Latest P/E Global LLC Stock Portfolio

About P/E Global LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, P/E Global LLC reported an equity portfolio of $500 Millions as of 30 Sep, 2025.

The top stock holdings of P/E Global LLC are AAXJ, BNDX, VB. The fund has invested 58.6% of it's portfolio in ISHARES TR and 15.7% of portfolio in VANGUARD CHARLOTTE FDS.

They significantly reduced their stock positions in ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB).

P/E Global LLC Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by P/E Global LLC

Additions

Ticker	% Inc.
vanguard charlotte fds	4.37
ishares tr	2.64
vanguard index fds	0.24

Additions to existing portfolio by P/E Global LLC

Reductions

Ticker	% Reduced
ishares tr	-4.25

P/E Global LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by P/E Global LLC

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%
IJR	ishares tr	1.0 %

Top 5 Winners ($)		$
IJR	ishares tr	0.5 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

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: 22 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	58.64	2,121,110	293,222,000	reduced	-4.25

BNDX	vanguard charlotte fds	15.67	1,584,390	78,364,000	added	4.37

IJR	ishares tr	10.56	526,584	52,790,000	added	2.64

VB	vanguard index fds	15.13	123,566	75,669,000	added	0.24