P/E Global LLC

CIK 0001910344 · Q2 2026

13F Equity AUM

$1.6B

+22.8% QoQ

Positions

+1 QoQ

AUM Rank

#1,826

Top 21%

Skill Alpha (FF)

-2.1%/yr^ns

No Clear Edge

Rank #5,957 · Top 72%

vs S&P -7.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 96.0%Top 10: 100.0%Top 20: 100.0%

VOO40.6%

IVV36.0%

ACWI14.0%

BNDX3.2%

AGG2.1%

URTH1.9%

IEFA1.1%

VEA1.0%

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: 8Median: 2.69%Avg: 12.50%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

4(6.1%)

3–5%

1(3.2%)

5%+

3(90.6%)

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

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Portfolio Overlap

Shared: 0Unique: 8vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New1Increased5Decreased2Exited0

New Positions

URTH1.9%

+147K

Increased

BNDX3.2%

+67K(+7%)

VOO40.6%

+66K(+8%)

IVV36.0%

+60K(+9%)

AGG2.1%

+25K(+8%)

IEFA1.1%

+3K(+2%)

Decreased

ACWI14.0%

-55,552(-4%)

VEA1.0%

-3,951(-2%)

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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