Partners Capital Investment Group, LLP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Partners Capital Investment Group, LLP reported 174 stock positions worth $2.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.2% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 6.4%) and iShares Core MSCI Emerging (IEMG, 5.7%). Compared with Q4 2025, it opened 15 new positions, sold out of 7, added to 51 and reduced 53. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +106%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001694870
- Portfolio Value
- $2.7B (Q1 2026)
- SEC Filing
- 0001104659-26-059167 ↗ filed May 12, 2026
Holdings Value
Holdings 174 stocks · $2.7B
| IVV iShares Core S&P 500 ETF | 20.22% | 821,849 | $536.8M | Reduce -5.3% |
| VGSH Vanguard Short-Term Treasury | 6.43% | 2,917,104 | $170.8M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 5.75% | 2,187,140 | $152.6M | Add +3.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 5.73% | 3,579,217 | $152.1M | Add +4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.73% | 640,487 | $125.7M | Add +5.1% |
| STIP iShares 0-5 Year Tips Bond E | 3.83% | 983,845 | $101.8M | Reduce -23.7% |
| VOO Vanguard S&P 500 ETF | 3.67% | 163,083 | $97.5M | Reduce -10.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.14% | 919,863 | $83.3M | Add +20.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.03% | 1,022,259 | $80.4M | Reduce -11.5% |
| ITOT iShares Core S&P Total U.S. | 2.60% | 484,522 | $69.0M | Add +3.9% |
| VT Vanguard Tot World STK ETF | 2.57% | 493,679 | $68.3M | Reduce -13.7% |
| DBJP Xtrackers MSCI Japan Hedged | 2.49% | 655,348 | $66.2M | Reduce -2.6% |
| TIP iShares Tips Bond ETF | 2.37% | 569,232 | $62.8M | Reduce -21.2% |
| SGOV iShares 0-3 Month Treasury B | 2.24% | 590,975 | $59.5M | Add +105.8% |
| IEF iShares 7-10 Year Treasury B | 1.96% | 544,561 | $52.0M | Add +8.9% |
| REET iShares Global REIT ETF | 1.51% | 1,596,022 | $40.1M | Add +2.1% |
| VGIT Vanguard Intermediate-Term T | 1.46% | 652,463 | $38.9M | Add +19.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 57,179 | $37.2M | Add +0.3% |
| SNPS Synopsys Inc. | 1.40% | 57,179 | $37.2M | Add +0.3% |
| IAU iShares Gold Trust | 1.35% | 406,426 | $35.8M | Add +8.0% |
| ACWI iShares MSCI Acwi ETF | 1.16% | 223,032 | $30.9M | Reduce -22.6% |
| SUB iShares Short-Term National | 0.89% | 222,273 | $23.7M | Add +39.6% |
| LEMB iShares JP Morgan Em Local C | 0.88% | 571,451 | $23.3M | Add +48.1% |
| EMLC Vaneck JPM Em Local Curr BND | 0.73% | 773,331 | $19.4M | New |
| HEWJ Isha Curr Hedged MSCI Japan | 0.73% | 343,797 | $19.3M | Reduce -4.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.71% | 357,185 | $18.9M | Add +0.2% |
| DXJ Wisdomtree Japan Hedged Eq | 0.71% | 118,546 | $18.8M | No change |
| XLE SS Energy Select Sector | 0.68% | 296,295 | $18.2M | No change |
| HAWX iShares Cur HDG MSCI Acwi-X | 0.65% | 420,782 | $17.2M | Reduce -3.2% |
| EWJ iShares MSCI Japan ETF | 0.59% | 184,019 | $15.5M | Reduce -13.5% |
| XCEM Columbia Em Core Ex-China | 0.49% | 320,043 | $13.1M | No change |
| VNQ Vanguard Real Estate ETF | 0.48% | 144,944 | $12.9M | Add +1.1% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.45% | 119,196 | $11.9M | Add +0.6% |
| VTWO Vanguard Russell 2000 ETF | 0.43% | 114,697 | $11.5M | Add +0.2% |
| IWV iShares Russell 3000 ETF | 0.42% | 29,907 | $11.1M | Add +0.2% |
| PWRD TCW Transform Systems ETF | 0.39% | 105,340 | $10.3M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.38% | 110,881 | $10.2M | Add +34.4% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.37% | 199,828 | $9.9M | Add +13.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 117,887 | $9.7M | Add +10.8% |
| MCHI iShares MSCI China ETF | 0.36% | 168,407 | $9.5M | No change |
| IWM iShares Russell 2000 ETF | 0.34% | 36,279 | $9.0M | Reduce -2.5% |
| ISRA Vaneck Israel ETF | 0.34% | 147,257 | $8.9M | No change |
| USHY iShares Broad Usd High Yield | 0.28% | 201,447 | $7.4M | Reduce -22.2% |
| EFA iShares MSCI Eafe ETF | 0.26% | 70,524 | $6.8M | Reduce -40.8% |
| EPP iShares MSCI Pacific Ex Japa | 0.25% | 122,513 | $6.5M | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 11,277 | $6.5M | Add +1.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.24% | 57,957 | $6.4M | Add +0.6% |
| LIN Linde PLC | 0.24% | 12,730 | $6.3M | Add +19.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 19,052 | $6.1M | Add +3.7% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 31,484 | $6.0M | Add +0.4% |
| MTZ Mastec Inc. | 0.23% | 18,630 | $6.0M | Reduce -9.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.21% | 46,362 | $5.5M | Add +262.3% |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 28,593 | $5.5M | Reduce -4.0% |
| GLD SPDR Gold Shares | 0.20% | 12,310 | $5.3M | No change |
| DE Deere & Co. | 0.19% | 9,141 | $5.1M | Add +16.6% |
| MSFT Microsoft Corp. | 0.19% | 13,791 | $5.1M | Reduce -10.0% |
| GOOGL Alphabet Inc. Class A | 0.18% | 16,821 | $4.8M | Reduce -7.0% |
| EEM iShares MSCI Emerging Market | 0.17% | 81,461 | $4.6M | No change |
| URTH iShares MSCI World ETF | 0.17% | 25,430 | $4.6M | Reduce -3.8% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 70,708 | $4.3M | Reduce -10.5% |
| NVSEF Novartis AG-Reg | 0.16% | 28,214 | $4.3M | Reduce -9.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 12,542 | $4.2M | Reduce -10.5% |
| META Meta Platforms Inc. Class A | 0.16% | 7,278 | $4.2M | Reduce -18.4% |
| VPL Vanguard Ftse Pacific ETF | 0.14% | 38,721 | $3.8M | Reduce -9.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.14% | 12,318 | $3.7M | Reduce -10.5% |
| SCHW Schwab (charles) Corp. | 0.14% | 38,623 | $3.6M | Reduce -10.5% |
| QSR Restaurant Brands Intern | 0.13% | 48,294 | $3.6M | Reduce -10.5% |
| NWSA News Corp. Class A | 0.13% | 143,137 | $3.6M | Reduce -10.1% |
| ICE Intercontinental Exchange Inc. | 0.13% | 22,346 | $3.5M | Reduce -10.5% |
| VMC Vulcan Materials Co. | 0.13% | 12,694 | $3.5M | Reduce -10.0% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 24,069 | $3.4M | Add +0.3% |
| FERG Ferguson Jersey Ltd. | 0.12% | 14,212 | $3.3M | Reduce -10.5% |
| MUB iShares National Muni Bond E | 0.12% | 31,123 | $3.3M | Add +0.5% |
| TDG Transdigm Group Inc. | 0.12% | 2,794 | $3.2M | Reduce -9.8% |
| V Visa Inc. Class A | 0.12% | 10,658 | $3.2M | Reduce -13.7% |
| URI United Rentals Inc. | 0.12% | 4,281 | $3.1M | Reduce -10.5% |
| COF Capital One Financial Corp. | 0.11% | 16,302 | $3.0M | Reduce -10.4% |
| SPGI S&P Global Inc. | 0.11% | 6,991 | $3.0M | Reduce -10.5% |
| AVGO Broadcom Inc. | 0.11% | 9,213 | $2.9M | Reduce -10.4% |
| CRM Salesforce Inc. | 0.11% | 15,137 | $2.8M | Reduce -10.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 29,465 | $2.7M | Add +0.4% |
| TYL Tyler Technologies Inc. | 0.10% | 7,522 | $2.6M | Reduce -10.5% |
| VTIP Vanguard Short-Term Tips | 0.09% | 48,597 | $2.4M | No change |
| DBEU Xtrackers MSCI Europe Hedged | 0.09% | 49,649 | $2.4M | Reduce -24.5% |
| REZ Ishars Res and Multi Reales | 0.09% | 28,990 | $2.4M | No change |
| UTHR United Therapeutics Corp. | 0.08% | 3,651 | $2.2M | Reduce -10.4% |
| ITB iShares U.S. Home Constructi | 0.08% | 22,858 | $2.1M | New |
| INDA iShares MSCI India ETF | 0.07% | 41,894 | $2.0M | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 6,810 | $2.0M | Reduce -12.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.07% | 26,047 | $1.8M | Add +106.8% |
| SRLN SS Blackstone Sr Loan ETF | 0.06% | 42,312 | $1.7M | Reduce -62.2% |
| TT Trane Technologies PLC | 0.06% | 4,042 | $1.7M | Add +233.5% |
| HWM Howmet Aerospace Inc. | 0.06% | 7,200 | $1.7M | No change |
| IGIFF Igm Financial Inc. | 0.06% | 13,550 | $1.6M | Add +0.0% |
| IGM iShares Expanded Tech Sector | 0.06% | 13,550 | $1.6M | Add +0.0% |
| AOR iShares Core 60/40 Balanced | 0.06% | 24,307 | $1.6M | Add +217.0% |
| INCY Incyte Corp. | 0.06% | 16,343 | $1.5M | Reduce -10.5% |
| IGV iShares Expanded Tech-Softwa | 0.06% | 19,199 | $1.5M | Add +45.8% |
| ONC Beone Medicines Ltd.-ADR | 0.06% | 5,144 | $1.5M | Reduce -10.4% |
| EMR Emerson Electric Co. | 0.06% | 11,597 | $1.5M | Add +223.8% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -5.3% | 20.22% | −1.92 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -23.7% | 3.83% | −1.09 |
| VOO Vanguard S&P 500 ETF | Reduce -10.9% | 3.67% | −0.60 |
| TIP iShares Tips Bond ETF | Reduce -21.2% | 2.37% | −0.59 |
| VT Vanguard Tot World STK ETF | Reduce -13.7% | 2.57% | −0.44 |
| ACWI iShares MSCI Acwi ETF | Reduce -22.6% | 1.16% | −0.36 |
| EFA iShares MSCI Eafe ETF | Reduce -40.8% | 0.26% | −0.17 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.13 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -62.2% | 0.06% | −0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -11.5% | 3.03% | −0.10 |
| MSFT Microsoft Corp. | Reduce -10.0% | 0.19% | −0.08 |
| USHY iShares Broad Usd High Yield | Reduce -22.2% | 0.28% | −0.08 |
| NOW ServiceNow Inc. | Reduce -61.7% | 0.03% | −0.08 |
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -18.4% | 0.16% | −0.06 |
| CRM Salesforce Inc. | Reduce -10.5% | 0.11% | −0.06 |
| EWJ iShares MSCI Japan ETF | Reduce -13.5% | 0.59% | −0.05 |
| COF Capital One Financial Corp. | Reduce -10.4% | 0.11% | −0.05 |
| TYL Tyler Technologies Inc. | Reduce -10.5% | 0.10% | −0.05 |
| V Visa Inc. Class A | Reduce -13.7% | 0.12% | −0.04 |
| SPGI S&P Global Inc. | Reduce -10.5% | 0.11% | −0.04 |
| TDG Transdigm Group Inc. | Reduce -9.8% | 0.12% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -7.0% | 0.18% | −0.03 |
| URI United Rentals Inc. | Reduce -10.5% | 0.12% | −0.03 |
| DBEU Xtrackers MSCI Europe Hedged | Reduce -24.5% | 0.09% | −0.03 |
| AVGO Broadcom Inc. | Reduce -10.4% | 0.11% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -10.5% | 0.14% | −0.02 |
| NWSA News Corp. Class A | Reduce -10.1% | 0.13% | −0.02 |
| VMC Vulcan Materials Co. | Reduce -10.0% | 0.13% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -10.5% | 0.13% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -12.2% | 0.07% | −0.02 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.02 |
| INDS Pacer Industrial Real Estate | Reduce -62.9% | 0.01% | −0.01 |
| ARGX Argenx SE - ADR | Reduce -10.4% | 0.05% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -48.4% | 0.02% | −0.01 |
| SRVR Pacer Data & Infrastructure | Reduce -61.8% | 0.01% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.0% | 0.21% | −0.01 |
| IBBQ Invesco Nasdaq Biotech ETF | Sold out | 0.00% | −0.01 |
| URTH iShares MSCI World ETF | Reduce -3.8% | 0.17% | −0.01 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.01 |
| INCY Incyte Corp. | Reduce -10.5% | 0.06% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.01 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.01 |
| BX Blackstone Inc. | Reduce -12.3% | 0.02% | −0.01 |
| EWU iShares MSCI United Kingdom | Reduce -22.1% | 0.03% | −0.01 |
| ONC Beone Medicines Ltd.-ADR | Reduce -10.4% | 0.06% | −0.01 |
| FERG Ferguson Jersey Ltd. | Reduce -10.5% | 0.12% | −0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -10.5% | 0.14% | −0.01 |
| QSR Restaurant Brands Intern | Reduce -10.5% | 0.13% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -2.5% | 0.34% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Add +105.8% | 2.24% | +1.17 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.73% | +0.73 |
| IEFA iShares Core MSCI Eafe ETF | Add +20.9% | 3.14% | +0.60 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 5.75% | +0.45 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +4.0% | 5.73% | +0.42 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.1% | 4.73% | +0.40 |
| LEMB iShares JP Morgan Em Local C | Add +48.1% | 0.88% | +0.28 |
| SUB iShares Short-Term National | Add +39.6% | 0.89% | +0.26 |
| VGIT Vanguard Intermediate-Term T | Add +19.3% | 1.46% | +0.24 |
| IAU iShares Gold Trust | Add +8.0% | 1.35% | +0.21 |
| IEF iShares 7-10 Year Treasury B | Add +8.9% | 1.96% | +0.17 |
| IEI iShares 3-7 Year Treasury Bo | Add +262.3% | 0.21% | +0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +34.4% | 0.38% | +0.10 |
| VGSH Vanguard Short-Term Treasury | Add +0.6% | 6.43% | +0.09 |
| ITB iShares U.S. Home Constructi | New | 0.08% | +0.08 |
| LIN Linde PLC | Add +19.0% | 0.24% | +0.07 |
| REET iShares Global REIT ETF | Add +2.1% | 1.51% | +0.06 |
| DE Deere & Co. | Add +16.6% | 0.19% | +0.06 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +13.8% | 0.37% | +0.06 |
| PH Parker Hannifin Corp. | New | 0.06% | +0.06 |
| GE General Electric | New | 0.05% | +0.05 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| TT Trane Technologies PLC | Add +233.5% | 0.06% | +0.05 |
| PCAR Paccar Inc. | New | 0.04% | +0.04 |
| XEL Xcel Energy Inc. | Add +262.8% | 0.06% | +0.04 |
| AOR iShares Core 60/40 Balanced | Add +217.0% | 0.06% | +0.04 |
| COIN Coinbase Global Inc. Class A | Add +377.9% | 0.05% | +0.04 |
| EMR Emerson Electric Co. | Add +223.8% | 0.06% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +10.8% | 0.37% | +0.04 |
| BUG Global X Cybersecurity ETF | New | 0.04% | +0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +106.8% | 0.07% | +0.04 |
| EPP iShares MSCI Pacific Ex Japa | Add +3.1% | 0.25% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +3.9% | 2.60% | +0.02 |
| ES Eversource Energy | New | 0.02% | +0.02 |
| NVT Nvent Electric PLC | New | 0.01% | +0.01 |
| EME Emcor Group Inc. | New | 0.01% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +1.1% | 0.48% | +0.01 |
| HIMS Hims & Hers Health Inc. | New | 0.01% | +0.01 |
| RKLB Rocket Lab USA Inc. | New | 0.01% | +0.01 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +0.6% | 0.45% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.2% | 0.43% | +0.01 |
| NYT New York Times Co. Class A | New | 0.01% | +0.01 |
| BURBY Burberry Group PLC-Spon ADR | New | 0.01% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +45.8% | 0.06% | +0.01 |
| ONDS Ondas Inc. | New | 0.01% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.05% | +0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +0.6% | 0.24% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.23% | +0.00 |
| FC Franklin Covey Co. | Add +28.7% | 0.01% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.3% | 0.06% | +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 |