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CIK: 0001694870
Total reported value
$2.8B
$2.8B
174 檔
40.1%
In Q1 2026, Partners Capital Investment Group, LLP's U.S. equity holdings reached a combined market value of $2.8B, distributed across 174 disclosed stock positions.
Partners Capital Investment Group, LLP executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 7 holdings and trimming 53 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.22% | -0.85% | -5.28% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.43% | -0.70% | +0.59% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.75% | +0.47% | +3.46% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.73% | -0.07% | +3.98% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.73% | +0.63% | +5.11% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.83% | -0.17% | -23.74% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | +0.36% | -10.86% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.14% | +0.15% | +20.93% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.03% | +0.74% | -11.53% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.60% | -0.16% | +3.90% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.57% | +0.79% | -13.74% | |
| 12 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 2.49% | +0.04% | -2.61% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.37% | -0.15% | -21.19% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.24% | — | +105.85% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.96% | -0.25% | +8.87% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 1.51% | +0.08% | +2.06% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.46% | -0.06% | +19.29% | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 1.40% | -0.10% | +0.29% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | -0.10% | +0.29% | |
| 20 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 1.35% | -0.29% | +7.98% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.16% | +0.18% | -22.62% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.89% | -0.18% | +39.62% | |
| 23 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.88% | -0.10% | +48.12% | |
| 24 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.73% | -0.15% | — | |
| 25 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 0.73% | -0.06% | -4.92% | |
| 26 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.71% | -0.08% | +0.24% | |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.71% | +0.01% | — | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.68% | -0.30% | — | |
| 29 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 0.65% | +0.01% | -3.19% | |
| 30 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.59% | -0.06% | -13.48% | |
| 31 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.49% | +0.11% | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | +0.01% | +1.08% | |
| 33 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.45% | -0.05% | +0.56% | |
| 34 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.43% | +0.28% | +0.20% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | +0.03% | +0.20% | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.39% | +0.07% | — | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.38% | +0.09% | +34.40% | |
| 38 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.37% | +0.02% | +13.83% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.37% | +0.18% | +10.82% | |
| 40 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.36% | -0.09% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | -0.23% | -2.47% | |
| 42 | ISRA | Vaneck Israel ETF | ETF-Other | 0.34% | — | — | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.28% | +0.06% | -22.17% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.11% | -40.80% | |
| 45 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.25% | -0.02% | +3.14% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.05% | +1.54% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.24% | -0.01% | +0.59% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.24% | -0.08% | +18.99% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.02% | +3.72% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | -0.09% | +0.43% |
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 174 disclosed positions in Q1 2026.
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 40.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
EMLC
市值: $19.4M
Top Position Liquidated / Trimmed
AAPL
前期市值: $3.4M
During Q1 2026, Partners Capital Investment Group, LLP's top holdings by market value included IVV (20.2%)、VGSH (6.4%)、IEMG (5.8%). The largest single position, IVV, represented 20.2% of total portfolio value.
In Q1 2026, Partners Capital Investment Group, LLP made 126 total portfolio adjustments, initiating 15 new buys, adding to 51 positions, trimming 53 holdings, and fully liquidating 7 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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