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CIK: 0001694870
Total reported value
$2.8B
$2.8B
140 檔
55.1%
During the Q1 2024 filing period, Partners Capital Investment Group, LLP (CIK: 0001694870) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.8B across 140 reported positions.
In Q1 2024, Partners Capital Investment Group, LLP adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.46% | -0.85% | -43.96% | |
| 2 | T 0.375 01-31-26Bond | US Treasury N/b | Bond | 9.67% | — | — | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 8.25% | +0.74% | -44.61% | |
| 4 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | ETF-Other | 7.43% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.44% | +0.63% | -49.48% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.95% | -0.70% | -37.92% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.00% | +0.09% | +307.62% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | +0.36% | -51.17% | |
| 9 | VWSUX | Vangrd Ultra Sh Tm Tx Ex-adm | Stock-Other | 2.54% | — | +11.85% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.47% | — | +88.40% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.18% | +0.47% | -34.44% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.89% | -0.25% | -6.64% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.83% | — | -42.62% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | -0.10% | -50.72% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.57% | +0.01% | -4.42% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.52% | -0.15% | -46.37% | |
| 17 | ✓ | Telefonaktiebolaget LM Ericsson | Stock-Other | 1.49% | — | — | |
| 18 | VIPIX | Vanguard Infl Proct Sec-inst | Stock-Other | 1.44% | — | +0.03% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.36% | -0.17% | -28.36% | |
| 20 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 1.35% | +0.04% | -36.88% | |
| 21 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 1.14% | -0.06% | +31.82% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.07% | +0.79% | -64.84% | |
| 23 | REET | Ishares Global Reit ETF | ETF-Other | 1.06% | +0.08% | -28.66% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.06% | -0.16% | -30.11% | |
| 25 | VINIX | Vanguard Inst Index-inst | Stock-Other | 1.02% | — | +17.19% | |
| 26 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.02% | -0.05% | -39.62% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.02% | -15.20% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.96% | -0.07% | -64.93% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.94% | +0.06% | -31.49% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.88% | +0.18% | +11.59% | |
| 31 | URTH | Ishares Msci World ETF | ETF-Other | 0.75% | -0.09% | -29.34% | |
| 32 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.56% | — | — | |
| 33 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.55% | — | -7.47% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.54% | — | +509.81% | |
| 35 | VTWAX | Vanguard Ttl Wrl Stk Ind-adm | Stock-Other | 0.53% | — | +3.73% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | +0.18% | -15.48% | |
| 37 | APHKX | Artisan Intl Val-inst | Stock-Other | 0.48% | — | — | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.46% | — | -5.73% | |
| 39 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.45% | +0.01% | -51.84% | |
| 40 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.41% | -0.06% | +102.01% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.40% | -0.18% | -70.70% | |
| 42 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.36% | +0.28% | -53.75% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | +0.15% | -34.94% | |
| 44 | VWIUX | Vanguard I/t Tax Exmpt-adm | Stock-Other | 0.33% | — | +6.36% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.32% | — | — | |
| 46 | POSIX | Principal Glbl R/e Sec-inst | Stock-Other | 0.30% | — | — | |
| 47 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.30% | — | -19.88% | |
| 48 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.29% | -0.08% | -43.89% | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.26% | — | -7.32% | |
| 50 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T 0.375 01-31-26Bond | US Treasury N/b | +9.7% | NEW | New buy |
| 2 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | +7.4% | NEW | New buy |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.4% | +307.62% | Add |
| 4 | ✓ | Telefonaktiebolaget LM Ericsson | +1.5% | NEW | New buy |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +1.4% | +88.40% | Add |
| 6 | VWSUX | Vangrd Ultra Sh Tm Tx Ex-adm | +0.7% | +11.85% | Add |
| 7 | VVIAX | Vanguard Value Index-adm | +0.6% | NEW | New buy |
| 8 | HEWJ | Isha Curr Hedged Msci Japan | +0.6% | +31.82% | Add |
| 9 | ESGV | Vanguard Esg US Stock ETF | +0.5% | +509.81% | Add |
| 10 | VINIX | Vanguard Inst Index-inst | +0.4% | +17.19% | Add |
| 11 | IYW | Ishares Ustechnology ETF | +0.3% | NEW | New buy |
| 12 | EWJ | Ishares Msci Japan ETF | +0.3% | +102.01% | Add |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | +0.2% | NEW | New buy |
| 14 | EIBIX | Eaton Vance Inc Fd Bostn-ins | +0.2% | NEW | New buy |
| 15 | URTH | Ishares Msci World ETF | 0% | -29.34% | Trim |
| 16 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -30.11% | Trim |
| 17 | DBJP | Xtrackers Msci Japan Hedged | -0.1% | -36.88% | Trim |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | -28.36% | Trim |
| 19 | USHY | Ishares Broad Usd High Yield | -0.2% | -31.49% | Trim |
| 20 | DXJ | Wisdomtree Japan Hedged Eq | -0.2% | -51.84% | Trim |
| 21 | VNQ | Vanguard Real Estate ETF | -0.2% | -57.07% | Trim |
| 22 | REET | Ishares Global Reit ETF | -0.2% | -28.66% | Trim |
| 23 | IAUUSD | Ishares Gold Trust | -0.2% | -84.51% | Trim |
| 24 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -69.08% | Trim |
| 25 | EPP | Ishares Msci Pacific Ex Japa | -0.2% | -62.73% | Trim |
| 26 | SPYGX | Spyglass Growth Fund-inst | -0.2% | EXIT | Sold out |
| 27 | XCEM | Columbia Em Core Ex-china | -0.2% | -70.67% | Trim |
| 28 | AAPL | Apple Inc | -0.2% | EXIT | Sold out |
| 29 | HAWX | Ishares Cur Hdg Msci Acwi-x | -0.2% | EXIT | Sold out |
| 30 | VTWO | Vanguard Russell 2000 ETF | -0.2% | -53.75% | Trim |
| 31 | SNAP | Snap Inc - A | -0.3% | EXIT | Sold out |
| 32 | GE | General Electric | -0.3% | EXIT | Sold out |
| 33 | STX | Seagate Technology Holdings plc | -0.3% | EXIT | Sold out |
| 34 | XLE | Ss Energy Select Sector | -0.3% | EXIT | Sold out |
| 35 | VGIT | Vanguard Intermediate-term T | -0.3% | -65.25% | Trim |
| 36 | MSFT | Microsoft CORP | -0.3% | EXIT | Sold out |
| 37 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.4% | -39.62% | Trim |
| 38 | IEMG | Ishares Core Msci Emerging | -0.5% | -34.44% | Trim |
| 39 | SUB | Ishares Short-term National | -0.7% | -70.70% | Trim |
| 40 | SRLN | Ss Blackstone Sr Loan ETF | -0.7% | -42.62% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -50.72% | Trim |
| 42 | TIP | Ishares Tips Bond ETF | -0.8% | -46.37% | Trim |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | -1% | -64.93% | Trim |
| 44 | SNPS | Synopsys Inc | -1.2% | EXIT | Sold out |
| 45 | VGSH | Vanguard Short-term Treasury | -1.2% | -37.92% | Trim |
| 46 | VT | Vanguard Tot World Stk ETF | -1.2% | -64.84% | Trim |
| 47 | VOO | Vanguard S&p 500 ETF | -1.3% | -51.17% | Trim |
| 48 | VTV | Vanguard Value ETF | -2.6% | -49.48% | Trim |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | -3.4% | -44.61% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -3.6% | -43.96% | Trim |
According to official SEC Form 13F filings, Partners Capital Investment Group, LLP reported a total U.S. public equity portfolio value of $2.8B across 140 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, T 0.375 01-31-26, EMXC) accounted for 55.1% of total reported equity market value during Q1 2024.
Top New Position Initiated
T 0.375 01-31-26
市值: $357.5M
Top Position Liquidated / Trimmed
SNPS
前期市值: $53.9M
During Q1 2024, Partners Capital Investment Group, LLP's top holdings by market value included IVV (11.5%)、T 0.375 01-31-26 (9.7%)、EMXC (8.3%). The largest single position, IVV, represented 11.5% of total portfolio value.
In Q1 2024, Partners Capital Investment Group, LLP made 50 total portfolio adjustments, initiating 7 new buys, adding to 7 positions, trimming 27 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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