Q1 2026 · 13F-HR
PARTNERS CAPITAL INVESTMENT GROUP, LLPholdings as filed
Filed 2026-05-12 · accession 0001104659-26-059167
$2.65B
Reported value
174
Positions
2026-03-31
Period end
The Brief · PARTNERS CAPITAL INVESTMENT GROUP, LLP · Q1 2026
AI · grounded in 13F
PARTNERS CAPITAL INVESTMENT GROUP, LLP increased its position in SGOV by 105.85%. The fund established a new position in EMLC valued at $19.42M and accumulated more shares of IEFA by 20.93%. Offsetting these buys, the fund trimmed its holdings in ACWI by 22.62% and STIP by 23.74%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | iShares Core S&P 500 ETF | $536.8M | 20.2% | 821,849 | Common | SOLE |
| 92206C102 | VGSH | Vanguard Short-Term Treasury ETF | $170.8M | 6.43% | 2,917,104 | Common | SOLE |
| 46434G103 | IEMG | iShares Core MSCI Emerging Markets ETF | $152.6M | 5.75% | 2,187,140 | Common | SOLE |
| 46434V803 | HEFA | iShares Currency Hedged MSCI EAFE ETF | $152.1M | 5.73% | 3,579,217 | Common | SOLE |
| 922908744 | VTV | Vanguard Value ETF | $125.7M | 4.73% | 640,487 | Common | SOLE |
| 46429B747 | STIP | iShares 0-5 Year TIPS Bond ETF | $101.8M | 3.83% | 983,845 | Common | SOLE |
| 922908363 | VOO | Vanguard S&P 500 ETF | $97.5M | 3.67% | 163,083 | Common | SOLE |
| 46432F842 | IEFA | iShares Core MSCI EAFE ETF | $83.3M | 3.14% | 919,863 | Common | SOLE |
| 46434G764 | EMXC | iShares MSCI Emerging Markets ex China ETF | $80.4M | 3.03% | 1,022,259 | Common | SOLE |
| 464287150 | ITOT | iShares Core S&P Total US Stock Market ETF | $69.0M | 2.60% | 484,522 | Common | SOLE |
| 922042742 | VT | Vanguard Total World Stock ETF | $68.3M | 2.57% | 493,679 | Common | SOLE |
| 233051507 | DBJP | Xtrackers MSCI Japan Hedged Equity ETF | $66.2M | 2.49% | 655,348 | Common | SOLE |
| 464287176 | TIP | iShares TIPS Bond ETF | $62.8M | 2.37% | 569,232 | Common | SOLE |
| 46436E718 | SGOV | iShares 0-3 Month Treasury Bond ETF | $59.5M | 2.24% | 590,975 | Common | SOLE |
| 464287440 | IEF | iShares 7-10 Year Treasury Bond ETF | $52.0M | 1.96% | 544,561 | Common | SOLE |
| 46434V647 | REET | iShares Global REIT ETF | $40.1M | 1.51% | 1,596,022 | Common | SOLE |
| 92206C706 | VGIT | Vanguard Intermediate-Term Treasury ETF | $38.9M | 1.46% | 652,463 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF Trust | $37.2M | 1.40% | 57,179 | Common | SOLE |
| 871607107 | SNPS | Synopsys Inc | $37.2M | 1.40% | 57,179 | Common | SOLE |
| 464285105 | IAUUSD | iShares Gold Trust | $35.8M | 1.35% | 406,426 | Common | SOLE |
| 464288257 | ACWI | iShares MSCI ACWI ETF | $30.9M | 1.16% | 223,032 | Common | SOLE |
| 464288158 | SUB | iShares Short-Term National Muni Bond ETF | $23.7M | 0.89% | 222,273 | Common | SOLE |
| 464286517 | LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | $23.3M | 0.88% | 571,451 | Common | SOLE |
| 92189H300 | EMLC | VanEck J. P. Morgan EM Local Currency Bond ETF | $19.4M | 0.73% | 773,331 | Common | SOLE |
| 46434V886 | HEWJ | iShares Currency Hedged MSCI Japan ETF | $19.3M | 0.73% | 343,797 | Common | SOLE |
| 78468R796 | SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | $18.9M | 0.71% | 357,185 | Common | SOLE |
| 97717W851 | DXJ | WisdomTree Japan Hedged Equity Fund | $18.8M | 0.71% | 118,546 | Common | SOLE |
| 81369Y506 | XLE | Energy Select Sector SPDR Fund | $18.2M | 0.68% | 296,295 | Common | SOLE |
| 46435G847 | HAWX | iShares Currency Hedged MSCI ACWI EX US ETF | $17.2M | 0.65% | 420,782 | Common | SOLE |
| 46434G822 | EWJ | iShares MSCI Japan ETF | $15.5M | 0.59% | 184,019 | Common | SOLE |
| 19762B202 | XCEM | Columbia EM Core ex-China ETF | $13.1M | 0.49% | 320,043 | Common | SOLE |
| 922908553 | VNQ | Vanguard Real Estate ETF | $12.9M | 0.48% | 144,944 | Common | SOLE |
| 78468R523 | BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | $11.9M | 0.45% | 119,196 | Common | SOLE |
| 92206C664 | VTWO | Vanguard Russell 2000 ETF | $11.5M | 0.43% | 114,697 | Common | SOLE |
| 464287689 | IWV | iShares Russell 3000 ETF | $11.1M | 0.42% | 29,907 | Common | SOLE |
| 29287L205 | PWRD | TCW Transform Systems ETF | $10.3M | 0.39% | 105,340 | Common | SOLE |
| 78468R663 | BIL | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $10.2M | 0.38% | 110,881 | Common | SOLE |
| 233051200 | DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $9.9M | 0.37% | 199,828 | Common | SOLE |
| 464287457 | SHY | iShares 1-3 Year Treasury Bond ETF | $9.7M | 0.37% | 117,887 | Common | SOLE |
| 46429B671 | MCHI | iShares MSCI China ETF | $9.5M | 0.36% | 168,407 | Common | SOLE |
| 464287655 | IWM | iShares Russell 2000 ETF | $9.0M | 0.34% | 36,279 | Common | SOLE |
| 92189F635 | ISRA | VanEck Israel ETF | $8.9M | 0.34% | 147,257 | Common | SOLE |
| 46435U853 | USHY | iShares Broad USD High Yield Corporate Bond ETF | $7.4M | 0.28% | 201,447 | Common | SOLE |
| 464287465 | EFA | iShares MSCI EAFE ETF | $6.8M | 0.26% | 70,524 | Common | SOLE |
| 464286665 | EPP | iShares MSCI Pacific ex Japan ETF | $6.5M | 0.25% | 122,513 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ Trust Series 1 | $6.5M | 0.25% | 11,277 | Common | SOLE |
| 464288679 | SHV | iShares Short Treasury Bond ETF | $6.4M | 0.24% | 57,957 | Common | SOLE |
| G5494J103 | — | Linde PLC | $6.3M | 0.24% | 12,730 | Common | SOLE |
| 922908769 | VTI | Vanguard Total Stock Market ETF | $6.1M | 0.23% | 19,052 | Common | SOLE |
| 46137V357 | RSP | Invesco S&P 500 Equal Weight ETF | $6.0M | 0.23% | 31,484 | Common | SOLE |
| 576323109 | MTZ | MasTec Inc | $6.0M | 0.23% | 18,630 | Common | SOLE |
| 464288661 | IEI | iShares 3-7 Year Treasury Bond ETF | $5.5M | 0.21% | 46,362 | Common | SOLE |
| 46432F339 | QUAL | iShares Edge MSCI USA Quality Factor ETF | $5.5M | 0.21% | 28,593 | Common | SOLE |
| 78463V107 | GLD | SPDR Gold Shares | $5.3M | 0.20% | 12,310 | Common | SOLE |
| 244199105 | DE | Deere & Co | $5.1M | 0.19% | 9,141 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $5.1M | 0.19% | 13,791 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc | $4.8M | 0.18% | 16,821 | Common | SOLE |
| 464287234 | EEM | iShares MSCI Emerging Markets ETF | $4.6M | 0.17% | 81,461 | Common | SOLE |
| 464286392 | URTH | iShares MSCI World ETF | $4.6M | 0.17% | 25,430 | Common | SOLE |
| 110122108 | BMY | Bristol-Myers Squibb Co | $4.3M | 0.16% | 70,708 | Common | SOLE |
| H5820Q150 | NVSEF | Novartis AG | $4.3M | 0.16% | 28,214 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $4.2M | 0.16% | 12,542 | Common | SOLE |
| 30303M102 | META | Meta Platforms Inc | $4.2M | 0.16% | 7,278 | Common | SOLE |
| 922042866 | VPL | Vanguard FTSE Pacific ETF | $3.8M | 0.14% | 38,721 | Common | SOLE |
| 43300A203 | HLT | Hilton Worldwide Holdings Inc | $3.7M | 0.14% | 12,318 | Common | SOLE |
| 808513105 | SCHW | Charles Schwab Corp/The | $3.6M | 0.14% | 38,623 | Common | SOLE |
| 76131D103 | QSR | Restaurant Brands International Inc | $3.6M | 0.13% | 48,294 | Common | SOLE |
| 65249B109 | NWSA | News Corp | $3.6M | 0.13% | 143,137 | Common | SOLE |
| 45866F104 | ICE | Intercontinental Exchange Inc | $3.5M | 0.13% | 22,346 | Common | SOLE |
| 929160109 | VMC | Vulcan Materials Co | $3.5M | 0.13% | 12,694 | Common | SOLE |
| 46435G425 | ESGU | iShares Trust iShares ESG Aware MSCI USA ETF | $3.4M | 0.13% | 24,069 | Common | SOLE |
| G3421J106 | FERG1GBX | Ferguson PLC | $3.3M | 0.12% | 14,212 | Common | SOLE |
| 464288414 | MUB | iShares National Muni Bond ETF | $3.3M | 0.12% | 31,123 | Common | SOLE |
| 893641100 | TDG | Transdigm Group Inc | $3.2M | 0.12% | 2,794 | Common | SOLE |
| 92826C839 | V | Visa Inc | $3.2M | 0.12% | 10,658 | Common | SOLE |
| 911363109 | URI | United Rentals Inc | $3.1M | 0.12% | 4,281 | Common | SOLE |
| 14040H105 | COF | Capital One Financial Corp | $3.0M | 0.11% | 16,302 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc | $3.0M | 0.11% | 6,991 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Inc | $2.9M | 0.11% | 9,213 | Common | SOLE |
| 79466L302 | CRM | salesforce.com Inc | $2.8M | 0.11% | 15,137 | Common | SOLE |
| 46429B697 | USMV | iShares Edge MSCI Min Vol USA ETF | $2.7M | 0.10% | 29,465 | Common | SOLE |
| 902252105 | TYL | Tyler Technologies Inc | $2.6M | 0.10% | 7,522 | Common | SOLE |
| 922020805 | VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $2.4M | 0.09% | 48,597 | Common | SOLE |
| 233051853 | DBEU | Xtrackers MSCI Europe Hedged Equity ETF | $2.4M | 0.09% | 49,649 | Common | SOLE |
| 464288562 | REZ | iShares Residential and Multisector Real Estate ETF | $2.4M | 0.09% | 28,990 | Common | SOLE |
| 91307C102 | UTHR | United Therapeutics Corp | $2.2M | 0.08% | 3,651 | Common | SOLE |
| 464288752 | ITB | iShares U.S. Home Construction ETF | $2.1M | 0.08% | 22,858 | Common | SOLE |
| 46429B598 | INDA | iShares MSCI India ETF | $2.0M | 0.07% | 41,894 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc | $2.0M | 0.07% | 6,810 | Common | SOLE |
| 464288240 | ACWX | iShares MSCI ACWI ex US ETF | $1.8M | 0.07% | 26,047 | Common | SOLE |
| 78467V608 | SRLN | SPDR Blackstone Senior Loan ETF | $1.7M | 0.06% | 42,312 | Common | SOLE |
| G8994E103 | TT | Trane Technologies PLC | $1.7M | 0.06% | 4,042 | Common | SOLE |
| 443201108 | HWM | Howmet Aerospace Inc | $1.7M | 0.06% | 7,200 | Common | SOLE |
| 464287549 | IGM | iShares Expanded Tech Sector ETF | $1.6M | 0.06% | 13,550 | Common | SOLE |
| 449586106 | IGIFF | IGM Financial Inc | $1.6M | 0.06% | 13,550 | Common | SOLE |
| 464289867 | AOR | iShares Core Growth Allocation ETF | $1.6M | 0.06% | 24,307 | Common | SOLE |
| 45337C102 | INCY | Incyte Corp | $1.5M | 0.06% | 16,343 | Common | SOLE |
| 464287515 | IGV | iShares Expanded Tech-Software Sector ETF | $1.5M | 0.06% | 19,199 | Common | SOLE |
| 07725L102 | ONC | BeiGene Ltd | $1.5M | 0.06% | 5,144 | Common | SOLE |
| 291011104 | EMR | Emerson Electric Co | $1.5M | 0.06% | 11,597 | Common | SOLE |
| 98389B100 | XEL | Xcel Energy Inc | $1.5M | 0.06% | 18,903 | Common | SOLE |
| 464287499 | IWR | iShares Russell Mid-Cap ETF | $1.5M | 0.06% | 15,280 | Common | SOLE |
| 701094104 | PH | Parker-Hannifin Corp | $1.5M | 0.05% | 1,630 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global Inc | $1.5M | 0.05% | 8,305 | Common | SOLE |
| 369604301 | GE | General Electric Co | $1.4M | 0.05% | 4,998 | Common | SOLE |
| 04016X101 | ARGX | Argenx SE | $1.4M | 0.05% | 1,935 | Common | SOLE |
| G51502105 | JCI | Johnson Controls International plc | $1.4M | 0.05% | 10,689 | Common | SOLE |
| 78468R861 | TIPX | SPDR Bloomberg 1-10 Year TIPS ETF | $1.4M | 0.05% | 72,114 | Common | SOLE |
| 500767306 | KWEB | KraneShares CSI China Internet ETF | $1.3M | 0.05% | 46,890 | Common | SOLE |
| 464287523 | SOXX | iShares Semiconductor ETF | $1.3M | 0.05% | 4,018 | Common | SOLE |
| 922042676 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | $1.3M | 0.05% | 28,136 | Common | SOLE |
| 693718108 | PCAR | PACCAR Inc | $1.2M | 0.04% | 10,086 | Common | SOLE |
| 464287408 | IVE | iShares S&P 500 Value ETF | $1.1M | 0.04% | 5,352 | Common | SOLE |
| 921908844 | VIG | Vanguard Dividend Appreciation ETF | $1.1M | 0.04% | 5,134 | Common | SOLE |
| 83304A106 | SNAP | Snap Inc | $1.0M | 0.04% | 218,359 | Common | SOLE |
| 37954Y384 | BUG | Global X Cybersecurity ETF | $992,096 | 0.04% | 39,510 | Common | SOLE |
| 46435G334 | EWU | iShares MSCI United Kingdom ETF | $894,623 | 0.03% | 19,636 | Common | SOLE |
| G7945M107 | STXN | Seagate Technology PLC | $883,027 | 0.03% | 2,254 | Common | SOLE |
| G7997R103 | STX | Seagate Technology Holdings PLC | $883,027 | 0.03% | 2,254 | Common | SOLE |
| 09257W100 | BXMT | Blackstone Mortgage Trust Inc | $872,153 | 0.03% | 45,543 | Common | SOLE |
| G6683N103 | NU | NU Holdings Ltd/Cayman Islands | $847,729 | 0.03% | 58,993 | Common | SOLE |
| 03768E105 | APOEUR | Apollo Global Management Inc | $823,505 | 0.03% | 7,391 | Common | SOLE |
| 81762P102 | NOW | ServiceNow Inc | $767,920 | 0.03% | 7,345 | Common | SOLE |
| 00091G104 | ACVA | ACV Auctions Inc | $765,087 | 0.03% | 180,445 | Common | SOLE |
| 231021106 | CMI | Cummins Inc | $647,776 | 0.02% | 1,204 | Common | SOLE |
| 64110L106 | NFLX | Netflix Inc | $621,129 | 0.02% | 6,460 | Common | SOLE |
| 46138E800 | CQQQ | Invesco China Technology ETF | $586,702 | 0.02% | 12,749 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings Co | $581,346 | 0.02% | 2,320 | Common | SOLE |
| 37045V100 | GM | General Motors Co | $544,595 | 0.02% | 7,310 | Common | SOLE |
| 74348A467 | NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $481,589 | 0.02% | 4,543 | Common | SOLE |
| 464288877 | EFV | iShares MSCI EAFE Value ETF | $470,168 | 0.02% | 6,324 | Common | SOLE |
| 69331C108 | PCG | PG&E Corp | $457,980 | 0.02% | 26,066 | Common | SOLE |
| 78464A870 | XBI | SPDR S&P Biotech ETF | $457,346 | 0.02% | 3,581 | Common | SOLE |
| 36168Q104 | GFL | GFL Environmental Inc | $438,352 | 0.02% | 10,507 | Common | SOLE |
| 15189T107 | CNP | CenterPoint Energy Inc | $436,434 | 0.02% | 10,112 | Common | SOLE |
| 922042858 | VWO | Vanguard FTSE Emerging Markets ETF | $433,298 | 0.02% | 8,017 | Common | SOLE |
| 09260D107 | BX | Blackstone Inc | $422,427 | 0.02% | 3,674 | Common | SOLE |
| 30040W108 | ES | Eversource Energy | $410,623 | 0.02% | 5,927 | Common | SOLE |
| 760759100 | RSG | Republic Services Inc | $402,121 | 0.02% | 1,836 | Common | SOLE |
| G6700G107 | NVT | nVent Electric PLC | $396,475 | 0.01% | 3,352 | Common | SOLE |
| 019770106 | ALLO | Allogene Therapeutics Inc | $394,297 | 0.01% | 161,597 | Common | SOLE |
| 74164F103 | PRIM | Primoris Services Corp | $385,779 | 0.01% | 2,697 | Common | SOLE |
| 29084Q100 | EME | EMCOR Group Inc | $375,800 | 0.01% | 509 | Common | SOLE |
| F4035A557 | SAFRF | Safran SA | $373,825 | 0.01% | 1,158 | Common | SOLE |
| 92840M102 | VST | Vistra Energy Corp | $368,309 | 0.01% | 2,450 | Common | SOLE |
| G29183103 | ETN | Eaton Corp PLC | $349,801 | 0.01% | 978 | Common | SOLE |
| 94106L109 | WM | Waste Management Inc | $281,263 | 0.01% | 1,224 | Common | SOLE |
| M96088105 | URGN | UroGen Pharma Ltd | $276,604 | 0.01% | 15,384 | Common | SOLE |
| 172967424 | C | Citigroup Inc | $275,813 | 0.01% | 2,432 | Common | SOLE |
| 69374H741 | SRVR | Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf | $270,594 | 0.01% | 8,667 | Common | SOLE |
| 433000106 | HIMS | Hims & Hers Health Inc | $269,880 | 0.01% | 13,000 | Common | SOLE |
| 91704F104 | UE | Urban Edge Properties | $262,677 | 0.01% | 13,147 | Common | SOLE |
| 773122106 | — | Rocket Lab USA Inc | $256,880 | 0.01% | 4,000 | Common | SOLE |
| 336433107 | FSLR | First Solar Inc | $247,364 | 0.01% | 1,254 | Common | SOLE |
| 353469109 | FC | Franklin Covey Co | $242,234 | 0.01% | 15,341 | Common | SOLE |
| 48251W104 | KKR | KKR & Co Inc | $233,933 | 0.01% | 2,529 | Common | SOLE |
| 69374H766 | INDS | Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf | $233,860 | 0.01% | 6,365 | Common | SOLE |
| 464288513 | HYG | iShares iBoxx High Yield Corporate Bond ETF | $232,221 | 0.01% | 2,919 | Common | SOLE |
| 40171V100 | GWRE | Guidewire Software Inc | $228,677 | 0.01% | 1,529 | Common | SOLE |
| 92204A405 | VFH | Vanguard Financials ETF | $226,785 | 0.01% | 1,877 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies Inc | $220,322 | 0.01% | 3,063 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc | $219,953 | 0.01% | 459 | Common | SOLE |
| 650111107 | NYT | New York Times Co/The | $218,795 | 0.01% | 2,613 | Common | SOLE |
| 526057104 | LEN | Lennar Corp | $213,220 | 0.01% | 2,455 | Common | SOLE |
| 35137L105 | FOXA | Fox Corp | $204,926 | 0.01% | 3,509 | Common | SOLE |
| 12504L109 | CBRE | CBRE Group Inc | $201,023 | 0.01% | 1,484 | Common | SOLE |
| 12082W204 | BURBY | Burberry Group PLC | $176,520 | 0.01% | 12,000 | Common | SOLE |
| 68236H204 | ONDS | Ondas Holdings Inc | $153,680 | 0.01% | 17,000 | Common | SOLE |
| 69002R103 | TEAD | Teads Holding Co | $137,915 | 0.01% | 209,407 | Common | SOLE |
| 73044W302 | POET | POET Technologies Inc | $136,620 | 0.01% | 23,000 | Common | SOLE |
| 683712103 | OPEN | Opendoor Technologies Inc | $99,806 | 0.00% | 21,326 | Common | SOLE |
| 137586103 | 9C0A | Cango Inc/KY | $59,595 | 0.00% | 145,000 | Common | SOLE |
| 09173B107 | 1B2 | Bitfarms Ltd/Canada | $39,000 | 0.00% | 20,000 | Common | SOLE |
| G1144A105 | BTBT | Bit Digital Inc | $13,100 | 0.00% | 10,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.