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: $2.50B161 positionsView on SEC.gov

			% of Portfolio
ABB Ltd	Common Stock	$4.4M	0.2%	74,204 SH	New
Allogene Therapeutics Inc	COM	$183K	0.0%Prev: 0.0%	161,597 SH	Decreased
Alphabet Inc	CAP STK CL A	$4.5M	0.2%Prev: 0.2%	25,276 SH	Decreased+8,455 SH
Alphabet Inc	CAP STK CL C	$306K	0.0%Prev: 0.1%	1,727 SH	Decreased-5,083 SH
Apollo Global Management Inc	COM CL A	$1.0M	0.0%Prev: 0.0%	7,391 SH	Increased
Apple Inc	COM	$2.6M	0.1%	12,620 SH	New
Argenx SE	SPONSORED ADR	$1.9M	0.1%Prev: 0.1%	3,504 SH	Increased+1,569 SH
BeiGene Ltd	SPONSORED ADR	$2.5M	0.1%Prev: 0.1%	10,360 SH	Increased+5,216 SH
Berkshire Hathaway Inc	CL B NEW	$238K	0.0%Prev: 0.0%	490 SH	Increased+31 SH
Bit Digital Inc	SHS	$66K	0.0%Prev: 0.0%	30,000 SH	Increased+20,000 SH
Blackstone Inc	COM	$625K	0.0%Prev: 0.0%	4,176 SH	Increased+502 SH
Blackstone Mortgage Trust Inc	COM CL A	$816K	0.0%Prev: 0.0%	42,373 SH	Decreased-3,170 SH
Bristol-Myers Squibb Co	COM	$3.3M	0.1%Prev: 0.2%	72,210 SH	Decreased+1,502 SH
Broadcom Inc	COM	$3.0M	0.1%Prev: 0.1%	10,834 SH	Increased+1,621 SH
Brookfield Corp	CL A LTD VT SH	$4.4M	0.2%	70,457 SH	New
CBRE Group Inc	CL A	$208K	0.0%Prev: 0.0%	1,484 SH	Increased
Charles Schwab Corp/The	COM	$4.8M	0.2%Prev: 0.1%	53,093 SH	Increased+14,470 SH
Citigroup Inc	COM NEW	$207K	0.0%Prev: 0.0%	2,432 SH	Decreased
Cleanspark Inc	COM NEW	$330K	0.0%	29,950 SH	New
Coinbase Global Inc	COM CL A	$651K	0.0%Prev: 0.1%	1,858 SH	Decreased-6,447 SH
Columbia EM Core ex-China ETF	EM CORE EX ETF	$13.9M	0.6%Prev: 0.5%	406,326 SH	Increased+86,283 SH
Corteva Inc	COM	$5.3M	0.2%	71,127 SH	New
Cummins Inc	COM	$435K	0.0%Prev: 0.0%	1,329 SH	Decreased+125 SH
Danone SA	COM	$4.4M	0.2%	70,457 SH	New
Deere & Co	COM	$4.7M	0.2%Prev: 0.2%	9,328 SH	Decreased+187 SH
DiDi Global Inc	SPONSORED ADS	$586K	0.0%	119,566 SH	New
Eli Lilly and Co	COM	$789K	0.0%	1,012 SH	New
Emerson Electric Co	COM	$477K	0.0%Prev: 0.1%	3,581 SH	Decreased-8,016 SH
Energy Select Sector SPDR Fund	ENERGY	$12.4M	0.5%Prev: 0.7%	145,718 SH	Decreased-150,577 SH
Entergy Corp	COM	$350K	0.0%	4,215 SH	New
Expedia Group Inc	COM NEW	$3.9M	0.2%	23,273 SH	New
Ferguson PLC	SHS	$3.9M	0.2%Prev: 0.1%	17,835 SH	Increased+3,623 SH
Frank's International NV	Common Stock	$202K	0.0%	1,174 SH	New
Franklin Covey Co	COM	$272K	0.0%Prev: 0.0%	11,924 SH	Increased-3,417 SH
General Motors Co	COM	$432K	0.0%Prev: 0.0%	8,788 SH	Decreased+1,478 SH
GFL Environmental Inc	SUB VTG SHS	$441K	0.0%Prev: 0.0%	8,733 SH	Increased-1,774 SH
Guidewire Software Inc	COM	$360K	0.0%Prev: 0.0%	1,529 SH	Increased
HB Fuller Co	COM	$1.7M	0.1%	28,283 SH	New
Howmet Aerospace Inc	COM	$1.3M	0.1%Prev: 0.1%	7,200 SH	Decreased
IGM Financial Inc	COM	$1.3M	0.1%Prev: 0.1%	11,626 SH	Decreased-1,924 SH
Incyte Corp	COM	$2.0M	0.1%Prev: 0.1%	29,579 SH	Increased+13,236 SH
Intercontinental Exchange Inc	COM	$5.6M	0.2%Prev: 0.1%	30,404 SH	Increased+8,058 SH
Invesco China Technology ETF	CHINA TECHNLGY	$552K	0.0%Prev: 0.0%	12,479 SH	Decreased-270 SH
Invesco Nasdaq Biotechnology ETF	NASDAQ BIOTECH	$273K	0.0%	12,917 SH	New
Invesco QQQ Trust Series 1	UNIT SER 1	$6.0M	0.2%Prev: 0.2%	10,922 SH	Decreased-355 SH
Invesco S&P 500 Equal Weight ETF	S&P500 EQL WGT	$5.2M	0.2%Prev: 0.2%	28,448 SH	Decreased-3,036 SH
iShares 0-3 Month Treasury Bond ETF	0-3 MNTH TREASRY	$26.4M	1.1%Prev: 2.2%	262,451 SH	Decreased-328,524 SH
iShares 0-5 Year Investment Grade Corporate Bond ETF	0-5YR INVT GR CP	$1.4M	0.1%	27,805 SH	New
iShares 0-5 Year TIPS Bond ETF	0-5 YR TIPS ETF	$84.0M	3.4%Prev: 3.8%	816,725 SH	Decreased-167,120 SH
iShares 1-3 Year Treasury Bond ETF	1 3 YR TREAS BD	$8.7M	0.3%Prev: 0.4%	104,613 SH	Decreased-13,274 SH
iShares 3-7 Year Treasury Bond ETF	3 7 YR TREAS BD	$1.5M	0.1%Prev: 0.2%	12,534 SH	Decreased-33,828 SH
iShares 7-10 Year Treasury Bond ETF	7-10 YR TRSY BD	$37.9M	1.5%Prev: 2.0%	396,173 SH	Decreased-148,388 SH
iShares Broad USD High Yield Corporate Bond ETF	BROAD USD HIGH	$18.7M	0.8%Prev: 0.3%	498,961 SH	Increased+297,514 SH
iShares Core MSCI EAFE ETF	CORE MSCI EAFE	$71.1M	2.9%Prev: 3.1%	852,010 SH	Decreased-67,853 SH
iShares Core MSCI Emerging Markets ETF	CORE MSCI EMKT	$136.8M	5.5%Prev: 5.7%	2,278,484 SH	Decreased+91,344 SH
iShares Core S&P 500 ETF	CORE S&P500 ETF	$506.1M	20.3%Prev: 20.2%	815,096 SH	Decreased-6,753 SH
iShares Core S&P Total US Stock Market ETF	CORE S&P TTL STK	$78.6M	3.2%Prev: 2.6%	582,276 SH	Increased+97,754 SH
iShares Currency Hedged MSCI ACWI EX US ETF	MSCI ACWI EXUS	$14.0M	0.6%Prev: 0.6%	397,056 SH	Decreased-23,726 SH
iShares Currency Hedged MSCI EAFE ETF	HDG MSCI EAFE	$121.1M	4.9%Prev: 5.7%	3,190,737 SH	Decreased-388,480 SH
iShares Currency Hedged MSCI Japan ETF	HDG MSCI JAPAN	$20.4M	0.8%Prev: 0.7%	454,634 SH	Increased+110,837 SH
iShares Edge MSCI Min Vol USA ETF	MSCI USA MIN VOL	$2.7M	0.1%Prev: 0.1%	29,108 SH	Decreased-357 SH
iShares Edge MSCI USA Quality Factor ETF	MSCI USA QLT FCT	$5.4M	0.2%Prev: 0.2%	29,658 SH	Decreased+1,065 SH
iShares Expanded Tech Sector ETF	EXPND TEC SC ETF	$1.3M	0.1%Prev: 0.1%	11,626 SH	Decreased-1,924 SH
iShares Expanded Tech-Software Sector ETF	EXPANDED TECH	$671K	0.0%Prev: 0.1%	6,125 SH	Decreased-13,074 SH
iShares Global REIT ETF	GLOBAL REIT ETF	$33.0M	1.3%Prev: 1.5%	1,338,032 SH	Decreased-257,990 SH
iShares Gold Trust	ISHARES	$21.8M	0.9%Prev: 1.3%	349,933 SH	Decreased-56,493 SH
iShares iBoxx High Yield Corporate Bond ETF	IBOXX HI YD ETF	$245K	0.0%Prev: 0.0%	3,041 SH	Increased+122 SH
iShares MSCI ACWI ETF	MSCI ACWI ETF	$49.5M	2.0%Prev: 1.2%	385,120 SH	Increased+162,088 SH
iShares MSCI ACWI ex US ETF	MSCI ACWI EX US	$756K	0.0%Prev: 0.1%	12,398 SH	Decreased-13,649 SH
iShares MSCI China ETF	MSCI CHINA ETF	$9.2M	0.4%Prev: 0.4%	167,230 SH	Decreased-1,177 SH
iShares MSCI EAFE ETF	MSCI EAFE ETF	$30.4M	1.2%Prev: 0.3%	340,560 SH	Increased+270,036 SH
iShares MSCI EAFE Value ETF	EAFE VALUE ETF	$401K	0.0%Prev: 0.0%	6,324 SH	Decreased
iShares MSCI Emerging Markets ex China ETF	ETF - EQUITY	$91.5M	3.7%Prev: 3.0%	1,449,780 SH	Increased+427,521 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	$24.5M	1.0%Prev: 0.6%	327,359 SH	Increased+143,340 SH
iShares MSCI Pacific ex Japan ETF	MSCI PAC JP ETF	$6.8M	0.3%Prev: 0.2%	138,569 SH	Increased+16,056 SH
iShares MSCI United Kingdom ETF	MSCI UK ETF NEW	$1.2M	0.0%Prev: 0.0%	29,769 SH	Increased+10,133 SH
iShares MSCI World ETF	MSCI WORLD ETF	$4.9M	0.2%Prev: 0.2%	28,981 SH	Increased+3,551 SH
iShares National Muni Bond ETF	NATIONAL MUN ETF	$3.1M	0.1%Prev: 0.1%	29,222 SH	Decreased-1,901 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	$5.7M	0.2%Prev: 0.3%	26,595 SH	Decreased-9,684 SH
iShares Russell 3000 ETF	RUSSELL 3000 ETF	$10.4M	0.4%Prev: 0.4%	29,690 SH	Decreased-217 SH
iShares Russell Mid-Cap ETF	RUS MID CAP ETF	$1.6M	0.1%Prev: 0.1%	17,823 SH	Increased+2,543 SH
iShares Semiconductor ETF	ISHARES SEMICDTR	$760K	0.0%Prev: 0.0%	3,183 SH	Decreased-835 SH
iShares Short Treasury Bond ETF	SHORT TREAS BD	$6.7M	0.3%Prev: 0.2%	60,905 SH	Increased+2,948 SH
iShares Short-Term National Muni Bond ETF	SHRT NAT MUN ETF	$16.8M	0.7%Prev: 0.9%	157,870 SH	Decreased-64,403 SH
iShares TIPS Bond ETF	TIPS BD ETF	$57.8M	2.3%Prev: 2.4%	524,888 SH	Decreased-44,344 SH
iShares Trust iShares ESG Aware MSCI USA ETF	ESG AWR MSCI USA	$3.2M	0.1%Prev: 0.1%	23,873 SH	Decreased-196 SH
iShares U.S. Technology ETF	U.S. TECH ETF	$2.3M	0.1%	13,367 SH	New
John Bean Technologies Corp	COM	$2.1M	0.1%	17,252 SH	New
KKR & Co Inc	COM	$336K	0.0%Prev: 0.0%	2,529 SH	Increased
KraneShares CSI China Internet ETF	CSI CHI INTERNET	$1.6M	0.1%Prev: 0.1%	46,890 SH	Increased
Lennar Corp	CL A	$269K	0.0%Prev: 0.0%	2,435 SH	Increased-20 SH
Linde PLC	SHS	$4.4M	0.2%Prev: 0.2%	9,296 SH	Decreased-3,434 SH
Meta Platforms Inc	CL A	$7.3M	0.3%Prev: 0.2%	9,855 SH	Increased+2,577 SH
Microsoft Corp	COM	$8.4M	0.3%Prev: 0.2%	16,878 SH	Increased+3,087 SH
Murphy USA Inc	COM	$5.1M	0.2%	12,594 SH	New
Netflix Inc	COM	$972K	0.0%Prev: 0.0%	726 SH	Increased-5,734 SH
News Corp	CL A	$4.5M	0.2%Prev: 0.1%	150,884 SH	Increased+7,747 SH
Novartis AG	FOREIGN	$5.1M	0.2%Prev: 0.2%	42,461 SH	Increased+14,247 SH
NU Holdings Ltd/Cayman Islands	ORD SHS CL A	$930K	0.0%Prev: 0.0%	67,788 SH	Increased+8,795 SH
Opendoor Technologies Inc	COM	$29K	0.0%Prev: 0.0%	54,324 SH	Decreased+32,998 SH
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf	DATA AND INFRAST	$734K	0.0%Prev: 0.0%	22,714 SH	Increased+14,047 SH
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf	INDUSTRIAL RELET	$634K	0.0%Prev: 0.0%	17,137 SH	Increased+10,772 SH
PG&E Corp	COM	$363K	0.0%Prev: 0.0%	26,066 SH	Decreased
ProShares S&P 500 Dividend Aristocrats ETF	S&P 500 DV ARIST	$457K	0.0%Prev: 0.0%	4,543 SH	Decreased
Republic Services Inc	COM	$415K	0.0%Prev: 0.0%	1,681 SH	Increased-155 SH
Restaurant Brands International Inc	COM	$4.2M	0.2%Prev: 0.1%	63,878 SH	Increased+15,584 SH
Safran SA	Common Stock	$377K	0.0%Prev: 0.0%	1,158 SH	Increased
salesforce.com Inc	COM	$3.6M	0.1%Prev: 0.1%	13,075 SH	Increased-2,062 SH
Seagate Technology Holdings PLC	ORD SHS	$325K	0.0%Prev: 0.0%	2,254 SH	Decreased
Seagate Technology PLC	SHS	$325K	0.0%Prev: 0.0%	2,254 SH	Decreased
ServiceNow Inc	COM	$3.6M	0.1%Prev: 0.0%	3,535 SH	Increased-3,810 SH
SL Green Realty Corp	COM	$6.3M	0.3%	101,607 SH	New
Snap Inc	CL A	$1.2M	0.0%Prev: 0.0%	142,441 SH	Increased-75,918 SH
SPDR Blackstone Senior Loan ETF	COM	$5.6M	0.2%Prev: 0.1%	133,464 SH	Increased+91,152 SH
SPDR Bloomberg 3-12 Month T-Bill ETF	BLOOMBERG 3-12 M	$29.3M	1.2%Prev: 0.4%	294,974 SH	Increased+175,778 SH
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	BLOOMBERG 1-3 MONTH T-BILL ETF	$11.3M	0.5%Prev: 0.4%	123,000 SH	Increased+12,119 SH
SPDR Gold Shares	GOLD SHS	$3.8M	0.2%Prev: 0.2%	12,310 SH	Decreased
SPDR S&P 500 ETF Trust	TR UNIT	$35.0M	1.4%Prev: 1.4%	56,706 SH	Decreased-473 SH
SPDR S&P 500 Fossil Fuel Reserves Free ETF	SPDR S&P 500 ETF	$9.8M	0.4%Prev: 0.7%	192,077 SH	Decreased-165,108 SH
SPDR S&P Biotech ETF	S&P BIOTECH	$575K	0.0%Prev: 0.0%	6,934 SH	Increased+3,353 SH
Synopsys Inc	COM	$35.0M	1.4%Prev: 1.4%	56,706 SH	Decreased-473 SH
Taiwan Semiconductor Manufacturing Co Ltd	SPONSORED ADS	$5.0M	0.2%Prev: 0.2%	21,935 SH	Increased+9,393 SH
TCW Transform Systems ETF	TRANSFORM CLMTE	$6.1M	0.2%Prev: 0.4%	67,705 SH	Decreased-37,635 SH
Teads Holding Co	COM	$519K	0.0%Prev: 0.0%	209,407 SH	Increased
Tesla Inc	COM	$331K	0.0%	1,042 SH	New
Thermo Fisher Scientific Inc	COM	$3.3M	0.1%	8,056 SH	New
Trane Technologies PLC	SHS	$530K	0.0%Prev: 0.1%	1,212 SH	Decreased-2,830 SH
Transdigm Group Inc	COM	$5.5M	0.2%Prev: 0.1%	3,648 SH	Increased+854 SH
Tyler Technologies Inc	COM	$5.5M	0.2%Prev: 0.1%	9,197 SH	Increased+1,675 SH
Uber Technologies Inc	COM	$286K	0.0%Prev: 0.0%	3,063 SH	Increased
United Therapeutics Corp	COM	$1.7M	0.1%Prev: 0.1%	5,839 SH	Decreased+2,188 SH
Urban Edge Properties	COM	$245K	0.0%Prev: 0.0%	13,147 SH	Decreased
UroGen Pharma Ltd	COM	$211K	0.0%Prev: 0.0%	15,384 SH	Decreased
US Bancorp	COM NEW	$3.7M	0.1%	82,331 SH	New
VanEck Israel ETF	ISRAEL ETF	$7.5M	0.3%Prev: 0.3%	145,123 SH	Decreased-2,134 SH
Vanguard Dividend Appreciation ETF	DIV APP ETF	$1.0M	0.0%Prev: 0.0%	5,052 SH	Decreased-82 SH
Vanguard Financials ETF	FINANCIALS ETF	$239K	0.0%Prev: 0.0%	1,877 SH	Increased
Vanguard FTSE Emerging Markets ETF	FTSE EMR MKT ETF	$387K	0.0%Prev: 0.0%	7,825 SH	Decreased-192 SH
Vanguard FTSE Pacific ETF	FTSE PACIFIC ETF	$3.2M	0.1%Prev: 0.1%	39,385 SH	Decreased+664 SH
Vanguard Global ex-U.S. Real Estate ETF	GLB EX US ETF	$1.0M	0.0%Prev: 0.0%	21,861 SH	Decreased-6,275 SH
Vanguard Intermediate-Term Treasury ETF	INTER TERM TREAS	$20.6M	0.8%Prev: 1.5%	344,943 SH	Decreased-307,520 SH
Vanguard Real Estate ETF	REAL ESTATE ETF	$12.4M	0.5%Prev: 0.5%	138,725 SH	Decreased-6,219 SH
Vanguard Russell 2000 ETF	VNG RUS2000IDX	$9.9M	0.4%Prev: 0.4%	113,810 SH	Decreased-887 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$115.1M	4.6%Prev: 3.7%	202,662 SH	Increased+39,579 SH
Vanguard Short-Term Inflation-Protected Securities ETF	STRM INFPROIDX	$2.9M	0.1%Prev: 0.1%	57,514 SH	Increased+8,917 SH
Vanguard Short-Term Treasury ETF	SHORT TERM TREAS	$153.9M	6.2%Prev: 6.4%	2,618,804 SH	Decreased-298,300 SH
Vanguard Total Stock Market ETF	TOTAL STK MKT	$5.5M	0.2%Prev: 0.2%	18,213 SH	Decreased-839 SH
Vanguard Total World Stock ETF	TT WRLD ST ETF	$83.0M	3.3%Prev: 2.6%	645,450 SH	Increased+151,771 SH
Vanguard Value ETF	VALUE ETF	$117.1M	4.7%Prev: 4.7%	662,810 SH	Decreased+22,323 SH
Vertiv Holdings Co	COM CL A	$493K	0.0%Prev: 0.0%	3,838 SH	Decreased+1,518 SH
Visa Inc	COM CL A	$5.1M	0.2%Prev: 0.1%	14,363 SH	Increased+3,705 SH
Vistra Energy Corp	COM	$475K	0.0%Prev: 0.0%	2,450 SH	Increased
Vornado Realty Trust	SH BEN INT	$7.8M	0.3%	203,558 SH	New
Vulcan Materials Co	COM	$4.1M	0.2%Prev: 0.1%	15,741 SH	Increased+3,047 SH
Waste Management Inc	COM	$411K	0.0%Prev: 0.0%	1,795 SH	Increased+571 SH
WisdomTree Japan Hedged Equity Fund	JAPN HEDGE EQT	$14.4M	0.6%Prev: 0.7%	126,036 SH	Decreased+7,490 SH
Xtrackers MSCI EAFE Hedged Equity ETF	XTRACK MSCI EAFE	$6.7M	0.3%Prev: 0.4%	152,638 SH	Decreased-47,190 SH
Xtrackers MSCI Europe Hedged Equity ETF	XTRACK MSCI EURP	$4.0M	0.2%Prev: 0.1%	90,998 SH	Increased+41,349 SH
Xtrackers MSCI Japan Hedged Equity ETF	XTRACK MSCI JAPN	$53.7M	2.2%Prev: 2.5%	702,840 SH	Decreased+47,492 SH

Sold (vs prior filing)

ACV Auctions Inc — $765K
Bitfarms Ltd/Canada — $39K
Burberry Group PLC — $177K
Cango Inc/KY — $60K
Capital One Financial Corp — $3.0M
CenterPoint Energy Inc — $436K
Eaton Corp PLC — $350K
EMCOR Group Inc — $376K
Eversource Energy — $411K
First Solar Inc — $247K
Fox Corp — $205K
General Electric Co — $1.4M
Global X Cybersecurity ETF — $992K
Hilton Worldwide Holdings Inc — $3.7M
Hims & Hers Health Inc — $270K
iShares Core Growth Allocation ETF — $1.6M
iShares J.P. Morgan EM Local Currency Bond ETF — $23.3M
iShares MSCI Emerging Markets ETF — $4.6M
iShares S&P 500 Value ETF — $1.1M
iShares U.S. Home Construction ETF — $2.1M
… and 15 more

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