Partners Capital Investment Group, LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Partners Capital Investment Group, LLP disclosed 182 US equity positions worth $5.9bn in its Q1 2025 13F filing. The largest position was IVV at 19.8% of the reported book, followed by VOO and VTV. Against the Q4 2024 filing, it opened 2 new positions, added to 43 and reduced 5 among the top 50 holdings.
What did Partners Capital Investment Group, LLP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 19.8% | $1.2bn | 2,087,173 | 93% | added | |
| 2 | VOO Vanguard S&P 500 ETF | 6.3% | $372.5m | 724,788 | 40% | added | |
| 3 | VTV Vanguard Value ETF | 4.9% | $287.3m | 1,663,047 | 106% | added | |
| 4 | VT Vanguard Total World Stock ETF | 4.7% | $280.7m | 2,420,527 | 58% | added | |
| 5 | VGSH Vanguard Short-Term Treasury ETF | 4.5% | $263.7m | 4,493,517 | 82% | added | |
| 6 | BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 4.4% | $258.0m | 2,812,458 | 30% | added | |
| 7 | IEMG iShares Core MSCI Emerging Markets ETF | 4.0% | $234.2m | 4,339,839 | 98% | added | |
| 8 | HEFA iShares Currency Hedged MSCI EAFE ETF | 3.7% | $221.0m | 6,089,415 | 169% | added | |
| 9 | EMXC iShares MSCI Emerging Markets ex China ETF | 3.7% | $220.4m | 4,000,438 | 12% | added | |
| 10 | SGOV iShares 0-3 Month Treasury Bond ETF | 2.6% | $154.6m | 1,536,118 | -12% | reduced | |
| 11 | ITOT iShares Core S&P Total US Stock Market ETF | 2.4% | $142.5m | 1,168,032 | 132% | added | |
| 12 | DBJP Xtrackers MSCI Japan Hedged Equity ETF | 2.2% | $128.9m | 1,735,374 | 69% | added | |
| 13 | SPY SPDR S&P 500 ETF Trust | 2.1% | $121.6m | 217,409 | 92% | added | |
| 14 | TIP iShares TIPS Bond ETF | 1.9% | $113.8m | 1,023,999 | 80% | added | |
| 15 | STIP iShares 0-5 Year TIPS Bond ETF | 1.7% | $103.0m | 994,985 | 52% | added | |
| 16 | IEF iShares 7-10 Year Treasury Bond ETF | 1.5% | $90.4m | 948,296 | 67% | added | |
| 17 | Vanguard Short-Term Tax-Exempt Fund | 1.4% | $80.8m | 5,116,419 | -4% | reduced | |
| 18 | REET iShares Global REIT ETF | 1.3% | $76.9m | 3,171,017 | 63% | added | |
| 19 | ESGU iShares Trust iShares ESG Aware MSCI USA ETF | 1.2% | $71.1m | 583,245 | 6% | added | |
| 20 | SRLN SPDR Blackstone Senior Loan ETF | 1.1% | $66.6m | 1,618,507 | 40% | added | |
| 21 | BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 1.0% | $58.7m | 590,499 | 16% | added | |
| 22 | iShares Currency Hedged MSCI Japan ETF | 1.0% | $56.8m | 1,353,974 | 48% | added | |
| 23 | Vanguard Inflation-Protected Securities Fund | 0.9% | $52.4m | 5,496,666 | 2% | added | |
| 24 | SNPS Synopsys Inc | Technology | 0.8% | $49.5m | 88,464 | – | new |
| 25 | Vanguard Institutional Index Fund | 0.8% | $47.4m | 104,039 | 5% | added | |
| 26 | USHY iShares Broad USD High Yield Corporate Bond ETF | 0.8% | $45.2m | 1,228,973 | 44% | added | |
| 27 | ESGV Vanguard ESG US Stock ETF | 0.7% | $43.1m | 440,383 | 23% | added | |
| 28 | EWJ iShares MSCI Japan ETF | 0.7% | $42.5m | 619,425 | 75% | added | |
| 29 | VGIT Vanguard Intermediate-Term Treasury ETF | 0.7% | $38.5m | 647,546 | -35% | reduced | |
| 30 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.6% | $38.4m | 839,585 | 40% | added | |
| 31 | DXJ WisdomTree Japan Hedged Equity Fund | 0.5% | $30.9m | 280,853 | 83% | added | |
| 32 | ACWI iShares MSCI ACWI ETF | 0.5% | $29.9m | 256,859 | 176% | added | |
| 33 | Vanguard 500 Index Fund | 0.5% | $29.1m | 56,287 | -9% | reduced | |
| 34 | SHY iShares 1-3 Year Treasury Bond ETF | 0.5% | $28.8m | 348,651 | 31% | added | |
| 35 | URTH iShares MSCI World ETF | 0.5% | $27.0m | 175,970 | 641% | added | |
| 36 | IEFA iShares Core MSCI EAFE ETF | 0.4% | $26.1m | 344,447 | 79% | added | |
| 37 | VSGX Vanguard ESG International Stock ETF | 0.4% | $23.5m | 398,892 | 18% | added | |
| 38 | VNQ Vanguard Real Estate ETF | 0.4% | $23.3m | 257,341 | 123% | added | |
| 39 | VTWO Vanguard Russell 2000 ETF | 0.4% | $22.4m | 278,280 | 101% | added | |
| 40 | SUB iShares Short-Term National Muni Bond ETF | 0.3% | $20.5m | 193,892 | 696% | added | |
| 41 | Artisan International Value Fund | 0.3% | $19.4m | 391,253 | 9% | added | |
| 42 | ESGD iShares Trust iShares ESG Aware MSCI EAFE ETF | 0.3% | $18.4m | 225,418 | -7% | reduced | |
| 43 | MCHI iShares MSCI China ETF | 0.3% | $18.0m | 330,341 | 101% | added | |
| 44 | QUAL iShares Edge MSCI USA Quality Factor ETF | 0.3% | $17.3m | 101,407 | 284% | added | |
| 45 | DoubleLine Total Return Bond Fund | 0.3% | $17.2m | 1,947,286 | 1776% | added | |
| 46 | Columbia EM Core ex-China ETF | 0.3% | $16.5m | 559,637 | 265% | added | |
| 47 | TLT iShares 20 plus Year Treasury Bond ETF | 0.3% | $16.0m | 175,832 | 33% | added | |
| 48 | IAU iShares Gold Trust | 0.3% | $15.7m | 267,057 | 535% | added | |
| 49 | IYW iShares U.S. Technology ETF | 0.3% | $14.9m | 105,813 | 19% | added | |
| 50 | XLE Energy Select Sector SPDR Fund | 0.2% | $13.5m | 144,494 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.