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CIK: 0001694870
Total reported value
$2.8B
$2.8B
125 檔
52.6%
As reported in its official Q4 2024 Form 13F filing, Partners Capital Investment Group, LLP's tracked investment portfolio stood at $2.8B with 125 total positions.
In Q4 2024, Partners Capital Investment Group, LLP adopted a defensive or profit-taking posture, trimming 96 positions and completely liquidating 58 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, EMXC) accounted for 52.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
TLT
市值: $11.6M
Top Position Liquidated / Trimmed
AGG
前期市值: $94.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.50% | -0.85% | -44.22% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.71% | +0.36% | -36.35% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 5.45% | +0.74% | -45.39% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.44% | +0.09% | -7.39% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.94% | +0.79% | -36.62% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.84% | — | -4.16% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.96% | -0.70% | -50.04% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.76% | +0.63% | -40.21% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.16% | +0.47% | -38.97% | |
| 10 | VWSUX | Vangrd Ultra Sh Tm Tx Ex-adm | Stock-Other | 2.31% | — | +0.13% | |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.17% | -0.07% | -53.78% | |
| 12 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 2.14% | +0.04% | -34.23% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.94% | +0.01% | -4.22% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | -0.10% | -49.91% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.81% | -0.17% | -31.70% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.78% | -0.16% | -42.62% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.66% | -0.15% | -55.03% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.60% | -0.06% | -50.86% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.44% | -0.25% | -46.18% | |
| 20 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.39% | -0.05% | -36.61% | |
| 21 | VIPIX | Vanguard Infl Proct Sec-inst | Stock-Other | 1.37% | — | -6.36% | |
| 22 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.33% | — | -53.61% | |
| 23 | VINIX | Vanguard Inst Index-inst | Stock-Other | 1.30% | — | +5.16% | |
| 24 | REET | Ishares Global Reit ETF | ETF-Other | 1.29% | +0.08% | -14.87% | |
| 25 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 1.07% | -0.06% | -54.49% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.04% | — | -8.65% | |
| 27 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.92% | — | +3.33% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.86% | +0.06% | -50.42% | |
| 29 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.80% | -0.08% | -33.81% | |
| 30 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.65% | -0.06% | -49.21% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.60% | +0.18% | -35.82% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.53% | — | -15.63% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.51% | — | +0.81% | |
| 34 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.47% | +0.01% | -54.13% | |
| 35 | APHKX | Artisan Intl Val-inst | Stock-Other | 0.46% | — | -3.13% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.39% | — | -16.06% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | +0.15% | -12.83% | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.28% | -55.50% | |
| 39 | VWIUX | Vanguard I/t Tax Exmpt-adm | Stock-Other | 0.32% | — | -0.06% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.32% | — | — | |
| 41 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.31% | — | -12.44% | |
| 42 | POSIX | Principal Glbl R/e Sec-inst | Stock-Other | 0.31% | — | — | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.30% | +0.18% | -64.22% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | +0.01% | -54.12% | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.27% | — | -15.83% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.23% | +6.22% | |
| 47 | VWEAX | Vanguard Hi Yld Corp-adm | Stock-Other | 0.23% | — | +1.04% | |
| 48 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.21% | -0.09% | -50.06% | |
| 49 | ISRA | Vaneck Israel ETF | ETF-Other | 0.17% | — | +1.20% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.17% | — | — |
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 125 disclosed positions in Q4 2024.
During Q4 2024, Partners Capital Investment Group, LLP's top holdings by market value included IVV (17.5%)、VOO (7.7%)、EMXC (5.5%). The largest single position, IVV, represented 17.5% of total portfolio value.
In Q4 2024, Partners Capital Investment Group, LLP made 176 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 96 holdings, and fully liquidating 58 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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