Partners Capital Investment Group, LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Partners Capital Investment Group, LLP disclosed 161 US equity positions worth $2.5bn in its Q2 2025 13F filing. The largest position was IVV at 20.3% of the reported book, followed by VGSH and IEMG. Against the Q1 2025 filing, it opened 2 new positions, added to 5 and reduced 41 among the top 50 holdings.
What did Partners Capital Investment Group, LLP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | 20.3% | $506.1m | 815,096 | -61% | reduced | |
| 2 | VGSH Vanguard Short-Term Treasury ETF | 6.2% | $153.9m | 2,618,804 | -42% | reduced | |
| 3 | IEMG iShares Core MSCI Emerging Markets ETF | 5.5% | $136.8m | 2,278,484 | -47% | reduced | |
| 4 | HEFA iShares Currency Hedged MSCI EAFE ETF | 4.9% | $121.1m | 3,190,737 | -48% | reduced | |
| 5 | VTV Vanguard Value ETF | 4.7% | $117.1m | 662,810 | -60% | reduced | |
| 6 | VOO Vanguard S&P 500 ETF | 4.6% | $115.1m | 202,662 | -72% | reduced | |
| 7 | EMXC iShares MSCI Emerging Markets ex China ETF | 3.7% | $91.5m | 1,449,780 | -64% | reduced | |
| 8 | STIP iShares 0-5 Year TIPS Bond ETF | 3.4% | $84.0m | 816,725 | -18% | reduced | |
| 9 | VT Vanguard Total World Stock ETF | 3.3% | $83.0m | 645,450 | -73% | reduced | |
| 10 | ITOT iShares Core S&P Total US Stock Market ETF | 3.2% | $78.6m | 582,276 | -50% | reduced | |
| 11 | IEFA iShares Core MSCI EAFE ETF | 2.9% | $71.1m | 852,010 | 147% | added | |
| 12 | TIP iShares TIPS Bond ETF | 2.3% | $57.8m | 524,888 | -49% | reduced | |
| 13 | DBJP Xtrackers MSCI Japan Hedged Equity ETF | 2.2% | $53.7m | 702,840 | -59% | reduced | |
| 14 | ACWI iShares MSCI ACWI ETF | 2.0% | $49.5m | 385,120 | 50% | added | |
| 15 | IEF iShares 7-10 Year Treasury Bond ETF | 1.5% | $37.9m | 396,173 | -58% | reduced | |
| 16 | SNPS Synopsys Inc | Technology | 1.4% | $35.0m | 56,706 | -36% | reduced |
| 17 | SPY SPDR S&P 500 ETF Trust | 1.4% | $35.0m | 56,706 | -74% | reduced | |
| 18 | REET iShares Global REIT ETF | 1.3% | $33.0m | 1,338,032 | -58% | reduced | |
| 19 | EFA iShares MSCI EAFE ETF | 1.2% | $30.4m | 340,560 | – | new | |
| 20 | BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 1.2% | $29.3m | 294,974 | -50% | reduced | |
| 21 | SGOV iShares 0-3 Month Treasury Bond ETF | 1.1% | $26.4m | 262,451 | -83% | reduced | |
| 22 | EWJ iShares MSCI Japan ETF | 1.0% | $24.5m | 327,359 | -47% | reduced | |
| 23 | IAU iShares Gold Trust | 0.9% | $21.8m | 349,933 | 31% | added | |
| 24 | VGIT Vanguard Intermediate-Term Treasury ETF | 0.8% | $20.6m | 344,943 | -47% | reduced | |
| 25 | iShares Currency Hedged MSCI Japan ETF | 0.8% | $20.4m | 454,634 | -66% | reduced | |
| 26 | USHY iShares Broad USD High Yield Corporate Bond ETF | 0.8% | $18.7m | 498,961 | -59% | reduced | |
| 27 | SUB iShares Short-Term National Muni Bond ETF | 0.7% | $16.8m | 157,870 | -19% | reduced | |
| 28 | DXJ WisdomTree Japan Hedged Equity Fund | 0.6% | $14.4m | 126,036 | -55% | reduced | |
| 29 | iShares Currency Hedged MSCI ACWI EX US ETF | 0.6% | $14.0m | 397,056 | 8% | added | |
| 30 | Columbia EM Core ex-China ETF | 0.6% | $13.9m | 406,326 | -27% | reduced | |
| 31 | XLE Energy Select Sector SPDR Fund | 0.5% | $12.4m | 145,718 | 1% | added | |
| 32 | VNQ Vanguard Real Estate ETF | 0.5% | $12.4m | 138,725 | -46% | reduced | |
| 33 | BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | 0.5% | $11.3m | 123,000 | -96% | reduced | |
| 34 | IWV iShares Russell 3000 ETF | 0.4% | $10.4m | 29,690 | -17% | reduced | |
| 35 | VTWO Vanguard Russell 2000 ETF | 0.4% | $9.9m | 113,810 | -59% | reduced | |
| 36 | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.4% | $9.8m | 192,077 | -77% | reduced | |
| 37 | MCHI iShares MSCI China ETF | 0.4% | $9.2m | 167,230 | -49% | reduced | |
| 38 | SHY iShares 1-3 Year Treasury Bond ETF | 0.3% | $8.7m | 104,613 | -70% | reduced | |
| 39 | MSFT Microsoft Corp | Technology | 0.3% | $8.4m | 16,878 | -7% | reduced |
| 40 | VNO Vornado Realty Trust | Real Estate | 0.3% | $7.8m | 203,558 | 0% | held |
| 41 | VanEck Israel ETF | 0.3% | $7.5m | 145,123 | -50% | reduced | |
| 42 | META Meta Platforms Inc | Communication Services | 0.3% | $7.3m | 9,855 | -49% | reduced |
| 43 | EPP iShares MSCI Pacific ex Japan ETF | 0.3% | $6.8m | 138,569 | -48% | reduced | |
| 44 | SHV iShares Short Treasury Bond ETF | 0.3% | $6.7m | 60,905 | -49% | reduced | |
| 45 | DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 0.3% | $6.7m | 152,638 | -32% | reduced | |
| 46 | SLG2EUR SL Green Realty Corp | 0.3% | $6.3m | 101,607 | 0% | held | |
| 47 | TCW Transform Systems ETF | 0.2% | $6.1m | 67,705 | – | new | |
| 48 | QQQ Invesco QQQ Trust Series 1 | 0.2% | $6.0m | 10,922 | -46% | reduced | |
| 49 | IWM iShares Russell 2000 ETF | 0.2% | $5.7m | 26,595 | -58% | reduced | |
| 50 | ICE Intercontinental Exchange Inc | Financial Services | 0.2% | $5.6m | 30,404 | -59% | reduced |
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.