PARTNERS CAPITAL INVESTMENT GROUP, LLP

CIK 0001694870 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: PARTNERS CAPITAL INVESTMENT GROUP, LLP, Principal
Address: 600 ATLANTIC AVENUE, 30TH FLOOR, BOSTON, MA, 02210
Phone: 617-292-2570
AUM: $2.68B

AUM over time

$2.83B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsReal EstateOther

Holdings by filing

Portfolio value: $2.68B166 positionsView on SEC.gov

			% of Portfolio
ACV Auctions Inc	COM CL A	$1.4M	0.1%	180,445 SH	New
Allogene Therapeutics Inc	COM	$221K	0.0%Prev: 0.0%	161,597 SH	Increased
Alphabet Inc	CAP STK CL A	$5.7M	0.2%Prev: 0.2%	18,077 SH	Decreased-7,199 SH
Alphabet Inc	CAP STK CL C	$2.4M	0.1%Prev: 0.0%	7,760 SH	Increased+6,033 SH
Apollo Global Management Inc	COM CL A	$1.1M	0.0%Prev: 0.0%	7,391 SH	Increased
Apple Inc	COM	$3.4M	0.1%Prev: 0.1%	12,565 SH	Increased+142 SH
Argenx SE	SPONSORED ADR	$1.8M	0.1%Prev: 0.1%	2,159 SH	Decreased-1,345 SH
BeiGene Ltd	SPONSORED ADR	$1.7M	0.1%Prev: 0.1%	5,744 SH	Decreased-4,616 SH
Berkshire Hathaway Inc	CL B NEW	$231K	0.0%Prev: 0.0%	459 SH	Decreased
Bit Digital Inc	SHS	$19K	0.0%Prev: 0.0%	10,000 SH	Decreased-20,000 SH
Bitfarms Ltd/Canada	COM	$47K	0.0%	20,000 SH	New
Blackstone Inc	COM	$646K	0.0%Prev: 0.0%	4,189 SH	Decreased+8 SH
Blackstone Mortgage Trust Inc	COM CL A	$851K	0.0%Prev: 0.0%	44,466 SH	Increased+1,091 SH
Bristol-Myers Squibb Co	COM	$4.3M	0.2%Prev: 0.1%	78,972 SH	Increased+6,762 SH
Broadcom Inc	COM	$3.6M	0.1%Prev: 0.2%	10,288 SH	Decreased-5,961 SH
Cango Inc/KY	ADS	$113K	0.0%	75,000 SH	New
Capital One Financial Corp	COM	$4.4M	0.2%	18,202 SH	New
CBRE Group Inc	CL A	$239K	0.0%Prev: 0.0%	1,484 SH	Increased
CenterPoint Energy Inc	COM	$388K	0.0%Prev: 0.0%	10,112 SH	Decreased
Charles Schwab Corp/The	COM	$4.3M	0.2%Prev: 0.2%	43,137 SH	Decreased-9,956 SH
Citigroup Inc	COM NEW	$284K	0.0%Prev: 0.0%	2,432 SH	Increased
Coinbase Global Inc	COM CL A	$393K	0.0%Prev: 0.0%	1,738 SH	Decreased-120 SH
Columbia EM Core ex-China ETF	EM CORE EX ETF	$12.3M	0.5%Prev: 0.6%	320,043 SH	Decreased-86,283 SH
Cummins Inc	COM	$615K	0.0%Prev: 0.0%	1,204 SH	Increased-125 SH
Deere & Co	COM	$3.7M	0.1%Prev: 0.2%	7,843 SH	Decreased-1,485 SH
Eaton Corp PLC	SHS	$312K	0.0%	978 SH	New
Emerson Electric Co	COM	$475K	0.0%Prev: 0.0%	3,581 SH	Increased
Energy Select Sector SPDR Fund	ENERGY	$13.2M	0.5%Prev: 0.5%	296,295 SH	Increased+149,379 SH
Ferguson PLC	SHS	$3.5M	0.1%Prev: 0.2%	15,873 SH	Decreased-1,962 SH
First Solar Inc	COM	$328K	0.0%	1,254 SH	New
Fox Corp	CL A COM	$256K	0.0%Prev: 0.0%	3,509 SH	Increased
Franklin Covey Co	COM	$200K	0.0%Prev: 0.0%	11,924 SH	Decreased
General Motors Co	COM	$594K	0.0%Prev: 0.0%	7,310 SH	Increased-1,478 SH
GFL Environmental Inc	SUB VTG SHS	$451K	0.0%Prev: 0.0%	10,507 SH	Decreased
Guidewire Software Inc	COM	$307K	0.0%Prev: 0.0%	1,529 SH	Decreased
Hilton Worldwide Holdings Inc	COM	$4.0M	0.1%Prev: 0.2%	13,757 SH	Decreased-4,296 SH
Howmet Aerospace Inc	COM	$1.5M	0.1%Prev: 0.1%	7,200 SH	Increased
IGM Financial Inc	COM	$1.7M	0.1%Prev: 0.1%	13,547 SH	Increased+1,921 SH
Incyte Corp	COM	$1.8M	0.1%Prev: 0.1%	18,253 SH	Decreased-11,326 SH
Intercontinental Exchange Inc	COM	$4.0M	0.2%Prev: 0.2%	24,959 SH	Decreased-5,445 SH
Invesco China Technology ETF	CHINA TECHNLGY	$663K	0.0%Prev: 0.0%	12,749 SH	Decreased+270 SH
Invesco Nasdaq Biotechnology ETF	NASDAQ BIOTECH	$367K	0.0%Prev: 0.0%	12,917 SH	Increased
Invesco QQQ Trust Series 1	UNIT SER 1	$6.8M	0.3%Prev: 0.3%	11,106 SH	Increased+16 SH
Invesco S&P 500 Equal Weight ETF	S&P500 EQL WGT	$6.0M	0.2%Prev: 0.2%	31,350 SH	Increased+2,778 SH
Iris Energy Ltd	ORDINARY SHARES	$415K	0.0%Prev: 0.0%	11,000 SH	Decreased-5,000 SH
iShares 0-3 Month Treasury Bond ETF	0-3 MNTH TREASRY	$28.8M	1.1%Prev: 1.2%	287,091 SH	Decreased-23,946 SH
iShares 0-5 Year TIPS Bond ETF	0-5 YR TIPS ETF	$132.1M	4.9%Prev: 3.8%	1,290,115 SH	Increased+366,392 SH
iShares 1-3 Year Treasury Bond ETF	1 3 YR TREAS BD	$8.8M	0.3%Prev: 0.3%	106,376 SH	Increased+14,647 SH
iShares 3-7 Year Treasury Bond ETF	3 7 YR TREAS BD	$1.5M	0.1%Prev: 0.1%	12,797 SH	Increased+153 SH
iShares 7-10 Year Treasury Bond ETF	7-10 YR TRSY BD	$48.1M	1.8%Prev: 1.6%	500,192 SH	Increased+75,638 SH
iShares Broad USD High Yield Corporate Bond ETF	BROAD USD HIGH	$9.7M	0.4%Prev: 0.8%	258,826 SH	Decreased-246,123 SH
iShares Core Growth Allocation ETF	GRWT ALLOCAT ETF	$498K	0.0%	7,668 SH	New
iShares Core MSCI EAFE ETF	CORE MSCI EAFE	$68.0M	2.5%Prev: 2.4%	760,649 SH	Increased+62,003 SH
iShares Core MSCI Emerging Markets ETF	CORE MSCI EMKT	$142.1M	5.3%Prev: 5.5%	2,114,082 SH	Increased+26,568 SH
iShares Core S&P 500 ETF	CORE S&P500 ETF	$594.3M	22.1%Prev: 20.5%	867,648 SH	Increased+98,307 SH
iShares Core S&P Total US Stock Market ETF	CORE S&P TTL STK	$69.3M	2.6%Prev: 3.0%	466,334 SH	Decreased-60,315 SH
iShares Currency Hedged MSCI ACWI EX US ETF	MSCI ACWI EXUS	$17.2M	0.6%Prev: 0.6%	434,639 SH	Increased+13,428 SH
iShares Currency Hedged MSCI EAFE ETF	HDG MSCI EAFE	$142.4M	5.3%Prev: 5.2%	3,442,271 SH	Increased+107,544 SH
iShares Currency Hedged MSCI Japan ETF	HDG MSCI JAPAN	$19.1M	0.7%Prev: 0.9%	361,583 SH	Decreased-75,337 SH
iShares Edge MSCI Min Vol USA ETF	MSCI USA MIN VOL	$2.8M	0.1%Prev: 0.1%	29,341 SH	Decreased+121 SH
iShares Edge MSCI USA Quality Factor ETF	MSCI USA QLT FCT	$5.9M	0.2%Prev: 0.2%	29,789 SH	Increased+73 SH
iShares Expanded Tech Sector ETF	EXPND TEC SC ETF	$1.7M	0.1%Prev: 0.1%	13,547 SH	Increased+1,921 SH
iShares Expanded Tech-Software Sector ETF	EXPANDED TECH	$1.4M	0.1%Prev: 0.0%	13,169 SH	Increased+7,044 SH
iShares Global REIT ETF	GLOBAL REIT ETF	$39.0M	1.5%Prev: 1.4%	1,563,807 SH	Increased+150,465 SH
iShares Gold Trust	ISHARES	$30.6M	1.1%Prev: 1.0%	376,393 SH	Increased+26,460 SH
iShares iBoxx High Yield Corporate Bond ETF	IBOXX HI YD ETF	$233K	0.0%Prev: 0.0%	2,890 SH	Increased+55 SH
iShares J.P. Morgan EM Local Currency Bond ETF	JP MORGAN EM ETF	$16.0M	0.6%	385,814 SH	New
iShares MSCI ACWI ETF	MSCI ACWI ETF	$40.8M	1.5%Prev: 2.2%	288,213 SH	Decreased-117,751 SH
iShares MSCI ACWI ex US ETF	MSCI ACWI EX US	$845K	0.0%Prev: 0.0%	12,594 SH	Increased+196 SH
iShares MSCI China ETF	MSCI CHINA ETF	$10.1M	0.4%Prev: 0.4%	168,407 SH	Decreased+1,177 SH
iShares MSCI EAFE ETF	MSCI EAFE ETF	$11.4M	0.4%Prev: 0.5%	119,137 SH	Decreased-11,614 SH
iShares MSCI EAFE Value ETF	EAFE VALUE ETF	$452K	0.0%Prev: 0.0%	6,324 SH	Increased
iShares MSCI Emerging Markets ETF	MSCI EMG MKT ETF	$4.5M	0.2%Prev: 0.2%	81,461 SH	Increased+1,155 SH
iShares MSCI Emerging Markets ex China ETF	ETF - EQUITY	$84.0M	3.1%Prev: 2.9%	1,155,424 SH	Increased+74,131 SH
iShares MSCI India ETF	MSCI INDIA ETF	$2.3M	0.1%Prev: 0.1%	41,894 SH	Increased
iShares MSCI Japan ETF	MSCI JPN ETF NEW	$17.2M	0.6%Prev: 0.8%	212,681 SH	Decreased-41,291 SH
iShares MSCI Pacific ex Japan ETF	MSCI PAC JP ETF	$6.0M	0.2%Prev: 0.2%	118,784 SH	Decreased+2,424 SH
iShares MSCI United Kingdom ETF	MSCI UK ETF NEW	$1.1M	0.0%Prev: 0.0%	25,206 SH	Increased+472 SH
iShares MSCI World ETF	MSCI WORLD ETF	$4.9M	0.2%Prev: 0.2%	26,420 SH	Decreased-2,523 SH
iShares National Muni Bond ETF	NATIONAL MUN ETF	$3.3M	0.1%Prev: 0.1%	30,959 SH	Increased+327 SH
iShares Residential and Multisector Real Estate ETF	RESIDENTIAL MULT	$2.4M	0.1%Prev: 0.1%	28,990 SH	Decreased
iShares Russell 2000 ETF	RUSSELL 2000 ETF	$9.2M	0.3%Prev: 0.3%	37,199 SH	Increased+2,944 SH
iShares Russell 3000 ETF	RUSSELL 3000 ETF	$11.5M	0.4%Prev: 0.4%	29,847 SH	Increased+83 SH
iShares Russell Mid-Cap ETF	RUS MID CAP ETF	$1.5M	0.1%Prev: 0.1%	15,239 SH	Increased+61 SH
iShares S&P 500 Value ETF	S&P 500 VAL ETF	$1.1M	0.0%Prev: 0.0%	5,332 SH	Increased+971 SH
iShares Semiconductor ETF	ISHARES SEMICDTR	$1.2M	0.0%Prev: 0.0%	4,016 SH	Increased+827 SH
iShares Short Treasury Bond ETF	SHORT TREAS BD	$6.3M	0.2%Prev: 0.3%	57,618 SH	Decreased-3,872 SH
iShares Short-Term National Muni Bond ETF	SHRT NAT MUN ETF	$17.0M	0.6%Prev: 0.9%	159,194 SH	Decreased-54,762 SH
iShares TIPS Bond ETF	TIPS BD ETF	$79.4M	3.0%Prev: 2.5%	722,269 SH	Increased+150,418 SH
iShares Trust iShares ESG Aware MSCI USA ETF	ESG AWR MSCI USA	$3.6M	0.1%Prev: 0.1%	24,006 SH	Increased+73 SH
John Bean Technologies Corp	COM	$2.1M	0.1%Prev: 0.1%	13,816 SH	Decreased-3,436 SH
Kimberly-Clark Corp	COM	$252K	0.0%	2,500 SH	New
KKR & Co Inc	COM	$322K	0.0%Prev: 0.0%	2,529 SH	Decreased
KraneShares CSI China Internet ETF	CSI CHI INTERNET	$1.6M	0.1%Prev: 0.1%	46,890 SH	Decreased
Lennar Corp	CL A	$252K	0.0%Prev: 0.0%	2,455 SH	Decreased+9 SH
Linde PLC	SHS	$4.6M	0.2%Prev: 0.2%	10,698 SH	Increased+1,099 SH
MasTec Inc	COM	$4.5M	0.2%	20,623 SH	New
Meta Platforms Inc	CL A	$5.9M	0.2%Prev: 0.3%	8,925 SH	Decreased-930 SH
Microsoft Corp	COM	$7.4M	0.3%Prev: 0.4%	15,328 SH	Decreased-1,725 SH
Netflix Inc	COM	$606K	0.0%Prev: 0.0%	6,460 SH	Decreased+5,734 SH
News Corp	CL A	$4.2M	0.2%Prev: 0.2%	159,129 SH	Decreased+8,245 SH
Novartis AG	FOREIGN	$4.3M	0.2%Prev: 0.2%	31,324 SH	Decreased-11,137 SH
NU Holdings Ltd/Cayman Islands	ORD SHS CL A	$988K	0.0%Prev: 0.0%	58,993 SH	Decreased-8,795 SH
Opendoor Technologies Inc	COM	$124K	0.0%Prev: 0.0%	21,326 SH	Decreased-20,000 SH
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf	DATA AND INFRAST	$651K	0.0%Prev: 0.0%	22,714 SH	Decreased
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf	INDUSTRIAL RELET	$629K	0.0%Prev: 0.0%	17,137 SH	Decreased
Palantir Technologies Inc	CL A	$223K	0.0%Prev: 0.0%	1,254 SH	Decreased
PG&E Corp	COM	$419K	0.0%Prev: 0.0%	26,066 SH	Increased
POET Technologies Inc	COM NEW	$146K	0.0%	23,000 SH	New
Primoris Services Corp	COM	$335K	0.0%	2,697 SH	New
ProShares S&P 500 Dividend Aristocrats ETF	S&P 500 DV ARIST	$473K	0.0%Prev: 0.0%	4,543 SH	Increased
Republic Services Inc	COM	$389K	0.0%Prev: 0.0%	1,836 SH	Decreased-259 SH
Restaurant Brands International Inc	COM	$3.7M	0.1%Prev: 0.2%	53,939 SH	Decreased-9,939 SH
S&P Global Inc	COM	$4.1M	0.2%Prev: 0.1%	7,809 SH	Increased+651 SH
Safran SA	Common Stock	$404K	0.0%Prev: 0.0%	1,158 SH	Decreased
salesforce.com Inc	COM	$4.5M	0.2%Prev: 0.1%	16,907 SH	Increased+3,832 SH
Seagate Technology Holdings PLC	ORD SHS	$621K	0.0%Prev: 0.0%	2,254 SH	Increased
Seagate Technology PLC	SHS	$621K	0.0%Prev: 0.0%	2,254 SH	Increased
ServiceNow Inc	COM	$2.9M	0.1%Prev: 0.1%	19,165 SH	Decreased+15,630 SH
Snap Inc	CL A	$1.8M	0.1%Prev: 0.1%	218,359 SH	Increased
SPDR Blackstone Senior Loan ETF	COM	$4.6M	0.2%Prev: 0.2%	111,806 SH	Increased+2,572 SH
SPDR Bloomberg 1-10 Year TIPS ETF	BLOOMBERG 1 10 YEAR TIPS ETF	$1.4M	0.1%	72,114 SH	New
SPDR Bloomberg 3-12 Month T-Bill ETF	BLOOMBERG 3-12 M	$11.8M	0.4%Prev: 0.6%	118,527 SH	Decreased-42,712 SH
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	BLOOMBERG 1-3 MONTH T-BILL ETF	$7.5M	0.3%Prev: 0.3%	82,502 SH	Increased+3,823 SH
SPDR Gold Shares	GOLD SHS	$4.9M	0.2%Prev: 0.2%	12,310 SH	Increased
SPDR S&P 500 ETF Trust	TR UNIT	$38.9M	1.4%Prev: 1.5%	57,015 SH	Increased+153 SH
SPDR S&P 500 Fossil Fuel Reserves Free ETF	SPDR S&P 500 ETF	$20.0M	0.7%Prev: 0.6%	356,322 SH	Increased+70,829 SH
SPDR S&P Biotech ETF	S&P BIOTECH	$845K	0.0%Prev: 0.0%	6,934 SH	Increased
Synopsys Inc	COM	$38.9M	1.4%Prev: 1.5%	57,015 SH	Increased+153 SH
Taiwan Semiconductor Manufacturing Co Ltd	SPONSORED ADS	$4.3M	0.2%Prev: 0.2%	14,007 SH	Decreased-7,928 SH
TCW Transform Systems ETF	TRANSFORM CLMTE	$10.1M	0.4%Prev: 0.4%	105,340 SH	Decreased
Teads Holding Co	COM	$147K	0.0%Prev: 0.0%	209,407 SH	Decreased
Tesla Inc	COM	$221K	0.0%Prev: 0.0%	492 SH	Decreased-550 SH
Trane Technologies PLC	SHS	$472K	0.0%Prev: 0.0%	1,212 SH	Decreased
Transdigm Group Inc	COM	$4.1M	0.2%Prev: 0.2%	3,097 SH	Decreased-551 SH
Tyler Technologies Inc	COM	$3.8M	0.1%Prev: 0.2%	8,402 SH	Decreased-795 SH
Uber Technologies Inc	COM	$250K	0.0%Prev: 0.0%	3,063 SH	Decreased
United Rentals Inc	COM	$3.9M	0.1%Prev: 0.2%	4,782 SH	Decreased-240 SH
United Therapeutics Corp	COM	$2.0M	0.1%Prev: 0.1%	4,076 SH	Decreased-1,763 SH
Urban Edge Properties	COM	$252K	0.0%Prev: 0.0%	13,147 SH	Decreased
UroGen Pharma Ltd	COM	$360K	0.0%Prev: 0.0%	15,384 SH	Increased
VanEck Israel ETF	ISRAEL ETF	$8.7M	0.3%Prev: 0.3%	147,257 SH	Increased+2,134 SH
Vanguard Dividend Appreciation ETF	DIV APP ETF	$1.1M	0.0%Prev: 0.0%	5,114 SH	Increased+41 SH
Vanguard Financials ETF	FINANCIALS ETF	$251K	0.0%Prev: 0.0%	1,877 SH	Increased
Vanguard FTSE Emerging Markets ETF	FTSE EMR MKT ETF	$431K	0.0%Prev: 0.0%	8,017 SH	Increased+152 SH
Vanguard FTSE Pacific ETF	FTSE PACIFIC ETF	$3.9M	0.1%Prev: 0.1%	42,905 SH	Increased+3,282 SH
Vanguard Global ex-U.S. Real Estate ETF	GLB EX US ETF	$1.3M	0.0%Prev: 0.0%	28,136 SH	Increased+5,193 SH
Vanguard Intermediate-Term Treasury ETF	INTER TERM TREAS	$32.8M	1.2%Prev: 0.8%	546,946 SH	Increased+220,882 SH
Vanguard Real Estate ETF	REAL ESTATE ETF	$12.7M	0.5%Prev: 0.5%	143,402 SH	Decreased+1,616 SH
Vanguard Russell 2000 ETF	VNG RUS2000IDX	$11.4M	0.4%Prev: 0.4%	114,466 SH	Increased+347 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$114.7M	4.3%Prev: 4.8%	182,948 SH	Decreased-15,015 SH
Vanguard Short-Term Inflation-Protected Securities ETF	STRM INFPROIDX	$2.4M	0.1%Prev: 0.1%	48,597 SH	Decreased-3,052 SH
Vanguard Short-Term Treasury ETF	SHORT TERM TREAS	$170.3M	6.3%Prev: 5.8%	2,899,929 SH	Increased+429,099 SH
Vanguard Total Stock Market ETF	TOTAL STK MKT	$6.2M	0.2%Prev: 0.2%	18,369 SH	Increased+102 SH
Vanguard Total World Stock ETF	TT WRLD ST ETF	$80.7M	3.0%Prev: 3.2%	572,306 SH	Decreased-14,047 SH
Vanguard Value ETF	VALUE ETF	$116.4M	4.3%Prev: 4.6%	609,367 SH	Increased-6,982 SH
Vertiv Holdings Co	COM CL A	$457K	0.0%Prev: 0.0%	2,820 SH	Decreased-461 SH
Visa Inc	COM CL A	$4.3M	0.2%Prev: 0.2%	12,356 SH	Decreased-2,008 SH
Vistra Energy Corp	COM	$395K	0.0%Prev: 0.0%	2,450 SH	Decreased
Vulcan Materials Co	COM	$4.0M	0.1%Prev: 0.2%	14,099 SH	Decreased-1,642 SH
Waste Management Inc	COM	$269K	0.0%Prev: 0.0%	1,224 SH	Decreased-995 SH
WisdomTree Japan Hedged Equity Fund	JAPN HEDGE EQT	$17.1M	0.6%Prev: 0.6%	118,546 SH	Increased+305 SH
Xcel Energy Inc	COM	$385K	0.0%Prev: 0.0%	5,211 SH	Decreased
Xtrackers MSCI EAFE Hedged Equity ETF	XTRACK MSCI EAFE	$8.4M	0.3%Prev: 0.3%	175,554 SH	Increased+32,308 SH
Xtrackers MSCI Europe Hedged Equity ETF	XTRACK MSCI EURP	$3.2M	0.1%Prev: 0.1%	65,740 SH	Decreased-7,469 SH
Xtrackers MSCI Japan Hedged Equity ETF	XTRACK MSCI JAPN	$63.7M	2.4%Prev: 2.3%	672,898 SH	Increased-18,656 SH

Sold (vs prior filing)

ABB Ltd — $5.3M
Brookfield Corp — $4.8M
Cleanspark Inc — $434K
Corteva Inc — $4.8M
Danone SA — $4.8M
DiDi Global Inc — $744K
Eli Lilly and Co — $774K
Entergy Corp — $263K
Thermo Fisher Scientific Inc — $3.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001104659-26-014776	$2.68B	View
Oct 31, 2025	Q3 2025	13F-HR	0001104659-25-104708	$2.52B	View
Aug 13, 2026	Q2 2026