P/E Global LLC
Long book
$1.27B
Q1 2026
Positions
7
Top-10 weight
100%
concentration
Last quarter
+13.7%
SPY +14.8%
Turnover
29%
of book per quarter
Strategy in plain words
auto-generated from filingsP/E Global LLC is a wealth-management firm allocating client money, running a $1.27B US long book across 7 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD S&P 500 ETF, ISHARES CORE S&P 500 ETF, ISHARES MSCI ACWI ETF, VANGUARD TOTAL INTL BOND ETF, ISHARES CORE U.S. AGGREGATE.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.0%
Q2 2024
+5.8%
Q3 2024
-0.9%
Q4 2024
-0.5%
Q1 2025
+8.7%
Q2 2025
+5.9%
Q3 2025
+2.5%
Q4 2025
-3.7%
Q1 2026
+13.7%
Sector allocation
No sector data
Long book by quarter
What does P/E Global own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 9, 2026 | 7 | $1.27B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 22, 2026 | 5 | $1.39B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 4 | $500K | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 4 | $481K | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 4 | $442K | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 30, 2025 | 5 | $444.4M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 3 | $361K | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 3 | $368K | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 3 | $375K | canonical | SEC ↗ |