Partners Capital Investment Group, LLP 13F Filings Explorer

CIK: 0001694870

Diversified strategyMomentum followerLong-term holder

Total reported value

$2.7B

Reporting period: 2026-03-31 · Number of holdings: 174

PARTNERS CAPITAL INVESTMENT GROUP, LLP disclosed 174 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.7B and a quarterly turnover rate of 13.9%.

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Personality snowflake

Concentration: 25.58
Portfolio Stability: 13.87
Momentum/Contrarian: 100
Sector conviction: 60.96
Diversification: 100
Sizing Uniformity: 68.08

Partners Capital Investment Group, LLP's disclosed holdings carry a Herfindahl concentration index of 0.064 — mathematically equivalent to about 16 equally-sized positions, well below its 174 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 3.19), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 6% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim IVV
-5.3%　-$57.4M
Add SGOV
+105.8%　$30.7M
Trim STIP
-23.7%　-$30.3M
Trim VOO
-10.9%　-$17.3M
Add IEFA
+20.9%　$15.2M
Trim TIP
-21.2%　-$16.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	20.22%	-1.92%	-5.28%
2	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	6.43%	—	+0.59%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	5.75%	+0.45%	+3.46%
4	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	5.73%	+0.43%	+3.98%
5	VTV	Vanguard Value ETF	ETF-Other	4.73%	+0.39%	+5.11%
6	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	3.83%	-1.09%	-23.74%
7	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.67%	-0.61%	-10.86%
8	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	3.14%	+0.60%	+20.93%
9	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	3.03%	-0.10%	-11.53%
10	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.60%	—	+3.90%
11	VT	Vanguard Tot World Stk ETF	ETF-Other	2.57%	-0.44%	-13.74%
12	DBJP	Xtrackers Msci Japan Hedged	ETF-Other	2.49%	+0.12%	-2.61%
13	TIP	Ishares Tips Bond ETF	ETF-Other	2.37%	-0.59%	-21.19%
14	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	2.24%	+1.17%	+105.85%
15	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	1.96%	+0.17%	+8.87%
16	REET	Ishares Global Reit ETF	ETF-Other	1.51%	+0.06%	+2.06%
17	VGIT	Vanguard Intermediate-term T	ETF-Other	1.46%	+0.24%	+19.29%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.40%	-0.05%	+0.29%
19	SNPS	Synopsys INC	Stock-Tech	1.40%	-0.05%	+0.29%
20	IAUUSD	Ishares Gold Trust	ETF-Commodities	1.35%	+0.21%	+7.98%
21	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.16%	-0.36%	-22.62%
22	SUB	Ishares Short-term National	ETF-Other	0.89%	+0.26%	+39.62%
23	LEMB	Ishares Jp Morgan Em Local C	ETF-Other	0.88%	+0.28%	+48.12%
24	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	0.73%	+0.73%	NEW
25	HEWJ	Isha Curr Hedged Msci Japan	ETF-Other	0.73%	—	-4.92%
26	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-Large Cap & Growth	0.71%	—	+0.24%
27	DXJ	Wisdomtree Japan Hedged Eq	ETF-Other	0.71%	+0.07%	—
28	XLE	Ss Energy Select Sector	ETF-Other	0.68%	+0.19%	—
29	HAWX	Ishares Cur Hdg Msci Acwi-x	ETF-Other	0.65%	—	-3.19%
30	EWJ	Ishares Msci Japan ETF	ETF-Other	0.59%	-0.05%	-13.48%
31	XCEM	Columbia Em Core Ex-china	ETF-Emerging Markets	0.49%	—	—
32	VNQ	Vanguard Real Estate ETF	ETF-Other	0.48%	—	+1.08%
33	BILS	Ss Spdrb B 3-12m T-bill ETF	ETF-Other	0.45%	—	+0.56%
34	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.43%	—	+0.20%
35	IWV	Ishares Russell 3000 ETF	ETF-Other	0.42%	—	+0.20%
36	PWRD	Tcw Transform Systems ETF	ETF-Other	0.39%	—	—
37	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.38%	+0.10%	+34.40%
38	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	0.37%	+0.06%	+13.83%
39	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.37%	—	+10.82%
40	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	0.36%	—	—
41	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.34%	—	-2.47%
42	ISRA	Vaneck Israel ETF	ETF-Other	0.34%	—	—
43	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.28%	-0.08%	-22.17%
44	EFA	Ishares Msci Eafe ETF	ETF-Other	0.26%	-0.17%	-40.80%
45	EPP	Ishares Msci Pacific Ex Japa	ETF-Other	0.25%	—	+3.14%
46	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.25%	—	+1.54%
47	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.24%	—	+0.59%
48	LIN	Linde plc	Stock-Materials	0.24%	+0.07%	+18.99%
49	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.23%	—	+3.72%
50	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.23%	—	+0.43%

1–50 of 174

Portfolio Performance

Performance for Q3 2026

+1.7%

Performance Last 4 Quarters

+15.7%

Based on 65% of reported portfolio value with available pricing

Stdev: +8.2%
Beta: +0.59
Alpha: +1.8%
Max Drawdown: -4.5%
Annualized Perf: +13.1%
Batting Avg vs S&P: +44.4%
Sortino: +3.03
Stutzer: +0.45
Treynor: +0.22
Sterling: +0.95
Calmar: +2.89
Information Ratio: -0.95
Tracking Error: +6.1%
Stdev Down: +4.2%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +23%
Worst 12 Months: +6.1%
Efficiency Ratio: +0.57
Sharpe: +1.54
Stdev Sectors: +10.1%
Skewness: -0.19
Kurtosis: -0.16
Upside Potential: +4.64

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	174	$2.7B	14	1IVV 2VGSH 3IEMG Top holdings2026-03-31 1.IVV 2.VGSH 3.IEMG 4.HEFA 5.VTV 6.STIP 7.VOO 8.IEFA 9.EMXC 10.ITOT
2025-12-31	166	$2.7B	15	1IVV 2VGSH 3HEFA Top holdings2025-12-31 1.IVV 2.VGSH 3.HEFA 4.IEMG 5.STIP 6.VTV 7.VOO 8.EMXC 9.VT 10.TIP
2025-09-30	162	$2.5B	100	1IVV 2VGSH 3IEMG Top holdings2025-09-30 1.IVV 2.VGSH 3.IEMG 4.HEFA 5.VOO 6.VTV 7.STIP 8.VT 9.ITOT 10.EMXC
2025-06-30	161	$2.5B	0	1IVV 2VGSH 3IEMG Top holdings2025-06-30 1.IVV 2.VGSH 3.IEMG 4.HEFA 5.VTV 6.VOO 7.EMXC 8.STIP 9.VT 10.ITOT
2025-03-31	182	$5.9B	100	1IVV 2VOO 3VTV Top holdings2025-03-31 1.IVV 2.VOO 3.VTV 4.VT 5.VGSH 6.BIL 7.IEMG 8.HEFA 9.EMXC 10.SGOV
2024-12-31	125	$3.6B	0	1IVV 2VOO 3EMXC Top holdings2024-12-31 1.IVV 2.VOO 3.EMXC 4.BIL 5.VT 6.SGOV 7.VGSH 8.VTV 9.IEMG 10.VWSUX
2024-09-30	177	$6.3B	0	1IVV 2VOO 3EMXC Top holdings2024-09-30 1.IVV 2.VOO 3.EMXC 4.VGSH 5.VT 6.VTV 7.BIL 8.IEMG 9.SGOV 10.HEFA
2024-06-30	186	$5.9B	0	1IVV 2EMXC 3VOO Top holdings2024-06-30 1.IVV 2.EMXC 3.VOO 4.VGSH 5.VTV 6.G4954M 7.VT 8.IEMG 9.SGOV 10.BIL
2024-03-31	140	$3.7B	0	1IVV 2T 0.375 01-31-26 3EMXC Top holdings2024-03-31 1.IVV 2.T 0.375 01-31-26 3.EMXC 4.G4954M 5.VTV 6.VGSH 7.BIL 8.VOO 9.VWSUX 10.SGOV
2023-12-31	273	$4.6B	0	1IVV 2EMXC 3VTV Top holdings2023-12-31 1.IVV 2.EMXC 3.VTV 4.VGSH 5.VOO 6.IEMG 7.SRLN 8.SPY 9.VT 10.TIP
2023-09-30	243	$4.2B	0	1IVV 2EMXC 3VTV Top holdings2023-09-30 1.IVV 2.EMXC 3.VTV 4.VGSH 5.HEFA 6.VOO 7.SRLN 8.IEMG 9.TIP 10.VT
2023-06-30	221	$4.7B	0	1VTV 2IVV 3EMXC Top holdings2023-06-30 1.VTV 2.IVV 3.EMXC 4.VINIX 5.VGSH 6.HEFA 7.SRLN 8.VOO 9.IEMG 10.VT
2023-03-31	137	$2.3B	0	1VTV 2IVV 3EMXC Top holdings2023-03-31 1.VTV 2.IVV 3.EMXC 4.VGSH 5.HEFA 6.SRLN 7.STIP 8.IEF 9.IEMG 10.VOO
2022-12-31	139	$2.1B	0	1VTV 2IVV 3VOO Top holdings2022-12-31 1.VTV 2.IVV 3.VOO 4.HEFA 5.VGSH 6.SRLN 7.EMXC 8.IEF 9.STIP 10.REET
2022-09-30	132	$1.7B	0	1VTV 2IVV 3VT Top holdings2022-09-30 1.VTV 2.IVV 3.VT 4.VOO 5.HEFA 6.IEF 7.IEMG 8.VGSH 9.V 10.REET
2022-06-30	126	$1.5B	0	1VTV 2IVV 3HEFA Top holdings2022-06-30 1.VTV 2.IVV 3.HEFA 4.V 5.IEMG 6.VOO 7.VT 8.REET 9.IAUUSD 10.ESGU
2022-03-31	113	$2.0B	0	1IVV 2VTV 3HEFA Top holdings2022-03-31 1.IVV 2.VTV 3.HEFA 4.VOO 5.V 6.TIP 7.REET 8.XLV 9.STX 10.CBRE
2021-12-31	118	$2.2B	0	1IVV 2VOO 3HEFA Top holdings2021-12-31 1.IVV 2.VOO 3.HEFA 4.KKR 5.V 6.STX 7.MSFT 8.CBRE 9.VTV 10.REET
2021-09-30	130	$2.2B	0	1VOO 2HEFA 3IVV Top holdings2021-09-30 1.VOO 2.HEFA 3.IVV 4.KKR 5.CBRE 6.MSFT 7.TIP 8.STX 9.C 10.IAUUSD
2021-06-30	141	$2.2B	0	1VOO 2HEFA 3IVV Top holdings2021-06-30 1.VOO 2.HEFA 3.IVV 4.TIP 5.MSFT 6.KKR 7.STX 8.C 9.AMZN 10.IAUUSD
2021-03-31	142	$2.3B	87	1VOO 2IVV 3HEFA Top holdings2021-03-31 1.VOO 2.IVV 3.HEFA 4.TIP 5.VT 6.MSFT 7.C 8.IAUUSD 9.KKR 10.AMZN
2020-12-31	118	$1.7B	39	1IVV 2IAUUSD 3HEFA Top holdings2020-12-31 1.IVV 2.IAUUSD 3.HEFA 4.AMZN 5.IEMG 6.MSFT 7.CHTR 8.MS 9.C 10.TDG
2020-09-30	112	$1.6B	52	1IVV 2HEFA 3IAUUSD Top holdings2020-09-30 1.IVV 2.HEFA 3.IAUUSD 4.AMZN 5.MSFT 6.IEMG 7.KKR 8.CHTR 9.GWRE 10.MS
2020-06-30	111	$2.0B	49	1VOO 2HEFA 3IEFA Top holdings2020-06-30 1.VOO 2.HEFA 3.IEFA 4.IVV 5.IAUUSD 6.IEMG 7.AMZN 8.MSFT 9.GWRE 10.KWEB
2020-03-31	99	$1.5B	68	1VOO 2IEFA 3IVV Top holdings2020-03-31 1.VOO 2.IEFA 3.IVV 4.VTV 5.IEMG 6.IAUUSD 7.HEFA 8.AMZN 9.MSFT 10.STX
2019-12-31	95	$1.3B	26	1IVV 2VTV 3KWEB Top holdings2019-12-31 1.IVV 2.VTV 3.KWEB 4.TDG 5.MSFT 6.STX 7.BKNG 8.C 9.IAUUSD 10.AMZN
2019-09-30	88	$1.1B	28	1IVV 2KWEB 3TDG Top holdings2019-09-30 1.IVV 2.KWEB 3.TDG 4.MSFT 5.STX 6.BKNG 7.VTV 8.AMZN 9.C 10.GWRE
2019-06-30	86	$1.0B	20	1IVV 2TDG 3MSFT Top holdings2019-06-30 1.IVV 2.TDG 3.MSFT 4.AMZN 5.BKNG 6.STX 7.C 8.GWRE 9.VTV 10.IEMG
2019-03-31	82	$1.0B	100	1IVV 2KWEB 3IEMG Top holdings2019-03-31 1.IVV 2.KWEB 3.IEMG 4.TDG 5.AMZN 6.STX 7.BKNG 8.MSFT 9.GWRE 10.C
2018-12-31	12	$141.3M	21	1KWEB 2IAUUSD 3KKR Top holdings2018-12-31 1.KWEB 2.IAUUSD 3.KKR 4.UNP 5.CP 6.NSC 7.NOAH 8.WUBAUSD 9.VEA 10.LIN
2018-09-30	80	$883.5M	0	1IVV 2IEMG 3MSFT Top holdings2018-09-30 1.IVV 2.IEMG 3.MSFT 4.GOOGL 5.KMI 6.LSXMKUSD 7.ACGL 8.CHTR 9.JNJ 10.SCHW
2018-06-30	82	$777.9M	26	1IVV 2IEMG 3MSFT Top holdings2018-06-30 1.IVV 2.IEMG 3.MSFT 4.GOOGL 5.KMI 6.LSXMKUSD 7.SCHW 8.EBAY 9.EQIX 10.VSAT
2018-03-31	81	$756.4M	35	1IVV 2IEMG 3MSFT Top holdings2018-03-31 1.IVV 2.IEMG 3.MSFT 4.PXDEUR 5.EBAY 6.VISN 7.SCHW 8.LSXMKUSD 9.KMI 10.CHTR
2017-12-31	78	$619.5M	0	1IVV 2IEMG 3VSAT Top holdings2017-12-31 1.IVV 2.IEMG 3.VSAT 4.PXDEUR 5.MSFT 6.AXP 7.SCHW 8.ACGL 9.LBTYA 10.EBAY

Holding changes this quarter

Partners Capital Investment Group, LLP's most significant position changes for 2026-03-31: New buy: Vaneck JPM Em Local Curr Bnd (EMLC); Sold out: Apple INC (AAPL); Sold out: Jbt Marel CORP (JBTM); New buy: Ishares U.s. Home Constructi (ITB); New buy: Parker Hannifin CORP (PH).

Position changes disclosed by Partners Capital Investment Group, LLP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SGOV	Ishares 0-3 Month Treasury B	+1.2%	+105.85%	Add
2	IEFA	Ishares Core Msci Eafe ETF	+0.6%	+20.93%	Add
3	IEMG	Ishares Core Msci Emerging	+0.5%	+3.46%	Add
4	HEFA	Isha Curr Hedged Msci Eafe	+0.4%	+3.98%	Add
5	VTV	Vanguard Value ETF	+0.4%	+5.11%	Add
6	LEMB	Ishares Jp Morgan Em Local C	+0.3%	+48.12%	Add
7	SUB	Ishares Short-term National	+0.3%	+39.62%	Add
8	VGIT	Vanguard Intermediate-term T	+0.2%	+19.29%	Add
9	IAUUSD	Ishares Gold Trust	+0.2%	+7.98%	Add
10	XLE	Ss Energy Select Sector	+0.2%	—	Unchanged
11	IEF	Ishares 7-10 Year Treasury B	+0.2%	+8.87%	Add
12	IEI	Ishares 3-7 Year Treasury Bo	+0.2%	+262.29%	Add
13	DBJP	Xtrackers Msci Japan Hedged	+0.1%	-2.61%	Trim
14	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.1%	+34.40%	Add
15	LIN	Linde plc	+0.1%	+18.99%	Add
16	DXJ	Wisdomtree Japan Hedged Eq	+0.1%	—	Unchanged
17	MTZ	Mastec INC	+0.1%	-9.66%	Trim
18	DBEF	Xtrackers Msci Eafe Hedged E	+0.1%	+13.83%	Add
19	REET	Ishares Global Reit ETF	+0.1%	+2.06%	Add
20	DE	Deere & Co	+0.1%	+16.55%	Add
21	XEL	Xcel Energy INC	+0.1%	+262.75%	Add
22	TT	Trane Technologies plc	0%	+233.50%	Add
23	TYL	Tyler Technologies INC	0%	-10.47%	Trim
24	V	Visa Inc-class A Shares	0%	-13.74%	Trim
25	SNPS	Synopsys INC	-0.1%	+0.29%	Add
26	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	+0.29%	Add
27	EWJ	Ishares Msci Japan ETF	-0.1%	-13.48%	Trim
28	COF	Capital One Financial CORP	-0.1%	-10.44%	Trim
29	META	Meta Platforms Inc-class A	-0.1%	-18.45%	Trim
30	CRM	Salesforce INC	-0.1%	-10.47%	Trim
31	USHY	Ishares Broad Usd High Yield	-0.1%	-22.17%	Trim
32	NOW	Servicenow INC	-0.1%	-61.67%	Trim
33	MSFT	Microsoft CORP	-0.1%	-10.03%	Trim
34	EMXC	Ishares Msci Emr Mrk Ex Chna	-0.1%	-11.53%	Trim
35	SRLN	Ss Blackstone Sr Loan ETF	-0.1%	-62.16%	Trim
36	EFA	Ishares Msci Eafe ETF	-0.2%	-40.80%	Trim
37	ACWI	Ishares Msci Acwi ETF	-0.4%	-22.62%	Trim
38	VT	Vanguard Tot World Stk ETF	-0.4%	-13.74%	Trim
39	TIP	Ishares Tips Bond ETF	-0.6%	-21.19%	Trim
40	VOO	Vanguard S&p 500 ETF	-0.6%	-10.86%	Trim
41	STIP	Ishares 0-5 Year Tips Bond E	-1.1%	-23.74%	Trim
42	IVV	Ishares Core S&p 500 ETF	-1.9%	-5.28%	Trim
43	EMLC	Vaneck JPM Em Local Curr Bnd	—	NEW	New buy
44	AAPL	Apple INC	—	EXIT	Sold out
45	JBTM	Jbt Marel CORP	—	EXIT	Sold out
46	ITB	Ishares U.s. Home Constructi	—	NEW	New buy
47	PH	Parker Hannifin CORP	—	NEW	New buy
48	GE	General Electric	—	NEW	New buy
49	JNJ	Johnson & Johnson	—	NEW	New buy
50	PCAR	Paccar INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-12	13F-HR	View on EDGAR
2025-12-31	2026-02-13	13F-HR	View on EDGAR
2025-09-30	2025-10-31	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-01-31	13F-HR	View on EDGAR
2024-09-30	2024-11-05	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-11-14	Amendment	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-08-16	Amendment	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-05-17	Amendment	View on EDGAR
2020-12-31	2021-05-17	Amendment	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-11-13	Amendment	View on EDGAR
2019-06-30	2019-08-12	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-04-12	Amendment	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2019-04-12	Amendment	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-13	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR

FAQ

What is Partners Capital Investment Group, LLP and what type of investor is it?

Partners Capital Investment Group, LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.7B, spread across 174 disclosed positions.

What are Partners Capital Investment Group, LLP's largest equity positions?

Based on the latest 13F filing, Partners Capital Investment Group, LLP's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $536.8M (20.2%) 2. Vanguard Short-term Treasury (VGSH) — $170.8M (6.4%) 3. Ishares Core Msci Emerging (IEMG) — $152.6M (5.8%) 4. Isha Curr Hedged Msci Eafe (HEFA) — $152.1M (5.7%) 5. Vanguard Value ETF (VTV) — $125.7M (4.7%)

What changes did Partners Capital Investment Group, LLP make in its most recent portfolio filing?

In the latest reported quarter, Partners Capital Investment Group, LLP made 48 notable position adjustments: 6 new positions were initiated, 20 existing holdings were added to, 20 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Vaneck JPM Em Local Curr Bnd (EMLC); Sold out: Apple INC (AAPL); Sold out: Jbt Marel CORP (JBTM); New buy: Ishares U.s. Home Constructi (ITB); New buy: Parker Hannifin CORP (PH)

What sectors does Partners Capital Investment Group, LLP focus on?

Partners Capital Investment Group, LLP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.0% • Industrials: 20.3% • Financials: 11.9% • Communication Services: 10.0% • Health Care: 9.3% • Materials: 5.9%

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Partners Capital Investment Group, LLP 13F Filings Explorer

CIK: 0001694870

Diversified strategyMomentum followerLong-term holder

Total reported value

$2.7B

Reporting period: 2026-03-31 · Number of holdings: 174

PARTNERS CAPITAL INVESTMENT GROUP, LLP disclosed 174 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.7B and a quarterly turnover rate of 13.9%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "P"

Personality snowflake

Concentration: 25.58
Portfolio Stability: 13.87
Momentum/Contrarian: 100
Sector conviction: 60.96
Diversification: 100
Sizing Uniformity: 68.08

Position sizes vary widely across the portfolio (a coefficient of variation of 3.19), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim IVV
-5.3%　-$57.4M
Add SGOV
+105.8%　$30.7M
Trim STIP
-23.7%　-$30.3M
Trim VOO
-10.9%　-$17.3M
Add IEFA
+20.9%　$15.2M
Trim TIP
-21.2%　-$16.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	20.22%	-1.92%	-5.28%
2	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	6.43%	—	+0.59%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	5.75%	+0.45%	+3.46%
4	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	5.73%	+0.43%	+3.98%
5	VTV	Vanguard Value ETF	ETF-Other	4.73%	+0.39%	+5.11%
6	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	3.83%	-1.09%	-23.74%
7	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.67%	-0.61%	-10.86%
8	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	3.14%	+0.60%	+20.93%
9	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	3.03%	-0.10%	-11.53%
10	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.60%	—	+3.90%
11	VT	Vanguard Tot World Stk ETF	ETF-Other	2.57%	-0.44%	-13.74%
12	DBJP	Xtrackers Msci Japan Hedged	ETF-Other	2.49%	+0.12%	-2.61%
13	TIP	Ishares Tips Bond ETF	ETF-Other	2.37%	-0.59%	-21.19%
14	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	2.24%	+1.17%	+105.85%
15	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	1.96%	+0.17%	+8.87%
16	REET	Ishares Global Reit ETF	ETF-Other	1.51%	+0.06%	+2.06%
17	VGIT	Vanguard Intermediate-term T	ETF-Other	1.46%	+0.24%	+19.29%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.40%	-0.05%	+0.29%
19	SNPS	Synopsys INC	Stock-Tech	1.40%	-0.05%	+0.29%
20	IAUUSD	Ishares Gold Trust	ETF-Commodities	1.35%	+0.21%	+7.98%
21	ACWI	Ishares Msci Acwi ETF	ETF-Other	1.16%	-0.36%	-22.62%
22	SUB	Ishares Short-term National	ETF-Other	0.89%	+0.26%	+39.62%
23	LEMB	Ishares Jp Morgan Em Local C	ETF-Other	0.88%	+0.28%	+48.12%
24	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	0.73%	+0.73%	NEW
25	HEWJ	Isha Curr Hedged Msci Japan	ETF-Other	0.73%	—	-4.92%
26	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-Large Cap & Growth	0.71%	—	+0.24%
27	DXJ	Wisdomtree Japan Hedged Eq	ETF-Other	0.71%	+0.07%	—
28	XLE	Ss Energy Select Sector	ETF-Other	0.68%	+0.19%	—
29	HAWX	Ishares Cur Hdg Msci Acwi-x	ETF-Other	0.65%	—	-3.19%
30	EWJ	Ishares Msci Japan ETF	ETF-Other	0.59%	-0.05%	-13.48%
31	XCEM	Columbia Em Core Ex-china	ETF-Emerging Markets	0.49%	—	—
32	VNQ	Vanguard Real Estate ETF	ETF-Other	0.48%	—	+1.08%
33	BILS	Ss Spdrb B 3-12m T-bill ETF	ETF-Other	0.45%	—	+0.56%
34	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.43%	—	+0.20%
35	IWV	Ishares Russell 3000 ETF	ETF-Other	0.42%	—	+0.20%
36	PWRD	Tcw Transform Systems ETF	ETF-Other	0.39%	—	—
37	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	0.38%	+0.10%	+34.40%
38	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	0.37%	+0.06%	+13.83%
39	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.37%	—	+10.82%
40	MCHI	Ishares Msci China ETF	ETF-Emerging Markets	0.36%	—	—
41	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.34%	—	-2.47%
42	ISRA	Vaneck Israel ETF	ETF-Other	0.34%	—	—
43	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.28%	-0.08%	-22.17%
44	EFA	Ishares Msci Eafe ETF	ETF-Other	0.26%	-0.17%	-40.80%
45	EPP	Ishares Msci Pacific Ex Japa	ETF-Other	0.25%	—	+3.14%
46	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.25%	—	+1.54%
47	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.24%	—	+0.59%
48	LIN	Linde plc	Stock-Materials	0.24%	+0.07%	+18.99%
49	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.23%	—	+3.72%
50	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.23%	—	+0.43%

1–50 of 174

Portfolio Performance

Performance for Q3 2026

+1.7%

Performance Last 4 Quarters

+15.7%

Based on 65% of reported portfolio value with available pricing

Stdev: +8.2%
Beta: +0.59
Alpha: +1.8%
Max Drawdown: -4.5%
Annualized Perf: +13.1%
Batting Avg vs S&P: +44.4%
Sortino: +3.03
Stutzer: +0.45
Treynor: +0.22
Sterling: +0.95
Calmar: +2.89
Information Ratio: -0.95
Tracking Error: +6.1%
Stdev Down: +4.2%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +23%
Worst 12 Months: +6.1%
Efficiency Ratio: +0.57
Sharpe: +1.54
Stdev Sectors: +10.1%
Skewness: -0.19
Kurtosis: -0.16
Upside Potential: +4.64

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	174	$2.7B	14	1IVV 2VGSH 3IEMG Top holdings2026-03-31 1.IVV 2.VGSH 3.IEMG 4.HEFA 5.VTV 6.STIP 7.VOO 8.IEFA 9.EMXC 10.ITOT
2025-12-31	166	$2.7B	15	1IVV 2VGSH 3HEFA Top holdings2025-12-31 1.IVV 2.VGSH 3.HEFA 4.IEMG 5.STIP 6.VTV 7.VOO 8.EMXC 9.VT 10.TIP
2025-09-30	162	$2.5B	100	1IVV 2VGSH 3IEMG Top holdings2025-09-30 1.IVV 2.VGSH 3.IEMG 4.HEFA 5.VOO 6.VTV 7.STIP 8.VT 9.ITOT 10.EMXC
2025-06-30	161	$2.5B	0	1IVV 2VGSH 3IEMG Top holdings2025-06-30 1.IVV 2.VGSH 3.IEMG 4.HEFA 5.VTV 6.VOO 7.EMXC 8.STIP 9.VT 10.ITOT
2025-03-31	182	$5.9B	100	1IVV 2VOO 3VTV Top holdings2025-03-31 1.IVV 2.VOO 3.VTV 4.VT 5.VGSH 6.BIL 7.IEMG 8.HEFA 9.EMXC 10.SGOV
2024-12-31	125	$3.6B	0	1IVV 2VOO 3EMXC Top holdings2024-12-31 1.IVV 2.VOO 3.EMXC 4.BIL 5.VT 6.SGOV 7.VGSH 8.VTV 9.IEMG 10.VWSUX
2024-09-30	177	$6.3B	0	1IVV 2VOO 3EMXC Top holdings2024-09-30 1.IVV 2.VOO 3.EMXC 4.VGSH 5.VT 6.VTV 7.BIL 8.IEMG 9.SGOV 10.HEFA
2024-06-30	186	$5.9B	0	1IVV 2EMXC 3VOO Top holdings2024-06-30 1.IVV 2.EMXC 3.VOO 4.VGSH 5.VTV 6.G4954M 7.VT 8.IEMG 9.SGOV 10.BIL
2024-03-31	140	$3.7B	0	1IVV 2T 0.375 01-31-26 3EMXC Top holdings2024-03-31 1.IVV 2.T 0.375 01-31-26 3.EMXC 4.G4954M 5.VTV 6.VGSH 7.BIL 8.VOO 9.VWSUX 10.SGOV
2023-12-31	273	$4.6B	0	1IVV 2EMXC 3VTV Top holdings2023-12-31 1.IVV 2.EMXC 3.VTV 4.VGSH 5.VOO 6.IEMG 7.SRLN 8.SPY 9.VT 10.TIP
2023-09-30	243	$4.2B	0	1IVV 2EMXC 3VTV Top holdings2023-09-30 1.IVV 2.EMXC 3.VTV 4.VGSH 5.HEFA 6.VOO 7.SRLN 8.IEMG 9.TIP 10.VT
2023-06-30	221	$4.7B	0	1VTV 2IVV 3EMXC Top holdings2023-06-30 1.VTV 2.IVV 3.EMXC 4.VINIX 5.VGSH 6.HEFA 7.SRLN 8.VOO 9.IEMG 10.VT
2023-03-31	137	$2.3B	0	1VTV 2IVV 3EMXC Top holdings2023-03-31 1.VTV 2.IVV 3.EMXC 4.VGSH 5.HEFA 6.SRLN 7.STIP 8.IEF 9.IEMG 10.VOO
2022-12-31	139	$2.1B	0	1VTV 2IVV 3VOO Top holdings2022-12-31 1.VTV 2.IVV 3.VOO 4.HEFA 5.VGSH 6.SRLN 7.EMXC 8.IEF 9.STIP 10.REET
2022-09-30	132	$1.7B	0	1VTV 2IVV 3VT Top holdings2022-09-30 1.VTV 2.IVV 3.VT 4.VOO 5.HEFA 6.IEF 7.IEMG 8.VGSH 9.V 10.REET
2022-06-30	126	$1.5B	0	1VTV 2IVV 3HEFA Top holdings2022-06-30 1.VTV 2.IVV 3.HEFA 4.V 5.IEMG 6.VOO 7.VT 8.REET 9.IAUUSD 10.ESGU
2022-03-31	113	$2.0B	0	1IVV 2VTV 3HEFA Top holdings2022-03-31 1.IVV 2.VTV 3.HEFA 4.VOO 5.V 6.TIP 7.REET 8.XLV 9.STX 10.CBRE
2021-12-31	118	$2.2B	0	1IVV 2VOO 3HEFA Top holdings2021-12-31 1.IVV 2.VOO 3.HEFA 4.KKR 5.V 6.STX 7.MSFT 8.CBRE 9.VTV 10.REET
2021-09-30	130	$2.2B	0	1VOO 2HEFA 3IVV Top holdings2021-09-30 1.VOO 2.HEFA 3.IVV 4.KKR 5.CBRE 6.MSFT 7.TIP 8.STX 9.C 10.IAUUSD
2021-06-30	141	$2.2B	0	1VOO 2HEFA 3IVV Top holdings2021-06-30 1.VOO 2.HEFA 3.IVV 4.TIP 5.MSFT 6.KKR 7.STX 8.C 9.AMZN 10.IAUUSD
2021-03-31	142	$2.3B	87	1VOO 2IVV 3HEFA Top holdings2021-03-31 1.VOO 2.IVV 3.HEFA 4.TIP 5.VT 6.MSFT 7.C 8.IAUUSD 9.KKR 10.AMZN
2020-12-31	118	$1.7B	39	1IVV 2IAUUSD 3HEFA Top holdings2020-12-31 1.IVV 2.IAUUSD 3.HEFA 4.AMZN 5.IEMG 6.MSFT 7.CHTR 8.MS 9.C 10.TDG
2020-09-30	112	$1.6B	52	1IVV 2HEFA 3IAUUSD Top holdings2020-09-30 1.IVV 2.HEFA 3.IAUUSD 4.AMZN 5.MSFT 6.IEMG 7.KKR 8.CHTR 9.GWRE 10.MS
2020-06-30	111	$2.0B	49	1VOO 2HEFA 3IEFA Top holdings2020-06-30 1.VOO 2.HEFA 3.IEFA 4.IVV 5.IAUUSD 6.IEMG 7.AMZN 8.MSFT 9.GWRE 10.KWEB
2020-03-31	99	$1.5B	68	1VOO 2IEFA 3IVV Top holdings2020-03-31 1.VOO 2.IEFA 3.IVV 4.VTV 5.IEMG 6.IAUUSD 7.HEFA 8.AMZN 9.MSFT 10.STX
2019-12-31	95	$1.3B	26	1IVV 2VTV 3KWEB Top holdings2019-12-31 1.IVV 2.VTV 3.KWEB 4.TDG 5.MSFT 6.STX 7.BKNG 8.C 9.IAUUSD 10.AMZN
2019-09-30	88	$1.1B	28	1IVV 2KWEB 3TDG Top holdings2019-09-30 1.IVV 2.KWEB 3.TDG 4.MSFT 5.STX 6.BKNG 7.VTV 8.AMZN 9.C 10.GWRE
2019-06-30	86	$1.0B	20	1IVV 2TDG 3MSFT Top holdings2019-06-30 1.IVV 2.TDG 3.MSFT 4.AMZN 5.BKNG 6.STX 7.C 8.GWRE 9.VTV 10.IEMG
2019-03-31	82	$1.0B	100	1IVV 2KWEB 3IEMG Top holdings2019-03-31 1.IVV 2.KWEB 3.IEMG 4.TDG 5.AMZN 6.STX 7.BKNG 8.MSFT 9.GWRE 10.C
2018-12-31	12	$141.3M	21	1KWEB 2IAUUSD 3KKR Top holdings2018-12-31 1.KWEB 2.IAUUSD 3.KKR 4.UNP 5.CP 6.NSC 7.NOAH 8.WUBAUSD 9.VEA 10.LIN
2018-09-30	80	$883.5M	0	1IVV 2IEMG 3MSFT Top holdings2018-09-30 1.IVV 2.IEMG 3.MSFT 4.GOOGL 5.KMI 6.LSXMKUSD 7.ACGL 8.CHTR 9.JNJ 10.SCHW
2018-06-30	82	$777.9M	26	1IVV 2IEMG 3MSFT Top holdings2018-06-30 1.IVV 2.IEMG 3.MSFT 4.GOOGL 5.KMI 6.LSXMKUSD 7.SCHW 8.EBAY 9.EQIX 10.VSAT
2018-03-31	81	$756.4M	35	1IVV 2IEMG 3MSFT Top holdings2018-03-31 1.IVV 2.IEMG 3.MSFT 4.PXDEUR 5.EBAY 6.VISN 7.SCHW 8.LSXMKUSD 9.KMI 10.CHTR
2017-12-31	78	$619.5M	0	1IVV 2IEMG 3VSAT Top holdings2017-12-31 1.IVV 2.IEMG 3.VSAT 4.PXDEUR 5.MSFT 6.AXP 7.SCHW 8.ACGL 9.LBTYA 10.EBAY

Holding changes this quarter

Position changes disclosed by Partners Capital Investment Group, LLP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SGOV	Ishares 0-3 Month Treasury B	+1.2%	+105.85%	Add
2	IEFA	Ishares Core Msci Eafe ETF	+0.6%	+20.93%	Add
3	IEMG	Ishares Core Msci Emerging	+0.5%	+3.46%	Add
4	HEFA	Isha Curr Hedged Msci Eafe	+0.4%	+3.98%	Add
5	VTV	Vanguard Value ETF	+0.4%	+5.11%	Add
6	LEMB	Ishares Jp Morgan Em Local C	+0.3%	+48.12%	Add
7	SUB	Ishares Short-term National	+0.3%	+39.62%	Add
8	VGIT	Vanguard Intermediate-term T	+0.2%	+19.29%	Add
9	IAUUSD	Ishares Gold Trust	+0.2%	+7.98%	Add
10	XLE	Ss Energy Select Sector	+0.2%	—	Unchanged
11	IEF	Ishares 7-10 Year Treasury B	+0.2%	+8.87%	Add
12	IEI	Ishares 3-7 Year Treasury Bo	+0.2%	+262.29%	Add
13	DBJP	Xtrackers Msci Japan Hedged	+0.1%	-2.61%	Trim
14	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.1%	+34.40%	Add
15	LIN	Linde plc	+0.1%	+18.99%	Add
16	DXJ	Wisdomtree Japan Hedged Eq	+0.1%	—	Unchanged
17	MTZ	Mastec INC	+0.1%	-9.66%	Trim
18	DBEF	Xtrackers Msci Eafe Hedged E	+0.1%	+13.83%	Add
19	REET	Ishares Global Reit ETF	+0.1%	+2.06%	Add
20	DE	Deere & Co	+0.1%	+16.55%	Add
21	XEL	Xcel Energy INC	+0.1%	+262.75%	Add
22	TT	Trane Technologies plc	0%	+233.50%	Add
23	TYL	Tyler Technologies INC	0%	-10.47%	Trim
24	V	Visa Inc-class A Shares	0%	-13.74%	Trim
25	SNPS	Synopsys INC	-0.1%	+0.29%	Add
26	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	+0.29%	Add
27	EWJ	Ishares Msci Japan ETF	-0.1%	-13.48%	Trim
28	COF	Capital One Financial CORP	-0.1%	-10.44%	Trim
29	META	Meta Platforms Inc-class A	-0.1%	-18.45%	Trim
30	CRM	Salesforce INC	-0.1%	-10.47%	Trim
31	USHY	Ishares Broad Usd High Yield	-0.1%	-22.17%	Trim
32	NOW	Servicenow INC	-0.1%	-61.67%	Trim
33	MSFT	Microsoft CORP	-0.1%	-10.03%	Trim
34	EMXC	Ishares Msci Emr Mrk Ex Chna	-0.1%	-11.53%	Trim
35	SRLN	Ss Blackstone Sr Loan ETF	-0.1%	-62.16%	Trim
36	EFA	Ishares Msci Eafe ETF	-0.2%	-40.80%	Trim
37	ACWI	Ishares Msci Acwi ETF	-0.4%	-22.62%	Trim
38	VT	Vanguard Tot World Stk ETF	-0.4%	-13.74%	Trim
39	TIP	Ishares Tips Bond ETF	-0.6%	-21.19%	Trim
40	VOO	Vanguard S&p 500 ETF	-0.6%	-10.86%	Trim
41	STIP	Ishares 0-5 Year Tips Bond E	-1.1%	-23.74%	Trim
42	IVV	Ishares Core S&p 500 ETF	-1.9%	-5.28%	Trim
43	EMLC	Vaneck JPM Em Local Curr Bnd	—	NEW	New buy
44	AAPL	Apple INC	—	EXIT	Sold out
45	JBTM	Jbt Marel CORP	—	EXIT	Sold out
46	ITB	Ishares U.s. Home Constructi	—	NEW	New buy
47	PH	Parker Hannifin CORP	—	NEW	New buy
48	GE	General Electric	—	NEW	New buy
49	JNJ	Johnson & Johnson	—	NEW	New buy
50	PCAR	Paccar INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-12	13F-HR	View on EDGAR
2025-12-31	2026-02-13	13F-HR	View on EDGAR
2025-09-30	2025-10-31	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-01-31	13F-HR	View on EDGAR
2024-09-30	2024-11-05	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-11-14	Amendment	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-08-16	Amendment	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-05-17	Amendment	View on EDGAR
2020-12-31	2021-05-17	Amendment	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-11-13	Amendment	View on EDGAR
2019-06-30	2019-08-12	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-04-12	Amendment	View on EDGAR
2018-12-31	2019-02-13	13F-HR	View on EDGAR
2018-09-30	2019-04-12	Amendment	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-13	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR