# Portfolio overlap — FEITX vs PRPFX Comparing **First Eagle Global Income Builder Fund** (2026-01-31) and **Permanent Portfolio** (2026-04-30). - Shared positions: 6 - First Eagle Global Income Builder Fund covered by Permanent Portfolio: 0.1047264571677228262506779878 - Permanent Portfolio covered by First Eagle Global Income Builder Fund: 0.1047264571677228262506779878 ## First Eagle Global Income Builder Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | GOLD BULLION | 0.089185 | ✓ | | BRITISH AMERICAN TOBACCO PLC | 0.032335 | | | JARDINE MATHESON | 0.025906 | | | BECTON DICKINSON and CO | 0.021200 | | | UNILEVER PLC | 0.020856 | | | EXXON MOBIL CORP | 0.020687 | ✓ | | NESTLE SA (REG) | 0.016800 | | | POWER CORP CDA | 0.016469 | | | HONGKONG LAND | 0.015052 | | | PHILIP MORRIS INTL INC | 0.015032 | | | KT&G CORP | 0.014734 | | | WHEATON PRECIOUS METALS CORP | 0.013968 | | | US TREASURY N/B | 0.013633 | | | US TREASURY N/B | 0.013624 | | | CIE FINANCI-REG | 0.013402 | | | SAMSUNG ELECTRONICS CO LTD | 0.013284 | | | SAMSUNG ELE-PREF | 0.012352 | | | HCA HEALTHCARE INC | 0.012047 | | | GRUPO MEXICO-B | 0.011156 | | | US TREASURY N/B | 0.011117 | | | U.S. Treasury Notes | 0.010722 | | | U.S. Treasury Notes | 0.010679 | | | U.S. Treasury Inflation-Protected Indexed Notes | 0.010675 | | | American Beverage Co Ambev | 0.010633 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.009877 | | | MEDTRONIC PLC | 0.009857 | | | U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.009663 | | | TEXAS INSTRUMENTS INC | 0.009646 | | | IMPERIAL OIL LTD | 0.009597 | | | Enterprise Products Partners LP | 0.009246 | | | FOMENTO ECONO MEX(FEMSA)SP ADR | 0.009024 | | | SCHINDLER HLD-PC | 0.008833 | | | EQUITY RESIDENTIAL REIT | 0.008804 | | | HALEON PLC | 0.008796 | | | COLGATE-PALMOLIVE CO | 0.008604 | | | ORKLA ASA | 0.008539 | | | COCA COLA FEMSA S A B SPON ADR REP L | 0.008408 | | | RECKITT BENCKISE | 0.008315 | | | U.S. Treasury Notes | 0.008259 | | | CIA CERVECERIAS UNIDAS SA | 0.007972 | | | COMCAST CORP CL A | 0.007732 | | | SAMSUNG LIFE INS | 0.007639 | | | US BANCORP DEL | 0.007490 | | | ITAUSA SA - PREFERRED SHARES | 0.007239 | | | ANALOG DEVICES INC | 0.007131 | | | US TREASURY N/B | 0.006924 | | | Wells Fargo & Co., Series L, Conv. Pfd. | 0.006905 | | | Bank of America Corp., Series L, Conv. Pfd. | 0.006882 | | | TAIWAN SEMIC MFG CO LTD SP ADR | 0.006859 | | | LLOYDS BANKING | 0.006437 | | ## Permanent Portfolio — top positions | Security | Weight | Shared | |----------|--------|--------| | GOLD BULLION | 0.142455 | ✓ | | SILVER BULLION | 0.056270 | | | TEXAS PACIFIC LAND CORP | 0.033601 | | | GOLD/US GOLDEN EAGLES | 0.031403 | | | GOLD CANADIAN MAPLE LEAF | 0.025089 | | | PALANTIR TECHNOLOGIES INC | 0.022179 | | | SWITZERLAND CONFEDERATION 0% 06/22/2029 REGS | 0.021995 | | | NVIDIA CORP | 0.019887 | | | FREEPORT MCMORAN INC | 0.018425 | | | SWITZERLAND CONFEDERATION 0.5% 05/27/2030 REGS | 0.017214 | | | META PLATFORMS INC CL A | 0.015041 | | | US TREASURY N/B | 0.012609 | | | US TREASURY N/B | 0.012585 | | | US TREASURY N/B | 0.012501 | | | US TREASURY N/B | 0.012421 | | | US TREASURY N/B | 0.011324 | | | SWISS (GOVT) | 0.011210 | | | BROADCOM INC | 0.011092 | | | Swiss Confederation Government Bond | 0.010211 | | | SWITZERLAND CONFEDERATION 0% 06/26/2034 REGS | 0.009108 | | | US TREASURY N/B | 0.008672 | | | CAMECO CORP | 0.008174 | | | US TREASURY N/B | 0.007979 | | | CHEVRON CORP | 0.007705 | | | US TREASURY N/B | 0.007311 | | | SWITZERLAND CONFEDERATION 3.25% 06/27/2027 REGS | 0.007051 | | | COSTCO WHOLESALE CORP | 0.006740 | | | U.S. Treasury Bills | 0.006639 | | | U.S. Treasury Bills | 0.006627 | | | U.S. Treasury Bills | 0.006593 | | | APPLOVIN CORP | 0.006523 | | | EXXON MOBIL CORP | 0.006152 | ✓ | | PARKER HANNIFIN CORP | 0.006042 | | | RIO TINTO PLC SPON ADR | 0.006008 | | | Pernod Ricard International Finance LLC | 0.005626 | | | ARM HOLDINGS LTD | 0.005589 | | | LOCKHEED MARTIN CORP | 0.005162 | | | MORGAN STANLEY | 0.005065 | | | CONOCOPHILLIPS | 0.005014 | | | AMERICAN TOWER CORP | 0.004855 | | | UNION PAC CORP | 0.004826 | | | BHP Group Ltd. SPONSORED ADS | 0.004741 | | | LENNAR CORP | 0.004672 | | | FIFTH THIRD BANK | 0.004613 | | | FLORIDA POWER & | 0.004423 | | | KINDER MORGAN | 0.004389 | | | AFFIRM HOLDINGS INC | 0.004270 | | | PROLOGIS INC REIT | 0.004246 | | | VULCAN MATERIALS | 0.004147 | | | DEVON ENERGY CORP | 0.004095 | | ## Sources - N-PORT (fund A) — accession `0002071691-26-007383` (as of 2026-01-31) - N-PORT (fund B) — accession `0001410368-26-068454` (as of 2026-04-30) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _