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CIK: 0001694870
Total reported value
$2.8B
$2.8B
161 檔
36.5%
At the close of Q2 2025, Partners Capital Investment Group, LLP disclosed equity holdings valued at approximately $2.8B, spread across 161 reported holdings.
In Q2 2025, Partners Capital Investment Group, LLP adopted a defensive or profit-taking posture, trimming 105 positions and completely liquidating 39 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 | 20.28% | -0.85% | -60.95% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.17% | -0.70% | -41.72% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.48% | +0.47% | -47.50% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.85% | -0.07% | -47.60% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.69% | +0.63% | -60.14% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.61% | +0.36% | -72.04% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.67% | +0.74% | -63.76% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.37% | -0.17% | -17.92% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.32% | +0.79% | -73.33% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.15% | -0.16% | -50.15% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.85% | +0.15% | +147.36% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.31% | -0.15% | -48.74% | |
| 13 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 2.15% | +0.04% | -59.50% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.98% | +0.18% | +49.93% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.52% | -0.25% | -58.22% | |
| 16 | SNPS | Synopsys Inc | Stock-Tech | 1.40% | -0.10% | -35.90% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | -0.10% | -73.92% | |
| 18 | REET | Ishares Global Reit ETF | ETF-Other | 1.32% | +0.08% | -57.80% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.22% | -0.11% | — | |
| 20 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.18% | -0.05% | -50.05% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.06% | — | -82.91% | |
| 22 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.98% | -0.06% | -47.15% | |
| 23 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.87% | -0.29% | +31.03% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.83% | -0.06% | -46.73% | |
| 25 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 0.82% | -0.06% | -66.42% | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.75% | +0.06% | -59.40% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.18% | -18.58% | |
| 28 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.58% | +0.01% | -55.12% | |
| 29 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 0.56% | +0.01% | +8.35% | |
| 30 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.56% | +0.11% | -27.39% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | -0.30% | +0.85% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | +0.01% | -46.09% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | +0.09% | -95.63% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | +0.03% | -16.73% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.28% | -59.10% | |
| 36 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.39% | -0.08% | -77.12% | |
| 37 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.37% | -0.09% | -49.38% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | +0.18% | -69.99% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.19% | EXIT | |
| 40 | VNO | Vornado Realty Trust | Stock-Real Estate | 0.31% | — | — | |
| 41 | ISRA | Vaneck Israel ETF | ETF-Other | 0.30% | — | -50.00% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.02% | -48.77% | |
| 43 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.27% | -0.02% | -48.12% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.01% | -49.50% | |
| 45 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.27% | +0.02% | -32.48% | |
| 46 | SLG2EUR | Sl Green Realty CORP | Stock-Other | 0.25% | — | — | |
| 47 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.24% | +0.07% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.05% | -45.77% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.23% | -57.73% | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.22% | -0.05% | -58.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +2.4% | +147.36% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +1.7% | -41.72% | Trim |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +1.6% | -17.92% | Trim |
| 4 | IEMG | Ishares Core Msci Emerging | +1.5% | -47.50% | Trim |
| 5 | ACWI | Ishares Msci Acwi ETF | +1.5% | +49.93% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +1.2% | NEW | New buy |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | +1.1% | -47.60% | Trim |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.7% | -50.15% | Trim |
| 9 | IAUUSD | Ishares Gold Trust | +0.6% | +31.03% | Add |
| 10 | SNPS | Synopsys Inc | +0.6% | -35.90% | Trim |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.5% | -60.95% | Trim |
| 12 | TIP | Ishares Tips Bond ETF | +0.4% | -48.74% | Trim |
| 13 | HAWX | Ishares Cur Hdg Msci Acwi-x | +0.4% | +8.35% | Add |
| 14 | SUB | Ishares Short-term National | +0.3% | -18.58% | Trim |
| 15 | XCEM | Columbia Em Core Ex-china | +0.3% | -27.39% | Trim |
| 16 | XLE | Ss Energy Select Sector | +0.3% | +0.85% | Add |
| 17 | EWJ | Ishares Msci Japan ETF | +0.3% | -47.15% | Trim |
| 18 | PWRD | Tcw Transform Systems ETF | +0.2% | NEW | New buy |
| 19 | IWV | Ishares Russell 3000 ETF | +0.2% | -16.73% | Trim |
| 20 | TYL | Tyler Technologies Inc | +0.2% | NEW | New buy |
| 21 | MSFT | Microsoft CORP | +0.2% | -7.34% | Trim |
| 22 | MUSA | Murphy USA Inc | +0.2% | NEW | New buy |
| 23 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.2% | -50.05% | Trim |
| 24 | SCHW | Schwab (charles) CORP | +0.2% | NEW | New buy |
| 25 | VGIT | Vanguard Intermediate-term T | +0.2% | -46.73% | Trim |
| 26 | VNO | Vornado Realty Trust | +0.2% | — | Unchanged |
| 27 | LIN | Linde plc | +0.2% | +1108.84% | Add |
| 28 | FERG | Ferguson Enterprises Inc. | +0.2% | NEW | New buy |
| 29 | SLG2EUR | Sl Green Realty CORP | +0.2% | — | Unchanged |
| 30 | NVS | Novartis AG | +0.1% | -7.91% | Trim |
| 31 | VNQ | Vanguard Real Estate ETF | +0.1% | -46.09% | Trim |
| 32 | ✓ | ABB Ltd | +0.1% | -8.19% | Trim |
| 33 | META | Meta Platforms Inc-class A | +0.1% | -48.77% | Trim |
| 34 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | -32.48% | Trim |
| 35 | VTIP | Vanguard Short-term Tips | +0.1% | +119.32% | Add |
| 36 | ✓ | Danone SA | +0.1% | -8.19% | Trim |
| 37 | NWSA | News CORP - Class A | +0.1% | -7.87% | Trim |
| 38 | ISRA | Vaneck Israel ETF | +0.1% | -50.00% | Trim |
| 39 | EXPE | Expedia Group Inc | +0.1% | -8.19% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -45.77% | Trim |
| 41 | MCHI | Ishares Msci China ETF | +0.1% | -49.38% | Trim |
| 42 | EPP | Ishares Msci Pacific Ex Japa | +0.1% | -48.12% | Trim |
| 43 | VPL | Vanguard Ftse Pacific ETF | +0.1% | -19.04% | Trim |
| 44 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | -55.12% | Trim |
| 45 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -43.35% | Trim |
| 46 | NOW | Servicenow Inc | +0.1% | -44.22% | Trim |
| 47 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +0.36% | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -49.71% | Trim |
| 49 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -58.47% | Trim |
| 50 | IGIFF | Igm Financial Inc | +0.1% | NEW | New buy |
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 161 disclosed positions in Q2 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, VGSH, IEMG) accounted for 36.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
EFA
市值: $30.4M
Top Position Liquidated / Trimmed
VWSUX
前期市值: $80.8M
During Q2 2025, Partners Capital Investment Group, LLP's top holdings by market value included IVV (20.3%)、VGSH (6.2%)、IEMG (5.5%). The largest single position, IVV, represented 20.3% of total portfolio value.
In Q2 2025, Partners Capital Investment Group, LLP made 182 total portfolio adjustments, initiating 18 new buys, adding to 20 positions, trimming 105 holdings, and fully liquidating 39 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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