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PERMANENT PORTFOLIO FAMILY OF FUNDS

CIK: 0000357298 Equity
Report date: 2026-04-30
AUM $358M
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-30

About this Fund

The Permanent Portfolio Family of Funds is a renowned mutual fund company that specializes in providing expert asset management and investment solutions to a diverse range of investors. With a strong focus on wealth management, the company offers a comprehensive suite of mutual funds that cater to various investment objectives and risk tolerance levels. The portfolio includes a broad array of fund options, such as equity, debt, hybrid, and specialty funds, each carefully designed to help investors achieve their long-term financial goals. By leveraging a systematic investment plan, or SIP, investors can benefit from a disciplined approach to investing, which helps to reduce timing risks and increase the potential for steady returns over time. As a trusted partner in the investment community, the Permanent Portfolio Family of Funds is committed to delivering exceptional investment experiences that meet the evolving needs of its clients. The company's investment philosophy is centered on a deep understanding of the markets, a rigorous research process, and a long-term perspective that enables investors to navigate complex market conditions with confidence. With a keen focus on risk management, the company's experienced team of portfolio managers and analysts work tirelessly to identify opportunities that can help investors grow their wealth while minimizing potential downsides. By combining a thorough knowledge of the markets with a client-centric approach, the Permanent Portfolio Family of Funds has established itself as a leader in the asset management industry, earning the trust of investors who seek reliable and performance-driven investment solutions. The Permanent Portfolio Family of Funds is dedicated to helping investors build and maintain a well-diversified portfolio that aligns with their unique financial objectives and risk profiles. Whether investors are seeking to grow their wealth, generate income, or preserve their capital, the company's mutual funds offer a flexible and convenient way to achieve these goals. By providing access to a broad range of investment strategies and asset classes, the Permanent Portfolio Family of Funds empowers investors to take control of their financial futures, making informed decisions that can help them secure a brighter tomorrow. With its unwavering commitment to investment excellence, transparency, and customer satisfaction, the Permanent Portfolio Family of Funds has become a trusted name in the mutual fund industry, attracting investors who value the company's expertise, stability, and dedication to helping them succeed in their investment endeavors.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

19 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AFRM Affirm Holdings Inc Since 2026-05-10 00827B106 Equity (Common)
2.01%
 $7.19 100,000
2 A Agilent Technologies Inc Since 2026-05-10 00846U101 Equity (Common)
1.23%
 $4.39 30,000
3 APD Air Products and Chemicals Inc Since 2026-05-10 009158106 Equity (Common)
2.03%
 $7.28 30,000
4 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
2.09%
 $7.46 25,000
5 ADSK Autodesk Inc Since 2026-05-10 052769106 Equity (Common)
2.53%
 $9.04 30,000
6 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
4.65%
 $16.63 45,000
7 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
4.53%
 $16.21 25,000
8 ITW Illinois Tool Works Inc Since 2026-05-10 452308109 Equity (Common)
1.02%
 $3.66 15,000
9 LULU Lululemon Athletica Inc Since 2026-05-10 550021109 Equity (Common)
1.19%
 $4.26 25,000
10 MRP Millrose Properties Inc Since 2026-05-10 601137102 Equity (Common)
0.90%
 $3.22 100,000
11 NTR Nutrien Ltd Since 2026-05-10 67077M108 Equity (Common)
1.14%
 $4.08 75,000
12 OVV Ovintiv Inc Since 2026-05-10 69047Q102 Equity (Common)
1.31%
 $4.69 125,000
13 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
7.01%
 $25.06 125,000
14 QUBT Quantum Computing Inc Since 2026-05-10 74766W108 Equity (Common)
1.64%
 $5.85 350,000
15 R Ryder System Inc Since 2026-05-10 783549108 Equity (Common)
1.18%
 $4.23 25,000
16 TWLO Twilio Inc Since 2026-05-10 90138F102 Equity (Common)
2.26%
 $8.09 60,000
17 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
1.62%
 $5.79 60,000
18 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.43%
 $5.11 15,000
19 WSM Williams-Sonoma Inc Since 2026-05-10 969904101 Equity (Common)
2.17%
 $7.77 40,000
Frequently Asked Questions — PERMANENT PORTFOLIO FAMILY OF FUNDS
What type of mutual fund is PERMANENT PORTFOLIO FAMILY OF FUNDS?
PERMANENT PORTFOLIO FAMILY OF FUNDS is a SEC-registered Equity fund, with $358M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, PERMANENT PORTFOLIO FAMILY OF FUNDS holds 19 portfolio positions, all detailed in the holdings table on this page.
What are PERMANENT PORTFOLIO FAMILY OF FUNDS's assets under management (AUM)?
PERMANENT PORTFOLIO FAMILY OF FUNDS has $358M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are PERMANENT PORTFOLIO FAMILY OF FUNDS's top holdings?
According to PERMANENT PORTFOLIO FAMILY OF FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Affirm Holdings Inc, Agilent Technologies Inc, Air Products and Chemicals Inc , among others. The complete list of all 19 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is PERMANENT PORTFOLIO FAMILY OF FUNDS's expense ratio?
Expense ratio data for PERMANENT PORTFOLIO FAMILY OF FUNDS is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find PERMANENT PORTFOLIO FAMILY OF FUNDS's SEC filings?
PERMANENT PORTFOLIO FAMILY OF FUNDS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000357298. You can access all of PERMANENT PORTFOLIO FAMILY OF FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000357298). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is PERMANENT PORTFOLIO FAMILY OF FUNDS's holdings data on StockSifting?
Holdings data for PERMANENT PORTFOLIO FAMILY OF FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.