P/E Global LLC

CIK 0001910344 · Q1 2026

13F Equity AUM

$1.3B

-8.6% QoQ

Positions

+2 QoQ

AUM Rank

#2,422

Top 20%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,438 · Top 42%

vs S&P -10.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 97.7%Top 10: 100.0%Top 20: 100.0%

VOO40.3%

IVV35.5%

ACWI15.8%

BNDX3.7%

AGG2.5%

IEFA1.2%

VEA1.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 3.68%Avg: 14.29%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

3(4.8%)

3–5%

1(3.7%)

5%+

3(91.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 7Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 7 benchmark funds with highest portfolio overlap (Jaccard similarity)

FMR LLC

0.2%

MORGAN STANLEY

0.1%

JPMORGAN CHASE & CO

0.1%

BANK OF AMERICA CORP /DE/

0.1%

BlackRock, Inc.

0.2%

STATE STREET CORP

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased0Decreased5Exited0

New Positions

IEFA1.2%

+165K

VEA1.2%

+232K

Decreased

ACWI15.8%

-319,032(-18%)

BNDX3.7%

-303,125(-24%)

AGG2.5%

-107,540(-26%)

VOO40.3%

-30,360(-3%)

IVV35.5%

-10,179(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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