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: $2.52B162 positionsView on SEC.gov

			% of Portfolio
ABB Ltd	Common Stock	$5.3M	0.2%	74,204 SH	New
Allogene Therapeutics Inc	COM	$200K	0.0%Prev: 0.0%	161,597 SH	Decreased
Alphabet Inc	CAP STK CL A	$6.1M	0.2%Prev: 0.2%	25,276 SH	Increased+9,641 SH
Alphabet Inc	CAP STK CL C	$421K	0.0%Prev: 0.1%	1,727 SH	Decreased-5,087 SH
Apollo Global Management Inc	COM CL A	$985K	0.0%Prev: 0.0%	7,391 SH	Increased
Apple Inc	COM	$3.2M	0.1%	12,423 SH	New
Argenx SE	SPONSORED ADR	$2.6M	0.1%Prev: 0.1%	3,504 SH	Increased+1,848 SH
BeiGene Ltd	SPONSORED ADR	$3.5M	0.1%Prev: 0.0%	10,360 SH	Increased+5,965 SH
Berkshire Hathaway Inc	CL B NEW	$231K	0.0%Prev: 0.0%	459 SH	Increased
Bit Digital Inc	SHS	$90K	0.0%Prev: 0.0%	30,000 SH	Increased+20,000 SH
Blackstone Inc	COM	$714K	0.0%Prev: 0.0%	4,181 SH	Increased+504 SH
Blackstone Mortgage Trust Inc	COM CL A	$799K	0.0%Prev: 0.0%	43,375 SH	Increased-3,239 SH
Bristol-Myers Squibb Co	COM	$3.3M	0.1%Prev: 0.1%	72,210 SH	Decreased+11,805 SH
Broadcom Inc	COM	$5.4M	0.2%Prev: 0.1%	16,249 SH	Increased+8,032 SH
Brookfield Corp	CL A LTD VT SH	$4.8M	0.2%	70,457 SH	New
CBRE Group Inc	CL A	$234K	0.0%	1,484 SH	New
CenterPoint Energy Inc	COM	$392K	0.0%Prev: 0.0%	10,112 SH	Decreased-3,039 SH
Charles Schwab Corp/The	COM	$5.1M	0.2%Prev: 0.1%	53,093 SH	Increased+20,098 SH
Citigroup Inc	COM NEW	$247K	0.0%Prev: 0.0%	2,432 SH	Decreased
Cleanspark Inc	COM NEW	$434K	0.0%	29,950 SH	New
Coinbase Global Inc	COM CL A	$627K	0.0%Prev: 0.0%	1,858 SH	Decreased-6,447 SH
Columbia EM Core ex-China ETF	EM CORE EX ETF	$14.8M	0.6%Prev: 0.6%	406,326 SH	Decreased+86,283 SH
Corteva Inc	COM	$4.8M	0.2%	71,127 SH	New
Cummins Inc	COM	$561K	0.0%Prev: 0.0%	1,329 SH	Decreased-221 SH
Danone SA	COM	$4.8M	0.2%	70,457 SH	New
Deere & Co	COM	$4.3M	0.2%Prev: 0.2%	9,328 SH	Decreased+1,210 SH
DiDi Global Inc	SPONSORED ADS	$744K	0.0%	119,566 SH	New
Eli Lilly and Co	COM	$774K	0.0%	1,014 SH	New
Emerson Electric Co	COM	$470K	0.0%Prev: 0.0%	3,581 SH	Decreased-724 SH
Energy Select Sector SPDR Fund	ENERGY	$13.1M	0.5%Prev: 0.4%	146,916 SH	Increased-58,346 SH
Entergy Corp	COM	$263K	0.0%Prev: 0.0%	2,827 SH	Decreased+302 SH
Ferguson PLC	SHS	$4.0M	0.2%	17,835 SH	New
Fox Corp	CL A COM	$221K	0.0%	3,509 SH	New
Franklin Covey Co	COM	$231K	0.0%Prev: 0.0%	11,924 SH	Decreased-3,417 SH
General Motors Co	COM	$536K	0.0%Prev: 0.0%	8,788 SH	Decreased-4,087 SH
GFL Environmental Inc	SUB VTG SHS	$498K	0.0%Prev: 0.0%	10,507 SH	Increased
Guidewire Software Inc	COM	$351K	0.0%	1,529 SH	New
Hilton Worldwide Holdings Inc	COM	$4.7M	0.2%Prev: 0.1%	18,053 SH	Increased+7,529 SH
Howmet Aerospace Inc	COM	$1.4M	0.1%Prev: 0.1%	7,200 SH	Decreased
IGM Financial Inc	COM	$1.5M	0.1%Prev: 0.1%	11,626 SH	Decreased-1,927 SH
Incyte Corp	COM	$2.5M	0.1%Prev: 0.1%	29,579 SH	Increased+15,616 SH
Intercontinental Exchange Inc	COM	$5.1M	0.2%Prev: 0.1%	30,404 SH	Increased+11,314 SH
Invesco China Technology ETF	CHINA TECHNLGY	$736K	0.0%Prev: 0.1%	12,479 SH	Decreased-29,362 SH
Invesco Nasdaq Biotechnology ETF	NASDAQ BIOTECH	$314K	0.0%	12,917 SH	New
Invesco QQQ Trust Series 1	UNIT SER 1	$6.7M	0.3%Prev: 0.3%	11,090 SH	Decreased-275 SH
Invesco S&P 500 Equal Weight ETF	S&P500 EQL WGT	$5.4M	0.2%Prev: 0.1%	28,572 SH	Increased+10,316 SH
Iris Energy Ltd	ORDINARY SHARES	$751K	0.0%	16,000 SH	New
iShares 0-3 Month Treasury Bond ETF	0-3 MNTH TREASRY	$31.3M	1.2%Prev: 2.2%	311,037 SH	Decreased-321,043 SH
iShares 0-5 Year TIPS Bond ETF	0-5 YR TIPS ETF	$95.5M	3.8%Prev: 3.7%	923,723 SH	Decreased-91,242 SH
iShares 1-3 Year Treasury Bond ETF	1 3 YR TREAS BD	$7.6M	0.3%Prev: 0.6%	91,729 SH	Decreased-99,794 SH
iShares 3-7 Year Treasury Bond ETF	3 7 YR TREAS BD	$1.5M	0.1%Prev: 0.3%	12,644 SH	Decreased-47,978 SH
iShares 7-10 Year Treasury Bond ETF	7-10 YR TRSY BD	$41.0M	1.6%Prev: 1.7%	424,554 SH	Decreased-88,688 SH
iShares Broad USD High Yield Corporate Bond ETF	BROAD USD HIGH	$19.1M	0.8%Prev: 0.3%	504,949 SH	Increased+244,588 SH
iShares Core MSCI EAFE ETF	CORE MSCI EAFE	$61.0M	2.4%Prev: 3.3%	698,646 SH	Decreased-267,642 SH
iShares Core MSCI Emerging Markets ETF	CORE MSCI EMKT	$137.6M	5.5%Prev: 6.2%	2,087,514 SH	Decreased-42,214 SH
iShares Core S&P 500 ETF	CORE S&P500 ETF	$514.9M	20.5%Prev: 19.4%	769,341 SH	Decreased+36,147 SH
iShares Core S&P Total US Stock Market ETF	CORE S&P TTL STK	$76.7M	3.0%Prev: 2.4%	526,649 SH	Increased+104,767 SH
iShares Currency Hedged MSCI ACWI EX US ETF	MSCI ACWI EXUS	$15.9M	0.6%Prev: 0.7%	421,211 SH	Decreased+20,948 SH
iShares Currency Hedged MSCI EAFE ETF	HDG MSCI EAFE	$132.1M	5.2%Prev: 5.7%	3,334,727 SH	Decreased-84,740 SH
iShares Currency Hedged MSCI Japan ETF	HDG MSCI JAPAN	$21.5M	0.9%Prev: 0.7%	436,920 SH	Increased+141,035 SH
iShares Edge MSCI Min Vol USA ETF	MSCI USA MIN VOL	$2.8M	0.1%Prev: 0.1%	29,220 SH	Decreased-338 SH
iShares Edge MSCI USA Quality Factor ETF	MSCI USA QLT FCT	$5.8M	0.2%Prev: 0.2%	29,716 SH	Decreased+2,375 SH
iShares Expanded Tech Sector ETF	EXPND TEC SC ETF	$1.5M	0.1%Prev: 0.1%	11,626 SH	Decreased-1,927 SH
iShares Expanded Tech-Software Sector ETF	EXPANDED TECH	$704K	0.0%Prev: 0.1%	6,125 SH	Decreased-15,956 SH
iShares Global REIT ETF	GLOBAL REIT ETF	$36.1M	1.4%Prev: 1.6%	1,413,342 SH	Decreased-218,502 SH
iShares Gold Trust	ISHARES	$25.5M	1.0%Prev: 1.1%	349,933 SH	Decreased-47,892 SH
iShares iBoxx High Yield Corporate Bond ETF	IBOXX HI YD ETF	$230K	0.0%Prev: 0.0%	2,835 SH	Decreased-128 SH
iShares MSCI ACWI ETF	MSCI ACWI ETF	$56.1M	2.2%Prev: 1.3%	405,964 SH	Increased+164,286 SH
iShares MSCI ACWI ex US ETF	MSCI ACWI EX US	$806K	0.0%Prev: 0.0%	12,398 SH	Decreased+1,243 SH
iShares MSCI China ETF	MSCI CHINA ETF	$11.0M	0.4%Prev: 0.3%	167,230 SH	Increased+17,780 SH
iShares MSCI EAFE ETF	MSCI EAFE ETF	$12.2M	0.5%Prev: 0.2%	130,751 SH	Increased+88,890 SH
iShares MSCI EAFE Value ETF	EAFE VALUE ETF	$429K	0.0%Prev: 0.0%	6,324 SH	Decreased
iShares MSCI Emerging Markets ETF	MSCI EMG MKT ETF	$4.3M	0.2%Prev: 0.2%	80,306 SH	Decreased-13,750 SH
iShares MSCI Emerging Markets ex China ETF	ETF - EQUITY	$73.0M	2.9%Prev: 3.8%	1,081,293 SH	Decreased+36,591 SH
iShares MSCI India ETF	MSCI INDIA ETF	$2.2M	0.1%	41,894 SH	New
iShares MSCI Japan ETF	MSCI JPN ETF NEW	$20.4M	0.8%Prev: 0.5%	253,972 SH	Increased+91,434 SH
iShares MSCI Pacific ex Japan ETF	MSCI PAC JP ETF	$6.0M	0.2%Prev: 0.2%	116,360 SH	Decreased-6,187 SH
iShares MSCI United Kingdom ETF	MSCI UK ETF NEW	$1.0M	0.0%Prev: 0.0%	24,734 SH	Increased+4,810 SH
iShares MSCI World ETF	MSCI WORLD ETF	$5.3M	0.2%Prev: 0.1%	28,943 SH	Increased+17,186 SH
iShares National Muni Bond ETF	NATIONAL MUN ETF	$3.3M	0.1%Prev: 0.1%	30,632 SH	Decreased-7,345 SH
iShares Residential and Multisector Real Estate ETF	RESIDENTIAL MULT	$2.5M	0.1%Prev: 0.1%	28,990 SH	Decreased
iShares Russell 2000 ETF	RUSSELL 2000 ETF	$8.3M	0.3%Prev: 0.1%	34,255 SH	Increased+23,416 SH
iShares Russell 3000 ETF	RUSSELL 3000 ETF	$11.3M	0.4%Prev: 0.5%	29,764 SH	Decreased-211 SH
iShares Russell Mid-Cap ETF	RUS MID CAP ETF	$1.5M	0.1%Prev: 0.1%	15,178 SH	Decreased-143 SH
iShares S&P 500 Value ETF	S&P 500 VAL ETF	$901K	0.0%Prev: 0.0%	4,361 SH	Decreased-1,012 SH
iShares Semiconductor ETF	ISHARES SEMICDTR	$865K	0.0%Prev: 0.1%	3,189 SH	Decreased-831 SH
iShares Short Treasury Bond ETF	SHORT TREAS BD	$6.8M	0.3%Prev: 0.2%	61,490 SH	Increased+3,014 SH
iShares Short-Term National Muni Bond ETF	SHRT NAT MUN ETF	$22.8M	0.9%Prev: 0.7%	213,956 SH	Increased+24,103 SH
iShares TIPS Bond ETF	TIPS BD ETF	$63.6M	2.5%Prev: 2.2%	571,851 SH	Increased-2,370 SH
iShares Trust iShares ESG Aware MSCI USA ETF	ESG AWR MSCI USA	$3.5M	0.1%Prev: 0.1%	23,933 SH	Decreased-186 SH
John Bean Technologies Corp	COM	$2.4M	0.1%	17,252 SH	New
KKR & Co Inc	COM	$329K	0.0%Prev: 0.0%	2,529 SH	Increased
KraneShares CSI China Internet ETF	CSI CHI INTERNET	$2.0M	0.1%Prev: 0.0%	46,890 SH	Increased
Lennar Corp	CL A	$308K	0.0%Prev: 0.0%	2,446 SH	Increased-9 SH
Linde PLC	SHS	$4.6M	0.2%Prev: 0.2%	9,599 SH	Increased+1,054 SH
Meta Platforms Inc	CL A	$7.2M	0.3%Prev: 0.1%	9,855 SH	Increased+2,706 SH
Microsoft Corp	COM	$8.8M	0.4%	17,053 SH	New
Netflix Inc	COM	$870K	0.0%Prev: 0.0%	726 SH	Increased-5,734 SH
News Corp	CL A	$4.6M	0.2%Prev: 0.1%	150,884 SH	Increased+27,685 SH
Novartis AG	FOREIGN	$5.3M	0.2%Prev: 0.1%	42,461 SH	Increased+18,126 SH
NU Holdings Ltd/Cayman Islands	ORD SHS CL A	$1.1M	0.0%Prev: 0.0%	67,788 SH	Increased+8,795 SH
Opendoor Technologies Inc	COM	$329K	0.0%Prev: 0.0%	41,326 SH	Increased+20,000 SH
Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf	DATA AND INFRAST	$720K	0.0%Prev: 0.0%	22,714 SH	Increased+14,047 SH
Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf	INDUSTRIAL RELET	$638K	0.0%Prev: 0.0%	17,137 SH	Increased+10,772 SH
Palantir Technologies Inc	CL A	$229K	0.0%	1,254 SH	New
PG&E Corp	COM	$393K	0.0%Prev: 0.1%	26,066 SH	Decreased-222,294 SH
ProShares S&P 500 Dividend Aristocrats ETF	S&P 500 DV ARIST	$468K	0.0%	4,543 SH	New
Republic Services Inc	COM	$481K	0.0%Prev: 0.0%	2,095 SH	Decreased-164 SH
Restaurant Brands International Inc	COM	$4.1M	0.2%Prev: 0.0%	63,878 SH	Increased+59,966 SH
S&P Global Inc	COM	$3.5M	0.1%Prev: 0.1%	7,158 SH	Increased+1,186 SH
Safran SA	Common Stock	$408K	0.0%Prev: 0.0%	1,158 SH	Decreased
salesforce.com Inc	COM	$3.1M	0.1%Prev: 0.1%	13,075 SH	Increased+144 SH
Seagate Technology Holdings PLC	ORD SHS	$532K	0.0%Prev: 0.1%	2,254 SH	Decreased
Seagate Technology PLC	SHS	$532K	0.0%Prev: 0.1%	2,254 SH	Decreased
ServiceNow Inc	COM	$3.3M	0.1%Prev: 0.0%	3,535 SH	Increased-3,810 SH
Snap Inc	CL A	$1.7M	0.1%Prev: 0.0%	218,359 SH	Increased
SPDR Blackstone Senior Loan ETF	COM	$4.5M	0.2%Prev: 0.1%	109,234 SH	Increased+66,324 SH
SPDR Bloomberg 3-12 Month T-Bill ETF	BLOOMBERG 3-12 M	$16.0M	0.6%Prev: 0.4%	161,239 SH	Increased+48,096 SH
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	BLOOMBERG 1-3 MONTH T-BILL ETF	$7.2M	0.3%Prev: 0.5%	78,679 SH	Decreased-67,787 SH
SPDR Gold Shares	GOLD SHS	$4.4M	0.2%Prev: 0.2%	12,310 SH	Decreased
SPDR S&P 500 ETF Trust	TR UNIT	$37.9M	1.5%Prev: 1.3%	56,862 SH	Increased+7,666 SH
SPDR S&P 500 Fossil Fuel Reserves Free ETF	SPDR S&P 500 ETF	$15.7M	0.6%Prev: 0.6%	285,493 SH	Decreased-5,734 SH
SPDR S&P Biotech ETF	S&P BIOTECH	$695K	0.0%Prev: 0.0%	6,934 SH	Increased+3,353 SH
Synopsys Inc	COM	$37.9M	1.5%Prev: 1.3%	56,862 SH	Increased+7,666 SH
Taiwan Semiconductor Manufacturing Co Ltd	SPONSORED ADS	$6.1M	0.2%Prev: 0.2%	21,935 SH	Increased+10,566 SH
TCW Transform Systems ETF	TRANSFORM CLMTE	$10.3M	0.4%Prev: 0.5%	105,340 SH	Decreased-53 SH
Teads Holding Co	COM	$346K	0.0%Prev: 0.0%	209,407 SH	Increased
Tesla Inc	COM	$463K	0.0%Prev: 0.0%	1,042 SH	Decreased-157 SH
Thermo Fisher Scientific Inc	COM	$3.9M	0.2%	8,056 SH	New
Trane Technologies PLC	SHS	$511K	0.0%Prev: 0.0%	1,212 SH	Decreased-658 SH
Transdigm Group Inc	COM	$4.8M	0.2%Prev: 0.1%	3,648 SH	Increased+1,232 SH
Tyler Technologies Inc	COM	$4.8M	0.2%	9,197 SH	New
Uber Technologies Inc	COM	$300K	0.0%Prev: 0.0%	3,063 SH	Increased
United Rentals Inc	COM	$4.8M	0.2%Prev: 0.1%	5,022 SH	Increased+1,364 SH
United Therapeutics Corp	COM	$2.4M	0.1%Prev: 0.1%	5,839 SH	Increased+2,719 SH
Urban Edge Properties	COM	$269K	0.0%Prev: 0.0%	13,147 SH	Decreased
UroGen Pharma Ltd	COM	$307K	0.0%Prev: 0.0%	15,384 SH	Decreased
VanEck Israel ETF	ISRAEL ETF	$7.9M	0.3%Prev: 0.3%	145,123 SH	Decreased-2,134 SH
Vanguard Dividend Appreciation ETF	DIV APP ETF	$1.1M	0.0%Prev: 0.0%	5,073 SH	Decreased-82 SH
Vanguard Financials ETF	FINANCIALS ETF	$246K	0.0%Prev: 0.0%	1,877 SH	Decreased
Vanguard FTSE Emerging Markets ETF	FTSE EMR MKT ETF	$426K	0.0%Prev: 0.0%	7,865 SH	Decreased-161 SH
Vanguard FTSE Pacific ETF	FTSE PACIFIC ETF	$3.5M	0.1%Prev: 0.1%	39,623 SH	Decreased+5,114 SH
Vanguard Global ex-U.S. Real Estate ETF	GLB EX US ETF	$1.1M	0.0%Prev: 0.0%	22,943 SH	Decreased-4,426 SH
Vanguard Intermediate-Term Treasury ETF	INTER TERM TREAS	$19.6M	0.8%Prev: 1.4%	326,064 SH	Decreased-347,097 SH
Vanguard Real Estate ETF	REAL ESTATE ETF	$13.0M	0.5%Prev: 0.5%	141,786 SH	Decreased-1,753 SH
Vanguard Russell 2000 ETF	VNG RUS2000IDX	$11.2M	0.4%Prev: 0.7%	114,119 SH	Decreased-51,143 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$121.2M	4.8%Prev: 4.0%	197,963 SH	Increased+31,460 SH
Vanguard Short-Term Inflation-Protected Securities ETF	STRM INFPROIDX	$2.6M	0.1%Prev: 0.1%	51,649 SH	Decreased-10,875 SH
Vanguard Short-Term Treasury ETF	SHORT TERM TREAS	$145.4M	5.8%Prev: 5.7%	2,470,830 SH	Decreased-318,587 SH
Vanguard Total Stock Market ETF	TOTAL STK MKT	$6.0M	0.2%Prev: 0.2%	18,267 SH	Decreased-839 SH
Vanguard Total World Stock ETF	TT WRLD ST ETF	$80.8M	3.2%Prev: 3.4%	586,353 SH	Decreased-20,547 SH
Vanguard Value ETF	VALUE ETF	$114.9M	4.6%Prev: 5.4%	616,349 SH	Decreased-80,380 SH
Vertiv Holdings Co	COM CL A	$495K	0.0%Prev: 0.0%	3,281 SH	Decreased+1,361 SH
Visa Inc	COM CL A	$4.9M	0.2%Prev: 0.1%	14,364 SH	Increased+5,225 SH
Vistra Energy Corp	COM	$480K	0.0%Prev: 0.0%	2,450 SH	Decreased-1,882 SH
Vulcan Materials Co	COM	$4.8M	0.2%Prev: 0.1%	15,741 SH	Increased+4,799 SH
Waste Management Inc	COM	$490K	0.0%Prev: 0.0%	2,219 SH	Decreased-268 SH
WisdomTree Japan Hedged Equity Fund	JAPN HEDGE EQT	$15.1M	0.6%Prev: 0.7%	118,241 SH	Decreased+105 SH
Xcel Energy Inc	COM	$420K	0.0%Prev: 0.0%	5,211 SH	Decreased-4,748 SH
Xtrackers MSCI EAFE Hedged Equity ETF	XTRACK MSCI EAFE	$6.6M	0.3%Prev: 0.4%	143,246 SH	Decreased-57,659 SH
Xtrackers MSCI Europe Hedged Equity ETF	XTRACK MSCI EURP	$3.4M	0.1%Prev: 0.1%	73,209 SH	Increased+28,794 SH
Xtrackers MSCI Japan Hedged Equity ETF	XTRACK MSCI JAPN	$58.8M	2.3%Prev: 2.5%	691,554 SH	Decreased+65,756 SH

Sold (vs prior filing)

ACV Auctions Inc — $1.3M
Alcoa Corp — $462K
Ameren Corp — $291K
Burberry Group PLC — $170K
Cango Inc/KY — $32K
Capital One Financial Corp — $2.8M
Carrier Global Corp — $512K
CF Industries Holdings Inc — $264K
Chicago Atlantic BDC Inc — $1.4M
Constellation Energy Corp — $454K
Darling Ingredients Inc — $571K
Delta Air Lines Inc — $556K
Domino's Pizza Inc — $2.8M
Dow Inc — $227K
Duke Energy Corp — $285K
Eaton Corp PLC — $1.0M
EMCOR Group Inc — $423K
Eversource Energy — $718K
First Solar Inc — $416K
Ford Motor Co — $260K
… and 25 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