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PARTNERS CAPITAL INVESTMENT GROUP, LLP — 13F Holdings & Portfolio

CIK 1694870 · latest 13F-HR filed 2026-08-13

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PARTNERS CAPITAL INVESTMENT GROUP, LLP manages $2.83B in 13F-reported U.S. long-equity assets across 186 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (19.37%), IEMG (6.22%), VGSH (5.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 26 new positions and exited 14; 79 existing positions rose in reported value and 46 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.83B

Long-equity book

Holdings
186

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+26 / −14 / ↑79 / ↓46

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV19.4% · -11%IEMG6.2% · -3%VGSH5.7% · -4%HEFA5.7% · -4%VTV5.4% · +9%VOO4.0% · +2%EMXC3.8% · +2%STIP3.7% · +3%VT3.4% · +23%IEFA3.3% · +5%DBJP2.5% · -4%ITOT2.4% · -13%SGOV2.2% · +7%TIP2.2% · +1%IEF1.7% · -6%REET1.6% · +2%VGIT1.4% · +3%ACWI1.3% · +8%SPY1.3% · -14%SNPS1.3% · -14%IAU1.1% · -2%LEMB0.8% · -8%DXJ0.7% · -0%SUB0.7% · -15%VTWO0.7% · +44%HEWJ0.7% · -14%HAWX0.7% · -5%SPYX0.6% · -18%XCEM0.6% · 0%EMLC0.6% · -16%SHY0.6% · +62%EWJ0.5% · -12%VNQ0.5% · -1%BIL0.5% · +32%PWRD0.5% · +0%IWV0.5% · +0%BILS0.4% · -5%DBEF0.4% · +0%XLE0.4% · -31%USHY0.3% · +29%ISRA0.3% · 0%QQQ0.3% · +1%VCSH0.3% · newMCHI0.3% · -11%IEI0.3% · +31%VTI0.2% · +0%EPP0.2% · 0%SHV0.2% · +1%EEM0.2% · +16%QUAL0.2% · -4%GOOGL0.2% · -7%TSM0.2% · -9%DE0.2% · -11%MTZ0.2% · -38%GLD0.2% · 0%LIN0.2% · -33%STX0.2% · 0%EFA0.2% · -41%PCG0.1% · +853%URI0.1% · -15%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 60.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

PARTNERS CAPITAL INVESTMENT GROUP, LLP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 iShares Core S&P 500 ETF IVV 464287200 $549.1M 19.37% 733,194 SH
2 iShares Core MSCI Emerging Markets ETF IEMG 46434G103 $176.4M 6.22% 2,129,728 SH
3 Vanguard Short-Term Treasury ETF VGSH 92206C102 $162.3M 5.73% 2,789,417 SH
4 iShares Currency Hedged MSCI EAFE ETF HEFA 46434V803 $160.5M 5.66% 3,419,467 SH
5 Vanguard Value ETF VTV 922908744 $151.8M 5.36% 696,729 SH
6 Vanguard S&P 500 ETF VOO 922908363 $114.4M 4.03% 166,503 SH
7 iShares MSCI Emerging Markets ex China ETF EMXC 46434G764 $106.9M 3.77% 1,044,702 SH
8 iShares 0-5 Year TIPS Bond ETF STIP 46429B747 $103.7M 3.66% 1,014,965 SH
9 Vanguard Total World Stock ETF VT 922042742 $95.3M 3.36% 606,900 SH
10 iShares Core MSCI EAFE ETF IEFA 46432F842 $93.3M 3.29% 966,288 SH
11 Xtrackers MSCI Japan Hedged Equity ETF DBJP 233051507 $71.8M 2.53% 625,798 SH
12 iShares Core S&P Total US Stock Market ETF ITOT 464287150 $69.3M 2.44% 421,882 SH
13 iShares 0-3 Month Treasury Bond ETF SGOV 46436E718 $63.6M 2.24% 632,080 SH
14 iShares TIPS Bond ETF TIP 464287176 $62.8M 2.22% 574,221 SH
15 iShares 7-10 Year Treasury Bond ETF IEF 464287440 $48.5M 1.71% 513,242 SH
16 iShares Global REIT ETF REET 46434V647 $45.1M 1.59% 1,631,844 SH
17 Vanguard Intermediate-Term Treasury ETF VGIT 92206C706 $39.7M 1.40% 673,161 SH
18 iShares MSCI ACWI ETF ACWI 464288257 $37.9M 1.34% 241,678 SH
19 SPDR S&P 500 ETF Trust SPY 78462F103 $36.7M 1.30% 49,196 SH
20 Synopsys Inc SNPS 871607107 $36.7M 1.30% 49,196 SH
21 iShares Gold Trust IAU 464285105 $30.0M 1.06% 397,825 SH
22 iShares J.P. Morgan EM Local Currency Bond ETF LEMB 464286517 $22.3M 0.78% 524,424 SH
23 WisdomTree Japan Hedged Equity Fund DXJ 97717W851 $20.5M 0.72% 118,136 SH
24 iShares Short-Term National Muni Bond ETF SUB 464288158 $20.2M 0.71% 189,853 SH
25 Vanguard Russell 2000 ETF VTWO 92206C664 $20.1M 0.71% 165,262 SH
26 iShares Currency Hedged MSCI Japan ETF HEWJ 46434V886 $19.1M 0.67% 295,885 SH
27 iShares Currency Hedged MSCI ACWI EX US ETF HAWX 46435G847 $18.6M 0.66% 400,263 SH
28 SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX 78468R796 $17.8M 0.63% 291,227 SH
29 Columbia EM Core ex-China ETF XCEM 19762B202 $16.9M 0.60% 320,043 SH
30 VanEck J. P. Morgan EM Local Currency Bond ETF EMLC 92189H300 $16.5M 0.58% 645,385 SH
31 iShares 1-3 Year Treasury Bond ETF SHY 464287457 $15.7M 0.55% 191,523 SH
32 iShares MSCI Japan ETF EWJ 46434G822 $15.2M 0.53% 162,538 SH
33 Vanguard Real Estate ETF VNQ 922908553 $13.8M 0.49% 143,539 SH
34 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BIL 78468R663 $13.4M 0.47% 146,466 SH
35 TCW Transform Systems ETF PWRD 29287L205 $13.0M 0.46% 105,393 SH
36 iShares Russell 3000 ETF IWV 464287689 $12.8M 0.45% 29,975 SH
37 SPDR Bloomberg 3-12 Month T-Bill ETF BILS 78468R523 $11.2M 0.40% 113,143 SH
38 Xtrackers MSCI EAFE Hedged Equity ETF DBEF 233051200 $11.0M 0.39% 200,905 SH
39 Energy Select Sector SPDR Fund XLE 81369Y506 $10.9M 0.38% 205,262 SH
40 iShares Broad USD High Yield Corporate Bond ETF USHY 46435U853 $9.6M 0.34% 260,361 SH
41 VanEck Israel ETF ISRA 92189F635 $9.6M 0.34% 147,257 SH
42 Invesco QQQ Trust Series 1 QQQ 46090E103 $8.4M 0.30% 11,365 SH
43 Vanguard Short-Term Corporate Bond ETF VCSH 92206C409 $8.1M 0.29% 102,742 SH
44 iShares MSCI China ETF MCHI 46429B671 $7.6M 0.27% 149,450 SH
45 iShares 3-7 Year Treasury Bond ETF IEI 464288661 $7.1M 0.25% 60,622 SH
46 Vanguard Total Stock Market ETF VTI 922908769 $7.1M 0.25% 19,106 SH
47 iShares MSCI Pacific ex Japan ETF EPP 464286665 $6.5M 0.23% 122,547 SH
48 iShares Short Treasury Bond ETF SHV 464288679 $6.5M 0.23% 58,476 SH
49 iShares MSCI Emerging Markets ETF EEM 464287234 $6.4M 0.23% 94,056 SH
50 iShares Edge MSCI USA Quality Factor ETF QUAL 46432F339 $6.0M 0.21% 27,341 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $2.83B 186 0001104659-26-096053
2026-03-31 2026-05-12 $2.65B 174 0001104659-26-059167
2025-12-31 2026-02-13 $2.68B 166 0001104659-26-014776
2025-09-30 2025-10-31 $2.52B 162 0001104659-25-104708
Filer Information
Address
600 ATLANTIC AVENUE
30TH FLOOR
BOSTON, MA 02210
Phone
(617) 292-2570
Filing Manager
PARTNERS CAPITAL INVESTMENT GROUP, LLP
BOSTON, MA
Signatory
Nelda Kacyem
CCO, Senior Principal