Partners Capital Investment Group, Llp Portfolio Stock Holdings
Partners Capital Investment Group, Llp disclosed 174 stock positions valued at approximately $2.7 billion in its latest SEC 13F filing. The largest holdings include iShares Core S&P 500 ETF, Vanguard Short-Term Treasury ETF, and iShares Core MSCI Emerging Markets ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 174
- Portfolio Value
- $2.7B
Holdings by Sector
Partners Capital Investment Group, Llp Portfolio Holdings in Q1 2026
164 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | IVV | Other | 20.22% | 821,849 | -45,799 | -5.28% | $536,840,110 |
| Vanguard Short-Term Treasury ETF | VGSH | Other | 6.43% | 2,917,104 | +17,175 | +0.59% | $170,767,268 |
| iShares Core MSCI Emerging Markets ETF | IEMG | Other | 5.75% | 2,187,140 | +73,058 | +3.46% | $152,553,021 |
| iShares Currency Hedged MSCI EAFE ETF | HEFA | Other | 5.73% | 3,579,217 | +136,946 | +3.98% | $152,098,833 |
| Vanguard Value ETF | VTV | Other | 4.73% | 640,487 | +31,120 | +5.11% | $125,663,491 |
| iShares 0-5 Year TIPS Bond ETF | STIP | Other | 3.83% | 983,845 | -306,270 | -23.74% | $101,759,140 |
| Vanguard S&P 500 ETF | VOO | Other | 3.67% | 163,083 | -19,865 | -10.86% | $97,450,540 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 3.14% | 919,863 | +159,214 | +20.93% | $83,275,238 |
| iShares MSCI Emerging Markets ex China ETF | EMXC | Other | 3.03% | 1,022,259 | -133,165 | -11.53% | $80,410,912 |
| iShares Core S&P Total US Stock Market ETF | ITOT | Other | 2.60% | 484,522 | +18,188 | +3.90% | $69,010,419 |
| Vanguard Total World Stock ETF | VT | Other | 2.57% | 493,679 | -78,627 | -13.74% | $68,285,669 |
| Xtrackers MSCI Japan Hedged Equity ETF | DBJP | Other | 2.49% | 655,348 | -17,550 | -2.61% | $66,203,868 |
| iShares TIPS Bond ETF | TIP | Other | 2.37% | 569,232 | -153,037 | -21.19% | $62,820,444 |
| iShares 0-3 Month Treasury Bond ETF | SGOV | Other | 2.24% | 590,975 | +303,884 | +105.85% | $59,487,530 |
| iShares 7-10 Year Treasury Bond ETF | IEF | Other | 1.96% | 544,561 | +44,369 | +8.87% | $51,972,898 |
| iShares Global REIT ETF | REET | Other | 1.51% | 1,596,022 | +32,215 | +2.06% | $40,139,956 |
| Vanguard Intermediate-Term Treasury ETF | VGIT | Other | 1.46% | 652,463 | +105,517 | +19.29% | $38,854,184 |
| SPDR S&P 500 ETF Trust | SPY | Other | 1.40% | 57,179 | +164 | +0.29% | $37,185,833 |
| Synopsys Inc | SNPS | Technology | 1.40% | 57,179 | +164 | +0.29% | $37,185,833 |
| iShares MSCI ACWI ETF | ACWI | Other | 1.16% | 223,032 | -65,181 | -22.62% | $30,860,971 |
| iShares Short-Term National Muni Bond ETF | SUB | Other | 0.89% | 222,273 | +63,079 | +39.62% | $23,672,113 |
| iShares J.P. Morgan EM Local Currency Bond ETF | LEMB | Other | 0.88% | 571,451 | +185,637 | +48.12% | $23,315,217 |
| VanEck J. P. Morgan EM Local Currency Bond ETF | EMLC | Other | 0.73% | 773,331 | +773,331 | +100.00% | $19,418,348 |
| iShares Currency Hedged MSCI Japan ETF | HEWJ | Other | 0.73% | 343,797 | -17,786 | -4.92% | $19,348,918 |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | SPYX | Other | 0.71% | 357,185 | +863 | +0.24% | $18,941,496 |
| WisdomTree Japan Hedged Equity Fund | DXJ | Other | 0.71% | 118,546 | - | - | $18,799,056 |
| Energy Select Sector SPDR Fund | XLE | Other | 0.68% | 296,295 | - | - | $18,151,008 |
| iShares Currency Hedged MSCI ACWI EX US ETF | HAWX | Other | 0.65% | 420,782 | -13,857 | -3.19% | $17,205,773 |
| iShares MSCI Japan ETF | EWJ | Other | 0.59% | 184,019 | -28,662 | -13.48% | $15,538,601 |
| Columbia EM Core ex-China ETF | XCEM | Other | 0.49% | 320,043 | - | - | $13,060,968 |
| Vanguard Real Estate ETF | VNQ | Other | 0.48% | 144,944 | +1,542 | +1.08% | $12,856,552 |
| SPDR Bloomberg 3-12 Month T-Bill ETF | BILS | Other | 0.45% | 119,196 | +669 | +0.56% | $11,852,854 |
| Vanguard Russell 2000 ETF | VTWO | Other | 0.43% | 114,697 | +231 | +0.20% | $11,489,163 |
| iShares Russell 3000 ETF | IWV | Other | 0.42% | 29,907 | +60 | +0.20% | $11,086,035 |
| TCW Transform Systems ETF | NETZ | Other | 0.39% | 105,340 | - | - | $10,298,681 |
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | BIL | Other | 0.38% | 110,881 | +28,379 | +34.40% | $10,161,114 |
| Xtrackers MSCI EAFE Hedged Equity ETF | DBEF | Other | 0.37% | 199,828 | +24,274 | +13.83% | $9,871,509 |
| iShares 1-3 Year Treasury Bond ETF | SHY | Other | 0.37% | 117,887 | +11,511 | +10.82% | $9,733,926 |
| iShares MSCI China ETF | MCHI | Other | 0.36% | 168,407 | - | - | $9,461,080 |
| iShares Russell 2000 ETF | IWM | Other | 0.34% | 36,279 | -920 | -2.47% | $8,997,202 |
| VanEck Israel ETF | ISRA | Other | 0.34% | 147,257 | - | - | $8,903,650 |
| iShares Broad USD High Yield Corporate Bond ETF | USHY | Other | 0.28% | 201,447 | -57,379 | -22.17% | $7,421,303 |
| iShares MSCI EAFE ETF | EFA | Other | 0.26% | 70,524 | -48,613 | -40.80% | $6,849,984 |
| iShares MSCI Pacific ex Japan ETF | EPP | Other | 0.25% | 122,513 | +3,729 | +3.14% | $6,510,335 |
| Invesco QQQ Trust Series 1 | QQQ | Other | 0.25% | 11,277 | +171 | +1.54% | $6,508,793 |
| iShares Short Treasury Bond ETF | SHV | Other | 0.24% | 57,957 | +339 | +0.59% | $6,397,889 |
| Vanguard Total Stock Market ETF | VTI | Other | 0.23% | 19,052 | +683 | +3.72% | $6,112,172 |
| Invesco S&P 500 Equal Weight ETF | RSP | Other | 0.23% | 31,484 | +134 | +0.43% | $6,042,448 |
| MasTec Inc | MTZ | Industrials | 0.23% | 18,630 | -1,993 | -9.66% | $5,994,016 |
| iShares 3-7 Year Treasury Bond ETF | IEI | Other | 0.21% | 46,362 | +33,565 | +262.29% | $5,498,476 |
| iShares Edge MSCI USA Quality Factor ETF | QUAL | Other | 0.21% | 28,593 | -1,196 | -4.01% | $5,484,515 |
| SPDR Gold Shares | GLD | Other | 0.20% | 12,310 | - | - | $5,296,870 |
| Deere & Co | DE | Industrials | 0.19% | 9,141 | +1,298 | +16.55% | $5,149,125 |
| Microsoft Corp | MSFT | Technology | 0.19% | 13,791 | -1,537 | -10.03% | $5,104,969 |
| Alphabet Inc | GOOGL | Communication Services | 0.18% | 16,821 | -1,256 | -6.95% | $4,837,184 |
| iShares MSCI Emerging Markets ETF | EEM | Other | 0.17% | 81,461 | - | - | $4,626,143 |
| iShares MSCI World ETF | URTH | Other | 0.17% | 25,430 | -990 | -3.75% | $4,577,833 |
| Bristol-Myers Squibb Co | BMY | Healthcare | 0.16% | 70,708 | -8,264 | -10.46% | $4,288,440 |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | Technology | 0.16% | 12,542 | -1,465 | -10.46% | $4,238,569 |
| Meta Platforms Inc | META | Communication Services | 0.16% | 7,278 | -1,647 | -18.45% | $4,164,189 |
| Vanguard FTSE Pacific ETF | VPL | Other | 0.14% | 38,721 | -4,184 | -9.75% | $3,784,231 |
| Hilton Worldwide Holdings Inc | HLT | Consumer Cyclical | 0.14% | 12,318 | -1,439 | -10.46% | $3,745,657 |
| Charles Schwab Corp/The | SCHW | Financial Services | 0.14% | 38,623 | -4,514 | -10.46% | $3,629,790 |
| Restaurant Brands International Inc | QSR | Consumer Cyclical | 0.13% | 48,294 | -5,645 | -10.47% | $3,568,927 |
| News Corp | NWSA | Communication Services | 0.13% | 143,137 | -15,992 | -10.05% | $3,568,405 |
| Intercontinental Exchange Inc | ICE | Financial Services | 0.13% | 22,346 | -2,613 | -10.47% | $3,514,579 |
| Vulcan Materials Co | VMC | Basic Materials | 0.13% | 12,694 | -1,405 | -9.97% | $3,456,576 |
| iShares Trust iShares ESG Aware MSCI USA ETF | ESGU | Other | 0.13% | 24,069 | +63 | +0.26% | $3,403,793 |
| Ferguson PLC | FERG | Other | 0.12% | 14,212 | -1,661 | -10.46% | $3,315,091 |
| iShares National Muni Bond ETF | MUB | Other | 0.12% | 31,123 | +164 | +0.53% | $3,303,736 |
| Transdigm Group Inc | TDG | Industrials | 0.12% | 2,794 | -303 | -9.78% | $3,238,134 |
| Visa Inc | V | Financial Services | 0.12% | 10,658 | -1,698 | -13.74% | $3,221,181 |
| United Rentals Inc | URI | Industrials | 0.12% | 4,281 | -501 | -10.48% | $3,118,965 |
| Capital One Financial Corp | COF | Financial Services | 0.11% | 16,302 | -1,900 | -10.44% | $2,973,974 |
| S&P Global Inc | SPGI | Financial Services | 0.11% | 6,991 | -818 | -10.48% | $2,973,552 |
| Broadcom Inc | AVGO | Technology | 0.11% | 9,213 | -1,075 | -10.45% | $2,851,516 |
| salesforce.com Inc | CRM | Technology | 0.11% | 15,137 | -1,770 | -10.47% | $2,825,624 |
| iShares Edge MSCI Min Vol USA ETF | USMV | Other | 0.10% | 29,465 | +124 | +0.42% | $2,732,580 |
| Tyler Technologies Inc | TYL | Technology | 0.10% | 7,522 | -880 | -10.47% | $2,575,382 |
| Vanguard Short-Term Inflation-Protected Securities ETF | VTIP | Other | 0.09% | 48,597 | - | - | $2,427,436 |
| Xtrackers MSCI Europe Hedged Equity ETF | DBEU | Other | 0.09% | 49,649 | -16,091 | -24.48% | $2,418,923 |
| iShares Residential and Multisector Real Estate ETF | REZ | Other | 0.09% | 28,990 | - | - | $2,412,267 |
| United Therapeutics Corp | UTHR | Healthcare | 0.08% | 3,651 | -425 | -10.43% | $2,164,970 |
| iShares U.S. Home Construction ETF | ITB | Other | 0.08% | 22,858 | +22,858 | +100.00% | $2,069,819 |
| iShares MSCI India ETF | INDA | Other | 0.07% | 41,894 | - | - | $1,962,315 |
| Alphabet Inc | GOOG | Communication Services | 0.07% | 6,810 | -950 | -12.24% | $1,953,547 |
| iShares MSCI ACWI ex US ETF | ACWX | Other | 0.07% | 26,047 | +13,453 | +106.82% | $1,783,406 |
| SPDR Blackstone Senior Loan ETF | SRLN | Other | 0.06% | 42,312 | -69,494 | -62.16% | $1,698,418 |
| Trane Technologies PLC | TT | Other | 0.06% | 4,042 | +2,830 | +233.50% | $1,684,463 |
| Howmet Aerospace Inc | HWM | Industrials | 0.06% | 7,200 | - | - | $1,659,312 |
| iShares Expanded Tech Sector ETF | IGM | Other | 0.06% | 13,550 | +3 | +0.02% | $1,605,766 |
| iShares Core Growth Allocation ETF | AOR | Other | 0.06% | 24,307 | +16,639 | +216.99% | $1,564,155 |
| Incyte Corp | INCY | Healthcare | 0.06% | 16,343 | -1,910 | -10.46% | $1,538,203 |
| iShares Expanded Tech-Software Sector ETF | IGV | Other | 0.06% | 19,199 | +6,030 | +45.79% | $1,536,880 |
| BeiGene Ltd | BGNE | Healthcare | 0.06% | 5,144 | -600 | -10.45% | $1,527,614 |
| Emerson Electric Co | EMR | Industrials | 0.06% | 11,597 | +8,016 | +223.85% | $1,519,439 |
| Xcel Energy Inc | XEL | Utilities | 0.06% | 18,903 | +13,692 | +262.75% | $1,501,654 |
| iShares Russell Mid-Cap ETF | IWR | Other | 0.06% | 15,280 | +41 | +0.27% | $1,485,716 |
| Parker-Hannifin Corp | PH | Industrials | 0.05% | 1,630 | +1,630 | +100.00% | $1,459,241 |
| Coinbase Global Inc | COIN | Financial Services | 0.05% | 8,305 | +6,567 | +377.85% | $1,450,136 |