Partners Capital Investment Group, LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Partners Capital Investment Group, LLP reported 177 stock positions worth $6.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.9%) and iShares MSCI Emr MRK Ex Chna (EMXC, 6.4%). Compared with Q2 2024, it opened 7 new positions, sold out of 16, added to 65 and reduced 63. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +369%) and the biggest sale an exit from iShares Core MSCI World (IRRRF).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001694870
- Portfolio Value
- $6.3B (Q3 2024)
- SEC Filing
- 0001104659-24-114237 ↗ filed Nov 5, 2024
Holdings Value
Holdings 177 stocks · $6.3B
| IVV iShares Core S&P 500 ETF | 17.85% | 1,935,921 | $1.1B | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 6.89% | 816,296 | $430.7M | Add +27.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 6.38% | 6,530,686 | $399.1M | Reduce -26.1% |
| VGSH Vanguard Short-Term Treasury | 4.67% | 4,952,286 | $292.3M | Add +9.3% |
| VT Vanguard Tot World STK ETF | 4.61% | 2,409,575 | $288.4M | Add +23.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.76% | 1,348,267 | $235.4M | Reduce -11.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.43% | 2,334,628 | $214.3M | Add +40.6% |
| IEMG iShares Core MSCI Emerging | 3.30% | 3,596,516 | $206.5M | Add +6.6% |
| SGOV iShares 0-3 Month Treasury B | 2.94% | 1,827,447 | $184.1M | Add +9.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 2.78% | 4,905,490 | $173.8M | Add +36.6% |
| TIP iShares Tips Bond ETF | 2.23% | 1,261,536 | $139.4M | Reduce -4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.08% | 226,462 | $129.9M | Reduce -2.4% |
| VGIT Vanguard Intermediate-Term T | 1.97% | 2,038,227 | $123.1M | Add +369.0% |
| DBJP Xtrackers MSCI Japan Hedged | 1.78% | 1,560,617 | $111.4M | Add +14.9% |
| ITOT iShares Core S&P Total U.S. | 1.76% | 875,843 | $110.0M | Add +4.8% |
| SRLN SS Blackstone Sr Loan ETF | 1.67% | 2,497,458 | $104.3M | Reduce -7.3% |
| IEF iShares 7-10 Year Treasury B | 1.65% | 1,053,123 | $103.3M | Add +1.3% |
| STIP iShares 0-5 Year Tips Bond E | 1.55% | 958,807 | $97.1M | Add +6.5% |
| AGG iShares Core U.S. Aggregate | 1.52% | 937,113 | $94.9M | New |
| VWSUX Vangrd Ultra SH TM TX Ex-Adm filed as VANGUARD SH TX ADM | 1.34% | 5,307,916 | $84.1M | Add +0.7% |
| HEWJ Isha Curr Hedged MSCI Japan | 1.32% | 2,004,811 | $82.3M | Add +15.1% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 1.28% | 802,048 | $79.9M | Add +1.1% |
| ESGU iShares ESG Aware MSCI USA | 1.15% | 572,091 | $72.2M | Add +12.0% |
| SNPS Synopsys Inc. | 1.04% | 113,231 | $65.0M | Reduce -2.4% |
| USHY iShares Broad Usd High Yield | 1.03% | 1,715,964 | $64.6M | Reduce -1.8% |
| REET iShares Global REIT ETF | 0.98% | 2,291,594 | $61.2M | Reduce -1.8% |
| VIPIX Vanguard Infl Proct Sec-Inst | 0.89% | 5,779,234 | $55.6M | Add +1.2% |
| EWJ iShares MSCI Japan ETF | 0.80% | 697,659 | $49.9M | Add +5.3% |
| VINIX Vanguard Inst Index-Inst | 0.71% | 93,869 | $44.5M | Add +9.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.68% | 906,594 | $42.8M | Add +23.1% |
| ESGV Vanguard ESG US Stock ETF | 0.64% | 392,796 | $39.9M | Add +22.4% |
| DXJ Wisdomtree Japan Hedged Eq | 0.57% | 334,256 | $35.4M | Add +11.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.55% | 415,477 | $34.5M | Reduce -3.0% |
| VFIAX Vanguard 500 Index-Adm | 0.51% | 59,753 | $31.8M | Add +51.1% |
| ACWI iShares MSCI Acwi ETF | 0.50% | 259,976 | $31.1M | Add +0.6% |
| VTWO Vanguard Russell 2000 ETF | 0.44% | 311,396 | $27.8M | Add +0.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.39% | 401,091 | $24.7M | Add +63.9% |
| VNQ Vanguard Real Estate ETF | 0.39% | 251,006 | $24.5M | Reduce -0.8% |
| ESGD iShares Trust iShares ESG Aw | 0.32% | 239,467 | $20.2M | Add +18.7% |
| SUB iShares Short-Term National | 0.31% | 184,427 | $19.6M | Reduce -33.4% |
| APHKX Artisan Intl Val-Inst | 0.31% | 369,075 | $19.3M | No change |
| XCEM Columbia Em Core Ex-China | 0.29% | 546,304 | $17.8M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.28% | 160,969 | $17.8M | Add +2884.8% |
| VFIRX Vanguard SHRT TRM Treas-Adm | 0.28% | 1,739,344 | $17.3M | Add +93.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 221,011 | $17.2M | Reduce -5.7% |
| MCHI iShares MSCI China ETF | 0.27% | 328,555 | $16.7M | No change |
| URTH iShares MSCI World ETF | 0.27% | 105,621 | $16.6M | Reduce -28.4% |
| IYW iShares Ustechnology ETF | 0.26% | 105,797 | $16.0M | Add +10.2% |
| KKR KKR & Co. Inc. | 0.25% | 117,451 | $15.3M | Reduce -5.2% |
| EPP iShares MSCI Pacific Ex Japa | 0.23% | 296,703 | $14.5M | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.22% | 384,125 | $14.0M | Add +28.0% |
| IAU iShares Gold Trust | 0.21% | 267,057 | $13.3M | No change |
| TDG Transdigm Group Inc. | 0.21% | 9,227 | $13.2M | Reduce -5.3% |
| POSIX Principal GLBL R/E Sec-Inst | 0.20% | 1,228,920 | $12.7M | No change |
| HAWX iShares Cur HDG MSCI Acwi-X | 0.20% | 385,578 | $12.7M | Add +3.2% |
| XLE SS Energy Select Sector | 0.20% | 142,230 | $12.5M | Add +0.8% |
| FOXA Fox Corp. Class A | 0.20% | 290,384 | $12.3M | Reduce -5.4% |
| EXPRO GROUP HOLDINGS NV COM | 0.19% | 67,735 | $12.2M | Reduce -5.3% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 19,377 | $12.0M | Reduce -5.4% |
| VWIUX Vanguard I/T Tax Exmpt-Adm | 0.19% | 862,133 | $11.9M | Add +0.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.19% | 234,224 | $11.8M | Add +0.3% |
| USB US Bancorp | 0.18% | 252,776 | $11.6M | Reduce -5.5% |
| IWV iShares Russell 3000 ETF | 0.18% | 35,305 | $11.5M | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.18% | 41,840 | $11.3M | Reduce -5.4% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 62,615 | $11.2M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.17% | 65,947 | $10.9M | Reduce -5.3% |
| VMC Vulcan Materials Co. | 0.16% | 41,135 | $10.3M | Reduce -5.3% |
| NYT New York Times Co. Class A | 0.16% | 182,782 | $10.2M | Reduce -5.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 58,481 | $10.2M | New |
| CRM Salesforce Inc. | 0.15% | 34,139 | $9.3M | Reduce -5.4% |
| AON Aon PLC Class A | 0.15% | 26,362 | $9.1M | Reduce -5.4% |
| UNP Union Pacific Corp. | 0.15% | 36,956 | $9.1M | Reduce -5.4% |
| CSX CSX Corp. | 0.14% | 256,576 | $8.9M | Reduce -5.4% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 170,975 | $8.8M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 17,852 | $8.7M | Add +0.0% |
| VWEAX Vanguard Hi YLD Corp.-Adm | 0.13% | 1,525,224 | $8.4M | Add +1.6% |
| MSFT Microsoft Corp. | 0.13% | 18,842 | $8.1M | Reduce -6.2% |
| IWM iShares Russell 2000 ETF | 0.13% | 36,347 | $8.0M | Add +0.3% |
| VNO Vornado Realty Trust | 0.13% | 203,558 | $8.0M | No change |
| AAPL Apple Inc. | 0.12% | 32,800 | $7.6M | Add +126.4% |
| DBEU Xtrackers MSCI Europe Hedged | 0.12% | 172,194 | $7.3M | Reduce -0.2% |
| SL GREEN REALTY CORP | 0.11% | 101,607 | $7.1M | No change |
| NOW ServiceNow Inc. | 0.11% | 7,849 | $7.0M | Reduce -4.4% |
| BN Brookfield Corp. | 0.11% | 125,696 | $6.7M | Reduce -5.5% |
| VLUE iShares MSCI USA Value Facto | 0.10% | 57,877 | $6.3M | No change |
| GLD SPDR Gold Shares | 0.10% | 24,620 | $6.0M | No change |
| ISRA Vaneck Israel ETF | 0.09% | 143,407 | $5.6M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 19,523 | $5.5M | Reduce -0.2% |
| LW Lamb Weston Holdings Inc. | 0.09% | 84,818 | $5.5M | Reduce -5.4% |
| ABLZF Abb Ltd.-Reg | 0.09% | 94,038 | $5.4M | Reduce -10.8% |
| IVE iShares S&P 500 Value ETF | 0.09% | 27,187 | $5.4M | Add +0.6% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.08% | 123,720 | $5.2M | Add +21.7% |
| REZ Ishars Res and Multi Reales | 0.08% | 57,980 | $5.1M | No change |
| ARGX Argenx SE - ADR | 0.08% | 9,298 | $5.0M | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.08% | 41,507 | $4.9M | Reduce -23.1% |
| NWSA News Corp. Class A | 0.08% | 182,402 | $4.9M | Reduce -10.5% |
| NVSEF Novartis AG-Reg | 0.07% | 40,696 | $4.7M | Reduce -10.4% |
| HUBS HubSpot Inc. | 0.07% | 8,620 | $4.6M | Reduce -5.4% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.07% | 55,552 | $4.4M | Reduce -5.4% |
| VAIPX Vanguard Infl Proct Sec-Adm | 0.07% | 183,852 | $4.3M | Reduce -18.2% |
Portfolio Sells Q2 2024 → Q3 2024
| IRRRF iShares Core MSCI World | Sold out | 0.00% | −4.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -26.1% | 6.38% | −2.44 |
| ERIXF Ericsson LM-B SHS | Sold out | 0.00% | −0.97 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -11.1% | 3.76% | −0.34 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -7.3% | 1.67% | −0.23 |
| ISVVF Is MSCI All Cntry WRD ETF-Ua | Sold out | 0.00% | −0.21 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | Sold out | 0.00% | −0.20 |
| SUB iShares Short-Term National | Reduce -33.4% | 0.31% | −0.18 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.17 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.16 |
| TIP iShares Tips Bond ETF | Reduce -4.7% | 2.23% | −0.16 |
| ISTXF iShares Usd Trsry 1-3Y Usd A | Sold out | 0.00% | −0.14 |
| URTH iShares MSCI World ETF | Reduce -28.4% | 0.27% | −0.10 |
| ESLOF Essilorluxottica | Sold out | 0.00% | −0.09 |
| LRLCF L'oreal | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.4% | 2.08% | −0.06 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 0.17% | −0.04 |
| KWEB Kranesh Csi China Internet | Reduce -53.1% | 0.05% | −0.04 |
| USHY iShares Broad Usd High Yield | Reduce -1.8% | 1.03% | −0.04 |
| LW Lamb Weston Holdings Inc. | Reduce -5.4% | 0.09% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.0% | 0.55% | −0.04 |
| SNPS Synopsys Inc. | Reduce -2.4% | 1.04% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -23.1% | 0.08% | −0.03 |
| ASEA Global X Ftse Southeast Asia | Reduce -47.0% | 0.04% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -31.4% | 0.05% | −0.02 |
| EWU iShares MSCI United Kingdom | Reduce -25.7% | 0.07% | −0.02 |
| MSFT Microsoft Corp. | Reduce -6.2% | 0.13% | −0.02 |
| IXSRF iShares MSCI Em Xchina | Sold out | 0.00% | −0.02 |
| VAIPX Vanguard Infl Proct Sec-Adm | Reduce -18.2% | 0.07% | −0.02 |
| VMC Vulcan Materials Co. | Reduce -5.3% | 0.16% | −0.02 |
| HUBS HubSpot Inc. | Reduce -5.4% | 0.07% | −0.02 |
| NWSA News Corp. Class A | Reduce -10.5% | 0.08% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.7% | 0.28% | −0.01 |
| ABLZF Abb Ltd.-Reg | Reduce -10.8% | 0.09% | −0.01 |
| CSX CSX Corp. | Reduce -5.4% | 0.14% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -19.2% | 0.03% | −0.01 |
| KRON Kronos Bio Inc. | Reduce -3.3% | 0.03% | −0.01 |
| NVSEF Novartis AG-Reg | Reduce -10.4% | 0.07% | −0.01 |
| ISHOF iShares S&P Small Cap 600 | Sold out | 0.00% | −0.01 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -10.8% | 0.03% | −0.01 |
| ALLO Allogene Therapeutics Inc. | Reduce -44.0% | 0.01% | −0.01 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -5.4% | 0.15% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -30.5% | 0.01% | −0.01 |
| FUL H.B. Fuller Co. | Reduce -5.4% | 0.07% | −0.01 |
| DBEU Xtrackers MSCI Europe Hedged | Reduce -0.2% | 0.12% | −0.00 |
| DGEAF Diageo PLC | Reduce -10.6% | 0.06% | −0.00 |
| HOOD Robinhood Markets Inc. Class A | Reduce -51.0% | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| VGIT Vanguard Intermediate-Term T | Add +369.0% | 1.97% | +1.54 |
| AGG iShares Core U.S. Aggregate | New | 1.52% | +1.52 |
| VOO Vanguard S&P 500 ETF | Add +27.8% | 6.89% | +1.47 |
| VT Vanguard Tot World STK ETF | Add +23.7% | 4.61% | +0.90 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +40.6% | 3.43% | +0.85 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +36.6% | 2.78% | +0.62 |
| IVV iShares Core S&P 500 ETF | Add +3.9% | 17.85% | +0.59 |
| SHV iShares 0-1 Year Treasury Bo | Add +2884.8% | 0.28% | +0.27 |
| IEMG iShares Core MSCI Emerging | Add +6.6% | 3.30% | +0.25 |
| VGSH Vanguard Short-Term Treasury | Add +9.3% | 4.67% | +0.23 |
| VFIAX Vanguard 500 Index-Adm | Add +51.1% | 0.51% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.16% | +0.16 |
| VSGX Vanguard ESG Intl Stock ETF | Add +63.9% | 0.39% | +0.16 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +23.1% | 0.68% | +0.13 |
| VFIRX Vanguard SHRT TRM Treas-Adm | Add +93.4% | 0.28% | +0.13 |
| ESGU iShares ESG Aware MSCI USA | Add +12.0% | 1.15% | +0.12 |
| ESGV Vanguard ESG US Stock ETF | Add +22.4% | 0.64% | +0.11 |
| SGOV iShares 0-3 Month Treasury B | Add +9.1% | 2.94% | +0.09 |
| ISRA Vaneck Israel ETF | New | 0.09% | +0.09 |
| ITOT iShares Core S&P Total U.S. | Add +4.8% | 1.76% | +0.08 |
| AAPL Apple Inc. | Add +126.4% | 0.12% | +0.07 |
| ADBE Adobe Inc. | New | 0.07% | +0.07 |
| DBJP Xtrackers MSCI Japan Hedged | Add +14.9% | 1.78% | +0.06 |
| ESGD iShares Trust iShares ESG Aw | Add +18.7% | 0.32% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | Add +28.0% | 0.22% | +0.05 |
| VINIX Vanguard Inst Index-Inst | Add +9.1% | 0.71% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +6.5% | 1.55% | +0.04 |
| EWJ iShares MSCI Japan ETF | Add +5.3% | 0.80% | +0.04 |
| HEWJ Isha Curr Hedged MSCI Japan | Add +15.1% | 1.32% | +0.04 |
| VTWO Vanguard Russell 2000 ETF | Add +0.5% | 0.44% | +0.02 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +21.7% | 0.08% | +0.01 |
| IYW iShares Ustechnology ETF | Add +10.2% | 0.26% | +0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +32.7% | 0.03% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +22.4% | 0.04% | +0.01 |
| INDA iShares MSCI India ETF | Add +10.4% | 0.07% | +0.01 |
| ACWI iShares MSCI Acwi ETF | Add +0.6% | 0.50% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.13% | +0.00 |
| BURBY Burberry Group PLC-Spon ADR | New | 0.00% | +0.00 |
| VFH Vanguard Financials ETF | New | 0.00% | +0.00 |
| CLSK Cleanspark Inc. | New | 0.00% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.6% | 0.09% | +0.00 |
| TSLA Tesla Inc. | Add +22.2% | 0.01% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.0% | 0.06% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.5% | 0.05% | +0.00 |
| BX Blackstone Inc. | Add +0.1% | 0.01% | +0.00 |
| BXMT Blackstone Mortgage Tru Class A | Add +3.3% | 0.02% | +0.00 |
| TEAD Teads Holding Co. | Add +17.2% | 0.02% | +0.00 |
| LEN Lennar Corp. Class A | Add +0.3% | 0.01% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Add +1.3% | 1.65% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 0.18% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 186 | $2.8B | IVV, IEMG, VGSH, HEFA, VTV |
| Q1 2026 | 174 | $2.7B | IVV, VGSH, IEMG, HEFA, VTV |
| Q4 2025 | 166 | $2.7B | IVV, VGSH, HEFA, IEMG, STIP |
| Q3 2025 | 162 | $2.5B | IVV, VGSH, IEMG, HEFA, VOO |
| Q2 2025 | 161 | $2.5B | IVV, VGSH, IEMG, HEFA, VTV |
| Q1 2025 | 182 | $5.9B | IVV, VOO, VTV, VT, VGSH |
| Q4 2024 | 125 | $3.6B | IVV, VOO, EMXC, BIL, VT |
| Q3 2024 | 177 | $6.3B | IVV, VOO, EMXC, VGSH, VT |
| Q2 2024 | 186 | $5.9B | IVV, EMXC, VOO, VGSH, VTV |
| Q1 2024 | 139 | $3.3B | IVV, EMXC, IRRRF, VTV, VGSH |