Latest P/E Global LLC Stock Portfolio
P/E Global LLC Performance:
2025 Q4: 0.82%YTD: 13.46%2024: 4.11%
Performance for 2025 Q4 is 0.82%, and YTD is 13.46%, and 2024 is 4.11%.
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 $1.4 Billions as of 31 Dec, 2025.
The top stock holdings of P/E Global LLC are VB, IJR, AAXJ. The fund has invested 40% of it's portfolio in VANGUARD INDEX FDS and 34.5% 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 (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB).
The top stock holdings of P/E Global LLC are VB, IJR, AAXJ. The fund has invested 40% of it's portfolio in VANGUARD INDEX FDS and 34.5% 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 (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB).
P/E Global LLC Annual Return Estimates Vs S&P 500
Our best estimate is that P/E Global LLC made a return of 0.82% in the last quarter. In trailing 12 months, it's portfolio return was 13.46%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 479,056,000 |
New stocks bought by P/E Global LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 616 |
Additions to existing portfolio by P/E Global LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -20.15 |
| vanguard charlotte fds | -19.54 |
| ishares tr | -16.76 |
P/E Global LLC reduced stake in above stock
Sold off
Sector Distribution
P/E Global LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
P/E Global LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by P/E Global LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| AAXJ | 2.1 % | |
| VB | 1.4 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VB | 7.4 M | |
| AAXJ | 6.3 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| BNDX | -2.1 % | |
| IJR | -0.3 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| BNDX | -1.6 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
P/E Global LLC has 5 stocks in it's portfolio. BNDX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for P/E Global LLC last quarter.
Last Reported on: 22 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 18.00 | 1,765,620 | 249,817,000 | reduced | -16.76 | ||
| BNDX | vanguard charlotte fds | 4.44 | 1,274,820 | 61,599,200 | reduced | -19.54 | ||
| IJR | ishares tr | 34.52 | 699,413 | 479,056,000 | new | |||
| IJR | ishares tr | 3.03 | 420,497 | 41,999,200 | reduced | -20.15 | ||
| VB | vanguard index fds | 40.01 | 885,220 | 555,148,000 | added | 616 | ||