# Portfolio overlap — PRPFX vs SGENX

Comparing **Permanent Portfolio** (2026-04-30) and **First Eagle Global Fund** (2026-01-31).

- Shared positions: 8
- Permanent Portfolio covered by First Eagle Global Fund: 0.1430973598767192584398443287
- First Eagle Global Fund covered by Permanent Portfolio: 0.1430973598767192584398443287

## 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 |  |

## First Eagle Global Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GOLD BULLION | 0.110207 | ✓ |
| ALPHABET INC CL C | 0.022989 |  |
| BECTON DICKINSON and CO | 0.021856 |  |
| META PLATFORMS INC CL A | 0.021836 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.016305 |  |
| HCA HEALTHCARE INC | 0.016146 |  |
| CH ROBINSON WORLDWIDE INC | 0.015324 |  |
| SLB LTD | 0.013204 |  |
| ELEVANCE HEALTH INC | 0.013110 |  |
| ORACLE CORP | 0.013109 |  |
| SAMSUNG ELE-PREF | 0.012973 |  |
| IMPERIAL OIL LTD | 0.012821 |  |
| PROSUS NV | 0.012712 |  |
| MERCK Kommanditgesellschaft auf Aktien | 0.012057 |  |
| BANK OF NEW YORK MELLON CORP | 0.011156 |  |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.010751 |  |
| CIE FINANCI-REG | 0.010637 |  |
| WILLIS TOWERS WATSON PLC | 0.010626 |  |
| UNILEVER PLC | 0.010400 |  |
| PHILIP MORRIS INTL INC | 0.010206 |  |
| NESTLE SA (REG) | 0.010131 |  |
| RECKITT BENCKISE | 0.010126 |  |
| SALESFORCE INC | 0.010074 |  |
| EXXON MOBIL CORP | 0.010001 | ✓ |
| COMCAST CORP CL A | 0.009905 |  |
| EXPEDITORS INTL OF WASH INC | 0.009792 |  |
| SMC CORP | 0.009493 |  |
| WHEATON PRECIOUS METALS CORP | 0.009481 |  |
| WEYERHAEUSER CO | 0.009461 | ✓ |
| FOMENTO ECONO MEX(FEMSA)SP ADR | 0.009288 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.009273 |  |
| WORKDAY INC CL A | 0.009147 |  |
| MEDTRONIC PLC | 0.009137 |  |
| BABA-W | 0.009001 |  |
| SHELL PLC | 0.009000 |  |
| ONEOK INC | 0.008679 |  |
| UNIVERSAL HLTH-B | 0.008338 |  |
| SCHINDLER HLD-PC | 0.008141 |  |
| MS&AD INSURANCE | 0.007875 |  |
| FANUC CORP | 0.007751 |  |
| FRANCO-NEVADA CORP | 0.007573 |  |
| HALEON PLC | 0.007524 |  |
| GROUPE BRUXELLES LAMBERT SA | 0.007520 |  |
| KT&G CORP | 0.007470 |  |
| BARRICK MINING CORP | 0.007461 |  |
| BIO RAD LABS CL A | 0.007355 |  |
| POWER CORP CDA | 0.007235 |  |
| NEWMONT CORP | 0.007218 |  |
| WALMART DE MEXIC | 0.007168 |  |
| PPG INDUSTRIES INC | 0.007133 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-068454` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/357298/000141036826068454/0001410368-26-068454-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007389` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/906352/000207169126007389/0002071691-26-007389-index.htm>

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_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._

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