Partners Capital Investment Group, LLP Top Holdings and 13F Report (2026) About Partners Capital Investment Group, LLPInvestment ActivityPartners Capital Investment Group, LLP has $2.65 billion in total holdings as of March 31, 2026.Partners Capital Investment Group, LLP owns shares of 174 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.38% of the portfolio was purchased this quarter.About 5.98% of the portfolio was sold this quarter.This quarter, Partners Capital Investment Group, LLP has purchased 166 new stocks and bought additional shares in 51 stocks.Partners Capital Investment Group, LLP sold shares of 53 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $536,840,110Vanguard Short-Term Treasury ETF $170,767,268iShares Core MSCI Emerging Markets ETF $152,553,021iShares Currency Hedged MSCI EAFE ETF $152,098,833Vanguard Value ETF $125,663,491 Largest New Holdings this Quarter 92189H300 - VanEck J.P. Morgan EM Local Currency Bond ETF $19,418,348 Holding464288752 - iShares U.S. Home Construction ETF $2,069,819 Holding701094104 - Parker-Hannifin $1,459,241 Holding369604301 - GE Aerospace $1,418,282 HoldingG51502105 - Johnson Controls International $1,399,725 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 303,884 shares (about $30.59M)VanEck J.P. Morgan EM Local Currency Bond ETF 773,331 shares (about $19.42M)iShares Core MSCI EAFE ETF 159,214 shares (about $14.41M)iShares J.P. Morgan EM Local Currency Bond ETF 185,637 shares (about $7.57M)iShares Short-Term National Muni Bond ETF 63,079 shares (about $6.72M) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 306,270 shares (about $31.68M)iShares Core S&P 500 ETF 45,799 shares (about $29.92M)iShares TIPS Bond ETF 153,037 shares (about $16.89M)Vanguard S&P 500 ETF 19,865 shares (about $11.87M)Vanguard Total World Stock ETF 78,627 shares (about $10.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartners Capital Investment Group, LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$536,840,110$29,916,372 â–¼-5.3%821,84920.2%ETFVGSHVanguard Short-Term Treasury ETF$170,767,268$1,005,424 â–²0.6%2,917,1046.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$152,553,021$5,095,796 â–²3.5%2,187,1405.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$152,098,833$5,819,521 â–²4.0%3,579,2175.7%ETFVTVVanguard Value ETF$125,663,491$6,105,741 â–²5.1%640,4874.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$101,759,140$31,677,522 â–¼-23.7%983,8453.8%ETFVOOVanguard S&P 500 ETF$97,450,540$11,870,366 â–¼-10.9%163,0833.7%ETFIEFAiShares Core MSCI EAFE ETF$83,275,238$14,413,650 â–²20.9%919,8633.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$80,410,912$10,474,761 â–¼-11.5%1,022,2593.0%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$69,010,419$2,590,515 â–²3.9%484,5222.6%ETFVTVanguard Total World Stock ETF$68,285,669$10,875,685 â–¼-13.7%493,6792.6%ETFDBJPXtrackers MSCI Japan Hedged Equity ETF$66,203,868$1,772,917 â–¼-2.6%655,3482.5%ETFTIPiShares TIPS Bond ETF$62,820,444$16,889,163 â–¼-21.2%569,2322.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$59,487,530$30,588,956 â–²105.8%590,9752.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$51,972,898$4,234,577 â–²8.9%544,5612.0%ETFREETiShares Global REIT ETF$40,139,956$810,207 â–²2.1%1,596,0221.5%ETFVGITVanguard Intermediate-Term Treasury ETF$38,854,184$6,283,539 â–²19.3%652,4631.5%ETFSPYSPDR S&P 500 ETF Trust$37,185,833$106,656 â–²0.3%57,1791.4%FinanceSNPSSynopsys$37,185,833$106,656 â–²0.3%57,1791.4%Computer and TechnologyiShares Gold Trust$35,830,516$2,647,709 â–²8.0%406,4261.3%ISHARESACWIiShares MSCI ACWI ETF$30,860,971$9,019,105 â–¼-22.6%223,0321.2%ManufacturingSUBiShares Short-Term National Muni Bond ETF$23,672,113$6,717,924 â–²39.6%222,2730.9%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$23,315,217$7,573,995 â–²48.1%571,4510.9%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$19,418,348$19,418,348 â–²New Holding773,3310.7%ETFHEWJiShares Currency Hedged MSCI Japan ETF$19,348,918$1,000,997 â–¼-4.9%343,7970.7%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$18,941,496$45,765 â–²0.2%357,1850.7%ETFDXJWisdomTree Japan Hedged Equity Fund$18,799,0560.0%118,5460.7%FinanceXLEEnergy Select Sector SPDR Fund$18,151,0080.0%296,2950.7%ETFHAWXiShares Currency Hedged MSCI ACWI ex U.S. ETF$17,205,773$566,613 â–¼-3.2%420,7820.6%ETFEWJiShares MSCI Japan ETF$15,538,601$2,420,225 â–¼-13.5%184,0190.6%ETFXCEMColumbia EM Core ex-China ETF$13,060,9680.0%320,0430.5%ETFVNQVanguard Real Estate ETF$12,856,552$136,776 â–²1.1%144,9440.5%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,852,854$66,525 â–²0.6%119,1960.4%ETFVTWOVanguard Russell 2000 ETF$11,489,163$23,139 â–²0.2%114,6970.4%ETFIWViShares Russell 3000 ETF$11,086,035$22,241 â–²0.2%29,9070.4%ETFTCW Transform Systems ETF$10,298,6810.0%105,3400.4%TRANSFORM CLMTEBILSPDR Bloomberg 1-3 Month T-Bill ETF$10,161,114$2,600,646 â–²34.4%110,8810.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$9,871,509$1,199,136 â–²13.8%199,8280.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$9,733,926$950,463 â–²10.8%117,8870.4%ManufacturingMCHIiShares MSCI China ETF$9,461,0800.0%168,4070.4%ETFIWMiShares Russell 2000 ETF$8,997,202$228,160 â–¼-2.5%36,2790.3%FinanceISRAVanEck Israel ETF$8,903,6500.0%147,2570.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$7,421,303$2,113,841 â–¼-22.2%201,4470.3%ETFEFAiShares MSCI EAFE ETF$6,849,984$4,721,772 â–¼-40.8%70,5240.3%FinanceEPPiShares MSCI Pacific ex Japan ETF$6,510,335$198,159 â–²3.1%122,5130.2%FinanceQQQInvesco QQQ$6,508,793$98,697 â–²1.5%11,2770.2%FinanceSHViShares Short Treasury Bond ETF$6,397,889$37,422 â–²0.6%57,9570.2%ETFLinde PLC$6,311,025$1,007,384 â–²19.0%12,7300.2%SHSVTIVanguard Total Stock Market ETF$6,112,172$219,117 â–²3.7%19,0520.2%ETFRSPInvesco S&P 500 Equal Weight ETF$6,042,448$25,717 â–²0.4%31,4840.2%ETFMTZMasTec$5,994,016$641,228 â–¼-9.7%18,6300.2%ConstructionIEIiShares 3-7 Year Treasury Bond ETF$5,498,476$3,980,768 â–²262.3%46,3620.2%ETFQUALiShares MSCI USA Quality Factor ETF$5,484,515$229,409 â–¼-4.0%28,5930.2%ETFGLDSPDR Gold Shares$5,296,8700.0%12,3100.2%FinanceDEDeere & Company$5,149,125$731,163 â–²16.5%9,1410.2%IndustrialsMSFTMicrosoft$5,104,969$568,946 â–¼-10.0%13,7910.2%Computer and TechnologyGOOGLAlphabet$4,837,184$361,186 â–¼-6.9%16,8210.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$4,626,1430.0%81,4610.2%FinanceURTHiShares MSCI World ETF$4,577,833$178,217 â–¼-3.7%25,4300.2%ETFBMYBristol Myers Squibb$4,288,440$501,212 â–¼-10.5%70,7080.2%MedicalNovartis AG$4,267,765$470,431 â–¼-9.9%28,2140.2%FOREIGNTSMTaiwan Semiconductor Manufacturing$4,238,569$495,097 â–¼-10.5%12,5420.2%Computer and TechnologyMETAMeta Platforms$4,164,189$942,349 â–¼-18.5%7,2780.2%Computer and TechnologyVPLVanguard FTSE Pacific ETF$3,784,231$408,905 â–¼-9.8%38,7210.1%ETFHLTHilton Worldwide$3,745,657$437,571 â–¼-10.5%12,3180.1%Consumer DiscretionarySCHWCharles Schwab$3,629,790$424,226 â–¼-10.5%38,6230.1%FinanceQSRRestaurant Brands International$3,568,927$417,166 â–¼-10.5%48,2940.1%Retail/WholesaleNWSANews$3,568,405$398,681 â–¼-10.0%143,1370.1%Consumer DiscretionaryICEIntercontinental Exchange$3,514,579$410,973 â–¼-10.5%22,3460.1%FinanceVMCVulcan Materials$3,456,576$382,581 â–¼-10.0%12,6940.1%ConstructionESGUiShares ESG Aware MSCI USA ETF$3,403,793$8,909 â–²0.3%24,0690.1%ManufacturingFerguson PLC$3,315,091$387,445 â–¼-10.5%14,2120.1%SHSMUBiShares National Muni Bond ETF$3,303,736$17,409 â–²0.5%31,1230.1%ETFTDGTransdigm Group$3,238,134$351,165 â–¼-9.8%2,7940.1%AerospaceVVisa$3,221,181$513,189 â–¼-13.7%10,6580.1%Business ServicesURIUnited Rentals$3,118,965$365,009 â–¼-10.5%4,2810.1%ConstructionCOFCapital One Financial$2,973,974$346,617 â–¼-10.4%16,3020.1%FinanceSPGIS&P Global$2,973,552$347,928 â–¼-10.5%6,9910.1%FinanceAVGOBroadcom$2,851,516$332,723 â–¼-10.4%9,2130.1%Computer and TechnologyCRMSalesforce$2,825,624$330,406 â–¼-10.5%15,1370.1%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$2,732,580$11,500 â–²0.4%29,4650.1%ETFTYLTyler Technologies$2,575,382$301,294 â–¼-10.5%7,5220.1%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,427,4360.0%48,5970.1%ManufacturingDBEUXtrackers MSCI Europe Hedged Equity ETF$2,418,923$783,961 â–¼-24.5%49,6490.1%ETFREZiShares Residential and Multisector Real Estate ETF$2,412,2670.0%28,9900.1%ETFUTHRUnited Therapeutics$2,164,970$252,017 â–¼-10.4%3,6510.1%MedicalITBiShares U.S. Home Construction ETF$2,069,819$2,069,819 â–²New Holding22,8580.1%ETFINDAiShares MSCI India ETF$1,962,3150.0%41,8940.1%ETFGOOGAlphabet$1,953,547$272,521 â–¼-12.2%6,8100.1%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$1,783,406$921,110 â–²106.8%26,0470.1%ManufacturingSRLNSPDR Blackstone Senior Loan ETF$1,698,418$2,789,513 â–¼-62.2%42,3120.1%ETFTTTrane Technologies$1,684,463$1,179,374 â–²233.5%4,0420.1%ConstructionHWMHowmet Aerospace$1,659,3120.0%7,2000.1%AerospaceIGIFFIGM Financial$1,605,766$356 â–²0.0%13,5500.1%Financial ServicesIGMiShares Expanded Tech Sector ETF$1,605,766$356 â–²0.0%13,5500.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,564,155$1,070,719 â–²217.0%24,3070.1%ETFINCYIncyte$1,538,203$179,769 â–¼-10.5%16,3430.1%MedicalIGViShares Expanded Tech-Software Sector ETF$1,536,880$482,702 â–²45.8%19,1990.1%ETFBeiGene Ltd$1,527,614$178,182 â–¼-10.4%5,1440.1%SPONSORED ADREMREmerson Electric$1,519,439$1,050,256 â–²223.8%11,5970.1%IndustrialsShowing largest 100 holdings. 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