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CIK: 0001694870
Total reported value
$2.8B
$2.8B
166 檔
41.7%
The Q4 2025 SEC filing reveals that Partners Capital Investment Group, LLP held a total portfolio value of $2.8B, covering 166 public equity positions.
Partners Capital Investment Group, LLP executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 9 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.14% | -0.85% | +12.78% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.35% | -0.70% | +17.37% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.31% | -0.07% | +3.23% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.30% | +0.47% | +1.27% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.92% | -0.17% | +39.66% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.34% | +0.63% | -1.13% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.28% | +0.36% | -7.58% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.13% | +0.74% | +6.86% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.01% | +0.79% | -2.40% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.96% | -0.15% | +26.30% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.58% | -0.16% | -11.45% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | +0.15% | +8.87% | |
| 13 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 2.37% | +0.04% | -2.70% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.79% | -0.25% | +17.82% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.52% | +0.18% | -29.01% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 1.45% | +0.08% | +10.65% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.10% | +0.27% | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 1.45% | -0.10% | +0.27% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.22% | -0.06% | +67.74% | |
| 20 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 1.14% | -0.29% | +7.56% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.07% | — | -7.70% | |
| 22 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.75% | -0.08% | +24.81% | |
| 23 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 0.71% | -0.06% | -17.24% | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.64% | -0.06% | -16.26% | |
| 25 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 0.64% | +0.01% | +3.19% | |
| 26 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.64% | +0.01% | +0.26% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.63% | -0.18% | -25.59% | |
| 28 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.60% | -0.10% | — | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.49% | -0.30% | +101.68% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | +0.01% | +1.14% | |
| 31 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.46% | +0.11% | -21.23% | |
| 32 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.44% | -0.05% | -26.49% | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.43% | +0.03% | +0.28% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.43% | -0.11% | -8.88% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.28% | +0.30% | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.38% | +0.07% | — | |
| 37 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.38% | -0.09% | +0.70% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.36% | +0.06% | -48.74% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | -0.23% | +8.59% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.33% | +0.18% | +15.97% | |
| 41 | ISRA | Vaneck Israel ETF | ETF-Other | 0.32% | — | +1.47% | |
| 42 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.31% | +0.02% | +22.55% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | +0.09% | +4.86% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.19% | EXIT | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.05% | +0.14% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.24% | -0.01% | -6.30% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.02% | +0.56% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | -0.09% | +9.72% | |
| 49 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.22% | -0.02% | +2.08% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.22% | — | +0.25% |
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 166 disclosed positions in Q4 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, HEFA) accounted for 41.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
LEMB
市值: $16.0M
Top Position Liquidated / Trimmed
ABB Ltd
前期市值: $5.3M
During Q4 2025, Partners Capital Investment Group, LLP's top holdings by market value included IVV (22.1%)、VGSH (6.3%)、HEFA (5.3%). The largest single position, IVV, represented 22.1% of total portfolio value.
In Q4 2025, Partners Capital Investment Group, LLP made 137 total portfolio adjustments, initiating 13 new buys, adding to 64 positions, trimming 51 holdings, and fully liquidating 9 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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