PARTNERS CAPITAL INVESTMENT GROUP, LLP

Filed: 5/14/2025ACC: 0001104659-25-048299

📋 What this filing means

PARTNERS CAPITAL INVESTMENT GROUP, LLP filed this quarterly 13F‑HR report disclosing 182 equity positions with a total reported market value of $5.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

182

Positions

$5.92B

Total AUM (reported)

78.30M

Total Shares

Allocation by class

CORE S&P500 ETF$1.17B19.8%

COM$432.56M7.3%

S&P 500 ETF SHS$372.48M6.3%

VALUE ETF$287.27M4.9%

TT WRLD ST ETF$280.66M4.7%

SHORT TERM TREAS$263.72M4.5%

BLOOMBERG 1-3 MONTH T-BILL ETF$257.99M4.4%

Portfolio Concentration

Top 3$1.83B31.0%

4–10$1.63B27.6%

11–25$1.26B21.3%

Rest$1.19B20.1%

Top 3 weight

31.0%

Top 10 weight

58.6%

Voting Authority Distribution

Total shares with voting rights: 78.30M

Sole

Full voting authority

78.30M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole182

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings182

Rows:

iShares Core S&P 500 ETF

SOLE

CORE S&P500 ETF

Shares2.09M

TypeSH

Market value$1.17B

19.82%

Sole

2.09M

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares724.79K

TypeSH

Market value$372.48M

6.30%

Sole

724.79K

Shared

0.00

None

0.00

Vanguard Value ETF

SOLE

VALUE ETF

Shares1.66M

TypeSH

Market value$287.27M

4.86%

Sole

1.66M

Shared

0.00

None

0.00

Vanguard Total World Stock ETF

SOLE

TT WRLD ST ETF

Shares2.42M

TypeSH

Market value$280.66M

4.74%

Sole

2.42M

Shared

0.00

None

0.00

Vanguard Short-Term Treasury ETF

SOLE

SHORT TERM TREAS

Shares4.49M

TypeSH

Market value$263.72M

4.46%

Sole

4.49M

Shared

0.00

None

0.00

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF

SOLE

BLOOMBERG 1-3 MONTH T-BILL ETF

Shares2.81M

TypeSH

Market value$257.99M

4.36%

Sole

2.81M

Shared

0.00

None

0.00

iShares Core MSCI Emerging Markets ETF

SOLE

CORE MSCI EMKT

Shares4.34M

TypeSH

Market value$234.22M

3.96%

Sole

4.34M

Shared

0.00

None

0.00

iShares Currency Hedged MSCI EAFE ETF

SOLE

HDG MSCI EAFE

Shares6.09M

TypeSH

Market value$220.98M

3.74%

Sole

6.09M

Shared

0.00

None

0.00

iShares MSCI Emerging Markets ex China ETF

SOLE

ETF - EQUITY

Shares4M

TypeSH

Market value$220.38M

3.73%

Sole

Shared

0.00

None

0.00

iShares 0-3 Month Treasury Bond ETF

SOLE

0-3 MNTH TREASRY

Shares1.54M

TypeSH

Market value$154.64M

2.61%

Sole

1.54M

Shared

0.00

None

0.00

iShares Core S&P Total US Stock Market ETF

SOLE

CORE S&P TTL STK

Shares1.17M

TypeSH

Market value$142.51M

2.41%

Sole

1.17M

Shared

0.00

None

0.00

Xtrackers MSCI Japan Hedged Equity ETF

SOLE

XTRACK MSCI JAPN

Shares1.74M

TypeSH

Market value$128.92M

2.18%

Sole

1.74M

Shared

0.00

None

0.00

SPDR S&P 500 ETF Trust

SOLE

TR UNIT

Shares217.41K

TypeSH

Market value$121.62M

2.06%

Sole

217.41K

Shared

0.00

None

0.00

iShares TIPS Bond ETF

SOLE

TIPS BD ETF

Shares1.02M

TypeSH

Market value$113.76M

1.92%

Sole

1.02M

Shared

0.00

None

0.00

iShares 0-5 Year TIPS Bond ETF

SOLE

0-5 YR TIPS ETF

Shares994.99K

TypeSH

Market value$102.95M

1.74%

Sole

994.99K

Shared

0.00

None

0.00

iShares 7-10 Year Treasury Bond ETF

SOLE

7-10 YR TRSY BD

Shares948.30K

TypeSH

Market value$90.44M

1.53%

Sole

948.30K

Shared

0.00

None

0.00

Vanguard Short-Term Tax-Exempt Fund

SOLE

COM

Shares5.12M

TypeSH

Market value$80.79M

1.37%

Sole

5.12M

Shared

0.00

None

0.00

iShares Global REIT ETF

SOLE

GLOBAL REIT ETF

Shares3.17M

TypeSH

Market value$76.93M

1.30%

Sole

3.17M

Shared

0.00

None

0.00

iShares Trust iShares ESG Aware MSCI USA ETF

SOLE

ESG AWR MSCI USA

Shares583.25K

TypeSH

Market value$71.10M

1.20%

Sole

583.25K

Shared

0.00

None

0.00

SPDR Blackstone Senior Loan ETF

SOLE

COM

Shares1.62M

TypeSH

Market value$66.57M

1.13%

Sole

1.62M

Shared

0.00

None

0.00

SPDR Bloomberg 3-12 Month T-Bill ETF

SOLE

BLOOMBERG 3-12 M

Shares590.50K

TypeSH

Market value$58.75M

0.99%

Sole

590.50K

Shared

0.00

None

0.00

iShares Currency Hedged MSCI Japan ETF

SOLE

HDG MSCI JAPAN

Shares1.35M

TypeSH

Market value$56.79M

0.96%

Sole

1.35M

Shared

0.00

None

0.00

Vanguard Inflation-Protected Securities Fund

SOLE

ALLWRLD EX US

Shares5.50M

TypeSH

Market value$52.38M

0.89%

Sole

5.50M

Shared

0.00

None

0.00

Synopsys Inc

SOLE

COM

Shares88.46K

TypeSH

Market value$49.49M

0.84%

Sole

88.46K

Shared

0.00

None

0.00

Vanguard Institutional Index Fund

SOLE

MFD

Shares104.04K

TypeSH

Market value$47.44M

0.80%

Sole

104.04K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
iShares Core S&P 500 ETFSOLE	CORE S&P500 ETF	2.09M	SH	$1.17B 19.82%	2.09M
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	724.79K	SH	$372.48M 6.30%	724.79K
Vanguard Value ETFSOLE	VALUE ETF	1.66M	SH	$287.27M 4.86%	1.66M
Vanguard Total World Stock ETFSOLE	TT WRLD ST ETF	2.42M	SH	$280.66M 4.74%	2.42M
Vanguard Short-Term Treasury ETFSOLE	SHORT TERM TREAS	4.49M	SH	$263.72M 4.46%	4.49M
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSOLE	BLOOMBERG 1-3 MONTH T-BILL ETF	2.81M	SH	$257.99M 4.36%	2.81M
iShares Core MSCI Emerging Markets ETFSOLE	CORE MSCI EMKT	4.34M	SH	$234.22M 3.96%	4.34M
iShares Currency Hedged MSCI EAFE ETFSOLE	HDG MSCI EAFE	6.09M	SH	$220.98M 3.74%	6.09M
iShares MSCI Emerging Markets ex China ETFSOLE	ETF - EQUITY	4M	SH	$220.38M 3.73%	4M
iShares 0-3 Month Treasury Bond ETFSOLE	0-3 MNTH TREASRY	1.54M	SH	$154.64M 2.61%	1.54M
iShares Core S&P Total US Stock Market ETFSOLE	CORE S&P TTL STK	1.17M	SH	$142.51M 2.41%	1.17M
Xtrackers MSCI Japan Hedged Equity ETFSOLE	XTRACK MSCI JAPN	1.74M	SH	$128.92M 2.18%	1.74M
SPDR S&P 500 ETF TrustSOLE	TR UNIT	217.41K	SH	$121.62M 2.06%	217.41K
iShares TIPS Bond ETFSOLE	TIPS BD ETF	1.02M	SH	$113.76M 1.92%	1.02M
iShares 0-5 Year TIPS Bond ETFSOLE	0-5 YR TIPS ETF	994.99K	SH	$102.95M 1.74%	994.99K
iShares 7-10 Year Treasury Bond ETFSOLE	7-10 YR TRSY BD	948.30K	SH	$90.44M 1.53%	948.30K
Vanguard Short-Term Tax-Exempt FundSOLE	COM	5.12M	SH	$80.79M 1.37%	5.12M
iShares Global REIT ETFSOLE	GLOBAL REIT ETF	3.17M	SH	$76.93M 1.30%	3.17M
iShares Trust iShares ESG Aware MSCI USA ETFSOLE	ESG AWR MSCI USA	583.25K	SH	$71.10M 1.20%	583.25K
SPDR Blackstone Senior Loan ETFSOLE	COM	1.62M	SH	$66.57M 1.13%	1.62M
SPDR Bloomberg 3-12 Month T-Bill ETFSOLE	BLOOMBERG 3-12 M	590.50K	SH	$58.75M 0.99%	590.50K
iShares Currency Hedged MSCI Japan ETFSOLE	HDG MSCI JAPAN	1.35M	SH	$56.79M 0.96%	1.35M
Vanguard Inflation-Protected Securities FundSOLE	ALLWRLD EX US	5.50M	SH	$52.38M 0.89%	5.50M
Synopsys IncSOLE	COM	88.46K	SH	$49.49M 0.84%	88.46K
Vanguard Institutional Index FundSOLE	MFD	104.04K	SH	$47.44M 0.80%	104.04K

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