PARTNERS CAPITAL INVESTMENT GROUP, LLP

Filed: 5/12/2026ACC: 0001104659-26-059167

📋 What this filing means

PARTNERS CAPITAL INVESTMENT GROUP, LLP filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $2.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

174

Positions

$2.65B

Total AUM (reported)

27.90M

Total Shares

Allocation by class

CORE S&P500 ETF$536.84M20.2%

SHORT TERM TREAS$170.77M6.4%

CORE MSCI EMKT$152.55M5.7%

HDG MSCI EAFE$152.10M5.7%

VALUE ETF$125.66M4.7%

COM$119.45M4.5%

0-5 YR TIPS ETF$101.76M3.8%

Portfolio Concentration

Top 3$860.16M32.4%

4–10$709.67M26.7%

11–25$614.58M23.2%

Rest$470.24M17.7%

Top 3 weight

32.4%

Top 10 weight

59.1%

Voting Authority Distribution

Total shares with voting rights: 27.90M

Sole

Full voting authority

27.90M

% 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)

Sole174

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings174

Rows:

iShares Core S&P 500 ETF

SOLE

CORE S&P500 ETF

Shares821.85K

TypeSH

Market value$536.84M

20.22%

Sole

821.85K

Shared

0.00

None

0.00

Vanguard Short-Term Treasury ETF

SOLE

SHORT TERM TREAS

Shares2.92M

TypeSH

Market value$170.77M

6.43%

Sole

2.92M

Shared

0.00

None

0.00

iShares Core MSCI Emerging Markets ETF

SOLE

CORE MSCI EMKT

Shares2.19M

TypeSH

Market value$152.55M

5.75%

Sole

2.19M

Shared

0.00

None

0.00

iShares Currency Hedged MSCI EAFE ETF

SOLE

HDG MSCI EAFE

Shares3.58M

TypeSH

Market value$152.10M

5.73%

Sole

3.58M

Shared

0.00

None

0.00

Vanguard Value ETF

SOLE

VALUE ETF

Shares640.49K

TypeSH

Market value$125.66M

4.73%

Sole

640.49K

Shared

0.00

None

0.00

iShares 0-5 Year TIPS Bond ETF

SOLE

0-5 YR TIPS ETF

Shares983.85K

TypeSH

Market value$101.76M

3.83%

Sole

983.85K

Shared

0.00

None

0.00

Vanguard S&P 500 ETF

SOLE

S&P 500 ETF SHS

Shares163.08K

TypeSH

Market value$97.45M

3.67%

Sole

163.08K

Shared

0.00

None

0.00

iShares Core MSCI EAFE ETF

SOLE

CORE MSCI EAFE

Shares919.86K

TypeSH

Market value$83.28M

3.14%

Sole

919.86K

Shared

0.00

None

0.00

iShares MSCI Emerging Markets ex China ETF

SOLE

ETF - EQUITY

Shares1.02M

TypeSH

Market value$80.41M

3.03%

Sole

1.02M

Shared

0.00

None

0.00

iShares Core S&P Total US Stock Market ETF

SOLE

CORE S&P TTL STK

Shares484.52K

TypeSH

Market value$69.01M

2.60%

Sole

484.52K

Shared

0.00

None

0.00

Vanguard Total World Stock ETF

SOLE

TT WRLD ST ETF

Shares493.68K

TypeSH

Market value$68.29M

2.57%

Sole

493.68K

Shared

0.00

None

0.00

Xtrackers MSCI Japan Hedged Equity ETF

SOLE

XTRACK MSCI JAPN

Shares655.35K

TypeSH

Market value$66.20M

2.49%

Sole

655.35K

Shared

0.00

None

0.00

iShares TIPS Bond ETF

SOLE

TIPS BD ETF

Shares569.23K

TypeSH

Market value$62.82M

2.37%

Sole

569.23K

Shared

0.00

None

0.00

iShares 0-3 Month Treasury Bond ETF

SOLE

0-3 MNTH TREASRY

Shares590.98K

TypeSH

Market value$59.49M

2.24%

Sole

590.98K

Shared

0.00

None

0.00

iShares 7-10 Year Treasury Bond ETF

SOLE

7-10 YR TRSY BD

Shares544.56K

TypeSH

Market value$51.97M

1.96%

Sole

544.56K

Shared

0.00

None

0.00

iShares Global REIT ETF

SOLE

GLOBAL REIT ETF

Shares1.60M

TypeSH

Market value$40.14M

1.51%

Sole

1.60M

Shared

0.00

None

0.00

Vanguard Intermediate-Term Treasury ETF

SOLE

INTER TERM TREAS

Shares652.46K

TypeSH

Market value$38.85M

1.46%

Sole

652.46K

Shared

0.00

None

0.00

Synopsys Inc

SOLE

COM

Shares57.18K

TypeSH

Market value$37.19M

1.40%

Sole

57.18K

Shared

0.00

None

0.00

SPDR S&P 500 ETF Trust

SOLE

TR UNIT

Shares57.18K

TypeSH

Market value$37.19M

1.40%

Sole

57.18K

Shared

0.00

None

0.00

iShares Gold Trust

SOLE

ISHARES

Shares406.43K

TypeSH

Market value$35.83M

1.35%

Sole

406.43K

Shared

0.00

None

0.00

iShares MSCI ACWI ETF

SOLE

MSCI ACWI ETF

Shares223.03K

TypeSH

Market value$30.86M

1.16%

Sole

223.03K

Shared

0.00

None

0.00

iShares Short-Term National Muni Bond ETF

SOLE

SHRT NAT MUN ETF

Shares222.27K

TypeSH

Market value$23.67M

0.89%

Sole

222.27K

Shared

0.00

None

0.00

iShares J.P. Morgan EM Local Currency Bond ETF

SOLE

JP MORGAN EM ETF

Shares571.45K

TypeSH

Market value$23.32M

0.88%

Sole

571.45K

Shared

0.00

None

0.00

VanEck J. P. Morgan EM Local Currency Bond ETF

SOLE

JP MRGAN EM LOC

Shares773.33K

TypeSH

Market value$19.42M

0.73%

Sole

773.33K

Shared

0.00

None

0.00

iShares Currency Hedged MSCI Japan ETF

SOLE

HDG MSCI JAPAN

Shares343.80K

TypeSH

Market value$19.35M

0.73%

Sole

343.80K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
iShares Core S&P 500 ETFSOLE	CORE S&P500 ETF	821.85K	SH	$536.84M 20.22%	821.85K
Vanguard Short-Term Treasury ETFSOLE	SHORT TERM TREAS	2.92M	SH	$170.77M 6.43%	2.92M
iShares Core MSCI Emerging Markets ETFSOLE	CORE MSCI EMKT	2.19M	SH	$152.55M 5.75%	2.19M
iShares Currency Hedged MSCI EAFE ETFSOLE	HDG MSCI EAFE	3.58M	SH	$152.10M 5.73%	3.58M
Vanguard Value ETFSOLE	VALUE ETF	640.49K	SH	$125.66M 4.73%	640.49K
iShares 0-5 Year TIPS Bond ETFSOLE	0-5 YR TIPS ETF	983.85K	SH	$101.76M 3.83%	983.85K
Vanguard S&P 500 ETFSOLE	S&P 500 ETF SHS	163.08K	SH	$97.45M 3.67%	163.08K
iShares Core MSCI EAFE ETFSOLE	CORE MSCI EAFE	919.86K	SH	$83.28M 3.14%	919.86K
iShares MSCI Emerging Markets ex China ETFSOLE	ETF - EQUITY	1.02M	SH	$80.41M 3.03%	1.02M
iShares Core S&P Total US Stock Market ETFSOLE	CORE S&P TTL STK	484.52K	SH	$69.01M 2.60%	484.52K
Vanguard Total World Stock ETFSOLE	TT WRLD ST ETF	493.68K	SH	$68.29M 2.57%	493.68K
Xtrackers MSCI Japan Hedged Equity ETFSOLE	XTRACK MSCI JAPN	655.35K	SH	$66.20M 2.49%	655.35K
iShares TIPS Bond ETFSOLE	TIPS BD ETF	569.23K	SH	$62.82M 2.37%	569.23K
iShares 0-3 Month Treasury Bond ETFSOLE	0-3 MNTH TREASRY	590.98K	SH	$59.49M 2.24%	590.98K
iShares 7-10 Year Treasury Bond ETFSOLE	7-10 YR TRSY BD	544.56K	SH	$51.97M 1.96%	544.56K
iShares Global REIT ETFSOLE	GLOBAL REIT ETF	1.60M	SH	$40.14M 1.51%	1.60M
Vanguard Intermediate-Term Treasury ETFSOLE	INTER TERM TREAS	652.46K	SH	$38.85M 1.46%	652.46K
Synopsys IncSOLE	COM	57.18K	SH	$37.19M 1.40%	57.18K
SPDR S&P 500 ETF TrustSOLE	TR UNIT	57.18K	SH	$37.19M 1.40%	57.18K
iShares Gold TrustSOLE	ISHARES	406.43K	SH	$35.83M 1.35%	406.43K
iShares MSCI ACWI ETFSOLE	MSCI ACWI ETF	223.03K	SH	$30.86M 1.16%	223.03K
iShares Short-Term National Muni Bond ETFSOLE	SHRT NAT MUN ETF	222.27K	SH	$23.67M 0.89%	222.27K
iShares J.P. Morgan EM Local Currency Bond ETFSOLE	JP MORGAN EM ETF	571.45K	SH	$23.32M 0.88%	571.45K
VanEck J. P. Morgan EM Local Currency Bond ETFSOLE	JP MRGAN EM LOC	773.33K	SH	$19.42M 0.73%	773.33K
iShares Currency Hedged MSCI Japan ETFSOLE	HDG MSCI JAPAN	343.80K	SH	$19.35M 0.73%	343.80K

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