Partners Capital Investment Group

Partners Capital Investment Group as of June 30, 2026

Portfolio Holdings for Partners Capital Investment Group

Partners Capital Investment Group holds 186 positions in its portfolio as reported in the June 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) 19.4 $549M 733k 748.89
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 6.2 $176M 2.1M 82.84
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 5.7 $162M 2.8M 58.20
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA) 5.7 $161M 3.4M 46.92
Vanguard Value ETF Value Etf (VTV) 5.4 $152M 697k 217.93
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 4.0 $114M 167k 686.81
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC) 3.8 $107M 1.0M 102.30
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP) 3.7 $104M 1.0M 102.16
Vanguard Total World Stock ETF Tt Wrld St Etf (VT) 3.4 $95M 607k 156.95
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 3.3 $93M 966k 96.58
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP) 2.5 $72M 626k 114.79
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT) 2.4 $69M 422k 164.27
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV) 2.2 $64M 632k 100.67
iShares TIPS Bond ETF Tips Bd Etf (TIP) 2.2 $63M 574k 109.43
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF) 1.7 $49M 513k 94.57
iShares Global REIT ETF Global Reit Etf (REET) 1.6 $45M 1.6M 27.62
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 1.4 $40M 673k 58.98
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI) 1.3 $38M 242k 156.97
SPDR S&P 500 ETF Trust Tr Unit (SPY) 1.3 $37M 49k 746.78
Synopsys (SNPS) 1.3 $37M 49k 746.78
iShares Gold Trust Ishares 1.1 $30M 398k 75.51
iShares J.P. Morgan EM Local Currency Bond ETF Jp Morgan Em Etf (LEMB) 0.8 $22M 524k 42.43
WisdomTree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ) 0.7 $21M 118k 173.52
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.7 $20M 190k 106.47
Vanguard Russell 2000 ETF Vng Rus2000idx (VTWO) 0.7 $20M 165k 121.42
iShares Currency Hedged MSCI Japan ETF Hdg Msci Japan (HEWJ) 0.7 $19M 296k 64.52
iShares Currency Hedged MSCI ACWI EX US ETF Msci Acwi Exus (HAWX) 0.7 $19M 400k 46.50
SPDR S&P 500 Fossil Fuel Reserves Free ETF Spdr S&p 500 Etf (SPYX) 0.6 $18M 291k 61.10
Columbia EM Core ex-China ETF Em Core Ex Etf (XCEM) 0.6 $17M 320k 52.88
VanEck J. P. Morgan EM Local Currency Bond ETF Jp Mrgan Em Loc (EMLC) 0.6 $17M 645k 25.56
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY) 0.6 $16M 192k 82.11
iShares MSCI Japan ETF Msci Jpn Etf New (EWJ) 0.5 $15M 163k 93.27
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.5 $14M 144k 96.43
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL) 0.5 $13M 147k 91.64
TCW Transform Systems ETF Transform Clmte (PWRD) 0.5 $13M 105k 122.96
iShares Russell 3000 ETF Russell 3000 Etf (IWV) 0.5 $13M 30k 426.40
SPDR Bloomberg 3-12 Month T-Bill ETF Bloomberg 3-12 M (BILS) 0.4 $11M 113k 99.38
Xtrackers MSCI EAFE Hedged Equity ETF Xtrack Msci Eafe (DBEF) 0.4 $11M 201k 54.63
Energy Select Sector SPDR Fund Energy (XLE) 0.4 $11M 205k 53.11
iShares Broad USD High Yield Corporate Bond ETF Broad Usd High (USHY) 0.3 $9.6M 260k 37.02
VanEck Israel ETF Israel Etf (ISRA) 0.3 $9.6M 147k 64.86
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ) 0.3 $8.4M 11k 736.39
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.3 $8.1M 103k 79.03
iShares MSCI China ETF Msci China Etf (MCHI) 0.3 $7.6M 150k 51.03
iShares 3-7 Year Treasury Bond ETF 3 7 Yr Treas Bd (IEI) 0.3 $7.1M 61k 117.45
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.2 $7.1M 19k 370.04
iShares MSCI Pacific ex Japan ETF Msci Pac Jp Etf (EPP) 0.2 $6.5M 123k 53.26
iShares Short Treasury Bond ETF Short Treas Bd (SHV) 0.2 $6.5M 59k 110.35
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.2 $6.4M 94k 68.41
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL) 0.2 $6.0M 27k 219.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $5.6M 16k 357.37
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) 0.2 $5.4M 11k 477.57
Deere & Company (DE) 0.2 $5.1M 8.1k 634.33
MasTec (MTZ) 0.2 $4.8M 12k 416.06
SPDR Gold Shares Gold Shs (GLD) 0.2 $4.5M 12k 368.38
Linde SHS 0.2 $4.4M 8.5k 518.96
iShares MSCI EAFE ETF Msci Eafe Etf (EFA) 0.2 $4.3M 42k 103.88
PG&E Corporation (PCG) 0.1 $4.2M 248k 16.82
United Rentals (URI) 0.1 $4.1M 3.7k 1132.89
iShares National Muni Bond ETF National Mun Etf (MUB) 0.1 $4.1M 38k 107.62
Meta Platforms Cl A (META) 0.1 $4.0M 7.1k 563.26
Vanguard FTSE Pacific ETF Ftse Pacific Etf (VPL) 0.1 $4.0M 35k 115.69
iShares Trust iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU) 0.1 $3.9M 24k 163.67
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) 0.1 $3.9M 18k 212.77
Novartis Foreign (NVSEF) 0.1 $3.8M 24k 156.64
Bristol Myers Squibb (BMY) 0.1 $3.5M 60k 57.62
Hilton Worldwide Holdings (HLT) 0.1 $3.5M 11k 330.46
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $3.3M 11k 300.46
Vulcan Materials Company (VMC) 0.1 $3.2M 11k 295.01
TransDigm Group Incorporated (TDG) 0.1 $3.2M 2.4k 1332.04
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.1 $3.1M 63k 50.23
Visa Com Cl A (V) 0.1 $3.1M 9.1k 343.10
Broadcom (AVGO) 0.1 $3.1M 8.2k 377.77
News Corp Cl A (NWSA) 0.1 $3.1M 123k 24.83
Charles Schwab Corporation (SCHW) 0.1 $3.0M 33k 92.27
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV) 0.1 $2.9M 30k 96.46
Capital One Financial (COF) 0.1 $2.8M 14k 200.62
Domino's Pizza (DPZ) 0.1 $2.8M 9.4k 296.04
iShares Residential and Multisector Real Estate ETF Residential Mult (REZ) 0.1 $2.7M 29k 94.69
Phillips 66 (PSX) 0.1 $2.6M 15k 169.05
iShares Semiconductor ETF Ishares Semicdtr (SOXX) 0.1 $2.6M 4.0k 640.78
S&p Global (SPGI) 0.1 $2.4M 6.0k 407.26
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.4M 6.8k 353.34
Xtrackers MSCI Europe Hedged Equity ETF Xtrack Msci Eurp (DBEU) 0.1 $2.4M 44k 53.96
Invesco China Technology ETF China Technlgy (CQQQ) 0.1 $2.4M 42k 57.03
iShares MSCI World ETF Msci World Etf (URTH) 0.1 $2.4M 12k 202.63
Intercontinental Exchange (ICE) 0.1 $2.4M 19k 123.11
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $2.2M 14k 163.58
Igm Financial (IGIFF) 0.1 $2.2M 14k 163.58
Seagate Technology SHS 0.1 $2.2M 2.3k 965.00
Seagate Technology Holdings Ord Shs (STX) 0.1 $2.2M 2.3k 965.00
Microchip Technology (MCHP) 0.1 $2.2M 24k 91.20
salesforce (CRM) 0.1 $2.0M 13k 156.66
iShares Expanded Tech-Software Sector ETF Expanded Tech (IGV) 0.1 $2.0M 22k 90.60
Howmet Aerospace (HWM) 0.1 $1.9M 7.2k 268.86
Global X Cybersecurity ETF Cybrscurty Etf (BUG) 0.1 $1.9M 49k 38.19
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.1 $1.7M 43k 40.29
iShares Core Growth Allocation ETF Grwt Allocat Etf (AOR) 0.1 $1.7M 24k 69.50
United Therapeutics Corporation (UTHR) 0.1 $1.7M 3.1k 541.83
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR) 0.1 $1.7M 15k 110.32
Incyte Corporation (INCY) 0.1 $1.6M 14k 113.36
Argenx SE Sponsored Adr (ARGX) 0.1 $1.5M 1.7k 927.77
Silver Spike Investment Corp (LIEN) 0.1 $1.4M 145k 9.77
iShares U.S. Home Construction ETF Us Home Cons Etf (ITB) 0.0 $1.4M 13k 104.48
SPDR Bloomberg 1-10 Year TIPS ETF Bloomberg 1 10 Year Tips Etf (TIPX) 0.0 $1.4M 72k 18.93
ACV Auctions Com Cl A (ACVA) 0.0 $1.3M 180k 7.19
BeiGene Sponsored Adr (ONC) 0.0 $1.3M 4.4k 284.97
Vanguard Global ex-U.S. Real Estate ETF Glb Ex Us Etf (VNQI) 0.0 $1.2M 27k 44.85
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.0 $1.2M 5.4k 227.06
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.0 $1.2M 5.2k 236.63
Coinbase Global Com Cl A (COIN) 0.0 $1.2M 8.3k 146.19
KraneShares CSI China Internet ETF Csi Chi Internet (KWEB) 0.0 $1.1M 47k 24.47
Cummins (CMI) 0.0 $1.1M 1.6k 713.11
Micron Technology (MU) 0.0 $1.1M 950.00 1154.29
General Electric Com New (GE) 0.0 $1.1M 2.9k 373.73
Eaton Corp SHS (ETN) 0.0 $1.0M 2.4k 426.11
General Motors Company (GM) 0.0 $992k 13k 77.08
Snap Cl A (SNAP) 0.0 $970k 218k 4.44
Johnson Controls International SHS (JCI) 0.0 $950k 6.5k 146.11
iShares MSCI United Kingdom ETF Msci Uk Etf New (EWU) 0.0 $919k 20k 46.14
Trane Technologies SHS (TT) 0.0 $919k 1.9k 491.16
Apollo Global Management Com Cl A 0.0 $874k 7.4k 118.31
iShares MSCI ACWI ex US ETF Msci Acwi Ex Us (ACWX) 0.0 $849k 11k 76.11
Xcel Energy (XEL) 0.0 $800k 10k 80.30
Blackstone Mortgage Trust Com Cl A (BXMT) 0.0 $790k 47k 16.95
NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU) 0.0 $788k 59k 13.36
Servicenow (NOW) 0.0 $729k 7.3k 99.28
Eversource Energy (ES) 0.0 $718k 9.9k 72.27
Vistra Energy (VST) 0.0 $687k 4.3k 158.63
Vertiv Holdings Com Cl A (VRT) 0.0 $643k 1.9k 334.82
Emerson Electric (EMR) 0.0 $616k 4.3k 143.16
Quanta Services (PWR) 0.0 $611k 848.00 720.04
Hldgs (UAL) 0.0 $608k 4.5k 136.00
CenterPoint Energy (CNP) 0.0 $579k 13k 44.04
Darling International (DAR) 0.0 $571k 10k 54.62
nVent Electric SHS (NVT) 0.0 $569k 3.4k 169.61
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.0 $567k 3.6k 158.23
Urogen Pharma (URGN) 0.0 $566k 15k 36.80
Delta Air Lines Com New (DAL) 0.0 $556k 5.9k 93.66
Waste Management (WM) 0.0 $554k 2.5k 222.91
Carrier Global Corporation (CARR) 0.0 $512k 7.0k 73.35
Tesla Motors (TSLA) 0.0 $505k 1.2k 420.73
Lowe's Companies (LOW) 0.0 $490k 2.2k 220.48
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV) 0.0 $484k 6.3k 76.55
Republic Services (RSG) 0.0 $481k 2.3k 213.12
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.0 $479k 8.0k 59.69
Union Pacific Corporation (UNP) 0.0 $469k 1.7k 272.05
Alcoa (AA) 0.0 $462k 8.9k 52.14
Netflix (NFLX) 0.0 $461k 6.5k 71.40
Safran SA Common Stock (SAFRF) 0.0 $456k 1.2k 394.11
Constellation Energy (CEG) 0.0 $454k 1.8k 248.38
Blackstone Group Inc Com Cl A (BX) 0.0 $433k 3.7k 117.66
Emcor (EME) 0.0 $423k 509.00 830.26
First Solar (FSLR) 0.0 $416k 1.8k 236.00
GFL Environmental Sub Vtg Shs (GFL) 0.0 $387k 11k 36.79
Franklin Covey (FC) 0.0 $376k 15k 24.53
Citigroup Com New (C) 0.0 $340k 2.4k 139.96
Allogene Therapeutics (ALLO) 0.0 $336k 162k 2.08
Hims & Hers Health Com Cl A (HIMS) 0.0 $312k 9.0k 34.67
Marvell Technology Group Ord 0.0 $312k 1.0k 297.76
Urban Edge Pptys (UE) 0.0 $301k 13k 22.88
Ameren Corporation (AEE) 0.0 $291k 2.6k 113.05
Entergy Corporation (ETR) 0.0 $290k 2.5k 114.84
Duke Energy Corp Com New (DUK) 0.0 $285k 2.3k 126.58
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $284k 3.9k 72.50
Shake Shack Cl A (SHAK) 0.0 $280k 5.0k 56.02
Toast Cl A (TOST) 0.0 $278k 10k 27.82
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Data And Infrast (SRVR) 0.0 $275k 8.7k 31.77
McDonald's Corporation (MCD) 0.0 $271k 1.0k 270.43
CF Industries Holdings (CF) 0.0 $264k 2.4k 108.26
Ford Motor Company (F) 0.0 $260k 19k 13.90
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf Industrial Relet (INDS) 0.0 $256k 6.4k 40.21
Vanguard Financials ETF Financials Etf (VFH) 0.0 $247k 1.9k 131.61
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) 0.0 $237k 3.0k 79.98
Kkr & Co (KKR) 0.0 $232k 2.5k 91.78
Berkshire Hathaway Cl B New (BRK.B) 0.0 $230k 459.00 500.39
Dow (DOW) 0.0 $227k 8.3k 27.36
Lennar Corp Cl A (LEN) 0.0 $222k 2.5k 90.50
Primoris Services (PRIM) 0.0 $222k 2.2k 99.12
Uber Technologies (UBER) 0.0 $221k 3.1k 72.16
Burberry Group Plc- (BURBY) 0.0 $170k 12k 14.20
Outbrain (TEAD) 0.0 $161k 209k 0.77
Ondas Holdings Com New (ONDS) 0.0 $140k 17k 8.24
Opendoor Technologies (OPEN) 0.0 $99k 21k 4.62
Cango Ads 0.0 $32k 155k 0.20
Bit Digital SHS (BTBT) 0.0 $18k 10k 1.80