2026 Q1 Portfolio Activity
In 2026 Q1, PARTNERS CAPITAL INVESTMENT GROUP, LLP maintained a portfolio of 180 distinct positions. The most significant new addition was VanEck J. P. Morgan EM Local C, now representing 0.73% of the total fund value. They heavily accumulated shares in iShares 0-3 Month Treasury Bon, increasing the position by 105.8%. The fund also reduced its exposure to iShares 0-5 Year TIPS Bond ETF by 23.7%.
Position History
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PARTNERS CAPITAL INVESTMENT GROUP, LLP
Boston, MA
Outsourced CIO (OCIO) / Investment Office
AUM $2,617M
Total Positions
180
Quarter
2026 Q1
Top Holding
IVV (20.2%)
Top 10 Concentration
59.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 180
PARTNERS CAPITAL INVESTMENT GROUP, LLP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
iShares Core S&...
|
ETF | 20.22% | 22.14% |
#1
Prev: #1
|
6.5 |
—
|
-45,799 | -5.3% |
P
S
|
821,849 | $536,840,110 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VGSH
Vanguard Short-...
|
ETF | 6.43% | 6.35% |
#2
Prev: #2
|
4.6 |
—
|
17,175 | 0.6% |
P
S
|
2,917,104 | $170,767,268 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEMG
iShares Core MS...
|
ETF | 5.75% | 5.30% |
#3
1
Prev: #4
|
3.8 |
—
|
73,058 | 3.5% |
P
S
|
2,187,140 | $152,553,021 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HEFA
iShares Currenc...
|
ETF | 5.73% | 5.31% |
#4
1
Prev: #3
|
3.3 |
—
|
136,946 | 4.0% |
P
S
|
3,579,217 | $152,098,833 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTV
Vanguard Value ...
|
ETF | 4.73% | 4.34% |
#5
1
Prev: #6
|
4.4 |
—
|
31,120 | 5.1% |
P
S
|
640,487 | $125,663,491 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
STIP
iShares 0-5 Yea...
|
ETF | 3.83% | 4.92% |
#6
1
Prev: #5
|
1.5 |
—
|
-306,270 | -23.7% |
P
S
|
983,845 | $101,759,140 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 3.67% | 4.28% |
#7
Prev: #7
|
2.0 |
—
|
-19,865 | -10.9% |
P
S
|
163,083 | $97,450,540 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEFA
iShares Core MS...
|
ETF | 3.14% | 2.54% |
#8
4
Prev: #12
|
3.8 |
—
|
159,214 | 20.9% |
P
S
|
919,863 | $83,275,238 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EMXC
iShares MSCI Em...
|
ETF | 3.03% | 3.13% |
#9
1
Prev: #8
|
1.7 |
—
|
-133,165 | -11.5% |
P
S
|
1,022,259 | $80,410,912 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ITOT
iShares Core S&...
|
ETF | 2.60% | 2.58% |
#10
1
Prev: #11
|
1.5 |
—
|
18,188 | 3.9% |
P
S
|
484,522 | $69,010,419 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VT
Vanguard Total ...
|
ETF | 2.57% | 3.01% |
#11
2
Prev: #9
|
1.5 |
—
|
-78,627 | -13.7% |
P
S
|
493,679 | $68,285,669 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DBJP
Xtrackers MSCI ...
|
ETF | 2.49% | 2.37% |
#12
1
Prev: #13
|
1.5 |
—
|
-17,550 | -2.6% |
P
S
|
655,348 | $66,203,868 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TIP
iShares TIPS Bo...
|
ETF | 2.37% | 2.96% |
#13
3
Prev: #10
|
0.9 |
—
|
-153,037 | -21.2% |
P
S
|
569,232 | $62,820,444 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SGOV
iShares 0-3 Mon...
|
Bond/Debt | 2.24% | 1.07% |
#14
7
Prev: #21
|
3.9 |
—
|
303,884 | 105.8% |
P
S
|
590,975 | $59,487,530 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEF
iShares 7-10 Ye...
|
ETF | 1.96% | 1.79% |
#15
1
Prev: #14
|
2.8 |
—
|
44,369 | 8.9% |
P
S
|
544,561 | $51,972,898 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
REET
iShares Global ...
|
ETF | 1.51% | 1.45% |
#16
Prev: #16
|
1.1 |
—
|
32,215 | 2.1% |
P
S
|
1,596,022 | $40,139,956 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VGIT
Vanguard Interm...
|
Bond/Debt | 1.46% | 1.22% |
#17
2
Prev: #19
|
2.6 |
—
|
105,517 | 19.3% |
P
S
|
652,463 | $38,854,184 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SNPS
Synopsys Inc
|
Technology | 1.40% | 1.45% |
#18
1
Prev: #17
|
1.1 |
—
|
164 | 0.3% |
P
S
|
57,179 | $37,185,833 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.40% | 1.45% |
#19
1
Prev: #18
|
1.1 |
—
|
164 | 0.3% |
P
S
|
57,179 | $37,185,833 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IAU
iShares Gold Tr...
|
ETF | 1.35% | 1.14% |
#20
Prev: #20
|
2.5 |
—
|
30,033 | 8.0% |
P
S
|
406,426 | $35,830,516 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ACWI
iShares MSCI AC...
|
ETF | 1.16% | 1.52% |
#21
6
Prev: #15
|
0.5 |
—
|
-65,181 | -22.6% |
P
S
|
223,032 | $30,860,971 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SUB
iShares Short-T...
|
ETF | 0.89% | 0.63% |
#22
5
Prev: #27
|
2.9 |
—
|
63,079 | 39.6% |
P
S
|
222,273 | $23,672,113 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LEMB
iShares J.P. Mo...
|
ETF | 0.88% | 0.60% |
#23
5
Prev: #28
|
2.9 |
—
|
185,637 | 48.1% |
P
S
|
571,451 | $23,315,217 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EMLC
VanEck J. P. Mo...
|
ETF | 0.73% | — |
#24
Prev: #—
|
3.8 |
—
|
773,331 | — |
NEW
|
773,331 | $19,418,348 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HEWJ
iShares Currenc...
|
ETF | 0.73% | 0.71% |
#25
2
Prev: #23
|
0.8 |
—
|
-17,786 | -4.9% |
P
S
|
343,797 | $19,348,918 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPYX
SPDR S&P 500 Fo...
|
ETF | 0.71% | 0.75% |
#26
4
Prev: #22
|
0.8 |
—
|
863 | 0.2% |
P
S
|
357,185 | $18,941,496 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DXJ
WisdomTree Japa...
|
Unknown | 0.71% | 0.64% |
#27
1
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
118,546 | $18,799,056 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLE
Energy Select S...
|
Unknown | 0.68% | 0.49% |
#28
1
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
296,295 | $18,151,008 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HAWX
iShares Currenc...
|
ETF | 0.65% | 0.64% |
#29
4
Prev: #25
|
0.8 |
—
|
-13,857 | -3.2% |
P
S
|
420,782 | $17,205,773 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EWJ
iShares MSCI Ja...
|
ETF | 0.59% | 0.64% |
#30
6
Prev: #24
|
0.7 |
—
|
-28,662 | -13.5% |
P
S
|
184,019 | $15,538,601 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XCEM
Columbia EM Cor...
|
ETF | 0.49% | 0.46% |
#31
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
320,043 | $13,060,968 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VNQ
Vanguard Real E...
|
ETF | 0.48% | 0.47% |
#32
2
Prev: #30
|
0.7 |
—
|
1,542 | 1.1% |
P
S
|
144,944 | $12,856,552 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BILS
SPDR Bloomberg ...
|
ETF | 0.45% | 0.44% |
#33
1
Prev: #32
|
0.7 |
—
|
669 | 0.6% |
P
S
|
119,196 | $11,852,854 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTWO
Vanguard Russel...
|
ETF | 0.43% | 0.42% |
#34
1
Prev: #35
|
0.7 |
—
|
231 | 0.2% |
P
S
|
114,697 | $11,489,163 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IWV
iShares Russell...
|
ETF | 0.42% | 0.43% |
#35
2
Prev: #33
|
0.7 |
—
|
60 | 0.2% |
P
S
|
29,907 | $11,086,035 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PWRD
TCW Transform S...
|
ETF | 0.39% | 0.38% |
#36
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
105,340 | $10,298,681 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BIL
SPDR Bloomberg ...
|
Bond/Debt | 0.38% | 0.28% |
#37
6
Prev: #43
|
2.7 |
—
|
28,379 | 34.4% |
P
S
|
110,881 | $10,161,114 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DBEF
Xtrackers MSCI ...
|
ETF | 0.37% | 0.31% |
#38
4
Prev: #42
|
2.1 |
—
|
24,274 | 13.8% |
P
S
|
199,828 | $9,871,509 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SHY
iShares 1-3 Yea...
|
ETF | 0.37% | 0.33% |
#39
1
Prev: #40
|
2.1 |
—
|
11,511 | 10.8% |
P
S
|
117,887 | $9,733,926 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MCHI
iShares MSCI Ch...
|
ETF | 0.36% | 0.38% |
#40
3
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
168,407 | $9,461,080 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IWM
iShares Russell...
|
ETF | 0.34% | 0.34% |
#41
2
Prev: #39
|
0.6 |
—
|
-920 | -2.5% |
P
S
|
36,279 | $8,997,202 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ISRA
VanEck Israel E...
|
ETF | 0.34% | 0.32% |
#42
1
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
147,257 | $8,903,650 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
USHY
iShares Broad U...
|
ETF | 0.28% | 0.36% |
#43
5
Prev: #38
|
0.1 |
—
|
-57,379 | -22.2% |
P
S
|
201,447 | $7,421,303 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EFA
iShares MSCI EA...
|
ETF | 0.26% | 0.43% |
#44
10
Prev: #34
|
0.1 |
—
|
-48,613 | -40.8% |
P
S
|
70,524 | $6,849,984 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EPP
iShares MSCI Pa...
|
ETF | 0.25% | 0.22% |
#45
4
Prev: #49
|
0.6 |
—
|
3,729 | 3.1% |
P
S
|
122,513 | $6,510,335 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QQQ
Invesco QQQ Tru...
|
ETF | 0.25% | 0.25% |
#46
1
Prev: #45
|
0.6 |
—
|
171 | 1.5% |
P
S
|
11,277 | $6,508,793 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SHV
iShares Short T...
|
ETF | 0.24% | 0.24% |
#47
1
Prev: #46
|
0.6 |
—
|
339 | 0.6% |
P
S
|
57,957 | $6,397,889 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LIN
Linde PLC
|
Basic Materials | 0.24% | 0.17% |
#48
8
Prev: #56
|
2.1 |
—
|
2,032 | 19.0% |
P
S
|
12,730 | $6,311,025 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTI
Vanguard Total ...
|
ETF | 0.23% | 0.23% |
#49
2
Prev: #47
|
0.6 |
—
|
683 | 3.7% |
P
S
|
19,052 | $6,112,172 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RSP
Invesco S&P 500...
|
ETF | 0.23% | 0.22% |
#50
2
Prev: #48
|
0.6 |
—
|
134 | 0.4% |
P
S
|
31,484 | $6,042,448 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 180 holdings