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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, VTV, and represent 42.87% of Partners Capital Investment Group's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$31M), EMLC (+$19M), IEFA (+$14M), LEMB (+$7.6M), SUB (+$6.7M), VGIT (+$6.3M), VTV (+$6.1M), HEFA (+$5.8M), IEMG (+$5.1M), IEF.
Started 15 new stock positions in EMLC, BUG, JCI, EME, GE, NYT, BURBY, ES, ONDS, PCAR. NVT, HIMS, PH, Rocket Lab Usa, ITB.
Reduced shares in these 10 stocks: STIP (-$32M), IVV (-$30M), TIP (-$17M), VOO (-$12M), VT (-$11M), EMXC (-$11M), ACWI (-$9.0M), EFA, AAPL, SRLN.
Sold out of its positions in AAPL, IBBQ, JBTM, KMB, PLTR, TSLA, IREN.
Partners Capital Investment Group was a net seller of stock by $-16M.
Partners Capital Investment Group has $2.7B in assets under management (AUM), dropping by -1.08%.
Central Index Key (CIK): 0001694870

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Portfolio Holdings for Partners Capital Investment Group

Partners Capital Investment Group holds 174 positions in its portfolio as reported in the March 2026 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)	20.2	$537M	-5%	822k	653.21	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	6.4	$171M		2.9M	58.54	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	5.7	$153M	+3%	2.2M	69.75	View chart
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)	5.7	$152M	+3%	3.6M	42.49	View chart
Vanguard Value ETF Value Etf (VTV)	4.7	$126M	+5%	641k	196.20	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	3.8	$102M	-23%	984k	103.43	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	3.7	$98M	-10%	163k	597.55	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	3.1	$83M	+20%	920k	90.53	View chart
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)	3.0	$80M	-11%	1.0M	78.66	View chart
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)	2.6	$69M	+3%	485k	142.43	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	2.6	$68M	-13%	494k	138.32	View chart
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)	2.5	$66M	-2%	655k	101.02	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	2.4	$63M	-21%	569k	110.36	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)	2.2	$60M	+105%	591k	100.66	View chart
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)	2.0	$52M	+8%	545k	95.44	View chart
iShares Global REIT ETF Global Reit Etf (REET)	1.5	$40M	+2%	1.6M	25.15	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	1.5	$39M	+19%	653k	59.55	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	1.4	$37M		57k	650.34	View chart
Synopsys (SNPS)	1.4	$37M		57k	650.34	View chart
iShares Gold Trust Ishares	1.3	$36M	+7%	406k	88.16	View chart
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)	1.2	$31M	-22%	223k	138.37	View chart
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB)	0.9	$24M	+39%	222k	106.50	View chart
iShares J.P. Morgan EM Local Currency Bond ETF Jp Morgan Em Etf (LEMB)	0.9	$23M	+48%	572k	40.80	View chart
VanEck J. P. Morgan EM Local Currency Bond ETF Jp Mrgan Em Loc (EMLC)	0.7	$19M	NEW	773k	25.11	View chart
iShares Currency Hedged MSCI Japan ETF Hdg Msci Japan (HEWJ)	0.7	$19M	-4%	344k	56.28	View chart
SPDR S&P 500 Fossil Fuel Reserves Free ETF Spdr S&p 500 Etf (SPYX)	0.7	$19M		357k	53.03	View chart
WisdomTree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.7	$19M		119k	158.58	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.7	$18M		296k	61.26	View chart
iShares Currency Hedged MSCI ACWI EX US ETF Msci Acwi Exus (HAWX)	0.6	$17M	-3%	421k	40.89	View chart
iShares MSCI Japan ETF Msci Jpn Etf New (EWJ)	0.6	$16M	-13%	184k	84.44	View chart
Columbia EM Core ex-China ETF Em Core Ex Etf (XCEM)	0.5	$13M		320k	40.81	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.5	$13M		145k	88.70	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Bloomberg 3-12 M (BILS)	0.4	$12M		119k	99.44	View chart
Vanguard Russell 2000 ETF Vng Rus2000idx (VTWO)	0.4	$12M		115k	100.17	View chart
iShares Russell 3000 ETF Russell 3000 Etf (IWV)	0.4	$11M		30k	370.68	View chart
TCW Transform Systems ETF Transform Clmte (PWRD)	0.4	$10M		105k	97.77	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)	0.4	$10M	+34%	111k	91.64	View chart
Xtrackers MSCI EAFE Hedged Equity ETF Xtrack Msci Eafe (DBEF)	0.4	$9.9M	+13%	200k	49.40	View chart
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY)	0.4	$9.7M	+10%	118k	82.57	View chart
iShares MSCI China ETF Msci China Etf (MCHI)	0.4	$9.5M		168k	56.18	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.3	$9.0M	-2%	36k	248.00	View chart
VanEck Israel ETF Israel Etf (ISRA)	0.3	$8.9M		147k	60.46	View chart
iShares Broad USD High Yield Corporate Bond ETF Broad Usd High (USHY)	0.3	$7.4M	-22%	201k	36.84	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.3	$6.8M	-40%	71k	97.13	View chart
iShares MSCI Pacific ex Japan ETF Msci Pac Jp Etf (EPP)	0.2	$6.5M	+3%	123k	53.14	View chart
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	0.2	$6.5M		11k	577.17	View chart
iShares Short Treasury Bond ETF Short Treas Bd (SHV)	0.2	$6.4M		58k	110.39	View chart
Linde SHS	0.2	$6.3M	+18%	13k	495.76	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.2	$6.1M	+3%	19k	320.82	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.2	$6.0M		32k	191.92	View chart
MasTec (MTZ)	0.2	$6.0M	-9%	19k	321.74	View chart
iShares 3-7 Year Treasury Bond ETF 3 7 Yr Treas Bd (IEI)	0.2	$5.5M	+262%	46k	118.60	View chart
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.2	$5.5M	-4%	29k	191.81	View chart
SPDR Gold Shares Gold Shs (GLD)	0.2	$5.3M		12k	430.29	View chart
Deere & Company (DE)	0.2	$5.1M	+16%	9.1k	563.30	View chart
Microsoft Corporation (MSFT)	0.2	$5.1M	-10%	14k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.8M	-6%	17k	287.57	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.2	$4.6M		82k	56.79	View chart
iShares MSCI World ETF Msci World Etf (URTH)	0.2	$4.6M	-3%	25k	180.02	View chart
Bristol Myers Squibb (BMY)	0.2	$4.3M	-10%	71k	60.65	View chart
Novartis Foreign (NVSEF)	0.2	$4.3M	-9%	28k	151.26	View chart
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM)	0.2	$4.2M	-10%	13k	337.95	View chart
Meta Platforms Cl A (META)	0.2	$4.2M	-18%	7.3k	572.16	View chart
Vanguard FTSE Pacific ETF Ftse Pacific Etf (VPL)	0.1	$3.8M	-9%	39k	97.73	View chart
Hilton Worldwide Holdings (HLT)	0.1	$3.7M	-10%	12k	304.08	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.6M	-10%	39k	93.98	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.1	$3.6M	-10%	48k	73.90	View chart
News Corp Cl A (NWSA)	0.1	$3.6M	-10%	143k	24.93	View chart
Intercontinental Exchange (ICE)	0.1	$3.5M	-10%	22k	157.28	View chart
Vulcan Materials Company (VMC)	0.1	$3.5M	-9%	13k	272.30	View chart
iShares Trust iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU)	0.1	$3.4M		24k	141.42	View chart
Ferguson SHS	0.1	$3.3M	-10%	14k	233.26	View chart
iShares National Muni Bond ETF National Mun Etf (MUB)	0.1	$3.3M		31k	106.15	View chart
TransDigm Group Incorporated (TDG)	0.1	$3.2M	-9%	2.8k	1158.96	View chart
Visa Com Cl A (V)	0.1	$3.2M	-13%	11k	302.23	View chart
United Rentals (URI)	0.1	$3.1M	-10%	4.3k	728.56	View chart
Capital One Financial (COF)	0.1	$3.0M	-10%	16k	182.43	View chart
S&p Global (SPGI)	0.1	$3.0M	-10%	7.0k	425.34	View chart
Broadcom (AVGO)	0.1	$2.9M	-10%	9.2k	309.51	View chart
salesforce (CRM)	0.1	$2.8M	-10%	15k	186.67	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.1	$2.7M		30k	92.74	View chart
Tyler Technologies (TYL)	0.1	$2.6M	-10%	7.5k	342.38	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP)	0.1	$2.4M		49k	49.95	View chart
Xtrackers MSCI Europe Hedged Equity ETF Xtrack Msci Eurp (DBEU)	0.1	$2.4M	-24%	50k	48.72	View chart
iShares Residential and Multisector Real Estate ETF Residential Mult (REZ)	0.1	$2.4M		29k	83.21	View chart
United Therapeutics Corporation (UTHR)	0.1	$2.2M	-10%	3.7k	592.98	View chart
iShares U.S. Home Construction ETF Us Home Cons Etf (ITB)	0.1	$2.1M	NEW	23k	90.55	View chart
iShares MSCI India ETF Msci India Etf (INDA)	0.1	$2.0M		42k	46.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.0M	-12%	6.8k	286.86	View chart
iShares MSCI ACWI ex US ETF Msci Acwi Ex Us (ACWX)	0.1	$1.8M	+106%	26k	68.47	View chart
Ssga Active Etf Tr blkstn gsosrln (SRLN)	0.1	$1.7M	-62%	42k	40.14	View chart
Trane Technologies SHS (TT)	0.1	$1.7M	+233%	4.0k	416.74	View chart
Howmet Aerospace (HWM)	0.1	$1.7M		7.2k	230.46	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$1.6M		14k	118.51	View chart
Igm Financial (IGIFF)	0.1	$1.6M		14k	118.51	View chart
iShares Core Growth Allocation ETF Grwt Allocat Etf (AOR)	0.1	$1.6M	+216%	24k	64.35	View chart
Incyte Corporation (INCY)	0.1	$1.5M	-10%	16k	94.12	View chart
iShares Expanded Tech-Software Sector ETF Expanded Tech (IGV)	0.1	$1.5M	+45%	19k	80.05	View chart
BeiGene Sponsored Adr (ONC)	0.1	$1.5M	-10%	5.1k	296.97	View chart
Emerson Electric (EMR)	0.1	$1.5M	+223%	12k	131.02	View chart
Xcel Energy (XEL)	0.1	$1.5M	+262%	19k	79.44	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.1	$1.5M		15k	97.23	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M	NEW	1.6k	895.24	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.5M	+377%	8.3k	174.61	View chart
General Electric Com New (GE)	0.1	$1.4M	NEW	5.0k	283.77	View chart
Argenx SE Sponsored Adr (ARGX)	0.1	$1.4M	-10%	1.9k	730.25	View chart
Johnson Controls International SHS (JCI)	0.1	$1.4M	NEW	11k	130.95	View chart
SPDR Bloomberg 1-10 Year TIPS ETF Bloomberg 1 10 Year Tips Etf (TIPX)	0.1	$1.4M		72k	19.19	View chart
KraneShares CSI China Internet ETF Csi Chi Internet (KWEB)	0.1	$1.3M		47k	28.43	View chart
iShares Semiconductor ETF Ishares Semicdtr (SOXX)	0.0	$1.3M		4.0k	328.69	View chart
Vanguard Global ex-U.S. Real Estate ETF Glb Ex Us Etf (VNQI)	0.0	$1.3M		28k	44.45	View chart
Paccar (PCAR)	0.0	$1.2M	NEW	10k	115.50	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.0	$1.1M		5.4k	211.14	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.0	$1.1M		5.1k	215.04	View chart
Snap Cl A (SNAP)	0.0	$1.0M		218k	4.60	View chart
Global X Cybersecurity ETF Cybrscurty Etf (BUG)	0.0	$992k	NEW	40k	25.11	View chart
iShares MSCI United Kingdom ETF Msci Uk Etf New (EWU)	0.0	$895k	-22%	20k	45.56	View chart
Seagate Technology SHS	0.0	$883k		2.3k	391.76	View chart
Seagate Technology Holdings Ord Shs (STX)	0.0	$883k		2.3k	391.76	View chart
Blackstone Mortgage Trust Com Cl A (BXMT)	0.0	$872k	+2%	46k	19.15	View chart
NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU)	0.0	$848k		59k	14.37	View chart
Apollo Global Management Com Cl A	0.0	$824k		7.4k	111.42	View chart
Servicenow (NOW)	0.0	$768k	-61%	7.3k	104.55	View chart
ACV Auctions Com Cl A (ACVA)	0.0	$765k		180k	4.24	View chart
Cummins (CMI)	0.0	$648k		1.2k	538.02	View chart
Netflix (NFLX)	0.0	$621k		6.5k	96.15	View chart
Invesco China Technology ETF China Technlgy (CQQQ)	0.0	$587k		13k	46.02	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$581k	-17%	2.3k	250.58	View chart
General Motors Company (GM)	0.0	$545k		7.3k	74.50	View chart
ProShares S&P 500 Dividend Aristocrats ETF S&p 500 Dv Arist (NOBL)	0.0	$482k		4.5k	106.01	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$470k		6.3k	74.35	View chart
PG&E Corporation (PCG)	0.0	$458k		26k	17.57	View chart
SPDR S&P Biotech ETF S&p Biotech (XBI)	0.0	$457k	-48%	3.6k	127.71	View chart
GFL Environmental Sub Vtg Shs (GFL)	0.0	$438k		11k	41.72	View chart
CenterPoint Energy (CNP)	0.0	$436k		10k	43.16	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$433k		8.0k	54.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$422k	-12%	3.7k	114.98	View chart
Eversource Energy (ES)	0.0	$411k	NEW	5.9k	69.28	View chart
Republic Services (RSG)	0.0	$402k		1.8k	219.02	View chart
nVent Electric SHS (NVT)	0.0	$397k	NEW	3.4k	118.28	View chart
Allogene Therapeutics (ALLO)	0.0	$394k		162k	2.44	View chart
Primoris Services (PRIM)	0.0	$386k		2.7k	143.04	View chart
Emcor (EME)	0.0	$376k	NEW	509.00	738.31	View chart
Safran SA Common Stock (SAFRF)	0.0	$374k		1.2k	322.82	View chart
Vistra Energy (VST)	0.0	$368k		2.5k	150.33	View chart
Eaton Corp SHS (ETN)	0.0	$350k		978.00	357.67	View chart
Waste Management (WM)	0.0	$281k		1.2k	229.79	View chart
Urogen Pharma (URGN)	0.0	$277k		15k	17.98	View chart
Citigroup Com New (C)	0.0	$276k		2.4k	113.41	View chart
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Data And Infrast (SRVR)	0.0	$271k	-61%	8.7k	31.22	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$270k	NEW	13k	20.76	View chart
Urban Edge Pptys (UE)	0.0	$263k		13k	19.98	View chart
Rocket Lab Usa	0.0	$257k	NEW	4.0k	64.22	View chart
First Solar (FSLR)	0.0	$247k		1.3k	197.26	View chart
Franklin Covey (FC)	0.0	$242k	+28%	15k	15.79	View chart
Kkr & Co (KKR)	0.0	$234k		2.5k	92.50	View chart
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf Industrial Relet (INDS)	0.0	$234k	-62%	6.4k	36.74	View chart
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)	0.0	$232k		2.9k	79.56	View chart
Guidewire Software (GWRE)	0.0	$229k		1.5k	149.56	View chart
Vanguard Financials ETF Financials Etf (VFH)	0.0	$227k		1.9k	120.82	View chart
Uber Technologies (UBER)	0.0	$220k		3.1k	71.93	View chart
Berkshire Hathaway Cl B New (BRK.B)	0.0	$220k		459.00	479.20	View chart
New York Times Co/The Cl A (NYT)	0.0	$219k	NEW	2.6k	83.73	View chart
Lennar Corp Cl A (LEN)	0.0	$213k		2.5k	86.85	View chart
Fox Corp Cl A Com (FOXA)	0.0	$205k		3.5k	58.40	View chart
CBRE Group Cl A (CBRE)	0.0	$201k		1.5k	135.46	View chart
Burberry Group Plc- (BURBY)	0.0	$177k	NEW	12k	14.71	View chart
Ondas Holdings Com New (ONDS)	0.0	$154k	NEW	17k	9.04	View chart
Outbrain (TEAD)	0.0	$138k		209k	0.66	View chart
POET Technologies Com New (POET)	0.0	$137k		23k	5.94	View chart
Opendoor Technologies (OPEN)	0.0	$100k		21k	4.68	View chart
Cango Ads	0.0	$60k	+93%	145k	0.41	View chart
Bitfarms	0.0	$39k		20k	1.95	View chart
Bit Digital SHS (BTBT)	0.0	$13k		10k	1.31	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 2026 Q1 filed May 12, 2026
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

View all past filings

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