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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, EMXC, VTV, VGSH, VOO, and represent 43.76% of Partners Capital Investment Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$133M), SPY (+$87M), SNPS (+$43M), VGSH (+$33M), ITOT (+$17M), XCEM (+$16M), DBJP (+$14M), BILS (+$14M), UPS (+$11M), VFIAX (+$9.6M).
Started 45 new stock positions in TXN, TECH, ICE, CL, FUL, NVO, GILD, ADI, C, CME.
Reduced shares in these 10 stocks: HEFA (-$75M), VTV (-$55M), IEF (-$31M), HYG (-$19M), SHY (-$19M), IEMG (-$18M), SRLN (-$17M), , EMXC (-$14M), SGOV (-$11M).
Sold out of its positions in WMS, APH, ELV, ADP, CUBE, FIS, F, SLV, KLAC, KEY. KEYUF, Ritchie Bros. Auctioneers Inco, Seagen, SQ, SG.
Partners Capital Investment Group was a net buyer of stock by $70M.
Partners Capital Investment Group has $4.6B in assets under management (AUM), dropping by 9.50%.
Central Index Key (CIK): 0001694870

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Portfolio Holdings for Partners Capital Investment Group

Partners Capital Investment Group holds 273 positions in its portfolio as reported in the December 2023 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)	15.1	$687M	+24%	1.4M	477.63	View chart
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)	11.6	$530M	-2%	9.6M	55.41	View chart
Vanguard Value ETF Value Etf (VTV)	8.0	$366M	-13%	2.4M	149.50	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	5.2	$236M	+16%	4.0M	58.33	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	3.8	$176M		402k	436.80	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	2.6	$121M	-13%	2.4M	50.58	View chart
Ssga Active Etf Tr blkstn gsosrln (SRLN)	2.6	$117M	-12%	2.8M	41.93	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	2.4	$108M	+419%	227k	475.31	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	2.3	$105M	-9%	1.0M	102.88	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.3	$105M	-8%	975k	107.49	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	2.0	$91M	-45%	2.9M	31.51	View chart
Vanguard Mun Bd Fd In mutual (VWSUX)	1.8	$84M	-2%	5.3M	15.78	View chart
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)	1.7	$76M	-28%	793k	96.39	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	1.5	$70M	+14%	705k	98.59	View chart
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)	1.4	$66M	+27%	1.1M	62.04	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Bloomberg 3-12 M (BILS)	1.4	$62M	+29%	628k	99.12	View chart
iShares Global REIT ETF Global Reit Etf (REET)	1.2	$56M		2.3M	24.18	View chart
iShares Trust iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU)	1.2	$56M	+13%	529k	104.92	View chart
Synopsys (SNPS)	1.2	$54M	+409%	113k	475.31	View chart
Vanguard Inflation-Protected Securities Fund Allwrld Ex Us (VIPIX)	1.2	$53M	+4%	5.7M	9.38	View chart
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)	1.1	$51M	+48%	486k	105.23	View chart
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB)	1.1	$51M	-13%	480k	105.43	View chart
iShares Broad USD High Yield Corporate Bond ETF Broad Usd High (USHY)	1.1	$50M	+3%	1.4M	36.35	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)	1.1	$48M	-18%	482k	100.27	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.8	$39M	+18%	162k	237.22	View chart
iShares MSCI World ETF Msci World Etf (URTH)	0.8	$36M	+23%	270k	133.02	View chart
Vanguard Institutional Index Fund MFD (VINIX)	0.6	$29M	+2%	75k	393.48	View chart
WisdomTree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.6	$28M		320k	87.98	View chart
Vanguard Russell 2000 ETF Vng Rus2000idx (VTWO)	0.6	$27M		335k	81.10	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)	0.6	$27M		297k	91.39	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	0.6	$27M	+10%	264k	101.77	View chart
iShares Currency Hedged MSCI Japan ETF Hdg Msci Japan (HEWJ)	0.6	$27M	-2%	758k	34.91	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	0.5	$24M	+53%	398k	59.32	View chart
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY)	0.5	$22M	-45%	269k	82.04	View chart
Vanguard 500 Index Fund Equities (VFIAX)	0.4	$20M	+91%	46k	439.99	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.4	$18M	-14%	260k	70.35	View chart
Vanguard Total World Stock Index Fund Equity Funds (VTWAX)	0.4	$18M	+4%	484k	36.43	View chart
SPDR S&P 500 Fossil Fuel Reserves Free ETF Spdr S&p 500 Etf (SPYX)	0.4	$17M	+64%	440k	38.81	View chart
iShares Trust iShares ESG Aware MSCI EAFE ETF Esg Aw Msci Eafe (ESGD)	0.4	$17M	+2%	226k	75.54	View chart
Artisan International Value (APHKX)	0.4	$17M		369k	45.96	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.4	$17M		188k	88.36	View chart
iShares MSCI Pacific ex Japan ETF Msci Pac Jp Etf (EPP)	0.3	$16M	-26%	364k	43.41	View chart
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.3	$16M	+7%	106k	147.14	View chart
Columbia EM Core ex-China ETF Em Core Ex Etf (XCEM)	0.3	$16M	NEW	514k	30.27	View chart
Microsoft Corporation (MSFT)	0.3	$16M		41k	376.04	View chart
iShares 3-7 Year Treasury Bond ETF 3 7 Yr Treas Bd (IEI)	0.3	$14M		120k	117.13	View chart
iShares 0-5 Year Investment Grade Corporate Bond ETF 0-5yr Invt Gr Cp (SLQD)	0.3	$14M	-2%	283k	49.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$13M	-17%	94k	139.69	View chart
CBRE Group Cl A (CBRE)	0.3	$13M	-5%	135k	93.09	View chart
Visa Com Cl A (V)	0.3	$12M	-13%	47k	260.35	View chart
Kkr & Co (KKR)	0.3	$12M	-25%	146k	82.85	View chart
TransDigm Group Incorporated (TDG)	0.3	$12M	-22%	12k	1011.60	View chart
Seagate Technology Holdings Ord Shs (STX)	0.3	$12M	-20%	138k	85.37	View chart
Vulcan Materials Company (VMC)	0.3	$12M	-17%	52k	227.01	View chart
Vanguard Mun Bd Fd Inc Intr Te mutual funds (VWIUX)	0.3	$12M	-4%	850k	13.75	View chart
Lowe's Companies (LOW)	0.3	$12M		53k	222.55	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.3	$12M		139k	83.84	View chart
salesforce (CRM)	0.3	$12M	-18%	44k	263.14	View chart
Union Pacific Corporation (UNP)	0.3	$12M	-10%	47k	245.62	View chart
Snap Cl A (SNAP)	0.3	$12M		681k	16.93	View chart
Danaher Corporation (DHR)	0.3	$12M	+24%	50k	231.34	View chart
General Electric Com New (GE)	0.3	$11M	-23%	90k	127.63	View chart
Principal Global Real Estate S (POSIX)	0.3	$11M	+2%	1.2M	9.29	View chart
Lamb Weston Hldgs (LW)	0.2	$11M	+40%	104k	108.09	View chart
Frank's International NV Common Stock	0.2	$11M	-4%	84k	132.84	View chart
CSX Corporation (CSX)	0.2	$11M	-8%	318k	34.67	View chart
New York Times Co/The Cl A (NYT)	0.2	$11M	-12%	223k	48.99	View chart
United Parcel Service CL B (UPS)	0.2	$11M	NEW	69k	157.23	View chart
Bristol Myers Squibb (BMY)	0.2	$11M	+39%	209k	51.31	View chart
iShares Currency Hedged MSCI ACWI EX US ETF Msci Acwi Exus (HAWX)	0.2	$11M	-2%	369k	28.98	View chart
iShares Gold Trust Ishares	0.2	$11M	-23%	272k	39.03	View chart
Fox Corp Cl A Com (FOXA)	0.2	$11M	+2%	356k	29.67	View chart
iShares Inc iShares ESG Aware MSCI EM ETF Esg Awr Msci Em (ESGE)	0.2	$10M	+9%	324k	32.06	View chart
Apple (AAPL)	0.2	$9.9M	-25%	51k	192.53	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.2	$9.8M	-8%	243k	40.21	View chart
iShares Russell 3000 ETF Russell 3000 Etf (IWV)	0.2	$9.6M		35k	273.74	View chart
Aon Shs Cl A (AON)	0.2	$9.5M	+12%	33k	291.02	View chart
Edgewood Growth Fund Edgwd Grw Inst (EGFIX)	0.2	$9.1M	+50%	207k	43.74	View chart
Manager Directed Portfolios Sp (SPYGX)	0.2	$8.9M	NEW	614k	14.54	View chart
SPDR Gold Shares Gold Shs (GLD)	0.2	$8.3M	-11%	44k	191.17	View chart
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	0.2	$7.3M	-3%	18k	409.53	View chart
Servicenow (NOW)	0.2	$6.9M	-30%	9.8k	706.49	View chart
iShares MSCI Japan ETF Msci Jpn Etf New (EWJ)	0.1	$6.7M	+10%	104k	64.14	View chart
Vanguard Inflation-Protected Securities Fund Mutual Fund (VAIPX)	0.1	$6.6M	+2%	286k	23.03	View chart
Xtrackers MSCI Europe Hedged Equity ETF Xtrack Msci Eurp (DBEU)	0.1	$6.5M	-27%	173k	37.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.4M	+2%	65k	99.98	View chart
News Corp Cl A (NWSA)	0.1	$6.2M	-15%	253k	24.55	View chart
Hubspot (HUBS)	0.1	$6.2M	-30%	11k	580.54	View chart
Seagate Technology SHS	0.1	$6.1M	-11%	72k	85.37	View chart
Abb Common Stock (ABLZF)	0.1	$6.0M	-9%	135k	44.35	View chart
Novartis Foreign (NVSEF)	0.1	$5.9M	-4%	58k	100.92	View chart
iShares MSCI USA Value Factor ETF Msci Usa Value (VLUE)	0.1	$5.9M		58k	101.16	View chart
Vornado Realty Trust Sh Ben Int (VNO)	0.1	$5.8M		204k	28.25	View chart
Diageo (DGEAF)	0.1	$5.7M	+36%	157k	36.37	View chart
iShares MSCI United Kingdom ETF Msci Uk Etf New (EWU)	0.1	$5.7M	+32%	173k	33.05	View chart
H.B. Fuller Company (FUL)	0.1	$5.6M	NEW	69k	81.41	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$5.6M	+56%	28k	200.71	View chart
iShares MSCI China ETF Msci China Etf (MCHI)	0.1	$5.5M	+16%	135k	40.74	View chart
Xtrackers MSCI EAFE Hedged Equity ETF Xtrack Msci Eafe (DBEF)	0.1	$5.3M	-26%	144k	36.98	View chart
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)	0.1	$5.0M	-79%	65k	77.39	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$4.7M		27k	173.89	View chart
SL Green Realty	0.1	$4.6M		102k	45.17	View chart
Argenx SE Sponsored Adr (ARGX)	0.1	$4.4M	-8%	12k	380.43	View chart
KraneShares CSI China Internet ETF Csi Chi Internet (KWEB)	0.1	$4.3M		160k	27.00	View chart
iShares Residential and Multisector Real Estate ETF Residential Mult (REZ)	0.1	$4.3M	+2%	58k	73.52	View chart
Vanguard Short Term Trsy Fund mutual funds (VFIRX)	0.1	$4.0M	-70%	408k	9.88	View chart
Advanced Micro Devices (AMD)	0.1	$4.0M	-30%	27k	147.41	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.1	$3.8M		72k	52.10	View chart
Global X FTSE Southeast Asia ETF Gbl X Ftse Etf (ASEA)	0.1	$3.8M	+20%	250k	15.08	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.1	$3.1M		76k	41.10	View chart
Incyte Corporation (INCY)	0.1	$3.1M	+50%	49k	62.79	View chart
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV)	0.1	$3.0M	+118%	35k	85.06	View chart
Cadence Design Systems (CDNS)	0.1	$2.9M	-31%	11k	272.37	View chart
Meta Platforms Cl A (META)	0.1	$2.9M	+24%	8.2k	353.96	View chart
Acadia Healthcare (ACHC)	0.1	$2.8M	NEW	36k	77.76	View chart
BeiGene Sponsored Adr (BGNE)	0.1	$2.8M	NEW	15k	180.36	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.1	$2.6M		33k	78.03	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	0.1	$2.5M		52k	47.90	View chart
Vanguard FTSE Pacific ETF Ftse Pacific Etf (VPL)	0.1	$2.5M	+136%	34k	72.03	View chart
United Therapeutics Corporation (UTHR)	0.1	$2.4M	+2%	11k	219.89	View chart
iShares MSCI India ETF Msci India Etf (INDA)	0.1	$2.4M	+77%	49k	48.81	View chart
Eli Lilly & Co. (LLY)	0.1	$2.4M	+154%	4.1k	582.90	View chart
Kronos Bio (KRON)	0.0	$2.1M		1.7M	1.25	View chart
Doubleline Total Return Bond (DBLTX)	0.0	$2.0M	+2%	227k	8.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$1.8M	-14%	13k	140.93	View chart
Tesla Motors (TSLA)	0.0	$1.7M	+38%	7.0k	248.48	View chart
Apollo Global Management Com Cl A	0.0	$1.7M		18k	93.19	View chart
Berkshire Hathaway Cl B New (BRK.B)	0.0	$1.6M	-12%	4.6k	356.66	View chart
Blackstone Mortgage Trust Com Cl A (BXMT)	0.0	$1.5M	+2%	71k	21.27	View chart
Allogene Therapeutics (ALLO)	0.0	$1.5M		455k	3.21	View chart
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf Industrial Relet (INDS)	0.0	$1.4M		34k	41.84	View chart
NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU)	0.0	$1.4M	-15%	168k	8.33	View chart
Snowflake Cl A (SNOW)	0.0	$1.4M	+49%	6.8k	199.00	View chart
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Data And Infrast (SRVR)	0.0	$1.4M		45k	29.81	View chart
SPDR S&P Biotech ETF S&p Biotech (XBI)	0.0	$1.3M		15k	89.29	View chart
JPMorgan Chase & Co. (JPM)	0.0	$1.3M	+44%	7.7k	170.11	View chart
UnitedHealth (UNH)	0.0	$1.3M	-45%	2.5k	526.47	View chart
Broadcom (AVGO)	0.0	$1.3M	+3%	1.1k	1116.25	View chart
Iqvia Holdings (IQV)	0.0	$1.2M	+3%	5.3k	231.38	View chart
Vanguard Global ex-U.S. Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$1.2M	-2%	29k	42.59	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.0	$1.2M		6.8k	170.41	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP)	0.0	$1.1M	-87%	23k	47.49	View chart
Mastercard Cl A (MA)	0.0	$1.1M	-53%	2.5k	426.51	View chart
iShares Global Clean Energy ETF Gl Clean Ene Etf (ICLN)	0.0	$1.1M		69k	15.57	View chart
Vanguard Intermediate-Term Tax-Exempt Fund Mutual Fund (VWITX)	0.0	$1.0M		76k	13.75	View chart
Vanguard Tot Stk Mkt-inst (VITSX)	0.0	$1.0M		8.7k	115.51	View chart
Vanguard Ultra Short Bond ETF Vanguard Ultra (VUSB)	0.0	$1.0M	-50%	20k	49.44	View chart
Vanguard Developed Markets Index Fund Dev Mkts Admr (VTMGX)	0.0	$945k	-63%	61k	15.40	View chart
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF Msci Eafe Fs Etf (EFAX)	0.0	$945k	-61%	24k	39.01	View chart
Netflix (NFLX)	0.0	$934k		1.9k	486.88	View chart
ProShares S&P 500 Dividend Aristocrats ETF S&p 500 Dv Arist (NOBL)	0.0	$865k		9.1k	95.20	View chart
Johnson & Johnson (JNJ)	0.0	$865k	+23%	5.5k	156.74	View chart
Procter & Gamble Company (PG)	0.0	$821k		5.6k	146.54	View chart
Howmet Aerospace (HWM)	0.0	$789k		15k	54.12	View chart
iShares MSCI ACWI ex US ETF Msci Acwi Ex Us (ACWX)	0.0	$783k		15k	51.04	View chart
Merck & Co (MRK)	0.0	$775k	+11%	7.1k	109.02	View chart
Merck Kgaa (MKGAF)	0.0	$775k	+11%	7.1k	109.02	View chart
Outbrain (OB)	0.0	$764k		174k	4.38	View chart
Costco Wholesale Corporation (COST)	0.0	$758k		1.1k	660.08	View chart
Goldman Sachs (GS)	0.0	$744k	+8%	1.9k	385.80	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$742k	-6%	5.7k	130.93	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$671k		45k	14.90	View chart
Adobe Systems Incorporated (ADBE)	0.0	$667k	-7%	1.1k	596.60	View chart
Thermo Fisher Scientific (TMO)	0.0	$659k	-8%	1.2k	530.79	View chart
Intel Corporation (INTC)	0.0	$621k		12k	50.25	View chart
Abbvie (ABBV)	0.0	$620k	-13%	4.0k	154.97	View chart
S&p Global (SPGI)	0.0	$620k	-11%	1.4k	440.52	View chart
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF Msci Emr Mkt Etf (EEMX)	0.0	$611k		20k	30.80	View chart
Bank of America Corporation (BAC)	0.0	$586k	+64%	17k	33.67	View chart
Invesco Nasdaq Biotechnology ETF Nasdaq Biotech (IBBQ)	0.0	$566k		26k	21.89	View chart
Sensata Technologies Holding SHS (ST)	0.0	$564k		15k	37.57	View chart
Coca-Cola Company (KO)	0.0	$561k		9.5k	58.93	View chart
Vanguard Total Bond Mkt Index #584-adm Sh (VBTLX)	0.0	$560k		58k	9.71	View chart
Linde SHS	0.0	$527k	-3%	1.3k	410.71	View chart
Intuit (INTU)	0.0	$523k	-2%	836.00	625.03	View chart
Pepsi (PEP)	0.0	$519k	-18%	3.1k	169.84	View chart
Abbott Laboratories (ABT)	0.0	$493k	+70%	4.5k	110.07	View chart
McDonald's Corporation (MCD)	0.0	$493k	+43%	1.7k	296.51	View chart
Intuitive Surgical Com New (ISRG)	0.0	$480k	+66%	1.4k	337.36	View chart
DiDi Global Sponsored Ads (DIDIY)	0.0	$472k		120k	3.95	View chart
Accenture Shs Class A (ACN)	0.0	$471k	-15%	1.3k	350.91	View chart
Vanguard Tax-Exempt Bond Index ETF Tax Exempt Bd (VTEB)	0.0	$463k	-30%	9.1k	51.05	View chart
Uber Technologies (UBER)	0.0	$448k	NEW	7.3k	61.57	View chart
Lennar Corp Cl A (LEN)	0.0	$436k	+14%	2.9k	149.05	View chart
International Business Machines (IBM)	0.0	$431k	+42%	2.6k	163.55	View chart
Comcast Corp Cl A (CMCSA)	0.0	$425k	-19%	9.7k	43.85	View chart
Vanguard FTSE Europe ETF Ftse Europe Etf (VGK)	0.0	$421k		6.5k	64.48	View chart
iShares BB Rated Corporate Bond ETF Bb Rat Corp Bd (HYBB)	0.0	$419k	NEW	9.1k	46.01	View chart
Opendoor Technologies (OPEN)	0.0	$414k		92k	4.48	View chart
Honeywell International (HON)	0.0	$411k	NEW	2.0k	209.71	View chart
Franklin Covey (FC)	0.0	$404k	NEW	9.3k	43.53	View chart
Deere & Company (DE)	0.0	$396k	+4%	991.00	399.87	View chart
Waste Connections (WCN)	0.0	$386k		2.6k	149.27	View chart
Cisco Systems (CSCO)	0.0	$385k	-29%	7.6k	50.52	View chart
Morgan Stanley Com New (MS)	0.0	$382k	-37%	4.1k	93.25	View chart
Guidewire Software (GWRE)	0.0	$378k	+2%	3.5k	109.04	View chart
Texas Instruments Incorporated (TXN)	0.0	$378k	NEW	2.2k	170.46	View chart
Chevron Corporation (CVX)	0.0	$375k	-42%	2.5k	149.16	View chart
Boeing Company (BA)	0.0	$365k	-8%	1.4k	260.66	View chart
Amgen (AMGN)	0.0	$364k	+5%	1.3k	288.02	View chart
Ansys (ANSS)	0.0	$361k	+30%	995.00	362.88	View chart
Philip Morris International (PM)	0.0	$358k	NEW	3.8k	94.08	View chart
Zoetis Cl A (ZTS)	0.0	$356k	+49%	1.8k	197.37	View chart
Wells Fargo & Company (WFC)	0.0	$348k	NEW	7.1k	49.22	View chart
Citigroup Com New (C)	0.0	$348k	NEW	6.8k	51.44	View chart
Moody's Corporation (MCO)	0.0	$343k	-13%	878.00	390.56	View chart
Starbucks Corporation (SBUX)	0.0	$340k	+53%	3.5k	96.01	View chart
Prologis (PLD)	0.0	$340k	-16%	2.5k	133.30	View chart
Nextera Energy (NEE)	0.0	$339k	NEW	5.6k	60.74	View chart
Lam Research Corporation (LRCX)	0.0	$336k	NEW	429.00	783.26	View chart
Raytheon Technologies Corp (RTX)	0.0	$332k	+11%	4.0k	84.14	View chart
Applied Materials (AMAT)	0.0	$331k	-13%	2.0k	162.07	View chart
Chubb (CB)	0.0	$325k	-5%	1.4k	226.00	View chart
Nike CL B (NKE)	0.0	$321k	NEW	3.0k	108.57	View chart
Sherwin-Williams Company (SHW)	0.0	$318k	-14%	1.0k	311.90	View chart
American Express Company (AXP)	0.0	$315k	NEW	1.7k	187.34	View chart
Stryker Corporation (SYK)	0.0	$311k	-10%	1.0k	299.46	View chart
At&t (T)	0.0	$310k	+37%	19k	16.78	View chart
United States Treasury Note/Bond Bond	0.0	$310k	+37%	19k	16.78	View chart
United States Treasury Note/Bond Treasury bill/note	0.0	$310k	+37%	19k	16.78	View chart
United States Treasury Note/Bond Note	0.0	$310k	+37%	19k	16.78	View chart
Ayr Strategies (AYRWF)	0.0	$307k	-15%	170k	1.80	View chart
Gilead Sciences (GILD)	0.0	$303k	NEW	3.7k	81.01	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$297k	NEW	729.00	406.89	View chart
American Tower Reit (AMT)	0.0	$296k	NEW	1.4k	215.88	View chart
Coinbase Global Com Cl A (COIN)	0.0	$296k	NEW	1.7k	173.92	View chart
TJX Companies (TJX)	0.0	$296k		3.2k	93.81	View chart
Metropcs Communications (TMUS)	0.0	$291k	+5%	1.8k	160.33	View chart
Bio-techne Corporation (TECH)	0.0	$289k	NEW	3.7k	77.16	View chart
Micron Technology (MU)	0.0	$289k		3.4k	85.34	View chart
BlackRock (BLK)	0.0	$287k	-20%	353.00	811.80	View chart
Progressive Corporation (PGR)	0.0	$286k	-7%	1.8k	159.28	View chart
Old Dominion Freight Line (ODFL)	0.0	$283k	+6%	697.00	405.33	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$282k	NEW	321.00	878.29	View chart
Ecolab (ECL)	0.0	$280k	-14%	1.4k	198.35	View chart
Analog Devices (ADI)	0.0	$277k	NEW	1.4k	198.56	View chart
Trane Technologies SHS (TT)	0.0	$276k	NEW	1.1k	243.90	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.0	$274k	+5%	2.4k	115.63	View chart
Cme (CME)	0.0	$268k	NEW	1.3k	210.63	View chart
Boston Scientific Corporation (BSX)	0.0	$266k	-2%	4.6k	57.81	View chart
CVS Caremark Corporation (CVS)	0.0	$261k	NEW	3.3k	78.96	View chart
Mondelez International Cl A (MDLZ)	0.0	$259k	-17%	3.6k	72.43	View chart
Qualys (QLYS)	0.0	$256k	NEW	1.3k	196.28	View chart
KraneShares Global Carbon ETF Global Carb Stra (KRBN)	0.0	$251k	+3%	6.9k	36.49	View chart
Robinhood Markets Com Cl A (HOOD)	0.0	$250k		20k	12.74	View chart
Marsh & McLennan Companies (MMC)	0.0	$249k	NEW	1.3k	189.47	View chart
Illinois Tool Works (ITW)	0.0	$247k	NEW	941.00	261.94	View chart
Urban Edge Pptys (UE)	0.0	$241k		13k	18.30	View chart
Duke Energy Corp Com New (DUK)	0.0	$238k	-6%	2.5k	97.04	View chart
Fastenal Company (FAST)	0.0	$236k	NEW	3.6k	64.77	View chart
Charles Schwab Corporation (SCHW)	0.0	$233k	NEW	3.4k	68.80	View chart
Eaton Corp SHS (ETN)	0.0	$232k	-23%	965.00	240.82	View chart
Urogen Pharma (URGN)	0.0	$231k		15k	15.00	View chart
Novo Nordisk A/S Adr (NVO)	0.0	$227k	NEW	2.2k	103.45	View chart
Paypal Holdings (PYPL)	0.0	$226k	-94%	3.7k	61.41	View chart
Sempra Energy (SRE)	0.0	$220k	NEW	2.9k	74.73	View chart
Colgate-Palmolive Company (CL)	0.0	$218k	NEW	2.7k	79.71	View chart
Chipotle Mexican Grill (CMG)	0.0	$217k	NEW	95.00	2286.96	View chart
O'reilly Automotive (ORLY)	0.0	$215k	NEW	226.00	950.08	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$214k		127k	1.69	View chart
Roper Industries (ROP)	0.0	$213k	NEW	391.00	545.17	View chart
Intercontinental Exchange (ICE)	0.0	$213k	NEW	1.7k	128.40	View chart
Equinix (EQIX)	0.0	$212k	-5%	263.00	805.39	View chart
Monolithic Power Systems (MPWR)	0.0	$209k	NEW	331.00	630.78	View chart
Schlumberger NV Com Stk (SLB)	0.0	$208k	NEW	4.0k	52.04	View chart
Palo Alto Networks (PANW)	0.0	$206k	NEW	700.00	294.88	View chart
McKesson Corporation (MCK)	0.0	$203k	-17%	439.00	462.98	View chart
Curaleaf Holdings Inc equities (CURLF)	0.0	$157k		39k	4.06	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$135k	-12%	11k	12.72	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$68k		11k	6.09	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$51k	+18%	15k	3.44	View chart
Infinera (INFN)	0.0	$48k	NEW	10k	4.75	View chart
Terawulf (WULF)	0.0	$29k	NEW	12k	2.40	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 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
Partners Capital Investment Group 2020 Q4 amended filed May 17, 2021
Partners Capital Investment Group 2020 Q4 restated filed May 17, 2021
Partners Capital Investment Group 2021 Q1 filed May 17, 2021

View all past filings

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