Partners Capital Investment Group, LLP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1694870) · Explore on the interactive board
Partners Capital Investment Group, LLP disclosed 186 US equity positions worth $2.8bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 13, 2026). Its largest position is IVV at 19.4% of the reported book, followed by IEMG, VGSH. The top ten holdings are 60.5% of the book, and the portfolio behaves like about 16 equal-weight positions. Versus the prior filing it opened 26 new positions, added to 40, reduced 64 and exited 14. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Partners Capital Investment Group, LLP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 26 new, 40 added, 64 reduced, 14 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 19.4% | $549.1m | 733,194 | -11% | reduced | |
| 2 | IEMG iShares Core MSCI Emerging Markets ETF | 6.2% | $176.4m | 2,129,728 | -3% | reduced | |
| 3 | VGSH Vanguard Short-Term Treasury ETF | 5.7% | $162.3m | 2,789,417 | -4% | reduced | |
| 4 | HEFA iShares Currency Hedged MSCI EAFE ETF | 5.7% | $160.5m | 3,419,467 | -4% | reduced | |
| 5 | VTV Vanguard Value ETF | 5.4% | $151.8m | 696,729 | 9% | added | |
| 6 | VOO Vanguard S&P 500 ETF | 4.0% | $114.4m | 166,503 | 2% | added | |
| 7 | EMXC iShares MSCI Emerging Markets ex China ETF | 3.8% | $106.9m | 1,044,702 | 2% | added | |
| 8 | STIP iShares 0-5 Year TIPS Bond ETF | 3.7% | $103.7m | 1,014,965 | 3% | added | |
| 9 | VT Vanguard Total World Stock ETF | 3.4% | $95.3m | 606,900 | 23% | added | |
| 10 | IEFA iShares Core MSCI EAFE ETF | 3.3% | $93.3m | 966,288 | 5% | added | |
| 11 | DBJP Xtrackers MSCI Japan Hedged Equity ETF | 2.5% | $71.8m | 625,798 | -5% | reduced | |
| 12 | ITOT iShares Core S&P Total US Stock Market ETF | 2.4% | $69.3m | 421,882 | -13% | reduced | |
| 13 | SGOV iShares 0-3 Month Treasury Bond ETF | 2.2% | $63.6m | 632,080 | 7% | added | |
| 14 | TIP iShares TIPS Bond ETF | 2.2% | $62.8m | 574,221 | 1% | added | |
| 15 | IEF iShares 7-10 Year Treasury Bond ETF | 1.7% | $48.5m | 513,242 | -6% | reduced | |
| 16 | REET iShares Global REIT ETF | 1.6% | $45.1m | 1,631,844 | 2% | added | |
| 17 | VGIT Vanguard Intermediate-Term Treasury ETF | 1.4% | $39.7m | 673,161 | 3% | added | |
| 18 | ACWI iShares MSCI ACWI ETF | 1.3% | $37.9m | 241,678 | 8% | added | |
| 19 | SNPS Synopsys Inc | Technology | 1.3% | $36.7m | 49,196 | -14% | reduced |
| 20 | SPY SPDR S&P 500 ETF Trust | 1.3% | $36.7m | 49,196 | -14% | reduced | |
| 21 | IAU iShares Gold Trust | 1.1% | $30.0m | 397,825 | -2% | reduced | |
| 22 | LEMB iShares J.P. Morgan EM Local Currency Bond ETF | 0.8% | $22.3m | 524,424 | -8% | reduced | |
| 23 | DXJ WisdomTree Japan Hedged Equity Fund | 0.7% | $20.5m | 118,136 | -0% | held | |
| 24 | SUB iShares Short-Term National Muni Bond ETF | 0.7% | $20.2m | 189,853 | -15% | reduced | |
| 25 | VTWO Vanguard Russell 2000 ETF | 0.7% | $20.1m | 165,262 | 44% | added | |
| 26 | iShares Currency Hedged MSCI Japan ETF | 0.7% | $19.1m | 295,885 | -14% | reduced | |
| 27 | iShares Currency Hedged MSCI ACWI EX US ETF | 0.7% | $18.6m | 400,263 | -5% | reduced | |
| 28 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.6% | $17.8m | 291,227 | -18% | reduced | |
| 29 | Columbia EM Core ex-China ETF | 0.6% | $16.9m | 320,043 | 0% | held | |
| 30 | EMLC VanEck J. P. Morgan EM Local Currency Bond ETF | 0.6% | $16.5m | 645,385 | -17% | reduced | |
| 31 | SHY iShares 1-3 Year Treasury Bond ETF | 0.6% | $15.7m | 191,523 | 62% | added | |
| 32 | EWJ iShares MSCI Japan ETF | 0.5% | $15.2m | 162,538 | -12% | reduced | |
| 33 | VNQ Vanguard Real Estate ETF | 0.5% | $13.8m | 143,539 | -1% | reduced | |
| 34 | BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 0.5% | $13.4m | 146,466 | 32% | added | |
| 35 | TCW Transform Systems ETF | 0.5% | $13.0m | 105,393 | 0% | held | |
| 36 | IWV iShares Russell 3000 ETF | 0.5% | $12.8m | 29,975 | 0% | held | |
| 37 | BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 0.4% | $11.2m | 113,143 | -5% | reduced | |
| 38 | DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 0.4% | $11.0m | 200,905 | 1% | added | |
| 39 | XLE Energy Select Sector SPDR Fund | 0.4% | $10.9m | 205,262 | -31% | reduced | |
| 40 | USHY iShares Broad USD High Yield Corporate Bond ETF | 0.3% | $9.6m | 260,361 | 29% | added | |
| 41 | VanEck Israel ETF | 0.3% | $9.6m | 147,257 | 0% | held | |
| 42 | QQQ Invesco QQQ Trust Series 1 | 0.3% | $8.4m | 11,365 | 1% | added | |
| 43 | VCSH Vanguard Short-Term Corporate Bond ETF | 0.3% | $8.1m | 102,742 | – | new | |
| 44 | MCHI iShares MSCI China ETF | 0.3% | $7.6m | 149,450 | -11% | reduced | |
| 45 | IEI iShares 3-7 Year Treasury Bond ETF | 0.3% | $7.1m | 60,622 | 31% | added | |
| 46 | VTI Vanguard Total Stock Market ETF | 0.2% | $7.1m | 19,106 | 0% | held | |
| 47 | EPP iShares MSCI Pacific ex Japan ETF | 0.2% | $6.5m | 122,547 | 0% | held | |
| 48 | SHV iShares Short Treasury Bond ETF | 0.2% | $6.5m | 58,476 | 1% | added | |
| 49 | EEM iShares MSCI Emerging Markets ETF | 0.2% | $6.4m | 94,056 | 15% | added | |
| 50 | QUAL iShares Edge MSCI USA Quality Factor ETF | 0.2% | $6.0m | 27,341 | -4% | reduced |
What did Partners Capital Investment Group, LLP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| MSFT Microsoft Corp | 29.4% | $5.1m |
| Ferguson PLC | 19.1% | $3.3m |
| TYL Tyler Technologies Inc | 14.8% | $2.6m |
| INDA iShares MSCI India ETF | 11.3% | $2.0m |
| PH Parker-Hannifin Corp | 8.4% | $1.5m |
| PCAR PACCAR Inc | 6.7% | $1.2m |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 2.8% | $481.6k |
| Rocket Lab USA Inc | 1.5% | $256.9k |
| GWRE Guidewire Software Inc | 1.3% | $228.7k |
| NYT New York Times Co/The | 1.3% | $218.8k |
| FOXA Fox Corp | 1.2% | $204.9k |
| CBRE CBRE Group Inc | 1.2% | $201.0k |
| POET POET Technologies Inc | 0.8% | $136.6k |
| 1B2 Bitfarms Ltd/Canada | 0.2% | $39.0k |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 2.0% |
| Industrials | 1.1% |
| Financial Services | 0.6% |
| Communication Services | 0.6% |
| Consumer Cyclical | 0.4% |
| Healthcare | 0.4% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Partners Capital Investment Group, LLP's portfolio?
Across every quarter Partners Capital Investment Group, LLP has filed, its median largest position is 19.8% of the book and its median top-ten weight is 59.8%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 14.0 completed holding spells, the median lasted 1.0 quarters; 185.0 positions are still open and their final length is unknown.