Wellington Public Permanent Capital (S:0P0001LPTJ)
19.01
-0.09
(-0.47%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 18, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Constellation Software, Inc. | 6.24% | 2844.99 | -2.64% |
| NVR, Inc. | 6.14% | 7561.54 | -0.81% |
| Progressive Corp. | 5.55% | 202.37 | -0.57% |
| Amphenol Corp. | 5.40% | 154.39 | 0.11% |
| PACCAR, Inc. | 4.49% | 121.36 | -0.46% |
| Cintas Corp. | 4.44% | 195.42 | -0.08% |
| Markel Group, Inc. | 4.41% | 2059.51 | -1.18% |
| O'Reilly Automotive, Inc. | 4.32% | 94.70 | 1.13% |
| Copart, Inc. | 4.01% | 41.04 | -0.51% |
| M&T Bank Corp. | 3.93% | 212.28 | -0.14% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |