PARTNERS CAPITAL INVESTMENT GROUP, LLP

CIK: 0001694870SEC EDGAR →

Portfolio Value

$2.7T

Holdings

166

As of

Q4 2025

New Positions

166

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core S&P 500 ETF

867,648$594.3B
22.14%
2

Vanguard Short-Term Treasury ETF

2,899,929$170.3B
6.35%
3

iShares Currency Hedged MSCI EAFE ETF

3,442,271$142.4B
5.31%
4

iShares Core MSCI Emerging Markets ETF

2,114,082$142.1B
5.30%
5

iShares 0-5 Year TIPS Bond ETF

1,290,115$132.1B
4.92%
6

Vanguard Value ETF

609,367$116.4B
4.34%
7

Vanguard S&P 500 ETF

182,948$114.7B
4.28%
8

iShares MSCI Emerging Markets ex China ETF

1,155,424$84.0B
3.13%
9

Vanguard Total World Stock ETF

572,306$80.7B
3.01%
10

iShares TIPS Bond ETF

722,269$79.4B
2.96%

Quarterly Changes

Top Buys

IVVNEW
$594.3B
VGSHNEW
$170.3B
HEFANEW
$142.4B
IEMGNEW
$142.1B
STIPNEW
$132.1B

Top Sells

No sells this quarter

New Positions (166)

$594.3B · 868K shares
$170.3B · 2.9M shares
$142.4B · 3.4M shares
$142.1B · 2.1M shares
$132.1B · 1.3M shares
$116.4B · 609K shares
$114.7B · 183K shares
$84.0B · 1.2M shares
$80.7B · 572K shares
$79.4B · 722K shares
$69.3B · 466K shares
$68.0B · 761K shares
$63.7B · 673K shares
$48.1B · 500K shares
$40.8B · 288K shares
$39.0B · 1.6M shares
$38.9B · 57K shares
$38.9B · 57K shares
$32.8B · 547K shares
$30.6B · 376K shares
$28.8B · 287K shares
$20.0B · 356K shares
$19.1B · 362K shares
$17.2B · 213K shares
$17.2B · 435K shares
$17.1B · 119K shares
$17.0B · 159K shares
$16.0B · 386K shares
$13.2B · 296K shares
$12.7B · 143K shares
$12.3B · 320K shares
$11.8B · 119K shares
$11.5B · 30K shares
$11.4B · 119K shares
$11.4B · 114K shares
$10.1B · 105K shares
$10.1B · 168K shares
$9.7B · 259K shares
$9.2B · 37K shares
$8.8B · 106K shares
$8.7B · 147K shares
$8.4B · 176K shares
$7.5B · 83K shares
$7.4B · 15K shares
$6.8B · 11K shares
$6.3B · 58K shares
$6.2B · 18K shares
$6.0B · 31K shares
$6.0B · 119K shares
$5.9B · 30K shares
$5.9B · 9K shares
$5.7B · 18K shares
$4.9B · 26K shares
$4.9B · 12K shares
$4.6B · 112K shares
$4.6B · 11K shares
$4.5B · 21K shares
$4.5B · 17K shares
$4.5B · 81K shares
$4.4B · 18K shares
$4.3B · 12K shares
$4.3B · 31K shares
$4.3B · 43K shares
$4.3B · 79K shares
$4.3B · 14K shares
$4.2B · 159K shares
$4.1B · 3K shares
$4.1B · 8K shares
$4.0B · 25K shares
$4.0B · 14K shares
$4.0B · 14K shares
$3.9B · 43K shares
$3.9B · 5K shares
$3.8B · 8K shares
$3.7B · 54K shares
$3.7B · 8K shares
$3.6B · 24K shares
$3.6B · 10K shares
$3.5B · 16K shares
$3.4B · 13K shares
$3.3B · 31K shares
$3.2B · 66K shares
$2.9B · 19K shares
$2.8B · 29K shares
$2.4B · 8K shares
$2.4B · 49K shares
$2.4B · 29K shares
$2.3B · 42K shares
$2.1B · 14K shares
$2.0B · 4K shares
$1.8B · 2K shares
$1.8B · 18K shares
$1.8B · 218K shares
$1.7B · 14K shares
$1.7B · 14K shares
$1.7B · 6K shares
$1.6B · 47K shares
$1.5B · 13K shares
$1.5B · 7K shares
$1.5B · 15K shares
$1.4B · 180K shares
$1.4B · 13K shares
$1.4B · 72K shares
$1.3B · 28K shares
$1.2B · 4K shares
$1.1B · 5K shares
$1.1B · 5K shares
$1.1B · 25K shares
$1.1B · 7K shares
$987.0M · 59K shares
$850.0M · 44K shares
$845.0M · 13K shares
$845.0M · 7K shares
$662.0M · 13K shares
$650.0M · 23K shares
$645.0M · 4K shares
$628.0M · 17K shares
$620.0M · 2K shares
$620.0M · 2K shares
$614.0M · 1K shares
$605.0M · 6K shares
$594.0M · 7K shares
$498.0M · 8K shares
$475.0M · 4K shares
$472.0M · 5K shares
$471.0M · 1K shares
$456.0M · 3K shares
$451.0M · 6K shares
$451.0M · 11K shares
$430.0M · 8K shares
$418.0M · 26K shares
$415.0M · 11K shares
$404.0M · 1K shares
$395.0M · 2K shares
$393.0M · 2K shares
$389.0M · 2K shares
$387.0M · 10K shares
$384.0M · 5K shares
$366.0M · 13K shares
$360.0M · 15K shares
$334.0M · 3K shares
$327.0M · 1K shares
$322.0M · 3K shares
$311.0M · 978 shares
$307.0M · 2K shares
$283.0M · 2K shares
$268.0M · 1K shares
$256.0M · 4K shares
$252.0M · 13K shares
$252.0M · 3K shares
$252.0M · 2K shares
$250.0M · 2K shares
$250.0M · 3K shares
$238.0M · 1K shares
$233.0M · 3K shares
$230.0M · 459 shares
$222.0M · 1K shares
$221.0M · 162K shares
$221.0M · 492 shares
$200.0M · 12K shares
$147.0M · 209K shares
$145.0M · 23K shares
$124.0M · 21K shares
$112.0M · 75K shares
$47.0M · 20K shares
$18.0M · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services92$2.4T89.9%
Unknown13$120.7B4.5%
Technology14$70.9B2.6%
Industrials15$21.0B0.8%
Communication Services7$20.8B0.8%
Healthcare7$14.5B0.5%
Consumer Cyclical6$10.1B0.4%
Basic Materials2$8.6B0.3%
Utilities4$1.6B0.1%
Real Estate4$1.5B0.1%
Energy1$327.0M0.0%
Consumer Defensive1$252.0M0.0%