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Partners Capital Investment Group, LLP Top Holdings and 13F Report (2025)

About Partners Capital Investment Group, LLP

Investment Activity

  • Partners Capital Investment Group, LLP has $2.50 billion in total holdings as of June 30, 2025.
  • Partners Capital Investment Group, LLP owns shares of 161 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 5.35% of the portfolio was purchased this quarter.
  • About 157.68% of the portfolio was sold this quarter.
  • This quarter, Partners Capital Investment Group, LLP has purchased 182 new stocks and bought additional shares in 20 stocks.
  • Partners Capital Investment Group, LLP sold shares of 105 stocks and completely divested from 39 stocks this quarter.

Largest New Holdings this Quarter

464287465 - iShares MSCI EAFE ETF
$30,442,655 Holding
29287L205 - TCW Transform Systems ETF
$6,104,969 Holding
902252105 - Tyler Technologies
$5,452,349 Holding
626755102 - Murphy USA
$5,123,239 Holding
808513105 - Charles Schwab
$4,844,205 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF
507,563 shares (about $42.37M)
iShares MSCI EAFE ETF
340,560 shares (about $30.44M)
iShares MSCI ACWI ETF
128,261 shares (about $16.49M)
TCW Transform Systems ETF
67,705 shares (about $6.10M)
Tyler Technologies
9,197 shares (about $5.45M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
1,272,077 shares (about $789.83M)
Vanguard S&P 500 ETF
522,126 shares (about $296.58M)
SPDR Bloomberg 1-3 Month T-Bill ETF
2,689,458 shares (about $246.70M)
Vanguard Total World Stock ETF
1,775,077 shares (about $228.13M)
Vanguard Value ETF
1,000,237 shares (about $176.78M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPartners Capital Investment Group, LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$506,093,125$789,832,638 -60.9%815,09620.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$153,933,324$110,195,648 -41.7%2,618,8046.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$136,777,405$123,743,150 -47.5%2,278,4845.5%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$121,120,388$110,033,827 -47.6%3,190,7374.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$117,145,012$176,781,846 -60.1%662,8104.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$115,117,832$296,582,552 -72.0%202,6624.6%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$91,539,136$161,048,593 -63.8%1,449,7803.7%Manufacturing
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$84,049,190$18,344,741 -17.9%816,7253.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$82,953,280$228,133,023 -73.3%645,4503.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$78,630,605$79,100,545 -50.1%582,2763.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$71,125,836$42,371,384 147.4%852,0102.9%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$57,758,673$54,922,172 -48.7%524,8882.3%ETF
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
$53,746,181$78,957,884 -59.5%702,8402.2%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$49,526,390$16,494,351 49.9%385,1202.0%Manufacturing
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$37,941,463$52,876,785 -58.2%396,1731.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$35,035,790$99,290,314 -73.9%56,7061.4%Finance
Synopsys, Inc. stock logo
SNPS
Synopsys
$35,035,790$19,621,674 -35.9%56,7061.4%Computer and Technology
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$33,049,383$45,274,719 -57.8%1,338,0321.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$30,442,655$30,442,655 New Holding340,5601.2%Finance
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$29,329,274$29,384,060 -50.0%294,9741.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$26,426,212$128,245,631 -82.9%262,4511.1%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$24,542,074$21,896,161 -47.2%327,3591.0%ETF
iShares Gold Trust
$21,821,822$5,168,147 31.0%349,9330.9%ISHARES
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$20,631,042$18,098,686 -46.7%344,9430.8%ETF
iShares Currency Hedged MSCI Japan ETF stock logo
HEWJ
iShares Currency Hedged MSCI Japan ETF
$20,363,050$40,281,425 -66.4%454,6340.8%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$18,716,041$27,382,770 -59.4%498,9610.8%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$16,787,901$3,830,581 -18.6%157,8700.7%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$14,402,154$17,690,964 -55.1%126,0360.6%Finance
iShares Currency Hedged MSCI ACWI ex U.S. ETF stock logo
HAWX
iShares Currency Hedged MSCI ACWI ex U.S. ETF
$14,035,912$1,081,320 8.3%397,0560.6%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$13,888,209$5,240,165 -27.4%406,3260.6%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$12,358,310$103,807 0.8%145,7180.5%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$12,354,823$10,563,919 -46.1%138,7250.5%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$11,282,804$246,704,288 -95.6%123,0000.5%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$10,421,178$2,093,362 -16.7%29,6900.4%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$9,926,540$14,345,119 -59.1%113,8100.4%ETF
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$9,782,489$32,977,607 -77.1%192,0770.4%ETF
iShares MSCI China ETF stock logo
MCHI
iShares MSCI China ETF
$9,214,351$8,987,395 -49.4%167,2300.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$8,668,256$20,221,042 -70.0%104,6130.3%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$8,395,315$665,039 -7.3%16,8780.3%Computer and Technology
Vornado Realty Trust stock logo
VNO
Vornado Realty Trust
$7,784,0610.0%203,5580.3%Finance
VanEck Israel ETF stock logo
ISRA
VanEck Israel ETF
$7,522,193$7,522,193 -50.0%145,1230.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,273,724$6,923,139 -48.8%9,8550.3%Computer and Technology
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$6,841,141$6,344,233 -48.1%138,5690.3%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$6,725,078$6,591,360 -49.5%60,9050.3%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$6,677,920$3,212,172 -32.5%152,6380.3%ETF
SL Green Realty Corp
$6,289,4730.0%101,6070.3%COM
TCW Transform Systems ETF stock logo
NETZ
TCW Transform Systems ETF
$6,104,969$6,104,969 New Holding67,7050.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,024,999$5,086,110 -45.8%10,9220.2%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$5,738,909$7,836,594 -57.7%26,5950.2%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$5,578,222$7,881,871 -58.6%30,4040.2%Finance
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$5,550,779$61,763,063 -91.8%133,4640.2%ETF
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$5,547,295$6,984,300 -55.7%3,6480.2%Aerospace
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,535,371$5,471,851 -49.7%18,2130.2%ETF
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$5,452,349$5,452,349 New Holding9,1970.2%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,422,103$13,117,219 -70.8%29,6580.2%ETF
Corteva, Inc. stock logo
CTVA
Corteva
$5,301,095$6,781,037 -56.1%71,1270.2%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$5,170,134$3,956,839 -43.4%28,4480.2%ETF
Novartis AG
$5,149,400$442,164 -7.9%42,4610.2%FOREIGN
Murphy USA Inc. stock logo
MUSA
Murphy USA
$5,123,239$5,123,239 New Holding12,5940.2%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$5,099,692$6,440,034 -55.8%14,3630.2%Business Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,968,058$6,995,823 -58.5%21,9350.2%Computer and Technology
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$4,908,774$24,896,856 -83.5%28,9810.2%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$4,844,205$4,844,205 New Holding53,0930.2%Finance
Deere & Company stock logo
DE
Deere & Company
$4,743,195$6,686,135 -58.5%9,3280.2%Industrials
News Corporation stock logo
NWSA
News
$4,484,272$383,210 -7.9%150,8840.2%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,454,419$5,988,864 -57.3%25,2760.2%Computer and Technology
ABB Ltd
$4,426,975$394,767 -8.2%74,2040.2%Common Stock
Linde PLC
$4,361,497$4,000,698 1,108.8%9,2960.2%SHS
Brookfield Corporation stock logo
BN
Brookfield
$4,357,765$5,747,225 -56.9%70,4570.2%Finance
Danone SA
$4,357,765$388,604 -8.2%70,4570.2%COM
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$4,234,473$5,429,748 -56.2%63,8780.2%Retail/Wholesale
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$4,105,568$5,192,666 -55.8%15,7410.2%Construction
Xtrackers MSCI Europe Hedged Equity ETF stock logo
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
$4,011,209$3,079,442 -43.4%90,9980.2%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$3,925,690$350,011 -8.2%23,2730.2%Retail/Wholesale
Ferguson plc stock logo
FERG
Ferguson
$3,883,571$3,883,571 New Holding17,8350.2%Industrials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,752,457$3,752,457 -50.0%12,3100.2%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$3,725,478$4,774,826 -56.2%82,3310.1%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,634,263$2,880,680 -44.2%3,5350.1%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$3,565,422$4,676,907 -56.7%13,0750.1%Computer and Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$3,342,601$4,407,225 -56.9%72,2100.1%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,266,386$4,337,206 -57.0%8,0560.1%Medical
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$3,236,651$761,314 -19.0%39,3850.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$3,229,956$75,681,605 -95.9%23,8730.1%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$3,053,157$6,520,896 -68.1%29,2220.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,986,392$3,520,602 -54.1%10,8340.1%Computer and Technology
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,891,221$1,572,944 119.3%57,5140.1%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,732,352$9,669 0.4%29,1080.1%ETF
Apple Inc. stock logo
AAPL
Apple
$2,589,321$185,684 -6.7%12,6200.1%Computer and Technology
BeiGene, Ltd. stock logo
BGNE
BeiGene
$2,507,845$3,286,342 -56.7%10,3600.1%Medical
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$2,387,045$2,387,045 -50.0%28,9900.1%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$2,332,658$2,332,658 -50.0%41,8940.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$2,316,081$16,017,986 -87.4%13,3670.1%Manufacturing
John Bean Technologies Co. stock logo
JBT
John Bean Technologies
$2,074,726$2,821,902 -57.6%17,2520.1%Industrials
Incyte Corporation stock logo
INCY
Incyte
$2,014,330$179,580 -8.2%29,5790.1%Medical
argenex SE stock logo
ARGX
argenex
$1,931,475$2,546,637 -56.9%3,5040.1%Medical
H. B. Fuller Company stock logo
FUL
H. B. Fuller
$1,701,222$2,202,572 -56.4%28,2830.1%Basic Materials
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$1,677,837$149,422 -8.2%5,8390.1%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,639,176$1,274,608 -43.7%17,8230.1%ETF
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$1,609,732$1,609,732 -50.0%46,8900.1%Manufacturing
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$1,492,718$1,466,756 -49.6%12,5340.1%ETF

Showing largest 100 holdings. View all holdings.
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