Aggressive Growth Portfolio
Registrant
PERMANENT PORTFOLIO FAMILY OF FUNDS
Class tickers
PAGDX
PAGHX
PAGRX
Net Assets
$510,563,919
Holdings
40
Latest Report
Jul 31, 2026
Net Assets Over Time
Holdings · 40
Export CSV
Portfolio coverage: 40 of
41 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| ARM Holdings PLC | ARM | 125,000 | $29,961,250 | 5.87% | Long | EC | |
| Palantir Technologies Inc | PLTR | 225,000 | $27,688,500 | 5.42% | Long | EC | |
| AppLovin Corp | APP | 65,000 | $25,733,500 | 5.04% | Long | EC | |
| NVIDIA Corp | NVDA | 125,000 | $25,093,750 | 4.91% | Long | EC | |
| Meta Platforms Inc | META | 45,000 | $25,051,950 | 4.91% | Long | EC | |
| Broadcom Inc | AVGO | 60,000 | $23,356,800 | 4.57% | Long | EC | |
| Lockheed Martin Corp | LMT | 40,000 | $23,309,600 | 4.57% | Long | EC | |
| Twilio Inc | TWLO | 100,000 | $19,735,000 | 3.87% | Long | EC | |
| Structure Therapeutics Inc | GPCR | 400,000 | $19,216,000 | 3.76% | Long | EC | |
| Costco Wholesale Corp | COST | 20,000 | $19,037,800 | 3.73% | Long | EC | |
| State Street Corp | STT | 100,000 | $18,416,000 | 3.61% | Long | EC | |
| Morgan Stanley | MS | 80,000 | $16,833,600 | 3.30% | Long | EC | |
| Freeport-McMoRan Inc | FCX | 250,000 | $15,657,500 | 3.07% | Long | EC | |
| Parker-Hannifin Corp | PH | 15,000 | $14,647,950 | 2.87% | Long | EC | |
| Nucor Corp | NUE | 50,000 | $12,864,500 | 2.52% | Long | EC | |
| Air Products and Chemicals Inc | APD | 40,000 | $11,795,600 | 2.31% | Long | EC | |
| Albemarle Corp | ALB | 100,000 | $11,764,000 | 2.30% | Long | EC | |
| Autodesk Inc | ADSK | 50,000 | $11,710,000 | 2.29% | Long | EC | |
| Amgen Inc | AMGN | 30,000 | $11,554,800 | 2.26% | Long | EC | |
| HF Sinclair Corp | DINO | 125,000 | $11,433,750 | 2.24% | Long | EC | |
| Williams-Sonoma Inc | WSM | 50,000 | $11,433,000 | 2.24% | Long | EC | |
| Affirm Holdings Inc | AFRM | 150,000 | $10,726,500 | 2.10% | Long | EC | |
| Charles Schwab Corp/The | SCHW | 100,000 | $10,524,000 | 2.06% | Long | EC | |
| Ovintiv Inc | OVV | 150,000 | $9,369,000 | 1.84% | Long | EC | |
| Visa Inc | V | 25,000 | $9,153,250 | 1.79% | Long | EC | |
| Canadian Pacific Kansas City Ltd | CP | 100,000 | $8,889,000 | 1.74% | Long | EC | |
| Uber Technologies Inc | UBER | 125,000 | $8,795,000 | 1.72% | Long | EC | |
| Lennar Corp | LEN | 100,000 | $8,235,000 | 1.61% | Long | EC | |
| FedEx Corp | FDX | 25,000 | $7,685,000 | 1.51% | Long | EC | |
| Fluor Corp | FLR | 150,000 | $7,525,500 | 1.47% | Long | EC | |
| Wynn Resorts Ltd | WYNN | 75,000 | $7,448,250 | 1.46% | Long | EC | |
| Walt Disney Co/The | DIS | 75,000 | $7,214,250 | 1.41% | Long | EC | |
| Illinois Tool Works Inc | ITW | 25,000 | $7,173,750 | 1.41% | Long | EC | |
| Agilent Technologies Inc | A | 50,000 | $6,918,500 | 1.36% | Long | EC | |
| Nutrien Ltd | NTR | 100,000 | $6,907,000 | 1.35% | Long | EC | |
| Ryder System Inc | R | 25,000 | $6,410,500 | 1.26% | Long | EC | |
| IPG Photonics Corp | IPGP | 75,000 | $6,379,500 | 1.25% | Long | EC | |
| Quantum Computing Inc | QUBT | 500,000 | $4,050,000 | 0.79% | Long | EC | |
| Texas Pacific Land Corp | TPL | 10,000 | $4,025,800 | 0.79% | Long | EC | |
| Fedex Freight Holding Co Inc | FDXF | 12,500 | $1,756,625 | 0.34% | Long | EC |