P/E Global LLC
Portfolio value QoQ: +22.8% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%8
Effective number of positions3.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.64% Est. buys $126,602,187 · sells $9,001,506
Median holding: 4.5 quarters Tracked Q1 2025–Q2 2026 · 100.0% still held
New positions1
Increased5
Decreased2
Closed0
Portfolio value
$1.6B
Positions
8
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $632,688,685 | 40.60% | 921,199 | $121,867,092 | Up ×1 | ||
| IVV | $561,441,335 | 36.02% | 749,698 | $111,226,794 | Up ×1 | ||
| ACWI | $218,350,764 | 14.01% | 1,391,035 | $18,186,521 | Down ×4 | ||
| BNDX | $50,293,490 | 3.23% | 1,038,478 | $3,603,689 | Up ×1 | ||
| AGG | $33,475,630 | 2.15% | 338,206 | $2,408,389 | Up ×1 | ||
| URTH | $29,694,055 | 1.91% | 146,536 | Up ×1 | |||
| IEFA | $16,306,374 | 1.05% | 168,838 | $1,332,078 | Up ×1 | ||
| VEA | $16,258,110 | 1.04% | 228,184 | $1,382,899 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| URTH | $29,694,055 | 146,536 | 1.91% |