PARTNERS CAPITAL INVESTMENT GROUP, LLP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.5T
Holdings
161
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (161 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVViShares Core S&P 500 ETF | 815,096 | $506.1B | 20.28% | |
| 2 | VGSHVanguard Short-Term Treasury ETF | 2,618,804 | $153.9B | 6.17% | |
| 3 | IEMGiShares Core MSCI Emerging Markets ETF | 2,278,484 | $136.8B | 5.48% | |
| 4 | HEFAiShares Currency Hedged MSCI EAFE ETF | 3,190,737 | $121.1B | 4.85% | |
| 5 | VTVVanguard Value ETF | 662,810 | $117.1B | 4.69% | |
| 6 | VOOVanguard S&P 500 ETF | 202,662 | $115.1B | 4.61% | |
| 7 | EMXCiShares MSCI Emerging Markets ex China ETF | 1,449,780 | $91.5B | 3.67% | |
| 8 | STIPiShares 0-5 Year TIPS Bond ETF | 816,725 | $84.0B | 3.37% | |
| 9 | VTVanguard Total World Stock ETF | 645,450 | $83.0B | 3.32% | |
| 10 | ITOTiShares Core S&P Total US Stock Market ETF | 582,276 | $78.6B | 3.15% | |
| 11 | AQLTiShares Core MSCI EAFE ETF | 852,010 | $71.1B | 2.85% | |
| 12 | TIPiShares TIPS Bond ETF | 524,888 | $57.8B | 2.31% | |
| 13 | DBJPXtrackers MSCI Japan Hedged Equity ETF | 702,840 | $53.7B | 2.15% | |
| 14 | ACWIiShares MSCI ACWI ETF | 385,120 | $49.5B | 1.98% | |
| 15 | IEFiShares 7-10 Year Treasury Bond ETF | 396,173 | $37.9B | 1.52% | |
| 16 | SPYSPDR S&P 500 ETF Trust | 56,706 | $35.0B | 1.40% | |
| 17 | SNPSSynopsys Inc | 56,706 | $35.0B | 1.40% | |
| 18 | REETiShares Global REIT ETF | 1,338,032 | $33.0B | 1.32% | |
| 19 | EFAiShares MSCI EAFE ETF | 340,560 | $30.4B | 1.22% | |
| 20 | BILSSPDR Bloomberg 3-12 Month T-Bill ETF | 294,974 | $29.3B | 1.18% | |
| 21 | SGOViShares 0-3 Month Treasury Bond ETF | 262,451 | $26.4B | 1.06% | |
| 22 | EWJiShares MSCI Japan ETF | 327,359 | $24.5B | 0.98% | |
| 23 | IAUUSDiShares Gold Trust | 349,933 | $21.8B | 0.87% | |
| 24 | VGITVanguard Intermediate-Term Treasury ETF | 344,943 | $20.6B | 0.83% | |
| 25 | HEWJiShares Currency Hedged MSCI Japan ETF | 454,634 | $20.4B | 0.82% | |
| 26 | USHYiShares Broad USD High Yield Corporate Bond ETF | 498,961 | $18.7B | 0.75% | |
| 27 | SUBiShares Short-Term National Muni Bond ETF | 157,870 | $16.8B | 0.67% | |
| 28 | DXJWisdomTree Japan Hedged Equity Fund | 126,036 | $14.4B | 0.58% | |
| 29 | HAWXiShares Currency Hedged MSCI ACWI EX US ETF | 397,056 | $14.0B | 0.56% | |
| 30 | XCEMColumbia EM Core ex-China ETF | 406,326 | $13.9B | 0.56% | |
| 31 | XLEEnergy Select Sector SPDR Fund | 145,718 | $12.4B | 0.50% | |
| 32 | VNQVanguard Real Estate ETF | 138,725 | $12.4B | 0.50% | |
| 33 | BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 123,000 | $11.3B | 0.45% | |
| 34 | IWViShares Russell 3000 ETF | 29,690 | $10.4B | 0.42% | |
| 35 | VTWOVanguard Russell 2000 ETF | 113,810 | $9.9B | 0.40% | |
| 36 | SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF | 192,077 | $9.8B | 0.39% | |
| 37 | MCHIiShares MSCI China ETF | 167,230 | $9.2B | 0.37% | |
| 38 | SHYiShares 1-3 Year Treasury Bond ETF | 104,613 | $8.7B | 0.35% | |
| 39 | MSFTMicrosoft Corp | 16,878 | $8.4B | 0.34% | |
| 40 | VNOVornado Realty Trust | 203,558 | $7.8B | 0.31% | |
| 41 | ISRAVanEck Israel ETF | 145,123 | $7.5B | 0.30% | |
| 42 | METAMeta Platforms Inc | 9,855 | $7.3B | 0.29% | |
| 43 | EPPiShares MSCI Pacific ex Japan ETF | 138,569 | $6.8B | 0.27% | |
| 44 | SHViShares Short Treasury Bond ETF | 60,905 | $6.7B | 0.27% | |
| 45 | DBEFXtrackers MSCI EAFE Hedged Equity ETF | 152,638 | $6.7B | 0.27% | |
| 46 | SLG2EURSL Green Realty Corp | 101,607 | $6.3B | 0.25% | |
| 47 | PWRDTCW Transform Systems ETF | 67,705 | $6.1B | 0.24% | |
| 48 | NDQInvesco QQQ Trust Series 1 | 10,922 | $6.0B | 0.24% | |
| 49 | IWMiShares Russell 2000 ETF | 26,595 | $5.7B | 0.23% | |
| 50 | ICEIntercontinental Exchange Inc | 30,404 | $5.6B | 0.22% | |
| 51 | SRLNSPDR Blackstone Senior Loan ETF | 133,464 | $5.6B | 0.22% | |
| 52 | T7DTransdigm Group Inc | 3,648 | $5.5B | 0.22% | |
| 53 | VTIVanguard Total Stock Market ETF | 18,213 | $5.5B | 0.22% | |
| 54 | TYLTyler Technologies Inc | 9,197 | $5.5B | 0.22% | |
| 55 | QUALiShares Edge MSCI USA Quality Factor ETF | 29,658 | $5.4B | 0.22% | |
| 56 | CTVACorteva Inc | 71,127 | $5.3B | 0.21% | |
| 57 | RSPInvesco S&P 500 Equal Weight ETF | 28,448 | $5.2B | 0.21% | |
| 58 | NVSNovartis AG | 42,461 | $5.1B | 0.21% | |
| 59 | MUSAMurphy USA Inc | 12,594 | $5.1B | 0.21% | |
| 60 | VVisa Inc | 14,363 | $5.1B | 0.20% | |
| 61 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 21,935 | $5.0B | 0.20% | |
| 62 | URTHiShares MSCI World ETF | 28,981 | $4.9B | 0.20% | |
| 63 | SCHWCharles Schwab Corp/The | 53,093 | $4.8B | 0.19% | |
| 64 | DEDeere & Co | 9,328 | $4.7B | 0.19% | |
| 65 | NWSANews Corp | 150,884 | $4.5B | 0.18% | |
| 66 | GOOGLAlphabet Inc | 25,276 | $4.5B | 0.18% | |
| 67 | ABBNYABB Ltd | 74,204 | $4.4B | 0.18% | |
| 68 | LINLinde PLC | 9,296 | $4.4B | 0.17% | |
| 69 | —Danone SA | 70,457 | $4.4B | 0.17% | |
| 70 | BNBrookfield Corp | 70,457 | $4.4B | 0.17% | |
| 71 | QSRRestaurant Brands International Inc | 63,878 | $4.2B | 0.17% | |
| 72 | VMCVulcan Materials Co | 15,741 | $4.1B | 0.16% | |
| 73 | DBEUXtrackers MSCI Europe Hedged Equity ETF | 90,998 | $4.0B | 0.16% | |
| 74 | EXPEExpedia Group Inc | 23,273 | $3.9B | 0.16% | |
| 75 | FERGFerguson PLC | 17,835 | $3.9B | 0.16% | |
| 76 | GQ9SPDR Gold Shares | 12,310 | $3.8B | 0.15% | |
| 77 | USBUS Bancorp | 82,331 | $3.7B | 0.15% | |
| 78 | NOWServiceNow Inc | 3,535 | $3.6B | 0.15% | |
| 79 | CRMsalesforce.com Inc | 13,075 | $3.6B | 0.14% | |
| 80 | BMYBristol-Myers Squibb Co | 72,210 | $3.3B | 0.13% | |
| 81 | TMOThermo Fisher Scientific Inc | 8,056 | $3.3B | 0.13% | |
| 82 | VPLVanguard FTSE Pacific ETF | 39,385 | $3.2B | 0.13% | |
| 83 | ESGUiShares Trust iShares ESG Aware MSCI USA ETF | 23,873 | $3.2B | 0.13% | |
| 84 | MUBiShares National Muni Bond ETF | 29,222 | $3.1B | 0.12% | |
| 85 | AVGOBroadcom Inc | 10,834 | $3.0B | 0.12% | |
| 86 | VTIPVanguard Short-Term Inflation-Protected Securities ETF | 57,514 | $2.9B | 0.12% | |
| 87 | USMViShares Edge MSCI Min Vol USA ETF | 29,108 | $2.7B | 0.11% | |
| 88 | AAPLApple Inc | 12,620 | $2.6B | 0.10% | |
| 89 | ONCBeiGene Ltd | 10,360 | $2.5B | 0.10% | |
| 90 | REZiShares Residential and Multisector Real Estate ETF | 28,990 | $2.4B | 0.10% | |
| 91 | INDAiShares MSCI India ETF | 41,894 | $2.3B | 0.09% | |
| 92 | IYWiShares U.S. Technology ETF | 13,367 | $2.3B | 0.09% | |
| 93 | JBTJohn Bean Technologies Corp | 17,252 | $2.1B | 0.08% | |
| 94 | INCYIncyte Corp | 29,579 | $2.0B | 0.08% | |
| 95 | ARGXArgenx SE | 3,504 | $1.9B | 0.08% | |
| 96 | FULHB Fuller Co | 28,283 | $1.7B | 0.07% | |
| 97 | UTHUnited Therapeutics Corp | 5,839 | $1.7B | 0.07% | |
| 98 | IWRiShares Russell Mid-Cap ETF | 17,823 | $1.6B | 0.07% | |
| 99 | KWEBKraneShares CSI China Internet ETF | 46,890 | $1.6B | 0.06% | |
| 100 | IEIiShares 3-7 Year Treasury Bond ETF | 12,534 | $1.5B | 0.06% |
Page 1 of 2Next