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CIK: 0001694870
Total reported value
$2.8B
$2.8B
182 檔
83.9%
According to the latest 13F quarterly dataset, Partners Capital Investment Group, LLP managed an equity portfolio of $2.8B at the end of Q1 2025, spanning 182 distinct U.S. exchange-listed positions.
In Q1 2025, Partners Capital Investment Group, LLP displayed an active expansion posture, initiating 182 new positions and adding to 0 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 | 19.82% | -0.85% | +93.28% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.30% | +0.36% | +39.50% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.86% | +0.63% | +106.30% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.74% | +0.79% | +58.50% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.46% | -0.70% | +81.61% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.36% | +0.09% | +30.08% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.96% | +0.47% | +97.70% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.74% | -0.07% | +168.58% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.73% | +0.74% | +12.16% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.61% | — | -12.29% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.41% | -0.16% | +132.42% | |
| 12 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 2.18% | +0.04% | +69.06% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.06% | -0.10% | +91.66% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.92% | -0.15% | +80.48% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.74% | -0.17% | +51.94% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.53% | -0.25% | +67.32% | |
| 17 | VWSUX | Vangrd Ultra Sh Tm Tx Ex-adm | Stock-Other | 1.37% | — | -3.73% | |
| 18 | REET | Ishares Global Reit ETF | ETF-Other | 1.30% | +0.08% | +62.54% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.20% | +0.01% | +6.44% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.13% | — | +39.69% | |
| 21 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.99% | -0.05% | +16.14% | |
| 22 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 0.96% | -0.06% | +48.40% | |
| 23 | VIPIX | Vanguard Infl Proct Sec-inst | Stock-Other | 0.89% | — | +1.57% | |
| 24 | SNPS | Synopsys Inc | Stock-Tech | 0.84% | -0.10% | — | |
| 25 | VINIX | Vanguard Inst Index-inst | Stock-Other | 0.80% | — | +5.40% | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.76% | +0.06% | +44.45% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.73% | — | +22.73% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.72% | -0.06% | +74.81% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.65% | -0.06% | -35.34% | |
| 30 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.65% | -0.08% | +39.92% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.52% | +0.01% | +83.17% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.51% | +0.18% | +176.13% | |
| 33 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.49% | — | -8.83% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.49% | +0.18% | +30.76% | |
| 35 | URTH | Ishares Msci World ETF | ETF-Other | 0.46% | -0.09% | +641.43% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | +0.15% | +78.79% | |
| 37 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.40% | — | +17.88% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | +0.01% | +123.47% | |
| 39 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.28% | +100.81% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.35% | -0.18% | +695.55% | |
| 41 | APHKX | Artisan Intl Val-inst | Stock-Other | 0.33% | — | +9.44% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | — | -6.62% | |
| 43 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.30% | -0.09% | +101.34% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | — | +284.34% | |
| 45 | DBLTX | Doubleline Ttl Rtrn Bnd-i | Stock-Other | 0.29% | — | +1776.40% | |
| 46 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.28% | +0.11% | +265.03% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.27% | — | +32.77% | |
| 48 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.27% | -0.29% | +534.52% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.25% | — | +19.15% | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.23% | -0.30% | — |
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 182 disclosed positions in Q1 2025.
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, VTV) accounted for 83.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $1.2B
During Q1 2025, Partners Capital Investment Group, LLP's top holdings by market value included IVV (19.8%)、VOO (6.3%)、VTV (4.9%). The largest single position, IVV, represented 19.8% of total portfolio value.
In Q1 2025, Partners Capital Investment Group, LLP made 182 total portfolio adjustments, initiating 182 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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