Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Partners Capital Investment Group

Latest statistics and disclosures from Partners Capital Investment Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VGSH, HEFA, IEMG, STIP, and represent 44.01% of Partners Capital Investment Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$67M), STIP (+$38M), VGSH (+$25M), TIP (+$17M), LEMB (+$16M), VGIT (+$13M), IEF (+$7.3M), XLE (+$6.7M), IEFA (+$5.5M), EMXC (+$5.4M).
Started 13 new stock positions in AOR, PRIM, KMB, LEMB, Cango Inc ads, POET, COF, FSLR, MTZ, TIPX. BITF, ETN, ACVA.
Reduced shares in these 10 stocks: ACWI (-$17M), VOO (-$9.4M), USHY (-$9.2M), ITOT (-$9.0M), SUB (-$5.8M), , , BN, CTVA, BILS.
Sold out of its positions in BN, CLSK, CTVA, DIDIY, ETR, LLY, TMO, GPDNF, ABLZF.
Partners Capital Investment Group was a net buyer of stock by $122M.
Partners Capital Investment Group has $2.7B in assets under management (AUM), dropping by 6.64%.
Central Index Key (CIK): 0001694870

Tip: Access up to 7 years of quarterly data

Positions held by Partners Capital Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Partners Capital Investment Group

Partners Capital Investment Group holds 166 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	22.1	$594M	+12%	868k	684.94	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	6.3	$170M	+17%	2.9M	58.73	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	5.3	$142M	+3%	3.4M	41.36	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	5.3	$142M		2.1M	67.22	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	4.9	$132M	+39%	1.3M	102.39	View chart
Vanguard Value ETF Value Etf (VTV)	4.3	$116M		609k	190.99	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	4.3	$115M	-7%	183k	627.13	View chart
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)	3.1	$84M	+6%	1.2M	72.68	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	3.0	$81M	-2%	572k	141.06	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	3.0	$79M	+26%	722k	109.91	View chart
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)	2.6	$69M	-11%	466k	148.69	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	2.5	$68M	+8%	761k	89.46	View chart
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)	2.4	$64M	-2%	673k	94.66	View chart
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)	1.8	$48M	+17%	500k	96.16	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	1.5	$41M	-29%	288k	141.49	View chart
iShares Global REIT ETF Global Reit Etf (REET)	1.5	$39M	+10%	1.6M	24.95	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	1.4	$39M		57k	681.92	View chart
Synopsys (SNPS)	1.4	$39M		57k	681.92	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	1.2	$33M	+67%	547k	59.93	View chart
iShares Gold Trust Ishares	1.1	$31M	+7%	376k	81.17	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)	1.1	$29M	-7%	287k	100.38	View chart
SPDR S&P 500 Fossil Fuel Reserves Free ETF Spdr S&p 500 Etf (SPYX)	0.7	$20M	+24%	356k	56.19	View chart
iShares Currency Hedged MSCI Japan ETF Hdg Msci Japan (HEWJ)	0.7	$19M	-17%	362k	52.70	View chart
iShares MSCI Japan ETF Msci Jpn Etf New (EWJ)	0.6	$17M	-16%	213k	80.74	View chart
iShares Currency Hedged MSCI ACWI EX US ETF Msci Acwi Exus (HAWX)	0.6	$17M	+3%	435k	39.48	View chart
WisdomTree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.6	$17M		119k	144.16	View chart
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB)	0.6	$17M	-25%	159k	106.70	View chart
iShares J.P. Morgan EM Local Currency Bond ETF Jp Morgan Em Etf (LEMB)	0.6	$16M	NEW	386k	41.57	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.5	$13M	+101%	296k	44.71	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.5	$13M		143k	88.49	View chart
Columbia EM Core ex-China ETF Em Core Ex Etf (XCEM)	0.5	$12M	-21%	320k	38.36	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Bloomberg 3-12 M (BILS)	0.4	$12M	-26%	119k	99.22	View chart
iShares Russell 3000 ETF Russell 3000 Etf (IWV)	0.4	$12M		30k	386.85	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.4	$11M	-8%	119k	96.03	View chart
Vanguard Russell 2000 ETF Vng Rus2000idx (VTWO)	0.4	$11M		115k	99.52	View chart
TCW Transform Systems ETF Transform Clmte (PWRD)	0.4	$10M		105k	96.16	View chart
iShares MSCI China ETF Msci China Etf (MCHI)	0.4	$10M		168k	60.07	View chart
iShares Broad USD High Yield Corporate Bond ETF Broad Usd High (USHY)	0.4	$9.7M	-48%	259k	37.40	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.3	$9.2M	+8%	37k	246.16	View chart
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY)	0.3	$8.8M	+15%	106k	82.82	View chart
VanEck Israel ETF Israel Etf (ISRA)	0.3	$8.7M		147k	58.80	View chart
Xtrackers MSCI EAFE Hedged Equity ETF Xtrack Msci Eafe (DBEF)	0.3	$8.4M	+22%	176k	48.11	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)	0.3	$7.5M	+4%	83k	91.38	View chart
Microsoft Corporation (MSFT)	0.3	$7.4M	-10%	15k	483.63	View chart
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	0.3	$6.8M		11k	614.30	View chart
iShares Short Treasury Bond ETF Short Treas Bd (SHV)	0.2	$6.3M	-6%	58k	110.15	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.2	$6.2M		18k	335.28	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.2	$6.0M	+9%	31k	191.56	View chart
iShares MSCI Pacific ex Japan ETF Msci Pac Jp Etf (EPP)	0.2	$6.0M	+2%	119k	50.47	View chart
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.2	$5.9M		30k	198.62	View chart
Meta Platforms Cl A (META)	0.2	$5.9M	-9%	8.9k	660.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$5.7M	-28%	18k	313.01	View chart
iShares MSCI World ETF Msci World Etf (URTH)	0.2	$4.9M	-8%	26k	185.77	View chart
SPDR Gold Shares Gold Shs (GLD)	0.2	$4.9M		12k	396.31	View chart
Ssga Active Etf Tr blkstn gsosrln (SRLN)	0.2	$4.6M	+2%	112k	41.27	View chart
Linde SHS	0.2	$4.6M	+11%	11k	426.39	View chart
MasTec (MTZ)	0.2	$4.5M	NEW	21k	217.37	View chart
salesforce (CRM)	0.2	$4.5M	+29%	17k	264.91	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.2	$4.5M		82k	54.71	View chart
Capital One Financial (COF)	0.2	$4.4M	NEW	18k	242.36	View chart
Visa Com Cl A (V)	0.2	$4.3M	-13%	12k	350.72	View chart
Novartis Foreign (NVSEF)	0.2	$4.3M	-26%	31k	138.00	View chart
Charles Schwab Corporation (SCHW)	0.2	$4.3M	-18%	43k	99.91	View chart
Bristol Myers Squibb (BMY)	0.2	$4.3M	+9%	79k	53.94	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.2	$4.3M	-36%	14k	303.89	View chart
News Corp Cl A (NWSA)	0.2	$4.2M	+5%	159k	26.12	View chart
TransDigm Group Incorporated (TDG)	0.2	$4.1M	-15%	3.1k	1329.85	View chart
S&p Global (SPGI)	0.2	$4.1M	+9%	7.8k	522.59	View chart
Intercontinental Exchange (ICE)	0.2	$4.0M	-17%	25k	161.96	View chart
Vulcan Materials Company (VMC)	0.1	$4.0M	-10%	14k	285.22	View chart
Hilton Worldwide Holdings (HLT)	0.1	$4.0M	-23%	14k	287.25	View chart
Vanguard FTSE Pacific ETF Ftse Pacific Etf (VPL)	0.1	$3.9M	+8%	43k	90.40	View chart
United Rentals (URI)	0.1	$3.9M	-4%	4.8k	809.32	View chart
Tyler Technologies (TYL)	0.1	$3.8M	-8%	8.4k	453.95	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.1	$3.7M	-15%	54k	68.23	View chart
Deere & Company (DE)	0.1	$3.7M	-15%	7.8k	465.57	View chart
iShares Trust iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU)	0.1	$3.6M		24k	148.98	View chart
Broadcom (AVGO)	0.1	$3.6M	-36%	10k	346.10	View chart
Ferguson SHS	0.1	$3.5M	-11%	16k	222.63	View chart
Apple (AAPL)	0.1	$3.4M		13k	271.87	View chart
iShares National Muni Bond ETF National Mun Etf (MUB)	0.1	$3.3M		31k	107.11	View chart
Xtrackers MSCI Europe Hedged Equity ETF Xtrack Msci Eurp (DBEU)	0.1	$3.2M	-10%	66k	48.00	View chart
Servicenow (NOW)	0.1	$2.9M	+442%	19k	153.19	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.1	$2.8M		29k	94.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.4M	+349%	7.8k	313.79	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP)	0.1	$2.4M	-5%	49k	49.46	View chart
iShares Residential and Multisector Real Estate ETF Residential Mult (REZ)	0.1	$2.4M		29k	82.64	View chart
iShares MSCI India ETF Msci India Etf (INDA)	0.1	$2.3M		42k	54.05	View chart
John Bean Technologies Corporation (JBTM)	0.1	$2.1M	-19%	14k	150.67	View chart
United Therapeutics Corporation (UTHR)	0.1	$2.0M	-30%	4.1k	487.25	View chart
Argenx SE Sponsored Adr (ARGX)	0.1	$1.8M	-38%	2.2k	840.95	View chart
Incyte Corporation (INCY)	0.1	$1.8M	-38%	18k	98.77	View chart
Snap Cl A (SNAP)	0.1	$1.8M		218k	8.07	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$1.7M	+16%	14k	129.16	View chart
Igm Financial (IGIFF)	0.1	$1.7M	+16%	14k	129.16	View chart
BeiGene Sponsored Adr (ONC)	0.1	$1.7M	-44%	5.7k	303.81	View chart
KraneShares CSI China Internet ETF Csi Chi Internet (KWEB)	0.1	$1.6M		47k	34.05	View chart
iShares 3-7 Year Treasury Bond ETF 3 7 Yr Treas Bd (IEI)	0.1	$1.5M		13k	119.35	View chart
Howmet Aerospace (HWM)	0.1	$1.5M		7.2k	205.02	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.1	$1.5M		15k	96.27	View chart
ACV Auctions Com Cl A (ACVA)	0.1	$1.4M	NEW	180k	8.02	View chart
iShares Expanded Tech-Software Sector ETF Expanded Tech (IGV)	0.1	$1.4M	+115%	13k	105.69	View chart
SPDR Bloomberg 1-10 Year TIPS ETF Bloomberg 1 10 Year Tips Etf (TIPX)	0.1	$1.4M	NEW	72k	19.08	View chart
Vanguard Global ex-U.S. Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$1.3M	+22%	28k	45.84	View chart
iShares Semiconductor ETF Ishares Semicdtr (SOXX)	0.0	$1.2M	+25%	4.0k	301.14	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.0	$1.1M	+22%	5.3k	212.07	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.0	$1.1M		5.1k	219.76	View chart
iShares MSCI United Kingdom ETF Msci Uk Etf New (EWU)	0.0	$1.1M		25k	43.98	View chart
Apollo Global Management Com Cl A	0.0	$1.1M		7.4k	144.76	View chart
NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU)	0.0	$988k	-12%	59k	16.74	View chart
Blackstone Mortgage Trust Com Cl A (BXMT)	0.0	$851k	+2%	45k	19.13	View chart
SPDR S&P Biotech ETF S&p Biotech (XBI)	0.0	$846k		6.9k	121.93	View chart
iShares MSCI ACWI ex US ETF Msci Acwi Ex Us (ACWX)	0.0	$845k		13k	67.13	View chart
Invesco China Technology ETF China Technlgy (CQQQ)	0.0	$663k	+2%	13k	52.00	View chart
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Data And Infrast (SRVR)	0.0	$651k		23k	28.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$646k		4.2k	154.14	View chart
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf Industrial Relet (INDS)	0.0	$629k		17k	36.68	View chart
Seagate Technology SHS	0.0	$621k		2.3k	275.39	View chart
Seagate Technology Holdings Ord Shs (STX)	0.0	$621k		2.3k	275.39	View chart
Cummins (CMI)	0.0	$615k	-9%	1.2k	510.45	View chart
Netflix (NFLX)	0.0	$606k	+789%	6.5k	93.76	View chart
General Motors Company (GM)	0.0	$594k	-16%	7.3k	81.32	View chart
iShares Core Growth Allocation ETF Grwt Allocat Etf (AOR)	0.0	$499k	NEW	7.7k	65.01	View chart
Emerson Electric (EMR)	0.0	$475k		3.6k	132.72	View chart
ProShares S&P 500 Dividend Aristocrats ETF S&p 500 Dv Arist (NOBL)	0.0	$473k		4.5k	104.07	View chart
Trane Technologies SHS (TT)	0.0	$472k		1.2k	389.20	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$457k	-14%	2.8k	162.01	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$452k		6.3k	71.41	View chart
GFL Environmental Sub Vtg Shs (GFL)	0.0	$451k		11k	42.95	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$431k		8.0k	53.76	View chart
PG&E Corporation (PCG)	0.0	$419k		26k	16.07	View chart
Iris Energy Ordinary Shares (IREN)	0.0	$416k	-31%	11k	37.77	View chart
Safran SA Common Stock (SAFRF)	0.0	$405k		1.2k	349.31	View chart
Vistra Energy (VST)	0.0	$395k		2.5k	161.33	View chart
Coinbase Global Com Cl A (COIN)	0.0	$393k	-6%	1.7k	226.14	View chart
Republic Services (RSG)	0.0	$389k	-12%	1.8k	211.93	View chart
CenterPoint Energy (CNP)	0.0	$388k		10k	38.34	View chart
Xcel Energy (XEL)	0.0	$385k		5.2k	73.86	View chart
Invesco Nasdaq Biotechnology ETF Nasdaq Biotech (IBBQ)	0.0	$367k		13k	28.40	View chart
Urogen Pharma (URGN)	0.0	$360k		15k	23.42	View chart
Primoris Services (PRIM)	0.0	$335k	NEW	2.7k	124.14	View chart
First Solar (FSLR)	0.0	$328k	NEW	1.3k	261.23	View chart
Kkr & Co (KKR)	0.0	$322k		2.5k	127.48	View chart
Eaton Corp SHS (ETN)	0.0	$312k	NEW	978.00	318.51	View chart
Guidewire Software (GWRE)	0.0	$307k		1.5k	201.01	View chart
Citigroup Com New (C)	0.0	$284k		2.4k	116.69	View chart
Waste Management (WM)	0.0	$269k	-44%	1.2k	219.71	View chart
Fox Corp Cl A Com (FOXA)	0.0	$256k		3.5k	73.07	View chart
Lennar Corp Cl A (LEN)	0.0	$252k		2.5k	102.81	View chart
Urban Edge Pptys (UE)	0.0	$252k		13k	19.19	View chart
Kimberly-Clark Corporation (KMB)	0.0	$252k	NEW	2.5k	100.89	View chart
Vanguard Financials ETF Financials Etf (VFH)	0.0	$251k		1.9k	133.50	View chart
Uber Technologies (UBER)	0.0	$250k		3.1k	81.71	View chart
CBRE Group Cl A (CBRE)	0.0	$239k		1.5k	160.79	View chart
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)	0.0	$233k		2.9k	80.64	View chart
Berkshire Hathaway Cl B New (BRK.B)	0.0	$231k		459.00	502.65	View chart
Palantir Technologies Cl A (PLTR)	0.0	$223k		1.3k	177.75	View chart
Allogene Therapeutics (ALLO)	0.0	$221k		162k	1.37	View chart
Tesla Motors (TSLA)	0.0	$221k	-52%	492.00	449.72	View chart
Franklin Covey (FC)	0.0	$200k		12k	16.78	View chart
Outbrain (TEAD)	0.0	$147k		209k	0.70	View chart
POET Technologies Com New (POET)	0.0	$146k	NEW	23k	6.33	View chart
Opendoor Technologies (OPEN)	0.0	$124k	-48%	21k	5.83	View chart
Cango Ads	0.0	$113k	NEW	75k	1.50	View chart
Bitfarms (BITF)	0.0	$47k	NEW	20k	2.35	View chart
Bit Digital SHS (BTBT)	0.0	$19k	-66%	10k	1.89	View chart

Past Filings by Partners Capital Investment Group

SEC 13F filings are viewable for Partners Capital Investment Group going back to 2017

Partners Capital Investment Group 2025 Q4 filed Feb. 13, 2026
Partners Capital Investment Group 2025 Q3 filed Oct. 31, 2025
Partners Capital Investment Group 2025 Q2 filed Aug. 14, 2025
Partners Capital Investment Group 2025 Q1 filed May 14, 2025
Partners Capital Investment Group 2024 Q4 filed Jan. 31, 2025
Partners Capital Investment Group 2024 Q3 filed Nov. 5, 2024
Partners Capital Investment Group 2024 Q2 filed Aug. 13, 2024
Partners Capital Investment Group 2024 Q1 filed May 14, 2024
Partners Capital Investment Group 2023 Q4 filed Feb. 12, 2024
Partners Capital Investment Group 2023 Q3 filed Nov. 14, 2023
Partners Capital Investment Group 2023 Q2 filed Aug. 14, 2023
Partners Capital Investment Group 2023 Q1 filed May 15, 2023
Partners Capital Investment Group 2022 Q4 filed Feb. 14, 2023
Partners Capital Investment Group 2022 Q3 filed Nov. 14, 2022
Partners Capital Investment Group 2022 Q2 restated filed Nov. 14, 2022
Partners Capital Investment Group 2022 Q2 filed Aug. 15, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z