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CIK: 0001694870
Total reported value
$2.8B
$2.8B
162 檔
37.1%
As reported in its official Q3 2025 Form 13F filing, Partners Capital Investment Group, LLP's tracked investment portfolio stood at $2.8B with 162 total positions.
In Q3 2025, Partners Capital Investment Group, LLP adopted a defensive or profit-taking posture, trimming 99 positions and completely liquidating 46 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 | 20.46% | -0.85% | -5.61% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.78% | -0.70% | -5.65% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.47% | +0.47% | -8.38% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.25% | -0.07% | +4.51% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.82% | +0.36% | -2.32% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.57% | +0.63% | -7.01% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.79% | -0.17% | +13.10% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.21% | +0.79% | -9.16% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.05% | -0.16% | -9.55% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.90% | +0.74% | -25.42% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.53% | -0.15% | +8.95% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.42% | +0.15% | -18.00% | |
| 13 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 2.34% | +0.04% | -1.61% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.23% | +0.18% | +5.41% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.63% | -0.25% | +7.16% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.10% | +0.28% | |
| 17 | SNPS | Synopsys Inc | Stock-Tech | 1.51% | -0.10% | +0.28% | |
| 18 | REET | Ishares Global Reit ETF | ETF-Other | 1.44% | +0.08% | +5.63% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.24% | — | +18.51% | |
| 20 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 1.01% | -0.29% | — | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.91% | -0.18% | +35.53% | |
| 22 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 0.86% | -0.06% | -3.90% | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.81% | -0.06% | -22.42% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.78% | -0.06% | -5.47% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.76% | +0.06% | +1.20% | |
| 26 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.64% | -0.05% | -45.34% | |
| 27 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 0.63% | +0.01% | +6.08% | |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.62% | -0.08% | +48.63% | |
| 29 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.60% | +0.01% | -6.18% | |
| 30 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.59% | +0.11% | — | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | -0.30% | +0.82% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.52% | +0.01% | +2.21% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.11% | -61.61% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.45% | +0.03% | +0.25% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.28% | +0.27% | |
| 36 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.44% | -0.09% | — | |
| 37 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.41% | +0.07% | +55.59% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.19% | EXIT | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | -0.23% | +28.80% | |
| 40 | ISRA | Vaneck Israel ETF | ETF-Other | 0.31% | — | — | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.30% | +0.18% | -12.32% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.02% | — | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.29% | +0.09% | -36.03% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.01% | +0.96% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.05% | +1.54% | |
| 46 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.26% | +0.02% | -6.15% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.02% | — | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | +0.03% | — | |
| 49 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.24% | -0.02% | -16.03% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | +0.02% | +0.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +2.1% | +13.10% | Trim |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +2% | -18.00% | Add |
| 3 | ACWI | Ishares Msci Acwi ETF | +1.7% | +5.41% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +1.5% | -8.38% | Trim |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | +1.5% | +4.51% | Trim |
| 6 | VGSH | Vanguard Short-term Treasury | +1.3% | -5.65% | Trim |
| 7 | IAUUSD | Ishares Gold Trust | +0.7% | — | Add |
| 8 | SNPS | Synopsys Inc | +0.7% | +0.28% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.6% | -5.61% | Trim |
| 10 | ITOT | Ishares Core S&p Total U.s. | +0.6% | -9.55% | Trim |
| 11 | TIP | Ishares Tips Bond ETF | +0.6% | +8.95% | Trim |
| 12 | SUB | Ishares Short-term National | +0.6% | +35.53% | Add |
| 13 | HAWX | Ishares Cur Hdg Msci Acwi-x | +0.4% | +6.08% | Add |
| 14 | XCEM | Columbia Em Core Ex-china | +0.3% | — | Trim |
| 15 | XLE | Ss Energy Select Sector | +0.3% | +0.82% | Add |
| 16 | MSFT | Microsoft CORP | +0.2% | +1.04% | Trim |
| 17 | LIN | Linde plc | +0.2% | +3.26% | Add |
| 18 | DBJP | Xtrackers Msci Japan Hedged | +0.2% | -1.61% | Trim |
| 19 | REET | Ishares Global Reit ETF | +0.1% | +5.63% | Trim |
| 20 | MCHI | Ishares Msci China ETF | +0.1% | — | Trim |
| 21 | AVGO | Broadcom Inc | +0.1% | +49.98% | Trim |
| 22 | ✓ | ABB Ltd | +0.1% | — | Trim |
| 23 | VGIT | Vanguard Intermediate-term T | +0.1% | -5.47% | Trim |
| 24 | VNQ | Vanguard Real Estate ETF | +0.1% | +2.21% | Trim |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | +28.80% | Trim |
| 26 | ✓ | Danone SA | +0.1% | — | Trim |
| 27 | NVS | Novartis AG | +0.1% | — | Trim |
| 28 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +7.16% | Trim |
| 29 | ISRA | Vaneck Israel ETF | +0.1% | — | Trim |
| 30 | META | Meta Platforms Inc-class A | +0.1% | — | Trim |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.54% | Trim |
| 32 | NWSA | News CORP - Class A | +0.1% | — | Trim |
| 33 | EWJ | Ishares Msci Japan ETF | +0.1% | -22.42% | Trim |
| 34 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | -6.15% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Trim |
| 37 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | -6.18% | Trim |
| 38 | VTIP | Vanguard Short-term Tips | +0.1% | -10.20% | Add |
| 39 | AAPL | Apple Inc | +0.1% | -1.56% | Trim |
| 40 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.30% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.44% | Trim |
| 42 | INCY | Incyte CORP | +0.1% | — | Trim |
| 43 | UTHR | United Therapeutics CORP | +0.1% | — | Trim |
| 44 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +0.27% | Trim |
| 45 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +0.38% | Add |
| 46 | BN | Brookfield CORP | +0.1% | — | Trim |
| 47 | VMC | Vulcan Materials Co | +0.1% | — | Trim |
| 48 | GLD | Spdr Gold Shares | +0.1% | — | Trim |
| 49 | SNAP | Snap Inc - A | +0.1% | +53.30% | Add |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +0.96% | 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 162 disclosed positions in Q3 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 37.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
EFA
市值: $12.2M
Top Position Liquidated / Trimmed
VWSUX
前期市值: $80.8M
During Q3 2025, Partners Capital Investment Group, LLP's top holdings by market value included IVV (20.5%)、VGSH (5.8%)、IEMG (5.5%). The largest single position, IVV, represented 20.5% of total portfolio value.
In Q3 2025, Partners Capital Investment Group, LLP made 191 total portfolio adjustments, initiating 26 new buys, adding to 20 positions, trimming 99 holdings, and fully liquidating 46 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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