Partners Capital Investment Group, Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.65B
Q ending 2026-03-31
Prior quarter
$2.68B
Q ending 2025-12-31
Change
-1.1% QoQ · -55.1% YoY
Positions
174
reported holdings
Largest positions
Top 100 of 174 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $536.8M | 822K |
| Vanguard Short-Term Treasury Etf | VGSH | Shares | $170.8M | 2.9M |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $152.6M | 2.2M |
| Ishares Currency Hedged Msci Eafe | HEFA | Shares | $152.1M | 3.6M |
| Vanguard Value Etf | VTV | Shares | $125.7M | 640K |
| Ishares 0-5 Year Tips Bond Etf | STIP | Shares | $101.8M | 984K |
| Vanguard S&P 500 Etf | VOO | Shares | $97.5M | 163K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $83.3M | 920K |
| Ishares Msci Emerging Markets Ex C | EMXC | Shares | $80.4M | 1.0M |
| Ishares Core S&P Total Us Stock Ma | ITOT | Shares | $69.0M | 485K |
| Vanguard Total World Stock Etf | VT | Shares | $68.3M | 494K |
| Xtrackers Msci Japan Hedged Equity | DBJP | Shares | $66.2M | 655K |
| Ishares Tips Bond Etf | TIP | Shares | $62.8M | 569K |
| Ishares 0-3 Month Treasury Bond Et | SGOV | Shares | $59.5M | 591K |
| Ishares 7-10 Year Treasury Bond Et | IEF | Shares | $52.0M | 545K |
| Ishares Global Reit Etf | REET | Shares | $40.1M | 1.6M |
| Vanguard Intermediate-Term Treasur | VGIT | Shares | $38.9M | 652K |
| Spdr S&P 500 Etf Trust | SPY | Shares | $37.2M | 57K |
| Synopsys Inc | SNPS | Shares | $37.2M | 57K |
| Ishares Gold Trust | IAU | Shares | $35.8M | 406K |
| Ishares Msci Acwi Etf | ACWI | Shares | $30.9M | 223K |
| Ishares Short-Term National Muni B | SUB | Shares | $23.7M | 222K |
| Ishares J.P. Morgan Em Local Curre | LEMB | Shares | $23.3M | 571K |
| Vaneck J. P. Morgan Em Local Curre | EMLC | Shares | $19.4M | 773K |
| Ishares Currency Hedged Msci Japan | HEWJ | Shares | $19.3M | 344K |
| Spdr S&P 500 Fossil Fuel Reserves | SPYX | Shares | $18.9M | 357K |
| Wisdomtree Japan Hedged Equity Fun | DXJ | Shares | $18.8M | 119K |
| Energy Select Sector Spdr Fund | XLE | Shares | $18.2M | 296K |
| Ishares Currency Hedged Msci Acwi | HAWX | Shares | $17.2M | 421K |
| Ishares Msci Japan Etf | EWJ | Shares | $15.5M | 184K |
| Columbia Em Core Ex-China Etf | XCEM | Shares | $13.1M | 320K |
| Vanguard Real Estate Etf | VNQ | Shares | $12.9M | 145K |
| Spdr Bloomberg 3-12 Month T-Bill E | BILS | Shares | $11.9M | 119K |
| Vanguard Russell 2000 Etf | VTWO | Shares | $11.5M | 115K |
| Ishares Russell 3000 Etf | IWV | Shares | $11.1M | 30K |
| Tcw Transform Systems Etf | PWRD | Shares | $10.3M | 105K |
| Spdr Bloomberg Barclays 1-3 Month | BIL | Shares | $10.2M | 111K |
| Xtrackers Msci Eafe Hedged Equity | DBEF | Shares | $9.9M | 200K |
| Ishares 1-3 Year Treasury Bond Etf | SHY | Shares | $9.7M | 118K |
| Ishares Msci China Etf | MCHI | Shares | $9.5M | 168K |
| Ishares Russell 2000 Etf | IWM | Shares | $9.0M | 36K |
| Vaneck Israel Etf | ISRA | Shares | $8.9M | 147K |
| Ishares Broad Usd High Yield Corpo | USHY | Shares | $7.4M | 201K |
| Ishares Msci Eafe Etf | EFA | Shares | $6.8M | 71K |
| Ishares Msci Pacific Ex Japan Etf | EPP | Shares | $6.5M | 123K |
| Invesco Qqq Trust Series 1 | QQQ | Shares | $6.5M | 11K |
| Ishares Short Treasury Bond Etf | SHV | Shares | $6.4M | 58K |
| Linde Plc | Shares | $6.3M | 13K | |
| Vanguard Total Stock Market Etf | VTI | Shares | $6.1M | 19K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $6.0M | 31K |
| Mastec Inc | MTZ | Shares | $6.0M | 19K |
| Ishares 3-7 Year Treasury Bond Etf | IEI | Shares | $5.5M | 46K |
| Ishares Edge Msci Usa Quality Fact | QUAL | Shares | $5.5M | 29K |
| Spdr Gold Shares | GLD | Shares | $5.3M | 12K |
| Deere & Co | DE | Shares | $5.1M | 9K |
| Microsoft Corp | MSFT | Shares | $5.1M | 14K |
| Alphabet Inc | GOOGL | Shares | $4.8M | 17K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $4.6M | 81K |
| Ishares Msci World Etf | URTH | Shares | $4.6M | 25K |
| Bristol-Myers Squibb Co | BMY | Shares | $4.3M | 71K |
| Novartis Ag | Shares | $4.3M | 28K | |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $4.2M | 13K |
| Meta Platforms Inc | META | Shares | $4.2M | 7K |
| Vanguard Ftse Pacific Etf | VPL | Shares | $3.8M | 39K |
| Hilton Worldwide Holdings Inc | HLT | Shares | $3.7M | 12K |
| Charles Schwab Corp/The | SCHW | Shares | $3.6M | 39K |
| Restaurant Brands International In | QSR | Shares | $3.6M | 48K |
| News Corp | NWSA | Shares | $3.6M | 143K |
| Intercontinental Exchange Inc | ICE | Shares | $3.5M | 22K |
| Vulcan Materials Co | VMC | Shares | $3.5M | 13K |
| Ishares Trust Ishares Esg Aware Ms | ESGU | Shares | $3.4M | 24K |
| Ferguson Plc | Shares | $3.3M | 14K | |
| Ishares National Muni Bond Etf | MUB | Shares | $3.3M | 31K |
| Transdigm Group Inc | TDG | Shares | $3.2M | 3K |
| Visa Inc | V | Shares | $3.2M | 11K |
| United Rentals Inc | URI | Shares | $3.1M | 4K |
| Capital One Financial Corp | COF | Shares | $3.0M | 16K |
| S&P Global Inc | SPGI | Shares | $3.0M | 7K |
| Broadcom Inc | AVGO | Shares | $2.9M | 9K |
| Salesforce.Com Inc | CRM | Shares | $2.8M | 15K |
| Ishares Edge Msci Min Vol Usa Etf | USMV | Shares | $2.7M | 29K |
| Tyler Technologies Inc | TYL | Shares | $2.6M | 8K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $2.4M | 49K |
| Xtrackers Msci Europe Hedged Equit | DBEU | Shares | $2.4M | 50K |
| Ishares Residential And Multisecto | REZ | Shares | $2.4M | 29K |
| United Therapeutics Corp | UTHR | Shares | $2.2M | 4K |
| Ishares U.S. Home Construction Etf | ITB | Shares | $2.1M | 23K |
| Ishares Msci India Etf | INDA | Shares | $2.0M | 42K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Ishares Msci Acwi Ex Us Etf | ACWX | Shares | $1.8M | 26K |
| Spdr Blackstone Senior Loan Etf | SRLN | Shares | $1.7M | 42K |
| Trane Technologies Plc | Shares | $1.7M | 4K | |
| Howmet Aerospace Inc | HWM | Shares | $1.7M | 7K |
| Igm Financial Inc | IGIFF | Shares | $1.6M | 14K |
| Ishares Expanded Tech Sector Etf | IGM | Shares | $1.6M | 14K |
| Ishares Core Growth Allocation Etf | AOR | Shares | $1.6M | 24K |
| Incyte Corp | INCY | Shares | $1.5M | 16K |
| Ishares Expanded Tech-Software Sec | IGV | Shares | $1.5M | 19K |
| Beigene Ltd | ONC | Shares | $1.5M | 5K |
| Emerson Electric Co | EMR | Shares | $1.5M | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.