PARTNERS CAPITAL INVESTMENT GROUP, LLP

Filed: 10/31/2025ACC: 0001104659-25-104708

📋 What this filing means

PARTNERS CAPITAL INVESTMENT GROUP, LLP filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $2.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

162

Positions

$2.52B

Total AUM (reported)

25.23M

Total Shares

Allocation by class

CORE S&P500 ETF$514.92M20.5%

COM$149.14M5.9%

SHORT TERM TREAS$145.41M5.8%

CORE MSCI EMKT$137.61M5.5%

HDG MSCI EAFE$132.09M5.2%

S&P 500 ETF SHS$121.23M4.8%

VALUE ETF$114.94M4.6%

Portfolio Concentration

Top 3$797.94M31.7%

4–10$694.24M27.6%

11–25$552.51M22.0%

Rest$471.85M18.7%

Top 3 weight

31.7%

Top 10 weight

59.3%

Voting Authority Distribution

Total shares with voting rights: 25.23M

Sole

Full voting authority

25.23M

% 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)

Sole162

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings162

Rows:

iShares Core S&P 500 ETF

SOLE

CORE S&P500 ETF

Shares769.34K

TypeSH

Market value$514.92M

20.46%

Sole

769.34K

Shared

0.00

None

0.00

Vanguard Short-Term Treasury ETF

SOLE

SHORT TERM TREAS

Shares2.47M

TypeSH

Market value$145.41M

5.78%

Sole

2.47M

Shared

0.00

None

0.00

iShares Core MSCI Emerging Markets ETF

SOLE

CORE MSCI EMKT

Shares2.09M

TypeSH

Market value$137.61M

5.47%

Sole

2.09M

Shared

0.00

None

0.00

iShares Currency Hedged MSCI EAFE ETF

SOLE

HDG MSCI EAFE

Shares3.33M

TypeSH

Market value$132.09M

5.25%

Sole

3.33M

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares197.96K

TypeSH

Market value$121.23M

4.82%

Sole

197.96K

Shared

0.00

None

0.00

Vanguard Value ETF

SOLE

VALUE ETF

Shares616.35K

TypeSH

Market value$114.94M

4.57%

Sole

616.35K

Shared

0.00

None

0.00

iShares 0-5 Year TIPS Bond ETF

SOLE

0-5 YR TIPS ETF

Shares923.72K

TypeSH

Market value$95.48M

3.79%

Sole

923.72K

Shared

0.00

None

0.00

Vanguard Total World Stock ETF

SOLE

TT WRLD ST ETF

Shares586.35K

TypeSH

Market value$80.80M

3.21%

Sole

586.35K

Shared

0.00

None

0.00

iShares Core S&P Total US Stock Market ETF

SOLE

CORE S&P TTL STK

Shares526.65K

TypeSH

Market value$76.71M

3.05%

Sole

526.65K

Shared

0.00

None

0.00

iShares MSCI Emerging Markets ex China ETF

SOLE

ETF - EQUITY

Shares1.08M

TypeSH

Market value$73.00M

2.90%

Sole

1.08M

Shared

0.00

None

0.00

iShares TIPS Bond ETF

SOLE

TIPS BD ETF

Shares571.85K

TypeSH

Market value$63.60M

2.53%

Sole

571.85K

Shared

0.00

None

0.00

iShares Core MSCI EAFE ETF

SOLE

CORE MSCI EAFE

Shares698.65K

TypeSH

Market value$61.00M

2.42%

Sole

698.65K

Shared

0.00

None

0.00

Xtrackers MSCI Japan Hedged Equity ETF

SOLE

XTRACK MSCI JAPN

Shares691.55K

TypeSH

Market value$58.77M

2.34%

Sole

691.55K

Shared

0.00

None

0.00

iShares MSCI ACWI ETF

SOLE

MSCI ACWI ETF

Shares405.96K

TypeSH

Market value$56.12M

2.23%

Sole

405.96K

Shared

0.00

None

0.00

iShares 7-10 Year Treasury Bond ETF

SOLE

7-10 YR TRSY BD

Shares424.55K

TypeSH

Market value$40.95M

1.63%

Sole

424.55K

Shared

0.00

None

0.00

SPDR S&P 500 ETF Trust

SOLE

TR UNIT

Shares56.86K

TypeSH

Market value$37.88M

1.51%

Sole

56.86K

Shared

0.00

None

0.00

Synopsys Inc

SOLE

COM

Shares56.86K

TypeSH

Market value$37.88M

1.51%

Sole

56.86K

Shared

0.00

None

0.00

iShares Global REIT ETF

SOLE

GLOBAL REIT ETF

Shares1.41M

TypeSH

Market value$36.13M

1.44%

Sole

1.41M

Shared

0.00

None

0.00

iShares 0-3 Month Treasury Bond ETF

SOLE

0-3 MNTH TREASRY

Shares311.04K

TypeSH

Market value$31.32M

1.24%

Sole

311.04K

Shared

0.00

None

0.00

iShares Gold Trust

SOLE

ISHARES

Shares349.93K

TypeSH

Market value$25.46M

1.01%

Sole

349.93K

Shared

0.00

None

0.00

iShares Short-Term National Muni Bond ETF

SOLE

SHRT NAT MUN ETF

Shares213.96K

TypeSH

Market value$22.85M

0.91%

Sole

213.96K

Shared

0.00

None

0.00

iShares Currency Hedged MSCI Japan ETF

SOLE

HDG MSCI JAPAN

Shares436.92K

TypeSH

Market value$21.52M

0.86%

Sole

436.92K

Shared

0.00

None

0.00

iShares MSCI Japan ETF

SOLE

MSCI JPN ETF NEW

Shares253.97K

TypeSH

Market value$20.37M

0.81%

Sole

253.97K

Shared

0.00

None

0.00

Vanguard Intermediate-Term Treasury ETF

SOLE

INTER TERM TREAS

Shares326.06K

TypeSH

Market value$19.57M

0.78%

Sole

326.06K

Shared

0.00

None

0.00

iShares Broad USD High Yield Corporate Bond ETF

SOLE

BROAD USD HIGH

Shares504.95K

TypeSH

Market value$19.08M

0.76%

Sole

504.95K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
iShares Core S&P 500 ETFSOLE	CORE S&P500 ETF	769.34K	SH	$514.92M 20.46%	769.34K
Vanguard Short-Term Treasury ETFSOLE	SHORT TERM TREAS	2.47M	SH	$145.41M 5.78%	2.47M
iShares Core MSCI Emerging Markets ETFSOLE	CORE MSCI EMKT	2.09M	SH	$137.61M 5.47%	2.09M
iShares Currency Hedged MSCI EAFE ETFSOLE	HDG MSCI EAFE	3.33M	SH	$132.09M 5.25%	3.33M
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	197.96K	SH	$121.23M 4.82%	197.96K
Vanguard Value ETFSOLE	VALUE ETF	616.35K	SH	$114.94M 4.57%	616.35K
iShares 0-5 Year TIPS Bond ETFSOLE	0-5 YR TIPS ETF	923.72K	SH	$95.48M 3.79%	923.72K
Vanguard Total World Stock ETFSOLE	TT WRLD ST ETF	586.35K	SH	$80.80M 3.21%	586.35K
iShares Core S&P Total US Stock Market ETFSOLE	CORE S&P TTL STK	526.65K	SH	$76.71M 3.05%	526.65K
iShares MSCI Emerging Markets ex China ETFSOLE	ETF - EQUITY	1.08M	SH	$73.00M 2.90%	1.08M
iShares TIPS Bond ETFSOLE	TIPS BD ETF	571.85K	SH	$63.60M 2.53%	571.85K
iShares Core MSCI EAFE ETFSOLE	CORE MSCI EAFE	698.65K	SH	$61.00M 2.42%	698.65K
Xtrackers MSCI Japan Hedged Equity ETFSOLE	XTRACK MSCI JAPN	691.55K	SH	$58.77M 2.34%	691.55K
iShares MSCI ACWI ETFSOLE	MSCI ACWI ETF	405.96K	SH	$56.12M 2.23%	405.96K
iShares 7-10 Year Treasury Bond ETFSOLE	7-10 YR TRSY BD	424.55K	SH	$40.95M 1.63%	424.55K
SPDR S&P 500 ETF TrustSOLE	TR UNIT	56.86K	SH	$37.88M 1.51%	56.86K
Synopsys IncSOLE	COM	56.86K	SH	$37.88M 1.51%	56.86K
iShares Global REIT ETFSOLE	GLOBAL REIT ETF	1.41M	SH	$36.13M 1.44%	1.41M
iShares 0-3 Month Treasury Bond ETFSOLE	0-3 MNTH TREASRY	311.04K	SH	$31.32M 1.24%	311.04K
iShares Gold TrustSOLE	ISHARES	349.93K	SH	$25.46M 1.01%	349.93K
iShares Short-Term National Muni Bond ETFSOLE	SHRT NAT MUN ETF	213.96K	SH	$22.85M 0.91%	213.96K
iShares Currency Hedged MSCI Japan ETFSOLE	HDG MSCI JAPAN	436.92K	SH	$21.52M 0.86%	436.92K
iShares MSCI Japan ETFSOLE	MSCI JPN ETF NEW	253.97K	SH	$20.37M 0.81%	253.97K
Vanguard Intermediate-Term Treasury ETFSOLE	INTER TERM TREAS	326.06K	SH	$19.57M 0.78%	326.06K
iShares Broad USD High Yield Corporate Bond ETFSOLE	BROAD USD HIGH	504.95K	SH	$19.08M 0.76%	504.95K

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