Partners Capital Investment Group

Partners Capital Investment Group as of Dec. 31, 2025

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