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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, VOO, EMXC, VGSH, VT, and represent 40.40% of Partners Capital Investment Group's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$97M), AGG (+$95M), VOO (+$94M), BIL (+$62M), VT (+$55M), HEFA (+$47M), IVV (+$42M), VGSH (+$25M), SHV (+$17M), SGOV (+$15M).
Started 7 new stock positions in ADBE, BURBY, AGG, TSM, CLSK, ISRA, VFH.
Reduced shares in these 10 stocks: IRRRF (-$241M), EMXC (-$141M), , VTV (-$29M), ISVVF (-$12M), VVIAX (-$12M), , SUB (-$9.8M), , ISTXF (-$8.4M).
Sold out of its positions in AMD, GOOG, CBRE, CDNS, DNA, SNOW, VVIAX, V, ESLOF, LRLCF. ISTXF, ISHOF, IRRRF, ISVVF, IXSRF, ERIXF.
Partners Capital Investment Group was a net buyer of stock by $91M.
Partners Capital Investment Group has $6.3B in assets under management (AUM), dropping by 5.67%.
Central Index Key (CIK): 0001694870

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Portfolio Holdings for Partners Capital Investment Group

Partners Capital Investment Group holds 177 positions in its portfolio as reported in the September 2024 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)	17.9	$1.1B	+3%	1.9M	576.82	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	6.9	$431M	+27%	816k	527.67	View chart
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)	6.4	$399M	-26%	6.5M	61.11	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	4.7	$292M	+9%	5.0M	59.02	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	4.6	$288M	+23%	2.4M	119.70	View chart
Vanguard Value ETF Value Etf (VTV)	3.8	$235M	-11%	1.3M	174.57	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)	3.4	$214M	+40%	2.3M	91.81	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	3.3	$207M	+6%	3.6M	57.41	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)	2.9	$184M	+9%	1.8M	100.72	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	2.8	$174M	+36%	4.9M	35.42	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.2	$139M	-4%	1.3M	110.47	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	2.1	$130M	-2%	227k	573.76	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	2.0	$123M	+368%	2.0M	60.42	View chart
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)	1.8	$111M	+14%	1.6M	71.41	View chart
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)	1.8	$110M	+4%	876k	125.62	View chart
Ssga Active Etf Tr blkstn gsosrln (SRLN)	1.7	$104M	-7%	2.5M	41.76	View chart
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)	1.7	$103M		1.1M	98.12	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	1.6	$97M	+6%	959k	101.32	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	1.5	$95M	NEW	937k	101.27	View chart
Vanguard Mun Bd Fd In mutual (VWSUX)	1.3	$84M		5.3M	15.85	View chart
iShares Currency Hedged MSCI Japan ETF Hdg Msci Japan (HEWJ)	1.3	$82M	+15%	2.0M	41.05	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Bloomberg 3-12 M (BILS)	1.3	$80M		802k	99.58	View chart
iShares Trust iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU)	1.2	$72M	+11%	572k	126.18	View chart
Synopsys (SNPS)	1.0	$65M	-2%	113k	573.76	View chart
iShares Broad USD High Yield Corporate Bond ETF Broad Usd High (USHY)	1.0	$65M		1.7M	37.65	View chart
iShares Global REIT ETF Global Reit Etf (REET)	1.0	$61M		2.3M	26.69	View chart
Vanguard Inflation-Protected Securities Fund Allwrld Ex Us (VIPIX)	0.9	$56M		5.8M	9.62	View chart
iShares MSCI Japan ETF Msci Jpn Etf New (EWJ)	0.8	$50M	+5%	698k	71.54	View chart
Vanguard Institutional Index Fund MFD (VINIX)	0.7	$45M	+9%	94k	474.15	View chart
SPDR S&P 500 Fossil Fuel Reserves Free ETF Spdr S&p 500 Etf (SPYX)	0.7	$43M	+23%	907k	47.25	View chart
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV)	0.6	$40M	+22%	393k	101.65	View chart
WisdomTree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.6	$35M	+11%	334k	106.00	View chart
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY)	0.6	$35M	-2%	416k	83.15	View chart
Vanguard 500 Index Fund Equities (VFIAX)	0.5	$32M	+51%	60k	531.71	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.5	$31M		260k	119.55	View chart
Vanguard Russell 2000 ETF Vng Rus2000idx (VTWO)	0.4	$28M		311k	89.36	View chart
Vanguard ESG International Stock ETF Esg Intl Stk Etf (VSGX)	0.4	$25M	+63%	401k	61.51	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.4	$25M		251k	97.42	View chart
iShares Trust iShares ESG Aware MSCI EAFE ETF Esg Aw Msci Eafe (ESGD)	0.3	$20M	+18%	240k	84.17	View chart
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB)	0.3	$20M	-33%	184k	106.19	View chart
Artisan International Value (APHKX)	0.3	$19M		369k	52.18	View chart
Columbia EM Core ex-China ETF Em Core Ex Etf (XCEM)	0.3	$18M		546k	32.67	View chart
iShares Short Treasury Bond ETF Short Treas Bd (SHV)	0.3	$18M	+2884%	161k	110.63	View chart
Vanguard Short Term Trsy Fund mutual funds (VFIRX)	0.3	$17M	+93%	1.7M	9.96	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.3	$17M	-5%	221k	78.05	View chart
iShares MSCI China ETF Msci China Etf (MCHI)	0.3	$17M		329k	50.91	View chart
iShares MSCI World ETF Msci World Etf (URTH)	0.3	$17M	-28%	106k	156.91	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	0.3	$16M	+10%	106k	151.62	View chart
Kkr & Co (KKR)	0.2	$15M	-5%	118k	130.58	View chart
iShares MSCI Pacific ex Japan ETF Msci Pac Jp Etf (EPP)	0.2	$15M		297k	48.84	View chart
iShares Inc iShares ESG Aware MSCI EM ETF Esg Awr Msci Em (ESGE)	0.2	$14M	+27%	384k	36.41	View chart
iShares Gold Trust Ishares	0.2	$13M		267k	49.70	View chart
TransDigm Group Incorporated (TDG)	0.2	$13M	-5%	9.2k	1427.13	View chart
Principal Global Real Estate S (POSIX)	0.2	$13M		1.2M	10.37	View chart
iShares Currency Hedged MSCI ACWI EX US ETF Msci Acwi Exus (HAWX)	0.2	$13M	+3%	386k	32.97	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.2	$13M		142k	87.80	View chart
Fox Corp Cl A Com (FOXA)	0.2	$12M	-5%	290k	42.33	View chart
Frank's International NV Common Stock	0.2	$12M	-5%	68k	179.65	View chart
Thermo Fisher Scientific (TMO)	0.2	$12M	-5%	19k	618.57	View chart
Vanguard Mun Bd Fd Inc Intr Te mutual funds (VWIUX)	0.2	$12M		862k	13.81	View chart
iShares 0-5 Year Investment Grade Corporate Bond ETF 0-5yr Invt Gr Cp (SLQD)	0.2	$12M		234k	50.43	View chart
US Bancorp Com New (USB)	0.2	$12M	-5%	253k	45.73	View chart
iShares Russell 3000 ETF Russell 3000 Etf (IWV)	0.2	$12M		35k	326.73	View chart
Lowe's Companies (LOW)	0.2	$11M	-5%	42k	270.85	View chart
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.2	$11M		63k	179.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$11M	-5%	66k	165.85	View chart
Vulcan Materials Company (VMC)	0.2	$10M	-5%	41k	250.43	View chart
New York Times Co/The Cl A (NYT)	0.2	$10M	-5%	183k	55.67	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.2	$10M	NEW	59k	173.67	View chart
salesforce (CRM)	0.1	$9.3M	-5%	34k	273.71	View chart
Aon Shs Cl A (AON)	0.1	$9.1M	-5%	26k	345.99	View chart
Union Pacific Corporation (UNP)	0.1	$9.1M	-5%	37k	246.48	View chart
CSX Corporation (CSX)	0.1	$8.9M	-5%	257k	34.53	View chart
Bristol Myers Squibb (BMY)	0.1	$8.8M	-5%	171k	51.74	View chart
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	0.1	$8.7M		18k	488.07	View chart
Vanguard High Yield Corp - Adm (VWEAX)	0.1	$8.4M		1.5M	5.52	View chart
Microsoft Corporation (MSFT)	0.1	$8.1M	-6%	19k	430.30	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$8.0M		36k	220.89	View chart
Vornado Realty Trust Sh Ben Int (VNO)	0.1	$8.0M		204k	39.40	View chart
Apple (AAPL)	0.1	$7.6M	+126%	33k	233.00	View chart
Xtrackers MSCI Europe Hedged Equity ETF Xtrack Msci Eurp (DBEU)	0.1	$7.3M		172k	42.34	View chart
SL Green Realty	0.1	$7.1M		102k	69.61	View chart
Servicenow (NOW)	0.1	$7.0M	-4%	7.8k	894.39	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$6.7M	-5%	126k	53.15	View chart
iShares MSCI USA Value Factor ETF Msci Usa Value (VLUE)	0.1	$6.3M		58k	109.04	View chart
SPDR Gold Shares Gold Shs (GLD)	0.1	$6.0M		25k	243.06	View chart
VanEck Israel ETF Israel Etf (ISRA)	0.1	$5.6M	NEW	143k	39.14	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.1	$5.5M		20k	283.15	View chart
Lamb Weston Hldgs (LW)	0.1	$5.5M	-5%	85k	64.74	View chart
Abb Common Stock (ABLZF)	0.1	$5.4M	-10%	94k	57.94	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$5.4M		27k	197.17	View chart
Xtrackers MSCI EAFE Hedged Equity ETF Xtrack Msci Eafe (DBEF)	0.1	$5.2M	+21%	124k	42.02	View chart
iShares Residential and Multisector Real Estate ETF Residential Mult (REZ)	0.1	$5.1M		58k	88.82	View chart
Argenx SE Sponsored Adr (ARGX)	0.1	$5.0M	-5%	9.3k	542.08	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.9M	-23%	42k	117.22	View chart
News Corp Cl A (NWSA)	0.1	$4.9M	-10%	182k	26.63	View chart
Novartis Foreign (NVSEF)	0.1	$4.7M	-10%	41k	114.90	View chart
Hubspot (HUBS)	0.1	$4.6M	-5%	8.6k	531.60	View chart
H.B. Fuller Company (FUL)	0.1	$4.4M	-5%	56k	79.38	View chart
Vanguard Inflation-Protected Securities Fund Mutual Fund (VAIPX)	0.1	$4.3M	-18%	184k	23.62	View chart
iShares MSCI United Kingdom ETF Msci Uk Etf New (EWU)	0.1	$4.3M	-25%	116k	37.41	View chart
Eaton Vance Income Fund of Boston Bond Funds (EIBIX)	0.1	$4.3M		818k	5.26	View chart
iShares MSCI India ETF Msci India Etf (INDA)	0.1	$4.2M	+10%	72k	58.53	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.2M	NEW	8.2k	517.78	View chart
Diageo (DGEAF)	0.1	$3.8M	-10%	110k	34.87	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.1	$3.7M		77k	47.85	View chart
Edgewood Growth Fund Edgwd Grw Inst (EGFIX)	0.1	$3.5M		69k	51.04	View chart
iShares MSCI ACWI ex US ETF Msci Acwi Ex Us (ACWX)	0.1	$3.3M		58k	57.22	View chart
KraneShares CSI China Internet ETF Csi Chi Internet (KWEB)	0.1	$3.2M	-53%	94k	34.02	View chart
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)	0.1	$3.2M		39k	80.30	View chart
Groupe Danone Shs France foreign equity (GPDNF)	0.0	$3.1M	-10%	58k	53.15	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.0	$3.0M		33k	91.31	View chart
iShares 3-7 Year Treasury Bond ETF 3 7 Yr Treas Bd (IEI)	0.0	$2.9M	-31%	24k	119.60	View chart
United Therapeutics Corporation (UTHR)	0.0	$2.8M	-10%	7.9k	358.35	View chart
Vanguard FTSE Pacific ETF Ftse Pacific Etf (VPL)	0.0	$2.7M		35k	78.39	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP)	0.0	$2.7M	+22%	55k	49.31	View chart
Expedia Group Com New (EXPE)	0.0	$2.6M	-10%	18k	148.02	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.0	$2.5M	-7%	48k	52.81	View chart
BeiGene Sponsored Adr (BGNE)	0.0	$2.5M	-10%	11k	224.51	View chart
Global X FTSE Southeast Asia ETF Gbl X Ftse Etf (ASEA)	0.0	$2.3M	-47%	132k	17.32	View chart
Incyte Corporation (INCY)	0.0	$2.3M	-10%	35k	66.10	View chart
Vanguard Ultra Short Bond ETF Vanguard Ultra (VUSB)	0.0	$2.0M	-19%	41k	49.94	View chart
Meta Platforms Cl A (META)	0.0	$1.8M		3.1k	572.49	View chart
Eli Lilly & Co. (LLY)	0.0	$1.8M		2.0k	886.02	View chart
Vanguard Global ex-U.S. Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$1.8M	+32%	37k	46.91	View chart
Acadia Healthcare (ACHC)	0.0	$1.6M	-10%	26k	63.41	View chart
Kronos Bio (KRON)	0.0	$1.6M	-3%	1.6M	1.00	View chart
Snap Cl A (SNAP)	0.0	$1.5M	+8%	142k	10.70	View chart
Blackstone Mortgage Trust Com Cl A (BXMT)	0.0	$1.5M	+3%	79k	19.01	View chart
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf Industrial Relet (INDS)	0.0	$1.5M		34k	43.29	View chart
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Data And Infrast (SRVR)	0.0	$1.5M		45k	32.14	View chart
Howmet Aerospace (HWM)	0.0	$1.4M		14k	100.25	View chart
SPDR S&P Biotech ETF S&p Biotech (XBI)	0.0	$1.4M		14k	98.80	View chart
Vanguard Tot Stk Mkt-inst (VITSX)	0.0	$1.2M		8.8k	137.89	View chart
Iqvia Holdings (IQV)	0.0	$1.1M		4.7k	236.97	View chart
Vanguard Intermediate-Term Tax-Exempt Fund Mutual Fund (VWITX)	0.0	$1.1M		77k	13.81	View chart
Doubleline Total Return Bond (DBLTX)	0.0	$1.0M		115k	9.03	View chart
Outbrain (OB)	0.0	$993k	+17%	204k	4.86	View chart
ProShares S&P 500 Dividend Aristocrats ETF S&p 500 Dv Arist (NOBL)	0.0	$970k		9.1k	106.76	View chart
NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU)	0.0	$925k	-11%	68k	13.65	View chart
Apollo Global Management Com Cl A	0.0	$923k		7.4k	124.91	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.0	$878k	-30%	19k	45.86	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$728k		13k	57.53	View chart
Allogene Therapeutics (ALLO)	0.0	$714k	-43%	255k	2.80	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.0	$707k		3.6k	198.04	View chart
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF Msci Emr Mkt Etf (EEMX)	0.0	$700k		20k	35.27	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$619k		4.0k	153.12	View chart
Invesco Nasdaq Biotechnology ETF Nasdaq Biotech (IBBQ)	0.0	$614k		26k	23.78	View chart
Vanguard Total Bond Mkt Index #584-adm Sh (VBTLX)	0.0	$584k		59k	9.87	View chart
iShares Global Clean Energy ETF Gl Clean Ene Etf (ICLN)	0.0	$582k		40k	14.69	View chart
DiDi Global Sponsored Ads (DIDIY)	0.0	$562k		120k	4.70	View chart
Netflix (NFLX)	0.0	$548k		773.00	709.27	View chart
Sensata Technologies Holding SHS (ST)	0.0	$538k		15k	35.86	View chart
Franklin Covey (FC)	0.0	$490k		12k	41.13	View chart
Vanguard Tax-Exempt Bond Index ETF Tax Exempt Bd (VTEB)	0.0	$466k		9.1k	51.12	View chart
Vanguard FTSE Europe ETF Ftse Europe Etf (VGK)	0.0	$465k		6.5k	71.10	View chart
Lennar Corp Cl A (LEN)	0.0	$451k		2.4k	187.45	View chart
iShares BB Rated Corporate Bond ETF Bb Rat Corp Bd (HYBB)	0.0	$431k		9.1k	47.35	View chart
Tesla Motors (TSLA)	0.0	$397k	+22%	1.5k	261.63	View chart
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF Msci Eafe Fs Etf (EFAX)	0.0	$386k	-28%	8.8k	43.74	View chart
Coinbase Global Com Cl A (COIN)	0.0	$287k		1.6k	178.17	View chart
Urban Edge Pptys (UE)	0.0	$281k		13k	21.39	View chart
Guidewire Software (GWRE)	0.0	$280k		1.5k	182.94	View chart
Seagate Technology SHS	0.0	$247k		2.3k	109.53	View chart
Seagate Technology Holdings Ord Shs (STX)	0.0	$247k		2.3k	109.53	View chart
Burberry Group Plc- (BURBY)	0.0	$234k	NEW	25k	9.35	View chart
Uber Technologies (UBER)	0.0	$230k		3.1k	75.16	View chart
Robinhood Markets Com Cl A (HOOD)	0.0	$225k	-51%	9.6k	23.42	View chart
Berkshire Hathaway Cl B New (BRK.B)	0.0	$211k	-13%	459.00	460.26	View chart
Vanguard Financials ETF Financials Etf (VFH)	0.0	$206k	NEW	1.9k	109.92	View chart
Urogen Pharma (URGN)	0.0	$195k		15k	12.70	View chart
Cleanspark Com New (CLSK)	0.0	$186k	NEW	20k	9.34	View chart
Opendoor Technologies (OPEN)	0.0	$185k		92k	2.00	View chart
Curaleaf Holdings Inc equities (CURLF)	0.0	$119k		39k	3.06	View chart
Verano Hldgs Corp (VRNOF)	0.0	$67k		20k	3.33	View chart
Ayr Strategies (AYRWF)	0.0	$36k		20k	1.81	View chart
VanEck Vectors Russia ETF Vaneck Russia Et	0.0	$0		27k	0.00	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 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
Partners Capital Investment Group 2022 Q1 filed May 16, 2022
Partners Capital Investment Group 2021 Q4 filed Feb. 14, 2022
Partners Capital Investment Group 2021 Q3 filed Nov. 15, 2021
Partners Capital Investment Group 2021 Q2 filed Aug. 16, 2021
Partners Capital Investment Group 2021 Q1 restated filed Aug. 16, 2021

View all past filings

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