PARTNERS CAPITAL INVESTMENT GROUP, LLP

Filed: 8/14/2025ACC: 0001104659-25-078417

📋 What this filing means

PARTNERS CAPITAL INVESTMENT GROUP, LLP filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $2.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

161

Positions

$2.50B

Total AUM (reported)

26.49M

Total Shares

Allocation by class

CORE S&P500 ETF$506.09M20.3%

SHORT TERM TREAS$153.93M6.2%

COM$142.57M5.7%

CORE MSCI EMKT$136.78M5.5%

HDG MSCI EAFE$121.12M4.9%

VALUE ETF$117.15M4.7%

S&P 500 ETF SHS$115.12M4.6%

Portfolio Concentration

Top 3$796.80M31.9%

4–10$690.56M27.7%

11–25$546.78M21.9%

Rest$461.28M18.5%

Top 3 weight

31.9%

Top 10 weight

59.6%

Voting Authority Distribution

Total shares with voting rights: 26.49M

Sole

Full voting authority

26.49M

% 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)

Sole161

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings161

Rows:

iShares Core S&P 500 ETF

SOLE

CORE S&P500 ETF

Shares815.10K

TypeSH

Market value$506.09M

20.28%

Sole

815.10K

Shared

0.00

None

0.00

Vanguard Short-Term Treasury ETF

SOLE

SHORT TERM TREAS

Shares2.62M

TypeSH

Market value$153.93M

6.17%

Sole

2.62M

Shared

0.00

None

0.00

iShares Core MSCI Emerging Markets ETF

SOLE

CORE MSCI EMKT

Shares2.28M

TypeSH

Market value$136.78M

5.48%

Sole

2.28M

Shared

0.00

None

0.00

iShares Currency Hedged MSCI EAFE ETF

SOLE

HDG MSCI EAFE

Shares3.19M

TypeSH

Market value$121.12M

4.85%

Sole

3.19M

Shared

0.00

None

0.00

Vanguard Value ETF

SOLE

VALUE ETF

Shares662.81K

TypeSH

Market value$117.15M

4.69%

Sole

662.81K

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares202.66K

TypeSH

Market value$115.12M

4.61%

Sole

202.66K

Shared

0.00

None

0.00

iShares MSCI Emerging Markets ex China ETF

SOLE

ETF - EQUITY

Shares1.45M

TypeSH

Market value$91.54M

3.67%

Sole

1.45M

Shared

0.00

None

0.00

iShares 0-5 Year TIPS Bond ETF

SOLE

0-5 YR TIPS ETF

Shares816.73K

TypeSH

Market value$84.05M

3.37%

Sole

816.73K

Shared

0.00

None

0.00

Vanguard Total World Stock ETF

SOLE

TT WRLD ST ETF

Shares645.45K

TypeSH

Market value$82.95M

3.32%

Sole

645.45K

Shared

0.00

None

0.00

iShares Core S&P Total US Stock Market ETF

SOLE

CORE S&P TTL STK

Shares582.28K

TypeSH

Market value$78.63M

3.15%

Sole

582.28K

Shared

0.00

None

0.00

iShares Core MSCI EAFE ETF

SOLE

CORE MSCI EAFE

Shares852.01K

TypeSH

Market value$71.13M

2.85%

Sole

852.01K

Shared

0.00

None

0.00

iShares TIPS Bond ETF

SOLE

TIPS BD ETF

Shares524.89K

TypeSH

Market value$57.76M

2.31%

Sole

524.89K

Shared

0.00

None

0.00

Xtrackers MSCI Japan Hedged Equity ETF

SOLE

XTRACK MSCI JAPN

Shares702.84K

TypeSH

Market value$53.75M

2.15%

Sole

702.84K

Shared

0.00

None

0.00

iShares MSCI ACWI ETF

SOLE

MSCI ACWI ETF

Shares385.12K

TypeSH

Market value$49.53M

1.98%

Sole

385.12K

Shared

0.00

None

0.00

iShares 7-10 Year Treasury Bond ETF

SOLE

7-10 YR TRSY BD

Shares396.17K

TypeSH

Market value$37.94M

1.52%

Sole

396.17K

Shared

0.00

None

0.00

Synopsys Inc

SOLE

COM

Shares56.71K

TypeSH

Market value$35.04M

1.40%

Sole

56.71K

Shared

0.00

None

0.00

SPDR S&P 500 ETF Trust

SOLE

TR UNIT

Shares56.71K

TypeSH

Market value$35.04M

1.40%

Sole

56.71K

Shared

0.00

None

0.00

iShares Global REIT ETF

SOLE

GLOBAL REIT ETF

Shares1.34M

TypeSH

Market value$33.05M

1.32%

Sole

1.34M

Shared

0.00

None

0.00

iShares MSCI EAFE ETF

SOLE

MSCI EAFE ETF

Shares340.56K

TypeSH

Market value$30.44M

1.22%

Sole

340.56K

Shared

0.00

None

0.00

SPDR Bloomberg 3-12 Month T-Bill ETF

SOLE

BLOOMBERG 3-12 M

Shares294.97K

TypeSH

Market value$29.33M

1.18%

Sole

294.97K

Shared

0.00

None

0.00

iShares 0-3 Month Treasury Bond ETF

SOLE

0-3 MNTH TREASRY

Shares262.45K

TypeSH

Market value$26.43M

1.06%

Sole

262.45K

Shared

0.00

None

0.00

iShares MSCI Japan ETF

SOLE

MSCI JPN ETF NEW

Shares327.36K

TypeSH

Market value$24.54M

0.98%

Sole

327.36K

Shared

0.00

None

0.00

iShares Gold Trust

SOLE

ISHARES

Shares349.93K

TypeSH

Market value$21.82M

0.87%

Sole

349.93K

Shared

0.00

None

0.00

Vanguard Intermediate-Term Treasury ETF

SOLE

INTER TERM TREAS

Shares344.94K

TypeSH

Market value$20.63M

0.83%

Sole

344.94K

Shared

0.00

None

0.00

iShares Currency Hedged MSCI Japan ETF

SOLE

HDG MSCI JAPAN

Shares454.63K

TypeSH

Market value$20.36M

0.82%

Sole

454.63K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
iShares Core S&P 500 ETFSOLE	CORE S&P500 ETF	815.10K	SH	$506.09M 20.28%	815.10K
Vanguard Short-Term Treasury ETFSOLE	SHORT TERM TREAS	2.62M	SH	$153.93M 6.17%	2.62M
iShares Core MSCI Emerging Markets ETFSOLE	CORE MSCI EMKT	2.28M	SH	$136.78M 5.48%	2.28M
iShares Currency Hedged MSCI EAFE ETFSOLE	HDG MSCI EAFE	3.19M	SH	$121.12M 4.85%	3.19M
Vanguard Value ETFSOLE	VALUE ETF	662.81K	SH	$117.15M 4.69%	662.81K
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	202.66K	SH	$115.12M 4.61%	202.66K
iShares MSCI Emerging Markets ex China ETFSOLE	ETF - EQUITY	1.45M	SH	$91.54M 3.67%	1.45M
iShares 0-5 Year TIPS Bond ETFSOLE	0-5 YR TIPS ETF	816.73K	SH	$84.05M 3.37%	816.73K
Vanguard Total World Stock ETFSOLE	TT WRLD ST ETF	645.45K	SH	$82.95M 3.32%	645.45K
iShares Core S&P Total US Stock Market ETFSOLE	CORE S&P TTL STK	582.28K	SH	$78.63M 3.15%	582.28K
iShares Core MSCI EAFE ETFSOLE	CORE MSCI EAFE	852.01K	SH	$71.13M 2.85%	852.01K
iShares TIPS Bond ETFSOLE	TIPS BD ETF	524.89K	SH	$57.76M 2.31%	524.89K
Xtrackers MSCI Japan Hedged Equity ETFSOLE	XTRACK MSCI JAPN	702.84K	SH	$53.75M 2.15%	702.84K
iShares MSCI ACWI ETFSOLE	MSCI ACWI ETF	385.12K	SH	$49.53M 1.98%	385.12K
iShares 7-10 Year Treasury Bond ETFSOLE	7-10 YR TRSY BD	396.17K	SH	$37.94M 1.52%	396.17K
Synopsys IncSOLE	COM	56.71K	SH	$35.04M 1.40%	56.71K
SPDR S&P 500 ETF TrustSOLE	TR UNIT	56.71K	SH	$35.04M 1.40%	56.71K
iShares Global REIT ETFSOLE	GLOBAL REIT ETF	1.34M	SH	$33.05M 1.32%	1.34M
iShares MSCI EAFE ETFSOLE	MSCI EAFE ETF	340.56K	SH	$30.44M 1.22%	340.56K
SPDR Bloomberg 3-12 Month T-Bill ETFSOLE	BLOOMBERG 3-12 M	294.97K	SH	$29.33M 1.18%	294.97K
iShares 0-3 Month Treasury Bond ETFSOLE	0-3 MNTH TREASRY	262.45K	SH	$26.43M 1.06%	262.45K
iShares MSCI Japan ETFSOLE	MSCI JPN ETF NEW	327.36K	SH	$24.54M 0.98%	327.36K
iShares Gold TrustSOLE	ISHARES	349.93K	SH	$21.82M 0.87%	349.93K
Vanguard Intermediate-Term Treasury ETFSOLE	INTER TERM TREAS	344.94K	SH	$20.63M 0.83%	344.94K
iShares Currency Hedged MSCI Japan ETFSOLE	HDG MSCI JAPAN	454.63K	SH	$20.36M 0.82%	454.63K

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