000 $24.5M +11.1% 0.34% DBT
27 Affirm Holdings Inc 00827B106 Oct 2025 400,000 +50,000 $24.1M -4.1% 0.33% EC
28 SUN COMMUNITIES OPER LP 866677AF4 Oct 2025 25,000,000 +5,000,000 $23.8M +25.3% 0.33% DBT
29 MARTIN MARIETTA MATERIAL 573284AV8 Apr 2025 25,000,000 +5,000,000 $23.3M +25.2% 0.32% DBT
30 WILLIAMS COMPANIES INC 969457CK4 Apr 2025 22,000,000 +7,000,000 $22.7M +46.4% 0.31% DBT
31 Devon Energy Corp 25179M103 Oct 2025 550,000 +50,000 $22.1M +36.1% 0.31% EC
32 Outfront Media Inc 69007J304 Apr 2025 850,000 +100,000 $20.7M +55.8% 0.29% EC
33 Nutrien Ltd 67077M108 Oct 2025 300,000 +50,000 $20.7M +51.8% 0.29% EC
34 Canadian Natural Resources Ltd 136385101 Oct 2025 550,000 +50,000 $20.5M +27.8% 0.28% EC
35 SHERWIN-WILLIAMS CO 824348BT2 Apr 2025 20,000,000 +2,500,000 $20.5M +14.3% 0.28% DBT
36 Occidental Petroleum Corp 674599105 Oct 2025 450,000 +50,000 $20.4M +23.9% 0.28% EC
37 Federal Realty Investment Trust 313745101 Oct 2025 200,000 +50,000 $20.2M +40.2% 0.28% EC
38 Regency Centers Corp 758849103 Oct 2025 275,000 +50,000 $20.0M +29.2% 0.28% EC
39 Uber Technologies Inc 90353T100 Oct 2025 250,000 +50,000 $20.0M +3.7% 0.28% EC
40 CAMPBELLS COMPANY/THE 134429BG3 Oct 2025 20,000,000 +5,000,000 $20.0M +33.5% 0.28% DBT
41 JM SMUCKER CO 832696AR9 Apr 2025 20,000,000 +2,500,000 $19.8M +14.6% 0.27% DBT
42 State Street Corp 857477103 Oct 2025 150,000 +25,000 $19.6M +35.8% 0.27% EC
43 Ovintiv Inc 69047Q102 Oct 2025 450,000 +50,000 $19.6M +30.4% 0.27% EC
44 Visa Inc 92826C839 Oct 2025 60,000 +10,000 $19.3M +13.3% 0.27% EC
45 Viper Energy Inc 64361Q101 Oct 2025 450,000 +50,000 $19.1M +26.8% 0.26% EC
46 STAG Industrial Inc 85254J102 Apr 2025 500,000 +100,000 $18.8M +22.5% 0.26% EC
47 ARM Holdings PLC 042068205 Apr 2025 175,000 +50,000 $18.4M -13.1% 0.26% EC
48 Centerspace 15202L107 Oct 2025 275,000 +50,000 $17.7M +32.6% 0.24% EC
49 MOSAIC CO 61945CAG8 Apr 2025 17,500,000 +7,500,000 $17.5M +75.6% 0.24% DBT
50 CubeSmart 229663109 Oct 2025 450,000 +100,000 $16.9M +28.1% 0.23% EC
51 Murphy Oil Corp 626717102 Oct 2025 550,000 +50,000 $16.5M +17.0% 0.23% EC
52 BXP Inc 101121101 Oct 2025 250,000 +75,000 $16.2M +29.8% 0.22% EC
53 SKYWORKS SOLUTIONS INC 83088MAL6 Oct 2025 17,500,000 +2,500,000 $15.9M +17.2% 0.22% DBT
54 LXP INDUSTRIAL TRUST 529043AF8 Apr 2025 14,826,000 +287,000 $15.7M +1.3% 0.22% DBT
55 KEYSIGHT TECHNOLOGIES 49338LAH6 Oct 2025 15,000,000 +5,000,000 $15.6M +49.9% 0.22% DBT
56 Weyerhaeuser Co 962166104 Oct 2025 600,000 +200,000 $15.5M +68.1% 0.21% EC
57 FLORIDA POWER & LIGHT CO 341081GN1 Oct 2025 15,000,000 +2,500,000 $15.2M +20.1% 0.21% DBT
58 BOSTON PROPERTIES LP 10112RAX2 Apr 2025 14,910,000 +4,910,000 $14.9M +49.4% 0.21% DBT
59 Millrose Properties Inc 601137102 Apr 2025 500,000 +100,000 $14.9M +15.6% 0.21% EC
60 Canadian Pacific Kansas City Ltd 13646K108 Oct 2025 200,000 +50,000 $14.9M +37.8% 0.21% EC
61 APA Corp 03743Q108 Oct 2025 550,000 +50,000 $14.5M +28.3% 0.20% EC
62 HF Sinclair Corp 403949100 Oct 2025 275,000 +25,000 $14.3M +10.8% 0.20% EC
63 BP PLC 055622104 Oct 2025 350,000 +50,000 $13.3M +25.8% 0.18% EC
64 UDR Inc 902653104 Oct 2025 350,000 +100,000 $13.0M +54.4% 0.18% EC
65 BIO-RAD LABS 090572AR9 Apr 2025 12,590,000 +6,825,000 $12.5M +119.2% 0.17% DBT
66 Kimco Realty Corp 49446R109 Oct 2025 550,000 +50,000 $11.6M +12.2% 0.16% EC
67 Fluor Corp 343412102 Oct 2025 250,000 +50,000 $11.5M +18.4% 0.16% EC
68 Vornado Realty Trust 929042109 Oct 2025 350,000 +100,000 $11.2M +17.6% 0.15% EC
69 UMH Properties Inc 903002103 Oct 2025 650,000 +150,000 $10.2M +39.7% 0.14% EC
70 MERCURY GENERAL CORP 589400AB6 Oct 2025 10,000,000 +2,500,000 $10.0M +33.6% 0.14% DBT
71 RPM INTERNATIONAL INC 749685AV5 Apr 2025 10,000,000 +2,500,000 $10.0M +33.6% 0.14% DBT
72 Highwoods Properties Inc 431284108 Oct 2025 350,000 +100,000 $9.0M +26.4% 0.13% EC
73 DEVON ENERGY CORPORATION 25179MBD4 Oct 2025 9,008,000 +750,000 $9.0M +9.4% 0.12% DBT
74 Quantum Computing Inc 74766W108 Oct 2025 400,000 +100,000 $3.7M -26.0% 0.05% EC