13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001694870
Total reported value
$2.8B
$2.8B
186 檔
83.6%
As reported in its official Q2 2024 Form 13F filing, Partners Capital Investment Group, LLP's tracked investment portfolio stood at $2.8B with 186 total positions.
In Q2 2024, Partners Capital Investment Group, LLP displayed an active expansion posture, initiating 6 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.26% | -0.85% | +131.06% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 8.83% | +0.74% | +66.79% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.42% | +0.36% | +225.65% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.44% | -0.70% | +80.25% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.10% | +0.63% | +22.65% | |
| 6 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | ETF-Other | 4.07% | — | -14.56% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.71% | +0.79% | +442.83% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.05% | +0.47% | +115.65% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.85% | — | +84.65% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.57% | +0.09% | +37.32% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.39% | -0.15% | +153.23% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.16% | -0.07% | +253.22% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | -0.10% | +107.65% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.90% | — | +67.99% | |
| 15 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 1.72% | +0.04% | +103.49% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.68% | -0.16% | +146.18% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.65% | -0.25% | +40.50% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.51% | -0.17% | +78.38% | |
| 19 | VWSUX | Vangrd Ultra Sh Tm Tx Ex-adm | Stock-Other | 1.40% | — | -11.61% | |
| 20 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.33% | -0.05% | +109.05% | |
| 21 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 1.28% | -0.06% | +74.34% | |
| 22 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.07% | +0.06% | +84.70% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.07% | -0.10% | — | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.03% | +0.01% | +1.15% | |
| 25 | ✓ | Telefonaktiebolaget LM Ericsson | Stock-Other | 0.97% | — | -8.41% | |
| 26 | VIPIX | Vanguard Infl Proct Sec-inst | Stock-Other | 0.91% | — | +0.36% | |
| 27 | REET | Ishares Global Reit ETF | ETF-Other | 0.91% | +0.08% | +40.33% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.76% | -0.06% | +214.30% | |
| 29 | VINIX | Vanguard Inst Index-inst | Stock-Other | 0.66% | — | -1.65% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.59% | +0.18% | +88.30% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.57% | +0.01% | +93.86% | |
| 32 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.56% | -0.08% | +198.06% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.53% | — | +50.67% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.49% | +0.18% | -12.38% | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.49% | -0.18% | +97.11% | |
| 36 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.28% | +100.00% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.43% | -0.06% | +214.66% | |
| 38 | URTH | Ishares Msci World ETF | ETF-Other | 0.37% | -0.09% | -22.74% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.36% | +0.01% | +213.38% | |
| 40 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.34% | — | -6.26% | |
| 41 | APHKX | Artisan Intl Val-inst | Stock-Other | 0.30% | — | — | |
| 42 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.29% | +0.11% | +262.38% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | +0.15% | +38.63% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.27% | — | -5.16% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.24% | — | +8.06% | |
| 46 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.24% | — | +67.92% | |
| 47 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.23% | -0.09% | +368.83% | |
| 48 | KKR | Kkr & Co Inc | Stock-Financials | 0.22% | — | +76.21% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.22% | -0.30% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.02% | +73.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.8% | +131.06% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +2.9% | +225.65% | Add |
| 3 | VT | Vanguard Tot World Stk ETF | +2.6% | +442.83% | Add |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | +1.2% | +253.22% | Add |
| 5 | SNPS | Synopsys Inc | +1.1% | NEW | New buy |
| 6 | IEMG | Ishares Core Msci Emerging | +0.9% | +115.65% | Add |
| 7 | TIP | Ishares Tips Bond ETF | +0.9% | +153.23% | Add |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.6% | +146.18% | Add |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.6% | +66.79% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +107.65% | Add |
| 11 | VGSH | Vanguard Short-term Treasury | +0.5% | +80.25% | Add |
| 12 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +84.65% | Add |
| 13 | DBJP | Xtrackers Msci Japan Hedged | +0.4% | +103.49% | Add |
| 14 | EWJ | Ishares Msci Japan ETF | +0.4% | +214.30% | Add |
| 15 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.3% | +109.05% | Add |
| 16 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.3% | +198.06% | Add |
| 17 | XLE | Ss Energy Select Sector | +0.2% | NEW | New buy |
| 18 | VGIT | Vanguard Intermediate-term T | +0.2% | +214.66% | Add |
| 19 | HAWX | Ishares Cur Hdg Msci Acwi-x | +0.2% | NEW | New buy |
| 20 | USB | US Bancorp | +0.2% | NEW | New buy |
| 21 | VNQ | Vanguard Real Estate ETF | +0.2% | +213.38% | Add |
| 22 | XCEM | Columbia Em Core Ex-china | +0.2% | +262.38% | Add |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +78.38% | Add |
| 24 | MCHI | Ishares Msci China ETF | +0.2% | +368.83% | Add |
| 25 | IAUUSD | Ishares Gold Trust | +0.2% | +534.52% | Add |
| 26 | MSFT | Microsoft CORP | +0.2% | NEW | New buy |
| 27 | HEWJ | Isha Curr Hedged Msci Japan | +0.1% | +74.34% | Add |
| 28 | VWEAX | Vanguard Hi Yld Corp-adm | +0.1% | NEW | New buy |
| 29 | USHY | Ishares Broad Usd High Yield | +0.1% | +84.70% | Add |
| 30 | IWV | Ishares Russell 3000 ETF | +0.1% | +501.02% | Add |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +93.86% | Add |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +88.30% | Add |
| 33 | SUB | Ishares Short-term National | +0.1% | +97.11% | Add |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +67.99% | Add |
| 35 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +100.00% | Add |
| 36 | EPP | Ishares Msci Pacific Ex Japa | +0.1% | +118.88% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | +73.64% | Add |
| 38 | KKR | Kkr & Co Inc | 0% | +76.21% | Add |
| 39 | ESGV | Vanguard Esg US Stock ETF | 0% | +50.67% | Add |
| 40 | REET | Ishares Global Reit ETF | -0.2% | +40.33% | Add |
| 41 | FIHBX | Fh Inst Hi Yld Bnd-is | -0.2% | EXIT | Sold out |
| 42 | IEF | Ishares 7-10 Year Treasury B | -0.2% | +40.50% | Add |
| 43 | VVIAX | Vanguard Value Index-adm | -0.4% | -41.89% | Trim |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | +37.32% | Add |
| 45 | VTWAX | Vanguard Ttl Wrl Stk Ind-adm | -0.5% | EXIT | Sold out |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | -85.79% | Trim |
| 47 | VWSUX | Vangrd Ultra Sh Tm Tx Ex-adm | -1.1% | -11.61% | Trim |
| 48 | VTV | Vanguard Value ETF | -1.3% | +22.65% | Add |
| 49 | ✓ | iShares Core MSCI World UCITS ETF (Acc) | -3.4% | -14.56% | Trim |
| 50 | T 0.375 01-31-26Bond | US Treasury N/b | -9.7% | EXIT | Sold out |
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 186 disclosed positions in Q2 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, EMXC, VOO) accounted for 83.6% of total reported equity market value during Q2 2024.
Top New Position Initiated
SNPS
市值: $63.1M
Top Position Liquidated / Trimmed
T 0.375 01-31-26
前期市值: $357.5M
During Q2 2024, Partners Capital Investment Group, LLP's top holdings by market value included IVV (17.3%)、EMXC (8.8%)、VOO (5.4%). The largest single position, IVV, represented 17.3% of total portfolio value.
In Q2 2024, Partners Capital Investment Group, LLP made 50 total portfolio adjustments, initiating 6 new buys, adding to 37 positions, trimming 4 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.