Sponsored
The Analysis of PARTNERS CAPITAL INVESTMENT GROUP, LLP's Holdings & P&L
Currently, PARTNERS CAPITAL INVESTMENT GROUP, LLP holds 174 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in SGOV (+303.9K shares, valued at $30.6M), EMLC (+773.3K shares, valued at $19.4M), IEFA (+159.2K shares, valued at $14.4M); decreased their positions in STIP (-306.3K shares, valued at $31.7M), IVV (-45.8K shares, valued at $29.9M), TIP (-153.0K shares, valued at $16.9M); initiated new positions in EMLC (+773.3K shares, valued at $19.4M), ITB (+22.9K shares, valued at $2.1M), PH (+1.6K shares, valued at $1.5M).
1M P&L
+86.8M+3.31%
3M P&L
+104.0M+4.00%
HY P&L
+257.4M+10.51%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A2.4B
93.5%
2Software - Infrastructure46.5M
1.8%
3Software - Application11.8M
0.5%
Top Industries by Stock Count
1N/A80 stocks
53.3%
2Biotechnology5 stocks
3.3%
3Capital Markets5 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF31.5K shares0.43%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SRVR Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf8.7K shares-61.84%2026-03-312026-05-12
Sponsored
INDS Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf6.4K shares-62.86%2026-03-312026-05-12
Sponsored
Sponsored
IVV
-5.28%iShares Core S&P 500 ETF
Shares821.8K
Event2026-03-31
Filed2026-05-12
VGSH
0.59%Vanguard Short-Term Treasury ETF
Shares2.9M
Event2026-03-31
Filed2026-05-12
IEMG
3.46%iShares Core MSCI Emerging Markets ETF
Shares2.2M
Event2026-03-31
Filed2026-05-12
HEFA
3.98%iShares Currency Hedged MSCI EAFE ETF
Shares3.6M
Event2026-03-31
Filed2026-05-12
VTV
5.11%Vanguard Value ETF
Shares640.5K
Event2026-03-31
Filed2026-05-12
STIP
-23.74%iShares 0-5 Year TIPS Bond ETF
Shares983.8K
Event2026-03-31
Filed2026-05-12
Vanguard S&P 500 ETF
-10.86%Vanguard S&P 500 ETF
Shares163.1K
Event2026-03-31
Filed2026-05-12
IEFA
20.93%iShares Core MSCI EAFE ETF
Shares919.9K
Event2026-03-31
Filed2026-05-12
EMXC
-11.53%iShares MSCI Emerging Markets ex China ETF
Shares1.0M
Event2026-03-31
Filed2026-05-12
ITOT
3.90%iShares Core S&P Total US Stock Market ETF
Shares484.5K
Event2026-03-31
Filed2026-05-12
VT
-13.74%Vanguard Total World Stock ETF
Shares493.7K
Event2026-03-31
Filed2026-05-12
DBJP
-2.61%Xtrackers MSCI Japan Hedged Equity ETF
Shares655.3K
Event2026-03-31
Filed2026-05-12
TIP
-21.19%iShares TIPS Bond ETF
Shares569.2K
Event2026-03-31
Filed2026-05-12
SGOV
105.85%iShares 0-3 Month Treasury Bond ETF
Shares591.0K
Event2026-03-31
Filed2026-05-12
IEF
8.87%iShares 7-10 Year Treasury Bond ETF
Shares544.6K
Event2026-03-31
Filed2026-05-12
REET
2.06%iShares Global REIT ETF
Shares1.6M
Event2026-03-31
Filed2026-05-12
VGIT
19.29%Vanguard Intermediate-Term Treasury ETF
Shares652.5K
Event2026-03-31
Filed2026-05-12
SPY
0.29%SPDR S&P 500 ETF Trust
Shares57.2K
Event2026-03-31
Filed2026-05-12
SNPS
0.29%Synopsys Inc
Shares57.2K
Event2026-03-31
Filed2026-05-12
IAU
7.98%iShares Gold Trust
Shares406.4K
Event2026-03-31
Filed2026-05-12
ACWI
-22.62%iShares MSCI ACWI ETF
Shares223.0K
Event2026-03-31
Filed2026-05-12
SUB
39.62%iShares Short-Term National Muni Bond ETF
Shares222.3K
Event2026-03-31
Filed2026-05-12
LEMB
48.12%iShares J.P. Morgan EM Local Currency Bond ETF
Shares571.5K
Event2026-03-31
Filed2026-05-12
EMLC
NewVanEck J. P. Morgan EM Local Currency Bond ETF
Shares773.3K
Event2026-03-31
Filed2026-05-12
HEWJ
-4.92%iShares Currency Hedged MSCI Japan ETF
Shares343.8K
Event2026-03-31
Filed2026-05-12
SPYX
0.24%SPDR S&P 500 Fossil Fuel Reserves Free ETF
Shares357.2K
Event2026-03-31
Filed2026-05-12
DXJ
0.00%WisdomTree Japan Hedged Equity Fund
Shares118.5K
Event2026-03-31
Filed2026-05-12
XLE
0.00%Energy Select Sector SPDR Fund
Shares296.3K
Event2026-03-31
Filed2026-05-12
HAWX
-3.19%iShares Currency Hedged MSCI ACWI EX US ETF
Shares420.8K
Event2026-03-31
Filed2026-05-12
EWJ
-13.48%iShares MSCI Japan ETF
Shares184.0K
Event2026-03-31
Filed2026-05-12
XCEM
0.00%Columbia EM Core ex-China ETF
Shares320.0K
Event2026-03-31
Filed2026-05-12
VNQ
1.08%Vanguard Real Estate ETF
Shares144.9K
Event2026-03-31
Filed2026-05-12
BILS
0.56%SPDR Bloomberg 3-12 Month T-Bill ETF
Shares119.2K
Event2026-03-31
Filed2026-05-12
VTWO
0.20%Vanguard Russell 2000 ETF
Shares114.7K
Event2026-03-31
Filed2026-05-12
IWV
0.20%iShares Russell 3000 ETF
Shares29.9K
Event2026-03-31
Filed2026-05-12
PWRD
0.00%TCW Transform Systems ETF
Shares105.3K
Event2026-03-31
Filed2026-05-12
BIL
34.40%SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
Shares110.9K
Event2026-03-31
Filed2026-05-12
DBEF
13.83%Xtrackers MSCI EAFE Hedged Equity ETF
Shares199.8K
Event2026-03-31
Filed2026-05-12
SHY
10.82%iShares 1-3 Year Treasury Bond ETF
Shares117.9K
Event2026-03-31
Filed2026-05-12
MCHI
0.00%iShares MSCI China ETF
Shares168.4K
Event2026-03-31
Filed2026-05-12
IWM
-2.47%iShares Russell 2000 ETF
Shares36.3K
Event2026-03-31
Filed2026-05-12
ISRA
0.00%VanEck Israel ETF
Shares147.3K
Event2026-03-31
Filed2026-05-12
USHY
-22.17%iShares Broad USD High Yield Corporate Bond ETF
Shares201.4K
Event2026-03-31
Filed2026-05-12
EFA
-40.80%iShares MSCI EAFE ETF
Shares70.5K
Event2026-03-31
Filed2026-05-12
EPP
3.14%iShares MSCI Pacific ex Japan ETF
Shares122.5K
Event2026-03-31
Filed2026-05-12
Invesco QQQ Trust Series 1
1.54%Invesco QQQ Trust Series 1
Shares11.3K
Event2026-03-31
Filed2026-05-12
SHV
0.59%iShares Short Treasury Bond ETF
Shares58.0K
Event2026-03-31
Filed2026-05-12
LIN
18.99%Linde PLC
Shares12.7K
Event2026-03-31
Filed2026-05-12
VTI
3.72%Vanguard Total Stock Market ETF
Shares19.1K
Event2026-03-31
Filed2026-05-12
Invesco S&P 500 Equal Weight ETF
0.43%Invesco S&P 500 Equal Weight ETF
Shares31.5K
Event2026-03-31
Filed2026-05-12
MTZ
-9.66%MasTec Inc
Shares18.6K
Event2026-03-31
Filed2026-05-12
IEI
262.29%iShares 3-7 Year Treasury Bond ETF
Shares46.4K
Event2026-03-31
Filed2026-05-12
QUAL
-4.01%iShares Edge MSCI USA Quality Factor ETF
Shares28.6K
Event2026-03-31
Filed2026-05-12
GLD
0.00%SPDR Gold Shares
Shares12.3K
Event2026-03-31
Filed2026-05-12
DE
16.55%Deere & Co
Shares9.1K
Event2026-03-31
Filed2026-05-12
MSFT
-10.03%Microsoft Corp
Shares13.8K
Event2026-03-31
Filed2026-05-12
Alphabet Inc
-6.95%Alphabet Inc
Shares16.8K
Event2026-03-31
Filed2026-05-12
EEM
0.00%iShares MSCI Emerging Markets ETF
Shares81.5K
Event2026-03-31
Filed2026-05-12
URTH
-3.75%iShares MSCI World ETF
Shares25.4K
Event2026-03-31
Filed2026-05-12
BMY
-10.46%Bristol-Myers Squibb Co
Shares70.7K
Event2026-03-31
Filed2026-05-12
Novartis AG
-9.93%Novartis AG
Shares28.2K
Event2026-03-31
Filed2026-05-12
TSM
-10.46%Taiwan Semiconductor Manufacturing Co Ltd
Shares12.5K
Event2026-03-31
Filed2026-05-12
META
-18.45%Meta Platforms Inc
Shares7.3K
Event2026-03-31
Filed2026-05-12
VPL
-9.75%Vanguard FTSE Pacific ETF
Shares38.7K
Event2026-03-31
Filed2026-05-12
HLT
-10.46%Hilton Worldwide Holdings Inc
Shares12.3K
Event2026-03-31
Filed2026-05-12
SCHW
-10.46%Charles Schwab Corp/The
Shares38.6K
Event2026-03-31
Filed2026-05-12
QSR
-10.47%Restaurant Brands International Inc
Shares48.3K
Event2026-03-31
Filed2026-05-12
NWSA
-10.05%News Corp
Shares143.1K
Event2026-03-31
Filed2026-05-12
ICE
-10.47%Intercontinental Exchange Inc
Shares22.3K
Event2026-03-31
Filed2026-05-12
VMC
-9.97%Vulcan Materials Co
Shares12.7K
Event2026-03-31
Filed2026-05-12
ESGU
0.26%iShares Trust iShares ESG Aware MSCI USA ETF
Shares24.1K
Event2026-03-31
Filed2026-05-12
FERG
-10.46%Ferguson PLC
Shares14.2K
Event2026-03-31
Filed2026-05-12
MUB
0.53%iShares National Muni Bond ETF
Shares31.1K
Event2026-03-31
Filed2026-05-12
TDG
-9.78%Transdigm Group Inc
Shares2.8K
Event2026-03-31
Filed2026-05-12
V
-13.74%Visa Inc
Shares10.7K
Event2026-03-31
Filed2026-05-12
URI
-10.48%United Rentals Inc
Shares4.3K
Event2026-03-31
Filed2026-05-12
COF
-10.44%Capital One Financial Corp
Shares16.3K
Event2026-03-31
Filed2026-05-12
SPGI
-10.48%S&P Global Inc
Shares7.0K
Event2026-03-31
Filed2026-05-12
Broadcom Inc
-10.45%Broadcom Inc
Shares9.2K
Event2026-03-31
Filed2026-05-12
CRM
-10.47%salesforce.com Inc
Shares15.1K
Event2026-03-31
Filed2026-05-12
USMV
0.42%iShares Edge MSCI Min Vol USA ETF
Shares29.5K
Event2026-03-31
Filed2026-05-12
TYL
-10.47%Tyler Technologies Inc
Shares7.5K
Event2026-03-31
Filed2026-05-12
VTIP
0.00%Vanguard Short-Term Inflation-Protected Securities ETF
Shares48.6K
Event2026-03-31
Filed2026-05-12
DBEU
-24.48%Xtrackers MSCI Europe Hedged Equity ETF
Shares49.6K
Event2026-03-31
Filed2026-05-12
REZ
0.00%iShares Residential and Multisector Real Estate ETF
Shares29.0K
Event2026-03-31
Filed2026-05-12
UTHR
-10.43%United Therapeutics Corp
Shares3.7K
Event2026-03-31
Filed2026-05-12
ITB
NewiShares U.S. Home Construction ETF
Shares22.9K
Event2026-03-31
Filed2026-05-12
INDA
0.00%iShares MSCI India ETF
Shares41.9K
Event2026-03-31
Filed2026-05-12
Alphabet Inc
-12.24%Alphabet Inc
Shares6.8K
Event2026-03-31
Filed2026-05-12
ACWX
106.82%iShares MSCI ACWI ex US ETF
Shares26.0K
Event2026-03-31
Filed2026-05-12
SRLN
-62.16%SPDR Blackstone Senior Loan ETF
Shares42.3K
Event2026-03-31
Filed2026-05-12
TT
233.50%Trane Technologies PLC
Shares4.0K
Event2026-03-31
Filed2026-05-12
HWM
0.00%Howmet Aerospace Inc
Shares7.2K
Event2026-03-31
Filed2026-05-12
IGM Financial Inc
0.02%IGM Financial Inc
Shares13.6K
Event2026-03-31
Filed2026-05-12
IGM
0.02%iShares Expanded Tech Sector ETF
Shares13.6K
Event2026-03-31
Filed2026-05-12
AOR
216.99%iShares Core Growth Allocation ETF
Shares24.3K
Event2026-03-31
Filed2026-05-12
INCY
-10.46%Incyte Corp
Shares16.3K
Event2026-03-31
Filed2026-05-12
IGV
45.79%iShares Expanded Tech-Software Sector ETF
Shares19.2K
Event2026-03-31
Filed2026-05-12
ONC
-10.45%BeiGene Ltd
Shares5.1K
Event2026-03-31
Filed2026-05-12
EMR
223.85%Emerson Electric Co
Shares11.6K
Event2026-03-31
Filed2026-05-12
XEL
262.75%Xcel Energy Inc
Shares18.9K
Event2026-03-31
Filed2026-05-12
IWR
0.27%iShares Russell Mid-Cap ETF
Shares15.3K
Event2026-03-31
Filed2026-05-12
PH
NewParker-Hannifin Corp
Shares1.6K
Event2026-03-31
Filed2026-05-12
COIN
377.85%Coinbase Global Inc
Shares8.3K
Event2026-03-31
Filed2026-05-12
General Electric Co
NewGeneral Electric Co
Shares5.0K
Event2026-03-31
Filed2026-05-12
ARGX
-10.38%Argenx SE
Shares1.9K
Event2026-03-31
Filed2026-05-12
JCI
NewJohnson Controls International plc
Shares10.7K
Event2026-03-31
Filed2026-05-12
TIPX
0.00%SPDR Bloomberg 1-10 Year TIPS ETF
Shares72.1K
Event2026-03-31
Filed2026-05-12
KWEB
0.00%KraneShares CSI China Internet ETF
Shares46.9K
Event2026-03-31
Filed2026-05-12
SOXX
0.05%iShares Semiconductor ETF
Shares4.0K
Event2026-03-31
Filed2026-05-12
VNQI
0.00%Vanguard Global ex-U.S. Real Estate ETF
Shares28.1K
Event2026-03-31
Filed2026-05-12
PCAR
NewPACCAR Inc
Shares10.1K
Event2026-03-31
Filed2026-05-12
IVE
0.38%iShares S&P 500 Value ETF
Shares5.4K
Event2026-03-31
Filed2026-05-12
VIG
0.39%Vanguard Dividend Appreciation ETF
Shares5.1K
Event2026-03-31
Filed2026-05-12
SNAP
0.00%Snap Inc
Shares218.4K
Event2026-03-31
Filed2026-05-12
BUG
NewGlobal X Cybersecurity ETF
Shares39.5K
Event2026-03-31
Filed2026-05-12
EWU
-22.10%iShares MSCI United Kingdom ETF
Shares19.6K
Event2026-03-31
Filed2026-05-12
Seagate Technology Holdings PLC
0.00%Seagate Technology Holdings PLC
Shares2.3K
Event2026-03-31
Filed2026-05-12
STX
0.00%Seagate Technology PLC
Shares2.3K
Event2026-03-31
Filed2026-05-12
BXMT
2.42%Blackstone Mortgage Trust Inc
Shares45.5K
Event2026-03-31
Filed2026-05-12
NU
0.00%NU Holdings Ltd/Cayman Islands
Shares59.0K
Event2026-03-31
Filed2026-05-12
Apollo Global Management Inc
0.00%Apollo Global Management Inc
Shares7.4K
Event2026-03-31
Filed2026-05-12
NOW
-61.67%ServiceNow Inc
Shares7.3K
Event2026-03-31
Filed2026-05-12
ACVA
0.00%ACV Auctions Inc
Shares180.4K
Event2026-03-31
Filed2026-05-12
CMI
0.00%Cummins Inc
Shares1.2K
Event2026-03-31
Filed2026-05-12
NFLX
0.00%Netflix Inc
Shares6.5K
Event2026-03-31
Filed2026-05-12
CQQQ
0.00%Invesco China Technology ETF
Shares12.7K
Event2026-03-31
Filed2026-05-12
VRT
-17.73%Vertiv Holdings Co
Shares2.3K
Event2026-03-31
Filed2026-05-12
GM
0.00%General Motors Co
Shares7.3K
Event2026-03-31
Filed2026-05-12
NOBL
0.00%ProShares S&P 500 Dividend Aristocrats ETF
Shares4.5K
Event2026-03-31
Filed2026-05-12
EFV
0.00%iShares MSCI EAFE Value ETF
Shares6.3K
Event2026-03-31
Filed2026-05-12
PCG
0.00%PG&E Corp
Shares26.1K
Event2026-03-31
Filed2026-05-12
XBI
-48.36%SPDR S&P Biotech ETF
Shares3.6K
Event2026-03-31
Filed2026-05-12
GFL
0.00%GFL Environmental Inc
Shares10.5K
Event2026-03-31
Filed2026-05-12
CNP
0.00%CenterPoint Energy Inc
Shares10.1K
Event2026-03-31
Filed2026-05-12
VWO
0.00%Vanguard FTSE Emerging Markets ETF
Shares8.0K
Event2026-03-31
Filed2026-05-12
Blackstone Inc
-12.29%Blackstone Inc
Shares3.7K
Event2026-03-31
Filed2026-05-12
ES
NewEversource Energy
Shares5.9K
Event2026-03-31
Filed2026-05-12
RSG
0.00%Republic Services Inc
Shares1.8K
Event2026-03-31
Filed2026-05-12
NVT
NewnVent Electric PLC
Shares3.4K
Event2026-03-31
Filed2026-05-12
ALLO
0.00%Allogene Therapeutics Inc
Shares161.6K
Event2026-03-31
Filed2026-05-12
PRIM
0.00%Primoris Services Corp
Shares2.7K
Event2026-03-31
Filed2026-05-12
EME
NewEMCOR Group Inc
Shares509
Event2026-03-31
Filed2026-05-12
Safran SA
0.00%Safran SA
Shares1.2K
Event2026-03-31
Filed2026-05-12
VST
0.00%Vistra Energy Corp
Shares2.5K
Event2026-03-31
Filed2026-05-12
Eaton Corp PLC
0.00%Eaton Corp PLC
Shares978
Event2026-03-31
Filed2026-05-12
WM
0.00%Waste Management Inc
Shares1.2K
Event2026-03-31
Filed2026-05-12
URGN
0.00%UroGen Pharma Ltd
Shares15.4K
Event2026-03-31
Filed2026-05-12
Citigroup Inc
0.00%Citigroup Inc
Shares2.4K
Event2026-03-31
Filed2026-05-12
SRVR
-61.84%Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf
Shares8.7K
Event2026-03-31
Filed2026-05-12
HIMS
NewHims & Hers Health Inc
Shares13.0K
Event2026-03-31
Filed2026-05-12
UE
0.00%Urban Edge Properties
Shares13.1K
Event2026-03-31
Filed2026-05-12
RKLB
NewRocket Lab USA Inc
Shares4.0K
Event2026-03-31
Filed2026-05-12
FSLR
0.00%First Solar Inc
Shares1.3K
Event2026-03-31
Filed2026-05-12
FC
28.66%Franklin Covey Co
Shares15.3K
Event2026-03-31
Filed2026-05-12
KKR & Co Inc
0.00%KKR & Co Inc
Shares2.5K
Event2026-03-31
Filed2026-05-12
INDS
-62.86%Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf
Shares6.4K
Event2026-03-31
Filed2026-05-12
HYG
1.00%iShares iBoxx High Yield Corporate Bond ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
GWRE
0.00%Guidewire Software Inc
Shares1.5K
Event2026-03-31
Filed2026-05-12
VFH
0.00%Vanguard Financials ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
UBER
0.00%Uber Technologies Inc
Shares3.1K
Event2026-03-31
Filed2026-05-12
Berkshire Hathaway Inc
0.00%Berkshire Hathaway Inc
Shares459
Event2026-03-31
Filed2026-05-12
NYT
NewNew York Times Co/The
Shares2.6K
Event2026-03-31
Filed2026-05-12
LEN
0.00%Lennar Corp
Shares2.5K
Event2026-03-31
Filed2026-05-12
FOXA
0.00%Fox Corp
Shares3.5K
Event2026-03-31
Filed2026-05-12
CBRE
0.00%CBRE Group Inc
Shares1.5K
Event2026-03-31
Filed2026-05-12
Burberry Group PLC
NewBurberry Group PLC
Shares12.0K
Event2026-03-31
Filed2026-05-12
ONDS
NewOndas Holdings Inc
Shares17.0K
Event2026-03-31
Filed2026-05-12
TEAD
0.00%Teads Holding Co
Shares209.4K
Event2026-03-31
Filed2026-05-12
POET
0.00%POET Technologies Inc
Shares23.0K
Event2026-03-31
Filed2026-05-12
OPEN
0.00%Opendoor Technologies Inc
Shares21.3K
Event2026-03-31
Filed2026-05-12
CANG
93.33%Cango Inc/KY
Shares145.0K
Event2026-03-31
Filed2026-05-12
BITF
0.00%Bitfarms Ltd/Canada
Shares20.0K
Event2026-03-31
Filed2026-05-12
BTBT
0.00%Bit Digital Inc
Shares10.0K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available