MSHMX holdings — Permanence Portfolio
Permanence Portfolio (MSHMX) held 86 positions with net assets of $3.77M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 54.3% of the fund, led by NET, Royalty Pharma PLC, QXO.
MSHMX top holdings
- NET Cloudflare Inc — 13.36% ($504K)
- Royalty Pharma PLC — 9.63% ($363K)
- QXO QXO Inc — 5.63% ($213K)
- MAIR Madison Air Solutions Corp — 5.23% ($197K)
- CNM Core & Main Inc — 4.46% ($168K)
- MDLN Medline Inc — 4.15% ($157K)
- DASH DoorDash Inc — 4.02% ($151K)
- TSLA Tesla Inc — 2.75% ($104K)
- CELH Celsius Holdings Inc — 2.53% ($95.6K)
- VRSK Verisk Analytics Inc — 2.51% ($94.6K)
- Spotify Technology SA — 2.36% ($89.1K)
- MSCI MSCI Inc — 2.35% ($88.5K)
- ROL Rollins Inc — 2.28% ($86.1K)
- CPRT Copart Inc — 2.23% ($84.3K)
- FNMA Fannie Mae — 1.99% ($75.0K)
- SPCX Space Exploration Technologies Corp — 1.96% ($73.8K)
- MSTR Strategy Inc — 1.76% ($66.3K)
- SHOP Shopify Inc — 1.70% ($64.1K)
- IBIT iShares Bitcoin Trust ETF — 1.58% ($59.7K)
- CHWY Chewy Inc — 1.54% ($58.1K)
- RGLD Royal Gold Inc — 1.30% ($48.9K)
- MSUXX Morgan Stanley & Co. LLC — 1.27% ($47.9K)
- PFGC Performance Food Group Co — 1.11% ($42.0K)
- CRWD Crowdstrike Holdings Inc — 1.05% ($39.7K)
- FWONK Liberty Media Corp-Liberty Formula One — 1.05% ($39.5K)
What are MSHMX's top 10 holdings?
NET (13.4%), Royalty Pharma PLC (9.6%), QXO (5.6%), MAIR (5.2%), CNM (4.5%), MDLN (4.2%), DASH (4.0%), TSLA (2.8%), CELH (2.5%), VRSK (2.5%).
How many stocks are in MSHMX?
Permanence Portfolio reported 86 holdings as of June 30, 2026.
Share classes: MSHMX, MSHNX, MSHOX, MSHPX