PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK: 0001694870SEC EDGAR →
Portfolio Value
$2.7B
Holdings
166
As of
Q4 2025
New Positions
166
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | 867,648 | $594.3M | 22.14% |
| 2 | Vanguard Short-Term Treasury ETF | 2,899,929 | $170.3M | 6.35% |
| 3 | iShares Currency Hedged MSCI EAFE ETF | 3,442,271 | $142.4M | 5.31% |
| 4 | iShares Core MSCI Emerging Markets ETF | 2,114,082 | $142.1M | 5.30% |
| 5 | iShares 0-5 Year TIPS Bond ETF | 1,290,115 | $132.1M | 4.92% |
| 6 | Vanguard Value ETF | 609,367 | $116.4M | 4.34% |
| 7 | Vanguard S&P 500 ETF | 182,948 | $114.7M | 4.28% |
| 8 | iShares MSCI Emerging Markets ex China ETF | 1,155,424 | $84.0M | 3.13% |
| 9 | Vanguard Total World Stock ETF | 572,306 | $80.7M | 3.01% |
| 10 | iShares TIPS Bond ETF | 722,269 | $79.4M | 2.96% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (166)
$594.3M · 868K shares
$170.3M · 2.9M shares
$142.4M · 3.4M shares
$142.1M · 2.1M shares
$132.1M · 1.3M shares
$116.4M · 609K shares
$114.7M · 183K shares
$84.0M · 1.2M shares
$80.7M · 572K shares
$79.4M · 722K shares
$69.3M · 466K shares
$68.0M · 761K shares
$63.7M · 673K shares
$48.1M · 500K shares
$40.8M · 288K shares
$39.0M · 1.6M shares
$38.9M · 57K shares
$38.9M · 57K shares
$32.8M · 547K shares
$30.6M · 376K shares
$28.8M · 287K shares
$20.0M · 356K shares
$19.1M · 362K shares
$17.2M · 213K shares
$17.2M · 435K shares
$17.1M · 119K shares
$17.0M · 159K shares
$16.0M · 386K shares
$13.2M · 296K shares
$12.7M · 143K shares
$12.3M · 320K shares
$11.8M · 119K shares
$11.5M · 30K shares
$11.4M · 119K shares
$11.4M · 114K shares
$10.1M · 105K shares
$10.1M · 168K shares
$9.7M · 259K shares
$9.2M · 37K shares
$8.8M · 106K shares
$8.7M · 147K shares
$8.4M · 176K shares
$7.5M · 83K shares
$7.4M · 15K shares
$6.8M · 11K shares
$6.3M · 58K shares
$6.2M · 18K shares
$6.0M · 31K shares
$6.0M · 119K shares
$5.9M · 30K shares
$5.9M · 9K shares
$5.7M · 18K shares
$4.9M · 26K shares
$4.9M · 12K shares
$4.6M · 112K shares
$4.6M · 11K shares
$4.5M · 21K shares
$4.5M · 17K shares
$4.5M · 81K shares
$4.4M · 18K shares
$4.3M · 12K shares
$4.3M · 31K shares
$4.3M · 43K shares
$4.3M · 79K shares
$4.3M · 14K shares
$4.2M · 159K shares
$4.1M · 3K shares
$4.1M · 8K shares
$4.0M · 25K shares
$4.0M · 14K shares
$4.0M · 14K shares
$3.9M · 43K shares
$3.9M · 5K shares
$3.8M · 8K shares
$3.7M · 54K shares
$3.7M · 8K shares
$3.6M · 24K shares
$3.6M · 10K shares
$3.5M · 16K shares
$3.4M · 13K shares
$3.3M · 31K shares
$3.2M · 66K shares
$2.9M · 19K shares
$2.8M · 29K shares
$2.4M · 8K shares
$2.4M · 49K shares
$2.4M · 29K shares
$2.3M · 42K shares
$2.1M · 14K shares
$2.0M · 4K shares
$1.8M · 2K shares
$1.8M · 18K shares
$1.8M · 218K shares
$1.7M · 14K shares
$1.7M · 14K shares
$1.7M · 6K shares
$1.6M · 47K shares
$1.5M · 13K shares
$1.5M · 7K shares
$1.5M · 15K shares
$1.4M · 180K shares
$1.4M · 13K shares
$1.4M · 72K shares
$1.3M · 28K shares
$1.2M · 4K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.1M · 25K shares
$1.1M · 7K shares
$987K · 59K shares
$850K · 44K shares
$845K · 13K shares
$845K · 7K shares
$662K · 13K shares
$650K · 23K shares
$645K · 4K shares
$628K · 17K shares
$620K · 2K shares
$620K · 2K shares
$614K · 1K shares
$605K · 6K shares
$594K · 7K shares
$498K · 8K shares
$475K · 4K shares
$472K · 5K shares
$471K · 1K shares
$456K · 3K shares
$451K · 6K shares
$451K · 11K shares
$430K · 8K shares
$418K · 26K shares
$415K · 11K shares
$404K · 1K shares
$395K · 2K shares
$393K · 2K shares
$389K · 2K shares
$387K · 10K shares
$384K · 5K shares
$366K · 13K shares
$360K · 15K shares
$334K · 3K shares
$327K · 1K shares
$322K · 3K shares
$311K · 978 shares
$307K · 2K shares
$283K · 2K shares
$268K · 1K shares
$256K · 4K shares
$252K · 13K shares
$252K · 3K shares
$252K · 2K shares
$250K · 2K shares
$250K · 3K shares
$238K · 1K shares
$233K · 3K shares
$230K · 459 shares
$222K · 1K shares
$221K · 162K shares
$221K · 492 shares
$200K · 12K shares
$147K · 209K shares
$145K · 23K shares
$124K · 21K shares
$112K · 75K shares
$47K · 20K shares
$18K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $2.4B | 89.9% |
| Unknown | 13 | $120.7M | 4.5% |
| Technology | 14 | $70.9M | 2.6% |
| Industrials | 15 | $21.0M | 0.8% |
| Communication Services | 7 | $20.8M | 0.8% |
| Healthcare | 7 | $14.5M | 0.5% |
| Consumer Cyclical | 6 | $10.1M | 0.4% |
| Basic Materials | 2 | $8.6M | 0.3% |
| Utilities | 4 | $1.6M | 0.1% |
| Real Estate | 4 | $1.5M | 0.1% |
| Energy | 1 | $327K | 0.0% |
| Consumer Defensive | 1 | $252K | 0.0% |