Institutional
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$2.65B
Reported AUM
174
Positions
Q1 2026
Period
2026-05-12
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $733.12 | -1.49% | 20.42% | 75.78% | $536.8M | 20.22% | — | HELD |
| 2 | VGSH | Vanguard Short-Term Treasury ETF | $58.12 | 0.07% | 2.55% | 9.68% | $170.8M | 6.43% | — | HELD |
| 3 | IEMG | iShares Core MSCI Emerging Markets ETF | $74.15 | -2.18% | 29.78% | 36.78% | $152.6M | 5.75% | — | HELD |
| 4 | HEFA | iShares Currency Hedged MSCI EAFE ETF | $46.11 | -0.80% | 29.45% | 88.60% | $152.1M | 5.73% | — | HELD |
| 5 | VTV | Vanguard Value ETF | $219.80 | -1.43% | 28.86% | 76.13% | $125.7M | 4.73% | — | HELD |
| 6 | STIP | iShares 0-5 Year TIPS Bond ETF | $101.41 | 0.23% | 2.87% | 16.05% | $101.8M | 3.83% | — | HELD |
| 7 | VOO | Vanguard S&P 500 ETF | $670.63 | -1.52% | 18.74% | 73.44% | $97.5M | 3.67% | — | HELD |
| 8 | IEFA | iShares Core MSCI EAFE ETF | $96.23 | -0.54% | 22.68% | 48.50% | $83.3M | 3.14% | — | HELD |
| 9 | EMXC | iShares MSCI Emerging Markets ex China ETF | $86.86 | -2.88% | 46.60% | 60.60% | $80.4M | 3.03% | — | HELD |
| 10 | ITOT | iShares Core S&P Total US Stock Market ETF | $160.03 | -1.53% | 20.99% | 68.32% | $69.0M | 2.60% | — | HELD |
| 11 | VT | Vanguard Total World Stock ETF | $152.22 | -1.38% | 22.31% | 60.11% | $68.3M | 2.57% | — | HELD |
| 12 | DBJP | Xtrackers MSCI Japan Hedged Equity ETF | $110.61 | -0.84% | 44.41% | 160.53% | $66.2M | 2.49% | — | HELD |
| 13 | TIP | iShares TIPS Bond ETF | $107.77 | 0.10% | 1.93% | 1.09% | $62.8M | 2.37% | — | HELD |
| 14 | SGOV | iShares 0-3 Month Treasury Bond ETF | $100.68 | 0.02% | 3.78% | 19.62% | $59.5M | 2.24% | — | HELD |
| 15 | IEF | iShares 7-10 Year Treasury Bond ETF | $93.17 | -0.42% | 1.28% | -7.74% | $52.0M | 1.96% | — | HELD |
| 16 | REET | iShares Global REIT ETF | $28.68 | -0.69% | 22.44% | 15.50% | $40.1M | 1.51% | — | HELD |
| 17 | VGIT | Vanguard Intermediate-Term Treasury ETF | $58.43 | -0.19% | 1.44% | -0.60% | $38.9M | 1.46% | — | HELD |
| 18 | SNPS | Synopsys Inc | $373.69 | -2.64% | -39.60% | 12.48% | $37.2M | 1.40% | — | HELD |
| 19 | SPY | SPDR S&P 500 ETF Trust | $729.46 | -1.54% | 20.48% | 75.54% | $37.2M | 1.40% | — | HELD |
| 20 | IAUUSD | iShares Gold Trust | — | — | — | — | $35.8M | 1.35% | — | HELD |
| 21 | ACWI | iShares MSCI ACWI ETF | $152.47 | -1.34% | 21.13% | 60.07% | $30.9M | 1.16% | — | HELD |
| 22 | SUB | iShares Short-Term National Muni Bond ETF | $106.03 | -0.01% | 1.75% | 7.17% | $23.7M | 0.89% | — | HELD |
| 23 | LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | $42.32 | 0.05% | 7.79% | 5.43% | $23.3M | 0.88% | — | HELD |
| 24 | EMLC | VanEck J. P. Morgan EM Local Currency Bond ETF | $25.31 | -0.20% | 7.51% | 8.98% | $19.4M | 0.73% | — | HELD |
| 25 | HEWJ | iShares Currency Hedged MSCI Japan ETF | $61.98 | -0.70% | 44.01% | 160.22% | $19.3M | 0.73% | — | HELD |
| 26 | SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | $59.94 | -1.48% | 20.04% | 72.50% | $18.9M | 0.71% | — | HELD |
| 27 | DXJ | WisdomTree Japan Hedged Equity Fund | $173.39 | -0.71% | 50.13% | 233.05% | $18.8M | 0.71% | — | HELD |
| 28 | XLE | Energy Select Sector SPDR Fund | $58.65 | 1.88% | 41.32% | 190.72% | $18.2M | 0.68% | — | HELD |
| 29 | HAWX | iShares Currency Hedged MSCI ACWI EX US ETF | $44.12 | -1.61% | 29.57% | 77.21% | $17.2M | 0.65% | — | HELD |
| 30 | EWJ | iShares MSCI Japan ETF | $89.35 | -0.53% | 26.50% | 47.90% | $15.5M | 0.59% | — | HELD |
| 31 | XCEM | Columbia EM Core ex-China ETF | $44.96 | -2.83% | — | — | $13.1M | 0.49% | — | HELD |
| 32 | VNQ | Vanguard Real Estate ETF | $100.66 | -0.29% | — | — | $12.9M | 0.48% | — | HELD |
| 33 | BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | $99.40 | 0.03% | — | — | $11.9M | 0.45% | — | HELD |
| 34 | VTWO | Vanguard Russell 2000 ETF | $116.64 | -1.63% | — | — | $11.5M | 0.43% | — | HELD |
| 35 | IWV | iShares Russell 3000 ETF | $415.81 | -1.46% | — | — | $11.1M | 0.42% | — | HELD |
| 36 | PWRD | TCW Transform Systems ETF | $101.49 | -4.25% | — | — | $10.3M | 0.39% | — | HELD |
| 37 | BIL | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $91.64 | 0.01% | — | — | $10.2M | 0.38% | — | HELD |
| 38 | DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $54.48 | -0.75% | — | — | $9.9M | 0.37% | — | HELD |
| 39 | SHY | iShares 1-3 Year Treasury Bond ETF | $81.99 | 0.06% | — | — | $9.7M | 0.37% | — | HELD |
| 40 | MCHI | iShares MSCI China ETF | $55.07 | 1.21% | — | — | $9.5M | 0.36% | — | HELD |
| 41 | IWM | iShares Russell 2000 ETF | $288.57 | -1.64% | — | — | $9.0M | 0.34% | — | HELD |
| 42 | ISRA | VanEck Israel ETF | $61.96 | -2.58% | — | — | $8.9M | 0.34% | — | HELD |
| 43 | USHY | iShares Broad USD High Yield Corporate Bond ETF | $36.67 | -0.19% | — | — | $7.4M | 0.28% | — | HELD |
| 44 | EFA | iShares MSCI EAFE ETF | $103.37 | -0.50% | — | — | $6.8M | 0.26% | — | HELD |
| 45 | EPP | iShares MSCI Pacific ex Japan ETF | $56.22 | -0.39% | — | — | $6.5M | 0.25% | — | HELD |
| 46 | QQQ | Invesco QQQ Trust Series 1 | $661.73 | -2.04% | — | — | $6.5M | 0.25% | — | HELD |
| 47 | SHV | iShares Short Treasury Bond ETF | $110.36 | 0.03% | — | — | $6.4M | 0.24% | — | HELD |
| 48 | — | Linde PLC | — | — | — | — | $6.3M | 0.24% | — | HELD |
| 49 | VTI | Vanguard Total Stock Market ETF | $360.42 | -1.52% | — | — | $6.1M | 0.23% | — | HELD |
| 50 | RSP | Invesco S&P 500 Equal Weight ETF | $215.73 | -0.90% | — | — | $6.0M | 0.23% | — | HELD |
| 51 | MTZ | MasTec Inc | $287.42 | -8.01% | — | — | $6.0M | 0.23% | — | HELD |
| 52 | IEI | iShares 3-7 Year Treasury Bond ETF | $116.57 | -0.09% | — | — | $5.5M | 0.21% | — | HELD |
| 53 | QUAL | iShares Edge MSCI USA Quality Factor ETF | $215.98 | -1.14% | — | — | $5.5M | 0.21% | — | HELD |
| 54 | GLD | SPDR Gold Shares | $371.08 | 0.46% | — | — | $5.3M | 0.20% | — | HELD |
| 55 | DE | Deere & Co | $610.95 | -4.52% | — | — | $5.1M | 0.19% | — | HELD |
| 56 | MSFT | Microsoft Corp | $390.54 | -0.71% | — | — | $5.1M | 0.19% | — | HELD |
| 57 | GOOGL | Alphabet Inc | $336.71 | 0.90% | — | — | $4.8M | 0.18% | — | HELD |
| 58 | EEM | iShares MSCI Emerging Markets ETF | $61.07 | -2.07% | — | — | $4.6M | 0.17% | — | HELD |
| 59 | URTH | iShares MSCI World ETF | $199.18 | -1.30% | — | — | $4.6M | 0.17% | — | HELD |
| 60 | BMY | Bristol-Myers Squibb Co | $63.10 | -0.79% | — | — | $4.3M | 0.16% | — | HELD |
| 61 | NVSEF | Novartis AG | $158.52 | 5.68% | — | — | $4.3M | 0.16% | — | HELD |
| 62 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $374.67 | -4.50% | — | — | $4.2M | 0.16% | — | HELD |
| 63 | META | Meta Platforms Inc | $585.61 | -1.31% | — | — | $4.2M | 0.16% | — | HELD |
| 64 | VPL | Vanguard FTSE Pacific ETF | $104.91 | -1.52% | — | — | $3.8M | 0.14% | — | HELD |
| 65 | HLT | Hilton Worldwide Holdings Inc | $321.72 | -0.22% | — | — | $3.7M | 0.14% | — | HELD |
| 66 | SCHW | Charles Schwab Corp/The | $104.47 | -1.42% | — | — | $3.6M | 0.14% | — | HELD |
| 67 | QSR | Restaurant Brands International Inc | $75.52 | 0.87% | — | — | $3.6M | 0.13% | — | HELD |
| 68 | NWSA | News Corp | $28.82 | 2.27% | — | — | $3.6M | 0.13% | — | HELD |
| 69 | ICE | Intercontinental Exchange Inc | $154.28 | 1.02% | — | — | $3.5M | 0.13% | — | HELD |
| 70 | VMC | Vulcan Materials Co | $283.92 | -1.56% | — | — | $3.5M | 0.13% | — | HELD |
| 71 | ESGU | iShares Trust iShares ESG Aware MSCI USA ETF | $159.87 | -1.58% | — | — | $3.4M | 0.13% | — | HELD |
| 72 | FERG1GBX | Ferguson PLC | — | — | — | — | $3.3M | 0.12% | — | HELD |
| 73 | MUB | iShares National Muni Bond ETF | $105.77 | -0.22% | — | — | $3.3M | 0.12% | — | HELD |
| 74 | TDG | Transdigm Group Inc | $1264.60 | -3.32% | — | — | $3.2M | 0.12% | — | HELD |
| 75 | V | Visa Inc | $368.73 | 0.58% | — | — | $3.2M | 0.12% | — | HELD |
| 76 | URI | United Rentals Inc | $1055.11 | -3.31% | — | — | $3.1M | 0.12% | — | HELD |
| 77 | COF | Capital One Financial Corp | $208.71 | -1.74% | — | — | $3.0M | 0.11% | — | HELD |
| 78 | SPGI | S&P Global Inc | $419.64 | -1.11% | — | — | $3.0M | 0.11% | — | HELD |
| 79 | AVGO | Broadcom Inc | $370.32 | -2.78% | — | — | $2.9M | 0.11% | — | HELD |
| 80 | CRM | salesforce.com Inc | $188.38 | 3.79% | — | — | $2.8M | 0.11% | — | HELD |
| 81 | USMV | iShares Edge MSCI Min Vol USA ETF | $98.35 | -0.21% | — | — | $2.7M | 0.10% | — | HELD |
| 82 | TYL | Tyler Technologies Inc | $333.50 | 0.04% | — | — | $2.6M | 0.10% | — | HELD |
| 83 | VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $49.68 | 0.22% | — | — | $2.4M | 0.09% | — | HELD |
| 84 | DBEU | Xtrackers MSCI Europe Hedged Equity ETF | $53.69 | -1.09% | — | — | $2.4M | 0.09% | — | HELD |
| 85 | REZ | iShares Residential and Multisector Real Estate ETF | $98.99 | -0.06% | — | — | $2.4M | 0.09% | — | HELD |
| 86 | UTHR | United Therapeutics Corp | $524.70 | 0.20% | — | — | $2.2M | 0.08% | — | HELD |
| 87 | ITB | iShares U.S. Home Construction ETF | $96.58 | -3.74% | — | — | $2.1M | 0.08% | — | HELD |
| 88 | INDA | iShares MSCI India ETF | $49.17 | -0.43% | — | — | $2.0M | 0.07% | — | HELD |
| 89 | GOOG | Alphabet Inc | $335.76 | 0.95% | — | — | $2.0M | 0.07% | — | HELD |
| 90 | ACWX | iShares MSCI ACWI ex US ETF | $73.17 | -1.04% | — | — | $1.8M | 0.07% | — | HELD |
| 91 | SRLN | SPDR Blackstone Senior Loan ETF | $40.35 | -0.07% | — | — | $1.7M | 0.06% | — | HELD |
| 92 | TT | Trane Technologies PLC | $446.80 | -4.94% | — | — | $1.7M | 0.06% | — | HELD |
| 93 | HWM | Howmet Aerospace Inc | $272.79 | -4.63% | — | — | $1.7M | 0.06% | — | HELD |
| 94 | IGM | iShares Expanded Tech Sector ETF | $146.20 | -2.21% | — | — | $1.6M | 0.06% | — | HELD |
| 95 | IGIFF | IGM Financial Inc | $59.54 | 0.00% | — | — | $1.6M | 0.06% | — | HELD |
| 96 | AOR | iShares Core Growth Allocation ETF | $67.60 | -0.92% | — | — | $1.6M | 0.06% | — | HELD |
| 97 | INCY | Incyte Corp | $127.10 | -2.18% | — | — | $1.5M | 0.06% | — | HELD |
| 98 | IGV | iShares Expanded Tech-Software Sector ETF | $92.37 | 0.64% | — | — | $1.5M | 0.06% | — | HELD |
| 99 | ONC | BeiGene Ltd | $327.21 | -0.98% | — | — | $1.5M | 0.06% | — | HELD |
| 100 | EMR | Emerson Electric Co | $145.73 | -4.01% | — | — | $1.5M | 0.06% | — | HELD |
| 101 | XEL | Xcel Energy Inc | $78.75 | -1.97% | — | — | $1.5M | 0.06% | — | HELD |
| 102 | IWR | iShares Russell Mid-Cap ETF | — | — | — | — | $1.5M | 0.06% | — | HELD |
| 103 | PH | Parker-Hannifin Corp | — | — | — | — | $1.5M | 0.05% | — | HELD |
| 104 | COIN | Coinbase Global Inc | — | — | — | — | $1.5M | 0.05% | — | HELD |
| 105 | GE | General Electric Co | — | — | — | — | $1.4M | 0.05% | — | HELD |
| 106 | ARGX | Argenx SE | — | — | — | — | $1.4M | 0.05% | — | HELD |
| 107 | JCI | Johnson Controls International plc | — | — | — | — | $1.4M | 0.05% | — | HELD |
| 108 | TIPX | SPDR Bloomberg 1-10 Year TIPS ETF | — | — | — | — | $1.4M | 0.05% | — | HELD |
| 109 | KWEB | KraneShares CSI China Internet ETF | — | — | — | — | $1.3M | 0.05% | — | HELD |
| 110 | SOXX | iShares Semiconductor ETF | — | — | — | — | $1.3M | 0.05% | — | HELD |
| 111 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | — | — | — | — | $1.3M | 0.05% | — | HELD |
| 112 | PCAR | PACCAR Inc | — | — | — | — | $1.2M | 0.04% | — | HELD |
| 113 | IVE | iShares S&P 500 Value ETF | — | — | — | — | $1.1M | 0.04% | — | HELD |
| 114 | VIG | Vanguard Dividend Appreciation ETF | — | — | — | — | $1.1M | 0.04% | — | HELD |
| 115 | SNAP | Snap Inc | — | — | — | — | $1.0M | 0.04% | — | HELD |
| 116 | BUG | Global X Cybersecurity ETF | — | — | — | — | $992K | 0.04% | — | HELD |
| 117 | EWU | iShares MSCI United Kingdom ETF | — | — | — | — | $895K | 0.03% | — | HELD |
| 118 | STX | Seagate Technology Holdings PLC | — | — | — | — | $883K | 0.03% | — | HELD |
| 119 | STXN | Seagate Technology PLC | — | — | — | — | $883K | 0.03% | — | HELD |
| 120 | BXMT | Blackstone Mortgage Trust Inc | — | — | — | — | $872K | 0.03% | — | HELD |
| 121 | NU | NU Holdings Ltd/Cayman Islands | — | — | — | — | $848K | 0.03% | — | HELD |
| 122 | APOEUR | Apollo Global Management Inc | — | — | — | — | $824K | 0.03% | — | HELD |
| 123 | NOW | ServiceNow Inc | — | — | — | — | $768K | 0.03% | — | HELD |
| 124 | ACVA | ACV Auctions Inc | — | — | — | — | $765K | 0.03% | — | HELD |
| 125 | CMI | Cummins Inc | — | — | — | — | $648K | 0.02% | — | HELD |
| 126 | NFLX | Netflix Inc | — | — | — | — | $621K | 0.02% | — | HELD |
| 127 | CQQQ | Invesco China Technology ETF | — | — | — | — | $587K | 0.02% | — | HELD |
| 128 | VRT | Vertiv Holdings Co | — | — | — | — | $581K | 0.02% | — | HELD |
| 129 | GM | General Motors Co | — | — | — | — | $545K | 0.02% | — | HELD |
| 130 | NOBL | ProShares S&P 500 Dividend Aristocrats ETF | — | — | — | — | $482K | 0.02% | — | HELD |
| 131 | EFV | iShares MSCI EAFE Value ETF | — | — | — | — | $470K | 0.02% | — | HELD |
| 132 | PCG | PG&E Corp | — | — | — | — | $458K | 0.02% | — | HELD |
| 133 | XBI | SPDR S&P Biotech ETF | — | — | — | — | $457K | 0.02% | — | HELD |
| 134 | GFL | GFL Environmental Inc | — | — | — | — | $438K | 0.02% | — | HELD |
| 135 | CNP | CenterPoint Energy Inc | — | — | — | — | $436K | 0.02% | — | HELD |
| 136 | VWO | Vanguard FTSE Emerging Markets ETF | — | — | — | — | $433K | 0.02% | — | HELD |
| 137 | BX | Blackstone Inc | — | — | — | — | $422K | 0.02% | — | HELD |
| 138 | ES | Eversource Energy | — | — | — | — | $411K | 0.02% | — | HELD |
| 139 | RSG | Republic Services Inc | — | — | — | — | $402K | 0.02% | — | HELD |
| 140 | NVT | nVent Electric PLC | — | — | — | — | $396K | 0.01% | — | HELD |
| 141 | ALLO | Allogene Therapeutics Inc | — | — | — | — | $394K | 0.01% | — | HELD |
| 142 | PRIM | Primoris Services Corp | — | — | — | — | $386K | 0.01% | — | HELD |
| 143 | EME | EMCOR Group Inc | — | — | — | — | $376K | 0.01% | — | HELD |
| 144 | SAFRF | Safran SA | — | — | — | — | $374K | 0.01% | — | HELD |
| 145 | VST | Vistra Energy Corp | — | — | — | — | $368K | 0.01% | — | HELD |
| 146 | ETN | Eaton Corp PLC | — | — | — | — | $350K | 0.01% | — | HELD |
| 147 | WM | Waste Management Inc | — | — | — | — | $281K | 0.01% | — | HELD |
| 148 | URGN | UroGen Pharma Ltd | — | — | — | — | $277K | 0.01% | — | HELD |
| 149 | C | Citigroup Inc | — | — | — | — | $276K | 0.01% | — | HELD |
| 150 | SRVR | Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf | — | — | — | — | $271K | 0.01% | — | HELD |
| 151 | HIMS | Hims & Hers Health Inc | — | — | — | — | $270K | 0.01% | — | HELD |
| 152 | UE | Urban Edge Properties | — | — | — | — | $263K | 0.01% | — | HELD |
| 153 | — | Rocket Lab USA Inc | — | — | — | — | $257K | 0.01% | — | HELD |
| 154 | FSLR | First Solar Inc | — | — | — | — | $247K | 0.01% | — | HELD |
| 155 | FC | Franklin Covey Co | — | — | — | — | $242K | 0.01% | — | HELD |
| 156 | KKR | KKR & Co Inc | — | — | — | — | $234K | 0.01% | — | HELD |
| 157 | INDS | Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf | — | — | — | — | $234K | 0.01% | — | HELD |
| 158 | HYG | iShares iBoxx High Yield Corporate Bond ETF | — | — | — | — | $232K | 0.01% | — | HELD |
| 159 | GWRE | Guidewire Software Inc | — | — | — | — | $229K | 0.01% | — | HELD |
| 160 | VFH | Vanguard Financials ETF | — | — | — | — | $227K | 0.01% | — | HELD |
| 161 | UBER | Uber Technologies Inc | — | — | — | — | $220K | 0.01% | — | HELD |
| 162 | BRK/B | Berkshire Hathaway Inc | — | — | — | — | $220K | 0.01% | — | HELD |
| 163 | NYT | New York Times Co/The | — | — | — | — | $219K | 0.01% | — | HELD |
| 164 | LEN | Lennar Corp | — | — | — | — | $213K | 0.01% | — | HELD |
| 165 | FOXA | Fox Corp | — | — | — | — | $205K | 0.01% | — | HELD |
| 166 | CBRE | CBRE Group Inc | — | — | — | — | $201K | 0.01% | — | HELD |
| 167 | BURBY | Burberry Group PLC | — | — | — | — | $177K | 0.01% | — | HELD |
| 168 | ONDS | Ondas Holdings Inc | — | — | — | — | $154K | 0.01% | — | HELD |
| 169 | TEAD | Teads Holding Co | — | — | — | — | $138K | 0.01% | — | HELD |
| 170 | POET | POET Technologies Inc | — | — | — | — | $137K | 0.01% | — | HELD |
| 171 | OPEN | Opendoor Technologies Inc | — | — | — | — | $100K | 0.00% | — | HELD |
| 172 | 9C0A | Cango Inc/KY | — | — | — | — | $60K | 0.00% | — | HELD |
| 173 | 1B2 | Bitfarms Ltd/Canada | — | — | — | — | $39K | 0.00% | — | HELD |
| 174 | BTBT | Bit Digital Inc | — | — | — | — | $13K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-059167. 13F discloses long positions only — shorts, foreign equities, and options are excluded.