PARTNERS CAPITAL INVESTMENT GROUP, LLP
•CIK: 1694870•Filing: Q4 2025
**PARTNERS CAPITAL INVESTMENT GROUP, LLP** manages $2.7B across a diversified portfolio of 166 positions. The fund exhibits significant exposure to core market indices, notably anchoring positions in IVV ($594.3M) and VGSH ($170.3M). Further allocations include substantial holdings in HEFA ($142.4M), IEMG ($142.1M), and STIP ($132.1M). This structure suggests a tactical, multi-asset approach emphasizing broad market capture and fixed-income duration management.
Total AUM
$2.7B
QoQ Performance
+6.6%
Positions
165
Top 10 Concentration
61.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VGSH
HEFA
IEMG
IVV22.1%
VGSH6.3%
HEFA5.3%
IEMG5.3%
STIP4.9%
VTV4.3%
VOO4.3%
EMXC3.1%
📈 Biggest Buys
📉 Biggest Sells
ACWI
iShares MSCI ACWI ETF
-29.0%
1.5% of portfolio
VOO
Vanguard S&P 500 ETF
-7.6%
4.3% of portfolio
USHY
iShares Broad USD High Yield Corporate Bond ETF
-48.7%
0.4% of portfolio
ITOT
iShares Core S&P Total US Stock Market ETF
-11.5%
2.6% of portfolio
SUB
iShares Short-Term National Muni Bond ETF
-25.6%
0.6% of portfolio
Sector Breakdown
Other69.6%
ETF27.9%
Technology1.2%
Financial0.5%
Consumer0.3%
Materials0.2%
Healthcare0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
—
ABB Ltd
SOLD
$5.3M
—
Danone SA
SOLD
$4.8M
+4 more exited positions
Changes from Q3 2025
NEW13 new positions
↑64 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023