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 $481 Millions as of 30 Jun, 2025.

The top stock holdings of P/E Global LLC are AAXJ, BNDX, VB. The fund has invested 59.2% of it's portfolio in ISHARES TR and 15.6% of portfolio in VANGUARD CHARLOTTE FDS.

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

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.
ishares tr	8.22
vanguard charlotte fds	6.09
ishares tr	0.64

Additions to existing portfolio by P/E Global LLC

Reductions

Ticker	% Reduced
vanguard index fds	-8.03

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	0.6 %

Top 5 Winners ($)		$
IJR	ishares tr	0.3 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: 10 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAXJ	ishares tr	59.23	2,215,310	284,888,000	added	0.64
Historical Trend of ISHARES TR Position Held By P/E Global LLC What % of Portfolio is AAXJ?: Number of AAXJ shares held: Change in No. of Shares Held:
	BNDX	vanguard charlotte fds	15.63	1,518,010	75,157,000	added	6.09

	VB	vanguard index fds	14.56	123,275	70,024,000	reduced	-8.03

	IJR	ishares tr	10.58	513,048	50,894,000	added	8.22