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

CIK 1694870 · latest 13F-HR filed 2026-05-12

Backtest portfolio

PARTNERS CAPITAL INVESTMENT GROUP, LLP manages $2.65B in 13F-reported U.S. long-equity assets across 174 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (20.22%), VGSH (6.43%), IEMG (5.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 7, added to 42, and trimmed 69.

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

$2.65B

Long-equity book

Holdings

174

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+15 / −7 / ↑42 / ↓69

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • iShares 0-3 Month Treasury Bond ETF$30.7M +106.4%
  • iShares Core MSCI EAFE ETF$15.2M +22.4%
  • iShares Core MSCI Emerging Markets ETF$10.4M +7.3%
  • iShares Currency Hedged MSCI EAFE ETF$9.7M +6.8%
  • Vanguard Value ETF$9.3M +8.0%
Show all 42 →

Top Trims

  • iShares Core S&P 500 ETF-$57.4M -9.7%
  • iShares 0-5 Year TIPS Bond ETF-$30.3M -23.0%
  • Vanguard S&P 500 ETF-$17.3M -15.1%
  • iShares TIPS Bond ETF-$16.6M -20.9%
  • Vanguard Total World Stock ETF-$12.4M -15.4%
Show all 69 →

New Positions

  • VanEck J. P. Morgan EM Local Currency Bond ETF$19.4M
  • iShares U.S. Home Construction ETF$2.1M
  • Parker-Hannifin Corp$1.5M
  • General Electric Co$1.4M
  • Johnson Controls International plc$1.4M
Show all 15 →

Exited Positions

  • Apple Inc$3.4M
  • John Bean Technologies Corp$2.1M
  • Iris Energy Ltd$415.5K
  • Invesco Nasdaq Biotechnology ETF$366.8K
  • Kimberly-Clark Corp$252.2K
Show all 7 →
All Holdings

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 $536.8M 20.22% 821,849 SH
2 Vanguard Short-Term Treasury ETF VGSH 92206C102 $170.8M 6.43% 2,917,104 SH
3 iShares Core MSCI Emerging Markets ETF IEMG 46434G103 $152.6M 5.75% 2,187,140 SH
4 iShares Currency Hedged MSCI EAFE ETF HEFA 46434V803 $152.1M 5.73% 3,579,217 SH
5 Vanguard Value ETF VTV 922908744 $125.7M 4.73% 640,487 SH
6 iShares 0-5 Year TIPS Bond ETF STIP 46429B747 $101.8M 3.83% 983,845 SH
7 Vanguard S&P 500 ETF VOO 922908363 $97.5M 3.67% 163,083 SH
8 iShares Core MSCI EAFE ETF IEFA 46432F842 $83.3M 3.14% 919,863 SH
9 iShares MSCI Emerging Markets ex China ETF EMXC 46434G764 $80.4M 3.03% 1,022,259 SH
10 iShares Core S&P Total US Stock Market ETF ITOT 464287150 $69.0M 2.60% 484,522 SH
11 Vanguard Total World Stock ETF VT 922042742 $68.3M 2.57% 493,679 SH
12 Xtrackers MSCI Japan Hedged Equity ETF DBJP 233051507 $66.2M 2.49% 655,348 SH
13 iShares TIPS Bond ETF TIP 464287176 $62.8M 2.37% 569,232 SH
14 iShares 0-3 Month Treasury Bond ETF SGOV 46436E718 $59.5M 2.24% 590,975 SH
15 iShares 7-10 Year Treasury Bond ETF IEF 464287440 $52.0M 1.96% 544,561 SH
16 iShares Global REIT ETF REET 46434V647 $40.1M 1.51% 1,596,022 SH
17 Vanguard Intermediate-Term Treasury ETF VGIT 92206C706 $38.9M 1.46% 652,463 SH
18 SPDR S&P 500 ETF Trust SPY 78462F103 $37.2M 1.40% 57,179 SH
19 Synopsys Inc SNPS 871607107 $37.2M 1.40% 57,179 SH
20 iShares Gold Trust IAU 464285105 $35.8M 1.35% 406,426 SH
21 iShares MSCI ACWI ETF ACWI 464288257 $30.9M 1.16% 223,032 SH
22 iShares Short-Term National Muni Bond ETF SUB 464288158 $23.7M 0.89% 222,273 SH
23 iShares J.P. Morgan EM Local Currency Bond ETF LEMB 464286517 $23.3M 0.88% 571,451 SH
24 VanEck J. P. Morgan EM Local Currency Bond ETF EMLC 92189H300 $19.4M 0.73% 773,331 SH
25 iShares Currency Hedged MSCI Japan ETF HEWJ 46434V886 $19.3M 0.73% 343,797 SH
26 SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX 78468R796 $18.9M 0.71% 357,185 SH
27 WisdomTree Japan Hedged Equity Fund DXJ 97717W851 $18.8M 0.71% 118,546 SH
28 Energy Select Sector SPDR Fund XLE 81369Y506 $18.2M 0.68% 296,295 SH
29 iShares Currency Hedged MSCI ACWI EX US ETF HAWX 46435G847 $17.2M 0.65% 420,782 SH
30 iShares MSCI Japan ETF EWJ 46434G822 $15.5M 0.59% 184,019 SH
31 Columbia EM Core ex-China ETF XCEM 19762B202 $13.1M 0.49% 320,043 SH
32 Vanguard Real Estate ETF VNQ 922908553 $12.9M 0.48% 144,944 SH
33 SPDR Bloomberg 3-12 Month T-Bill ETF BILS 78468R523 $11.9M 0.45% 119,196 SH
34 Vanguard Russell 2000 ETF VTWO 92206C664 $11.5M 0.43% 114,697 SH
35 iShares Russell 3000 ETF IWV 464287689 $11.1M 0.42% 29,907 SH
36 TCW Transform Systems ETF PWRD 29287L205 $10.3M 0.39% 105,340 SH
37 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BIL 78468R663 $10.2M 0.38% 110,881 SH
38 Xtrackers MSCI EAFE Hedged Equity ETF DBEF 233051200 $9.9M 0.37% 199,828 SH
39 iShares 1-3 Year Treasury Bond ETF SHY 464287457 $9.7M 0.37% 117,887 SH
40 iShares MSCI China ETF MCHI 46429B671 $9.5M 0.36% 168,407 SH
41 iShares Russell 2000 ETF IWM 464287655 $9.0M 0.34% 36,279 SH
42 VanEck Israel ETF ISRA 92189F635 $8.9M 0.34% 147,257 SH
43 iShares Broad USD High Yield Corporate Bond ETF USHY 46435U853 $7.4M 0.28% 201,447 SH
44 iShares MSCI EAFE ETF EFA 464287465 $6.8M 0.26% 70,524 SH
45 iShares MSCI Pacific ex Japan ETF EPP 464286665 $6.5M 0.25% 122,513 SH
46 Invesco QQQ Trust Series 1 QQQ 46090E103 $6.5M 0.25% 11,277 SH
47 iShares Short Treasury Bond ETF SHV 464288679 $6.4M 0.24% 57,957 SH
48 Linde PLC LIN G5494J103 $6.3M 0.24% 12,730 SH
49 Vanguard Total Stock Market ETF VTI 922908769 $6.1M 0.23% 19,052 SH
50 Invesco S&P 500 Equal Weight ETF RSP 46137V357 $6.0M 0.23% 31,484 SH
Filing History
Period Filed AUM Holdings Accession
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