Partners Capital Investment Group

Partners Capital Investment Group as of March 31, 2026

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