Latest P/E Global LLC Stock Portfolio
About P/E Global LLC and 13F Hedge Fund Stock Holdings
On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, P/E Global LLC reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026.
The top stock holdings of P/E Global LLC are VB, IJR, AAXJ. The fund has invested 40.3% of it's portfolio in VANGUARD INDEX FDS and 35.5% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (AAXJ). P/E Global LLC opened new stock positions in ISHARES TR (IBCE) and VANGUARD TAX-MANAGED FDS (VEA).
The top stock holdings of P/E Global LLC are VB, IJR, AAXJ. The fund has invested 40.3% of it's portfolio in VANGUARD INDEX FDS and 35.5% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (AAXJ). P/E Global LLC opened new stock positions in ISHARES TR (IBCE) and VANGUARD TAX-MANAGED FDS (VEA).
P/E Global LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 14,974,300 |
| vanguard tax-managed fds | 14,875,200 |
New stocks bought by P/E Global LLC
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -25.57 |
| vanguard charlotte fds | -23.78 |
| ishares tr | -18.07 |
| vanguard index fds | -3.43 |
| ishares tr | -1.46 |
P/E Global LLC reduced stake in above stock
Sold off
Sector Distribution
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | -4.6 % | |
| IJR | -4.6 % | |
| AAXJ | -2.0 % | |
| IJR | -0.5 % | |
| BNDX | -0.5 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | -25.7 M | |
| IJR | -22.0 M | |
| AAXJ | -5.0 M | |
| BNDX | -0.3 M | |
| IJR | -0.2 M | |
P/E Global LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of P/E Global LLC
Last Reported on: 09 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 15.78 | 1,446,590 | 200,164,000 | reduced | -18.07 | ||
| BNDX | vanguard charlotte fds | 3.68 | 971,692 | 46,689,800 | reduced | -23.78 | ||
| IBCE | ishares tr | 1.18 | 165,407 | 14,974,300 | new | |||
| IJR | ishares tr | 35.48 | 689,234 | 450,215,000 | reduced | -1.46 | ||
| IJR | ishares tr | 2.45 | 312,957 | 31,067,200 | reduced | -25.57 | ||
| VB | vanguard index fds | 40.26 | 854,860 | 510,822,000 | reduced | -3.43 | ||
| VEA | vanguard tax-managed fds | 1.17 | 232,135 | 14,875,200 | new | |||