P/E Global LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
7
Total value ($000)
$1,268,807
Net value change ($000)
-118,813 (-8.6%)
New positions
2
Sold out positions
0
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 14,974 NEW
VEA 14,875 NEW
Top Reduces (Value $000, Stocks/ETFs)
ACWI -49,653 -19.9%
VOO -44,326 -8.0%
IVV -28,841 -6.0%
BNDX -14,909 -24.2%
AGG -10,932 -26.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type