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CIK: 0001694870
Total reported value
$2.8B
$2.8B
177 檔
89.2%
The Q3 2024 SEC filing reveals that Partners Capital Investment Group, LLP held a total portfolio value of $2.8B, covering 177 public equity positions.
Partners Capital Investment Group, LLP executed strategic sector rebalancing during Q3 2024, establishing 7 new positions while fully exiting 16 holdings and trimming 63 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.85% | -0.85% | +3.90% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.89% | +0.36% | +27.81% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.38% | +0.74% | -26.13% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.67% | -0.70% | +9.29% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.61% | +0.79% | +23.67% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.76% | +0.63% | -11.09% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.43% | +0.09% | +40.56% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.30% | +0.47% | +6.62% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.94% | — | +9.07% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.78% | -0.07% | +36.57% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.23% | -0.15% | -4.71% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | -0.10% | -2.39% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.97% | -0.06% | +369.00% | |
| 14 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 1.78% | +0.04% | +14.87% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.76% | -0.16% | +4.85% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.67% | — | -7.29% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.65% | -0.25% | +1.28% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.55% | -0.17% | +6.46% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.52% | — | — | |
| 20 | VWSUX | Vangrd Ultra Sh Tm Tx Ex-adm | Stock-Other | 1.35% | — | +0.73% | |
| 21 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 1.32% | -0.06% | +15.09% | |
| 22 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.28% | -0.05% | +1.12% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.15% | +0.01% | +11.97% | |
| 24 | SNPS | Synopsys Inc | Stock-Tech | 1.04% | -0.10% | -2.39% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.03% | +0.06% | -1.81% | |
| 26 | REET | Ishares Global Reit ETF | ETF-Other | 0.98% | +0.08% | -1.76% | |
| 27 | VIPIX | Vanguard Infl Proct Sec-inst | Stock-Other | 0.89% | — | +1.22% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.80% | -0.06% | +5.26% | |
| 29 | VINIX | Vanguard Inst Index-inst | Stock-Other | 0.71% | — | +9.08% | |
| 30 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.68% | -0.08% | +23.15% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.64% | — | +22.38% | |
| 32 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.57% | +0.01% | +11.83% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.55% | +0.18% | -2.98% | |
| 34 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.51% | — | +51.08% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.50% | +0.18% | +0.61% | |
| 36 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.28% | +0.54% | |
| 37 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.39% | — | +63.94% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | +0.01% | -0.83% | |
| 39 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.32% | — | +18.69% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.31% | -0.18% | -33.44% | |
| 41 | APHKX | Artisan Intl Val-inst | Stock-Other | 0.31% | — | — | |
| 42 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.29% | +0.11% | — | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.28% | -0.01% | +2884.78% | |
| 44 | VFIRX | Vanguard Shrt Trm Treas-adm | Stock-Other | 0.28% | — | +93.37% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.28% | +0.15% | -5.74% | |
| 46 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.27% | -0.09% | — | |
| 47 | URTH | Ishares Msci World ETF | ETF-Other | 0.26% | -0.09% | -28.42% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.26% | — | +10.24% | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.25% | — | -5.23% | |
| 50 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.23% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +1.5% | +369.00% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.5% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +1.5% | +27.81% | Add |
| 4 | VT | Vanguard Tot World Stk ETF | +0.9% | +23.67% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.9% | +40.56% | Add |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | +0.6% | +36.57% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.6% | +3.90% | Add |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.3% | +2884.78% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.3% | +6.62% | Add |
| 10 | VGSH | Vanguard Short-term Treasury | +0.2% | +9.29% | Add |
| 11 | VFIAX | Vanguard 500 Index-adm | +0.2% | +51.08% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | +0.2% | +63.94% | Add |
| 14 | VFIRX | Vanguard Shrt Trm Treas-adm | +0.1% | +93.37% | Add |
| 15 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +11.97% | Add |
| 16 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.1% | +23.15% | Add |
| 17 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +22.38% | Add |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +9.07% | Add |
| 19 | ISRA | Vaneck Israel ETF | +0.1% | NEW | New buy |
| 20 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +4.85% | Add |
| 21 | REET | Ishares Global Reit ETF | +0.1% | -1.76% | Trim |
| 22 | AAPL | Apple Inc | +0.1% | +126.41% | Add |
| 23 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 24 | DBJP | Xtrackers Msci Japan Hedged | +0.1% | +14.87% | Add |
| 25 | VINIX | Vanguard Inst Index-inst | +0.1% | +9.08% | Add |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +18.69% | Add |
| 27 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | +27.96% | Add |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +6.46% | Add |
| 29 | HEWJ | Isha Curr Hedged Msci Japan | 0% | +15.09% | Add |
| 30 | EWJ | Ishares Msci Japan ETF | 0% | +5.26% | Add |
| 31 | MCHI | Ishares Msci China ETF | 0% | — | Unchanged |
| 32 | VNO | Vornado Realty Trust | 0% | — | Unchanged |
| 33 | VNQ | Vanguard Real Estate ETF | 0% | -0.83% | Trim |
| 34 | KKR | Kkr & Co Inc | 0% | -5.23% | Trim |
| 35 | FOXA | Fox CORP - Class A | 0% | -5.39% | Trim |
| 36 | LOW | Lowe's Cos Inc | 0% | -5.38% | Trim |
| 37 | IYW | Ishares Ustechnology ETF | 0% | +10.24% | Add |
| 38 | BN | Brookfield CORP | 0% | -5.55% | Trim |
| 39 | VTWO | Vanguard Russell 2000 ETF | 0% | +0.54% | Add |
| 40 | ACWI | Ishares Msci Acwi ETF | 0% | +0.61% | Add |
| 41 | POSIX | Principal Glbl R/e Sec-inst | 0% | — | Unchanged |
| 42 | EPP | Ishares Msci Pacific Ex Japa | 0% | — | Unchanged |
| 43 | IAUUSD | Ishares Gold Trust | 0% | — | Unchanged |
| 44 | ✓ | Expro Group Holdings NV Com | 0% | -5.25% | Trim |
| 45 | BMY | Bristol-myers Squibb Co | 0% | -5.37% | Trim |
| 46 | SLG2EUR | Sl Green Realty CORP | 0% | — | Unchanged |
| 47 | APHKX | Artisan Intl Val-inst | 0% | — | Unchanged |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | +21.70% | Add |
| 49 | AON | Aon plc | 0% | -5.38% | Trim |
| 50 | ARGX | Argenx Se - Adr | 0% | -5.37% | 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 177 disclosed positions in Q3 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, VOO, EMXC) accounted for 89.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
AGG
市值: $94.9M
Top Position Liquidated / Trimmed
iShares Core MSCI World UCITS ETF (Acc)
前期市值: $241.0M
During Q3 2024, Partners Capital Investment Group, LLP's top holdings by market value included IVV (17.9%)、VOO (6.9%)、EMXC (6.4%). The largest single position, IVV, represented 17.9% of total portfolio value.
In Q3 2024, Partners Capital Investment Group, LLP made 151 total portfolio adjustments, initiating 7 new buys, adding to 65 positions, trimming 63 holdings, and fully liquidating 16 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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