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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, VGSH, IEMG, HEFA, VOO, and represent 41.77% of Partners Capital Investment Group's stock portfolio.
Added to shares of these 10 stocks: STIP (+$11M), SUB (+$6.0M), HEFA (+$5.7M), TIP (+$5.2M), SPYX (+$5.1M), SGOV, URI, HLT, EEM, PWRD.
Started 10 new stock positions in IVE, PLTR, SPGI, EEM, CNP, HLT, IREN, FOXA, URI, XEL.
Reduced shares in these 10 stocks: IVV (-$31M), EMXC (-$25M), EFA (-$20M), IEFA (-$13M), BILS (-$13M), IEMG (-$13M), VGSH (-$8.7M), VTV (-$8.7M), VT (-$8.1M), ITOT (-$8.1M).
Sold out of its positions in EXPE, FUL, IYW, SLQD, MUSA, SL Green Realty, USB, VNO, Franks Intl N V.
Partners Capital Investment Group was a net seller of stock by $-127M.
Partners Capital Investment Group has $2.5B in assets under management (AUM), dropping by 0.85%.
Central Index Key (CIK): 0001694870

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Portfolio Holdings for Partners Capital Investment Group

Partners Capital Investment Group holds 162 positions in its portfolio as reported in the September 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)	20.5	$515M	-5%	769k	669.30	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	5.8	$145M	-5%	2.5M	58.85	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	5.5	$138M	-8%	2.1M	65.92	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	5.2	$132M	+4%	3.3M	39.61	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	4.8	$121M	-2%	198k	612.38	View chart
Vanguard Value ETF Value Etf (VTV)	4.6	$115M	-7%	616k	186.49	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	3.8	$96M	+13%	924k	103.36	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	3.2	$81M	-9%	586k	137.80	View chart
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)	3.0	$77M	-9%	527k	145.65	View chart
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)	2.9	$73M	-25%	1.1M	67.51	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.5	$64M	+8%	572k	111.22	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	2.4	$61M	-18%	699k	87.31	View chart
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)	2.3	$59M		692k	84.98	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	2.2	$56M	+5%	406k	138.24	View chart
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)	1.6	$41M	+7%	425k	96.46	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	1.5	$38M		57k	666.18	View chart
Synopsys (SNPS)	1.5	$38M		57k	666.18	View chart
iShares Global REIT ETF Global Reit Etf (REET)	1.4	$36M	+5%	1.4M	25.56	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)	1.2	$31M	+18%	311k	100.70	View chart
iShares Gold Trust Ishares	1.0	$26M		350k	72.77	View chart
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB)	0.9	$23M	+35%	214k	106.78	View chart
iShares Currency Hedged MSCI Japan ETF Hdg Msci Japan (HEWJ)	0.9	$22M	-3%	437k	49.27	View chart
iShares MSCI Japan ETF Msci Jpn Etf New (EWJ)	0.8	$20M	-22%	254k	80.21	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	0.8	$20M	-5%	326k	60.03	View chart
iShares Broad USD High Yield Corporate Bond ETF Broad Usd High (USHY)	0.8	$19M		505k	37.78	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Bloomberg 3-12 M (BILS)	0.6	$16M	-45%	161k	99.52	View chart
iShares Currency Hedged MSCI ACWI EX US ETF Msci Acwi Exus (HAWX)	0.6	$16M	+6%	421k	37.81	View chart
SPDR S&P 500 Fossil Fuel Reserves Free ETF Spdr S&p 500 Etf (SPYX)	0.6	$16M	+48%	286k	54.85	View chart
WisdomTree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.6	$15M	-6%	118k	128.03	View chart
Columbia EM Core ex-China ETF Em Core Ex Etf (XCEM)	0.6	$15M		406k	36.33	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.5	$13M		147k	89.34	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.5	$13M	+2%	142k	91.42	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.5	$12M	-61%	131k	93.37	View chart
iShares Russell 3000 ETF Russell 3000 Etf (IWV)	0.4	$11M		30k	378.94	View chart
Vanguard Russell 2000 ETF Vng Rus2000idx (VTWO)	0.4	$11M		114k	97.82	View chart
iShares MSCI China ETF Msci China Etf (MCHI)	0.4	$11M		167k	65.85	View chart
TCW Transform Systems ETF Transform Clmte (PWRD)	0.4	$10M	+55%	105k	97.69	View chart
Microsoft Corporation (MSFT)	0.4	$8.8M		17k	517.96	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.3	$8.3M	+28%	34k	241.96	View chart
VanEck Israel ETF Israel Etf (ISRA)	0.3	$7.9M		145k	54.59	View chart
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY)	0.3	$7.6M	-12%	92k	82.96	View chart
Meta Platforms Cl A (META)	0.3	$7.2M		9.9k	734.38	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)	0.3	$7.2M	-36%	79k	91.75	View chart
iShares Short Treasury Bond ETF Short Treas Bd (SHV)	0.3	$6.8M		62k	110.49	View chart
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	0.3	$6.7M		11k	600.38	View chart
Xtrackers MSCI EAFE Hedged Equity ETF Xtrack Msci Eafe (DBEF)	0.3	$6.6M	-6%	143k	46.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$6.1M		25k	243.10	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.2	$6.1M		22k	279.29	View chart
iShares MSCI Pacific ex Japan ETF Msci Pac Jp Etf (EPP)	0.2	$6.0M	-16%	116k	51.56	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.2	$6.0M		18k	328.18	View chart
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.2	$5.8M		30k	194.50	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.2	$5.4M		29k	189.70	View chart
Broadcom (AVGO)	0.2	$5.4M	+49%	16k	329.91	View chart
Abb Common Stock (ABLZF)	0.2	$5.3M		74k	72.00	View chart
Novartis Foreign (NVSEF)	0.2	$5.3M		43k	125.76	View chart
iShares MSCI World ETF Msci World Etf (URTH)	0.2	$5.3M		29k	181.56	View chart
Intercontinental Exchange (ICE)	0.2	$5.1M		30k	168.48	View chart
Charles Schwab Corporation (SCHW)	0.2	$5.1M		53k	95.47	View chart
Visa Com Cl A (V)	0.2	$4.9M		14k	341.37	View chart
Vulcan Materials Company (VMC)	0.2	$4.8M		16k	307.62	View chart
Groupe Danone Shs France foreign equity (GPDNF)	0.2	$4.8M		71k	68.58	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$4.8M		71k	68.58	View chart
Tyler Technologies (TYL)	0.2	$4.8M		9.2k	523.16	View chart
Corteva (CTVA)	0.2	$4.8M		71k	67.63	View chart
TransDigm Group Incorporated (TDG)	0.2	$4.8M		3.6k	1318.02	View chart
United Rentals (URI)	0.2	$4.8M	NEW	5.0k	954.66	View chart
Hilton Worldwide Holdings (HLT)	0.2	$4.7M	NEW	18k	259.44	View chart
News Corp Cl A (NWSA)	0.2	$4.6M		151k	30.71	View chart
Linde SHS	0.2	$4.6M	+3%	9.6k	475.00	View chart
Ssga Active Etf Tr blkstn gsosrln (SRLN)	0.2	$4.5M	-18%	109k	41.58	View chart
SPDR Gold Shares Gold Shs (GLD)	0.2	$4.4M		12k	355.47	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.2	$4.3M	NEW	80k	53.40	View chart
Deere & Company (DE)	0.2	$4.3M		9.3k	457.26	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.2	$4.1M		64k	64.14	View chart
Ferguson SHS	0.2	$4.0M		18k	224.58	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.9M		8.1k	485.02	View chart
BeiGene Sponsored Adr (ONC)	0.1	$3.5M		10k	340.70	View chart
iShares Trust iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU)	0.1	$3.5M		24k	145.60	View chart
S&p Global (SPGI)	0.1	$3.5M	NEW	7.2k	486.71	View chart
Vanguard FTSE Pacific ETF Ftse Pacific Etf (VPL)	0.1	$3.5M		40k	87.84	View chart
Xtrackers MSCI Europe Hedged Equity ETF Xtrack Msci Eurp (DBEU)	0.1	$3.4M	-19%	73k	46.05	View chart
iShares National Muni Bond ETF National Mun Etf (MUB)	0.1	$3.3M	+4%	31k	106.49	View chart
Bristol Myers Squibb (BMY)	0.1	$3.3M		72k	45.10	View chart
Servicenow (NOW)	0.1	$3.3M		3.5k	920.28	View chart
Apple (AAPL)	0.1	$3.2M		12k	254.64	View chart
salesforce (CRM)	0.1	$3.1M		13k	237.00	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.1	$2.8M		29k	95.14	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP)	0.1	$2.6M	-10%	52k	50.63	View chart
Argenx SE Sponsored Adr (ARGX)	0.1	$2.6M		3.5k	737.56	View chart
Incyte Corporation (INCY)	0.1	$2.5M		30k	84.81	View chart
iShares Residential and Multisector Real Estate ETF Residential Mult (REZ)	0.1	$2.5M		29k	84.97	View chart
United Therapeutics Corporation (UTHR)	0.1	$2.4M		5.8k	419.21	View chart
John Bean Technologies Corporation (JBTM)	0.1	$2.4M		17k	140.45	View chart
iShares MSCI India ETF Msci India Etf (INDA)	0.1	$2.2M		42k	52.06	View chart
KraneShares CSI China Internet ETF Csi Chi Internet (KWEB)	0.1	$2.0M		47k	42.01	View chart
Snap Cl A (SNAP)	0.1	$1.7M	+53%	218k	7.71	View chart
iShares 3-7 Year Treasury Bond ETF 3 7 Yr Treas Bd (IEI)	0.1	$1.5M		13k	119.51	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.1	$1.5M	-14%	15k	96.55	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$1.5M		12k	125.95	View chart
Igm Financial (IGIFF)	0.1	$1.5M		12k	125.95	View chart
Howmet Aerospace (HWM)	0.1	$1.4M		7.2k	196.23	View chart
Vanguard Global ex-U.S. Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$1.1M	+4%	23k	47.74	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.0	$1.1M		5.1k	215.79	View chart
NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU)	0.0	$1.1M		68k	16.01	View chart
iShares MSCI United Kingdom ETF Msci Uk Etf New (EWU)	0.0	$1.0M	-16%	25k	41.97	View chart
Apollo Global Management Com Cl A	0.0	$985k		7.4k	133.27	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.0	$901k	NEW	4.4k	206.51	View chart
Netflix (NFLX)	0.0	$870k		726.00	1198.92	View chart
iShares Semiconductor ETF Ishares Semicdtr (SOXX)	0.0	$865k		3.2k	271.14	View chart
iShares MSCI ACWI ex US ETF Msci Acwi Ex Us (ACWX)	0.0	$806k		12k	65.01	View chart
Blackstone Mortgage Trust Com Cl A (BXMT)	0.0	$799k	+2%	43k	18.41	View chart
Eli Lilly & Co. (LLY)	0.0	$774k		1.0k	762.95	View chart
Iris Energy Ordinary Shares (IREN)	0.0	$751k	NEW	16k	46.93	View chart
DiDi Global Sponsored Ads (DIDIY)	0.0	$744k		120k	6.22	View chart
Invesco China Technology ETF China Technlgy (CQQQ)	0.0	$736k		13k	59.01	View chart
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Data And Infrast (SRVR)	0.0	$720k		23k	31.68	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$714k		4.2k	170.87	View chart
iShares Expanded Tech-Software Sector ETF Expanded Tech (IGV)	0.0	$704k		6.1k	115.01	View chart
SPDR S&P Biotech ETF S&p Biotech (XBI)	0.0	$695k		6.9k	100.20	View chart
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf Industrial Relet (INDS)	0.0	$638k		17k	37.21	View chart
Coinbase Global Com Cl A (COIN)	0.0	$627k		1.9k	337.49	View chart
Cummins (CMI)	0.0	$561k		1.3k	422.37	View chart
General Motors Company (GM)	0.0	$536k		8.8k	60.97	View chart
Seagate Technology SHS	0.0	$532k		2.3k	236.06	View chart
Seagate Technology Holdings Ord Shs (STX)	0.0	$532k		2.3k	236.06	View chart
Trane Technologies SHS (TT)	0.0	$511k		1.2k	421.96	View chart
GFL Environmental Sub Vtg Shs (GFL)	0.0	$498k	+20%	11k	47.38	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$495k	-14%	3.3k	150.86	View chart
Waste Management (WM)	0.0	$490k	+23%	2.2k	220.83	View chart
Republic Services (RSG)	0.0	$481k	+24%	2.1k	229.48	View chart
Vistra Energy (VST)	0.0	$480k		2.5k	195.92	View chart
Emerson Electric (EMR)	0.0	$470k		3.6k	131.18	View chart
ProShares S&P 500 Dividend Aristocrats ETF S&p 500 Dv Arist (NOBL)	0.0	$468k		4.5k	103.07	View chart
Tesla Motors (TSLA)	0.0	$463k		1.0k	444.72	View chart
Cleanspark Com New (CLSK)	0.0	$434k		30k	14.50	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$429k		6.3k	67.83	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$426k		7.9k	54.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$421k		1.7k	243.58	View chart
Xcel Energy (XEL)	0.0	$420k	NEW	5.2k	80.65	View chart
Safran SA Common Stock (SAFRF)	0.0	$408k		1.2k	352.15	View chart
PG&E Corporation (PCG)	0.0	$393k		26k	15.08	View chart
CenterPoint Energy (CNP)	0.0	$392k	NEW	10k	38.80	View chart
Guidewire Software (GWRE)	0.0	$352k		1.5k	229.86	View chart
Outbrain (TEAD)	0.0	$346k		209k	1.65	View chart
Opendoor Technologies (OPEN)	0.0	$329k	-23%	41k	7.97	View chart
Kkr & Co (KKR)	0.0	$329k		2.5k	129.95	View chart
Invesco Nasdaq Biotechnology ETF Nasdaq Biotech (IBBQ)	0.0	$314k		13k	24.31	View chart
Lennar Corp Cl A (LEN)	0.0	$308k		2.4k	126.03	View chart
Urogen Pharma (URGN)	0.0	$307k		15k	19.95	View chart
Uber Technologies (UBER)	0.0	$300k		3.1k	97.97	View chart
Urban Edge Pptys (UE)	0.0	$269k		13k	20.47	View chart
Entergy Corporation (ETR)	0.0	$263k	-32%	2.8k	93.19	View chart
Citigroup Com New (C)	0.0	$247k		2.4k	101.50	View chart
Vanguard Financials ETF Financials Etf (VFH)	0.0	$246k		1.9k	131.25	View chart
CBRE Group Cl A (CBRE)	0.0	$234k		1.5k	157.56	View chart
Franklin Covey (FC)	0.0	$231k		12k	19.41	View chart
Berkshire Hathaway Cl B New (BRK.B)	0.0	$231k	-6%	459.00	502.74	View chart
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)	0.0	$230k	-6%	2.8k	81.20	View chart
Palantir Technologies Cl A (PLTR)	0.0	$229k	NEW	1.3k	182.42	View chart
Fox Corp Cl A Com (FOXA)	0.0	$221k	NEW	3.5k	63.06	View chart
Allogene Therapeutics (ALLO)	0.0	$200k		162k	1.24	View chart
Bit Digital SHS (BTBT)	0.0	$90k		30k	3.00	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 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
Partners Capital Investment Group 2022 Q1 filed May 16, 2022

View all past filings

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