Partners Capital Investment Group, LLP
BOSTON, MA
$2.8bn in 186 US stocks at the end of 30 June 2026. The top 10 are 60.5% of the money. It changed about 6.1% of the portfolio this quarter.
Value
$2.8bn
Stocks
186
Top 10 share
60.5%
Turnover
6.1%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Scottsdale FDSVCSH0.3% of the fund
- Dominos PizzaDPZ<0.1% of the fund
- Phillips 66PSX<0.1% of the fund
- Microchip TechnologyMCHP<0.1% of the fund
- Chicago Atlantic BDCLIEN<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Quanta ServicesPWR<0.1% of the fund
- United Airlines HoldingsUAL<0.1% of the fund
- Darling IngredientsDAR<0.1% of the fund
- Delta Air LinesDAL<0.1% of the fund
- Carrier GlobalCARR<0.1% of the fund
- TeslaTSLA<0.1% of the fund
- Lowe's CompaniesLOW<0.1% of the fund
- Union PacificUNP<0.1% of the fund
- AlcoaAA<0.1% of the fund
- Constellation EnergyCEG<0.1% of the fund
- Marvell Technology Group<0.1% of the fund
- AmerenAEE<0.1% of the fund
- EntergyETR<0.1% of the fund
- Duke EnergyDUK<0.1% of the fund
- Shake ShackSHAK<0.1% of the fund
- ToastTOST<0.1% of the fund
- McDonald'sMCD<0.1% of the fund
- CF Industries HoldingsCF<0.1% of the fund
- Ford MotorF<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTV5.4% of the fund+9%
- Vanguard Index FDSVOO4.0% of the fund+2%
- IsharesEMXC3.8% of the fund+2%
- Ishares TRSTIP3.7% of the fund+3%
- Vanguard Intl Equity Index FVT3.4% of the fund+23%
- Ishares TRIEFA3.3% of the fund+5%
- Ishares TRSGOV2.2% of the fund+7%
- Ishares TRREET1.6% of the fund+2%
- Vanguard Scottsdale FDSVGIT1.4% of the fund+3%
- Ishares TRACWI1.3% of the fund+8%
- Vanguard Scottsdale FDSVTWO0.7% of the fund+44%
- Ishares TRSHY0.6% of the fund+62%
- Spdr Series TrustBIL0.5% of the fund+32%
- Ishares TRUSHY0.3% of the fund+29%
- Ishares TRIEI0.3% of the fund+31%
- Ishares TREEM0.2% of the fund+15%
- Pg&ePCG0.1% of the fund+853%
- Ishares TRMUB0.1% of the fund+22%
- Vanguard Malvern FDSVTIP0.1% of the fund+29%
- Invesco Exch Traded FD TR IICQQQ<0.1% of the fund+228%
- Ishares TRIGV<0.1% of the fund+15%
- Global X FDSBUG<0.1% of the fund+23%
- CumminsCMI<0.1% of the fund+29%
- EatonETN<0.1% of the fund+142%
- General MotorsGM<0.1% of the fund+76%
Cut
Sold some of their stake.
- Ishares TRIVV19.4% of the fund-11%
- IsharesIEMG6.2% of the fund-3%
- Vanguard Scottsdale FDSVGSH5.7% of the fund-4%
- Ishares TRHEFA5.7% of the fund-4%
- DBX ETF TRDBJP2.5% of the fund-5%
- Ishares TRITOT2.4% of the fund-13%
- Ishares TRIEF1.7% of the fund-6%
- State STR Spdr S&P 500 ETF TSPY1.3% of the fund-14%
- SynopsysSNPS1.3% of the fund-14%
- Ishares Gold Trust1.1% of the fund-2%
- IsharesLEMB0.8% of the fund-8%
- Ishares TRSUB0.7% of the fund-15%
- Ishares TRHEWJ0.7% of the fund-14%
- Ishares TRHAWX0.7% of the fund-5%
- Spdr Series TrustSPYX0.6% of the fund-18%
- Vaneck ETF TrustEMLC0.6% of the fund-17%
- IsharesEWJ0.5% of the fund-12%
- Spdr Series TrustBILS0.4% of the fund-5%
- Select Sector Spdr TRXLE0.4% of the fund-31%
- Ishares TRMCHI0.3% of the fund-11%
- Ishares TRQUAL0.2% of the fund-4%
- AlphabetGOOGL0.2% of the fund-7%
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund-9%
- DeereDE0.2% of the fund-11%
- MastecMTZ0.2% of the fund-37%
Sold out
Sold their entire stake.
- MicrosoftMSFT-100%
- Ferguson PLC New-100%
- Tyler TechnologiesTYL-100%
- Ishares TRINDA-100%
- Parker-HannifinPH-100%
- PaccarPCAR-100%
- Proshares TRNOBL-100%
- Rocket LAB USA-100%
- Guidewire SoftwareGWRE-100%
- New York TimesNYT-100%
- FoxFOXA-100%
- Cbre GroupCBRE-100%
- Poet TechnologiesPOET-100%
- BitfarmsBITF-100%
Holdings
- Ishares TRIVV
- Share
- 19.4%
- Value
- $549m
- Shares
- 733,194
-11%
- IsharesIEMG
- Share
- 6.2%
- Value
- $176m
- Shares
- 2,129,728
-3%
- Vanguard Scottsdale FDSVGSH
- Share
- 5.7%
- Value
- $162m
- Shares
- 2,789,417
-4%
- Ishares TRHEFA
- Share
- 5.7%
- Value
- $160m
- Shares
- 3,419,467
-4%
- Vanguard Index FDSVTV
- Share
- 5.4%
- Value
- $152m
- Shares
- 696,729
+9%
- Vanguard Index FDSVOO
- Share
- 4.0%
- Value
- $114m
- Shares
- 166,503
+2%
- IsharesEMXC
- Share
- 3.8%
- Value
- $107m
- Shares
- 1,044,702
+2%
- Ishares TRSTIP
- Share
- 3.7%
- Value
- $104m
- Shares
- 1,014,965
+3%
- Vanguard Intl Equity Index FVT
- Share
- 3.4%
- Value
- $95m
- Shares
- 606,900
+23%
- Ishares TRIEFA
- Share
- 3.3%
- Value
- $93m
- Shares
- 966,288
+5%
- DBX ETF TRDBJP
- Share
- 2.5%
- Value
- $72m
- Shares
- 625,798
-5%
- Ishares TRITOT
- Share
- 2.4%
- Value
- $69m
- Shares
- 421,882
-13%
- Ishares TRSGOV
- Share
- 2.2%
- Value
- $64m
- Shares
- 632,080
+7%
- Ishares TRTIP
- Share
- 2.2%
- Value
- $63m
- Shares
- 574,221
Held
- Ishares TRIEF
- Share
- 1.7%
- Value
- $49m
- Shares
- 513,242
-6%
- Ishares TRREET
- Share
- 1.6%
- Value
- $45m
- Shares
- 1,631,844
+2%
- Vanguard Scottsdale FDSVGIT
- Share
- 1.4%
- Value
- $40m
- Shares
- 673,161
+3%
- Ishares TRACWI
- Share
- 1.3%
- Value
- $38m
- Shares
- 241,678
+8%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.3%
- Value
- $37m
- Shares
- 49,196
-14%
- Ishares Gold Trust
- Share
- 1.1%
- Value
- $30m
- Shares
- 397,825
-2%
- IsharesLEMB
- Share
- 0.8%
- Value
- $22m
- Shares
- 524,424
-8%
- Wisdomtree TRDXJ
- Share
- 0.7%
- Value
- $20m
- Shares
- 118,136
Held
- Ishares TRSUB
- Share
- 0.7%
- Value
- $20m
- Shares
- 189,853
-15%
- Vanguard Scottsdale FDSVTWO
- Share
- 0.7%
- Value
- $20m
- Shares
- 165,262
+44%
- Ishares TRHEWJ
- Share
- 0.7%
- Value
- $19m
- Shares
- 295,885
-14%
- Ishares TRHAWX
- Share
- 0.7%
- Value
- $19m
- Shares
- 400,263
-5%
- Spdr Series TrustSPYX
- Share
- 0.6%
- Value
- $18m
- Shares
- 291,227
-18%
- Columbia ETF TR IIXCEM
- Share
- 0.6%
- Value
- $17m
- Shares
- 320,043
Held
- Vaneck ETF TrustEMLC
- Share
- 0.6%
- Value
- $16m
- Shares
- 645,385
-17%
- Ishares TRSHY
- Share
- 0.6%
- Value
- $16m
- Shares
- 191,523
+62%
- IsharesEWJ
- Share
- 0.5%
- Value
- $15m
- Shares
- 162,538
-12%
- Vanguard Index FDSVNQ
- Share
- 0.5%
- Value
- $14m
- Shares
- 143,539
Held
- Spdr Series TrustBIL
- Share
- 0.5%
- Value
- $13m
- Shares
- 146,466
+32%
- TCW ETF TrustPWRD
- Share
- 0.5%
- Value
- $13m
- Shares
- 105,393
Held
- Ishares TRIWV
- Share
- 0.5%
- Value
- $13m
- Shares
- 29,975
Held
- Spdr Series TrustBILS
- Share
- 0.4%
- Value
- $11m
- Shares
- 113,143
-5%
- DBX ETF TRDBEF
- Share
- 0.4%
- Value
- $11m
- Shares
- 200,905
Held
- Select Sector Spdr TRXLE
- Share
- 0.4%
- Value
- $11m
- Shares
- 205,262
-31%
- Ishares TRUSHY
- Share
- 0.3%
- Value
- $10m
- Shares
- 260,361
+29%
- Vaneck ETF TrustISRA
- Share
- 0.3%
- Value
- $10m
- Shares
- 147,257
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $8m
- Shares
- 11,365
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.3%
- Value
- $8m
- Shares
- 102,742
New
- Ishares TRMCHI
- Share
- 0.3%
- Value
- $8m
- Shares
- 149,450
-11%
- Ishares TRIEI
- Share
- 0.3%
- Value
- $7m
- Shares
- 60,622
+31%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $7m
- Shares
- 19,106
Held
- IsharesEPP
- Share
- 0.2%
- Value
- $7m
- Shares
- 122,547
Held
- Ishares TRSHV
- Share
- 0.2%
- Value
- $6m
- Shares
- 58,476
Held
- Ishares TREEM
- Share
- 0.2%
- Value
- $6m
- Shares
- 94,056
+15%
- Ishares TRQUAL
- Share
- 0.2%
- Value
- $6m
- Shares
- 27,341
-4%
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $5m
- Shares
- 12,310
Held
- Ishares TREFA
- Share
- 0.2%
- Value
- $4m
- Shares
- 41,861
-41%
- Ishares TRMUB
- Share
- 0.1%
- Value
- $4m
- Shares
- 37,977
+22%
- Vanguard Intl Equity Index FVPL
- Share
- 0.1%
- Value
- $4m
- Shares
- 34,509
-11%
- Ishares TRESGU
- Share
- 0.1%
- Value
- $4m
- Shares
- 24,119
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.1%
- Value
- $4m
- Shares
- 18,256
-42%
- Novartis AGNVSEF
- Share
- 0.1%
- Value
- $4m
- Shares
- 24,335
-14%
- Ishares TRIWM
- Share
- 0.1%
- Value
- $3m
- Shares
- 10,839
-70%
- Vanguard Malvern FDSVTIP
- Share
- 0.1%
- Value
- $3m
- Shares
- 62,524
+29%
- Ishares TRUSMV
- Share
- 0.1%
- Value
- $3m
- Shares
- 29,558
Held
- Ishares TRREZ
- Share
- <0.1%
- Value
- $3m
- Shares
- 28,990
Held
- Ishares TRSOXX
- Share
- <0.1%
- Value
- $3m
- Shares
- 4,020
Held
- DBX ETF TRDBEU
- Share
- <0.1%
- Value
- $2m
- Shares
- 44,415
-11%
- Invesco Exch Traded FD TR IICQQQ
- Share
- <0.1%
- Value
- $2m
- Shares
- 41,841
+228%
- IsharesURTH
- Share
- <0.1%
- Value
- $2m
- Shares
- 11,757
-54%
- IGM Financial INIGIFF
- Share
- <0.1%
- Value
- $2m
- Shares
- 13,553
Held
- Ishares TRIGM
- Share
- <0.1%
- Value
- $2m
- Shares
- 13,553
Held
- Seagate Technology
- Share
- <0.1%
- Value
- $2m
- Shares
- 2,254
Held
- Ishares TRIGV
- Share
- <0.1%
- Value
- $2m
- Shares
- 22,081
+15%
- Global X FDSBUG
- Share
- <0.1%
- Value
- $2m
- Shares
- 48,711
+23%
- Ssga Active ETF TRSRLN
- Share
- <0.1%
- Value
- $2m
- Shares
- 42,910
Held
- Ishares TRAOR
- Share
- <0.1%
- Value
- $2m
- Shares
- 24,421
Held
- Ishares TRIWR
- Share
- <0.1%
- Value
- $2m
- Shares
- 15,321
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 19.4% | $549m | 733,194 | -11% |
| IsharesIEMG | 6.2% | $176m | 2,129,728 | -3% |
| Vanguard Scottsdale FDSVGSH | 5.7% | $162m | 2,789,417 | -4% |
| Ishares TRHEFA | 5.7% | $160m | 3,419,467 | -4% |
| Vanguard Index FDSVTV | 5.4% | $152m | 696,729 | +9% |
| Vanguard Index FDSVOO | 4.0% | $114m | 166,503 | +2% |
| IsharesEMXC | 3.8% | $107m | 1,044,702 | +2% |
| Ishares TRSTIP | 3.7% | $104m | 1,014,965 | +3% |
| Vanguard Intl Equity Index FVT | 3.4% | $95m | 606,900 | +23% |
| Ishares TRIEFA | 3.3% | $93m | 966,288 | +5% |
| DBX ETF TRDBJP | 2.5% | $72m | 625,798 | -5% |
| Ishares TRITOT | 2.4% | $69m | 421,882 | -13% |
| Ishares TRSGOV | 2.2% | $64m | 632,080 | +7% |
| Ishares TRTIP | 2.2% | $63m | 574,221 | Held |
| Ishares TRIEF | 1.7% | $49m | 513,242 | -6% |
| Ishares TRREET | 1.6% | $45m | 1,631,844 | +2% |
| Vanguard Scottsdale FDSVGIT | 1.4% | $40m | 673,161 | +3% |
| Ishares TRACWI | 1.3% | $38m | 241,678 | +8% |
| State STR Spdr S&P 500 ETF TSPY | 1.3% | $37m | 49,196 | -14% |
| SynopsysSNPS | 1.3% | $37m | 49,196 | -14% |
| Ishares Gold Trust | 1.1% | $30m | 397,825 | -2% |
| IsharesLEMB | 0.8% | $22m | 524,424 | -8% |
| Wisdomtree TRDXJ | 0.7% | $20m | 118,136 | Held |
| Ishares TRSUB | 0.7% | $20m | 189,853 | -15% |
| Vanguard Scottsdale FDSVTWO | 0.7% | $20m | 165,262 | +44% |
| Ishares TRHEWJ | 0.7% | $19m | 295,885 | -14% |
| Ishares TRHAWX | 0.7% | $19m | 400,263 | -5% |
| Spdr Series TrustSPYX | 0.6% | $18m | 291,227 | -18% |
| Columbia ETF TR IIXCEM | 0.6% | $17m | 320,043 | Held |
| Vaneck ETF TrustEMLC | 0.6% | $16m | 645,385 | -17% |
| Ishares TRSHY | 0.6% | $16m | 191,523 | +62% |
| IsharesEWJ | 0.5% | $15m | 162,538 | -12% |
| Vanguard Index FDSVNQ | 0.5% | $14m | 143,539 | Held |
| Spdr Series TrustBIL | 0.5% | $13m | 146,466 | +32% |
| TCW ETF TrustPWRD | 0.5% | $13m | 105,393 | Held |
| Ishares TRIWV | 0.5% | $13m | 29,975 | Held |
| Spdr Series TrustBILS | 0.4% | $11m | 113,143 | -5% |
| DBX ETF TRDBEF | 0.4% | $11m | 200,905 | Held |
| Select Sector Spdr TRXLE | 0.4% | $11m | 205,262 | -31% |
| Ishares TRUSHY | 0.3% | $10m | 260,361 | +29% |
| Vaneck ETF TrustISRA | 0.3% | $10m | 147,257 | Held |
| Invesco QQQ TRQQQ | 0.3% | $8m | 11,365 | Held |
| Vanguard Scottsdale FDSVCSH | 0.3% | $8m | 102,742 | New |
| Ishares TRMCHI | 0.3% | $8m | 149,450 | -11% |
| Ishares TRIEI | 0.3% | $7m | 60,622 | +31% |
| Vanguard Index FDSVTI | 0.2% | $7m | 19,106 | Held |
| IsharesEPP | 0.2% | $7m | 122,547 | Held |
| Ishares TRSHV | 0.2% | $6m | 58,476 | Held |
| Ishares TREEM | 0.2% | $6m | 94,056 | +15% |
| Ishares TRQUAL | 0.2% | $6m | 27,341 | -4% |
| AlphabetGOOGL | 0.2% | $6m | 15,635 | -7% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $5m | 11,369 | -9% |
| DeereDE | 0.2% | $5m | 8,118 | -11% |
| MastecMTZ | 0.2% | $5m | 11,648 | -37% |
| Spdr Gold TRGLD | 0.2% | $5m | 12,310 | Held |
| LindeLIN | 0.2% | $4m | 8,545 | -33% |
| Ishares TREFA | 0.2% | $4m | 41,861 | -41% |
| Pg&ePCG | 0.1% | $4m | 248,360 | +853% |
| United RentalsURI | 0.1% | $4m | 3,658 | -15% |
| Ishares TRMUB | 0.1% | $4m | 37,977 | +22% |
| Meta PlatformsMETA | 0.1% | $4m | 7,149 | Held |
| Vanguard Intl Equity Index FVPL | 0.1% | $4m | 34,509 | -11% |
| Ishares TRESGU | 0.1% | $4m | 24,119 | Held |
| Invesco Exchange Traded FD TRSP | 0.1% | $4m | 18,256 | -42% |
| Novartis AGNVSEF | 0.1% | $4m | 24,335 | -14% |
| Bristol-Myers SquibbBMY | 0.1% | $3m | 60,405 | -15% |
| Hilton Worldwide HoldingsHLT | 0.1% | $3m | 10,524 | -15% |
| Ishares TRIWM | 0.1% | $3m | 10,839 | -70% |
| Vulcan MaterialsVMC | 0.1% | $3m | 10,942 | -14% |
| TransDigm GroupTDG | 0.1% | $3m | 2,416 | -14% |
| Vanguard Malvern FDSVTIP | 0.1% | $3m | 62,524 | +29% |
| VisaV | 0.1% | $3m | 9,139 | -14% |
| BroadcomAVGO | 0.1% | $3m | 8,217 | -11% |
| NewsNWSA | 0.1% | $3m | 123,199 | -14% |
| Charles SchwabSCHW | 0.1% | $3m | 32,995 | -15% |
| Ishares TRUSMV | 0.1% | $3m | 29,558 | Held |
| Capital One FinancialCOF | <0.1% | $3m | 13,933 | -15% |
| Dominos PizzaDPZ | <0.1% | $3m | 9,428 | New |
| Ishares TRREZ | <0.1% | $3m | 28,990 | Held |
| Phillips 66PSX | <0.1% | $3m | 15,360 | New |
| Ishares TRSOXX | <0.1% | $3m | 4,020 | Held |
| S&P GlobalSPGI | <0.1% | $2m | 5,972 | -15% |
| AlphabetGOOG | <0.1% | $2m | 6,814 | Held |
| DBX ETF TRDBEU | <0.1% | $2m | 44,415 | -11% |
| Invesco Exch Traded FD TR IICQQQ | <0.1% | $2m | 41,841 | +228% |
| IsharesURTH | <0.1% | $2m | 11,757 | -54% |
| Intercontinental ExchangeICE | <0.1% | $2m | 19,090 | -15% |
| IGM Financial INIGIFF | <0.1% | $2m | 13,553 | Held |
| Ishares TRIGM | <0.1% | $2m | 13,553 | Held |
| Seagate Technology | <0.1% | $2m | 2,254 | Held |
| Seagate Technology HoldingsSTX | <0.1% | $2m | 2,254 | Held |
| Microchip TechnologyMCHP | <0.1% | $2m | 23,771 | New |
| SalesforceCRM | <0.1% | $2m | 12,931 | -15% |
| Ishares TRIGV | <0.1% | $2m | 22,081 | +15% |
| Howmet AerospaceHWM | <0.1% | $2m | 7,200 | Held |
| Global X FDSBUG | <0.1% | $2m | 48,711 | +23% |
| Ssga Active ETF TRSRLN | <0.1% | $2m | 42,910 | Held |
| Ishares TRAOR | <0.1% | $2m | 24,421 | Held |
| United TherapeuticsUTHR | <0.1% | $2m | 3,120 | -15% |
| Ishares TRIWR | <0.1% | $2m | 15,321 | Held |
Showing the largest 100 of 186.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.6% since 30 June 2025.
Where the money is
Technology2.0%
Industrials1.1%
Financial services0.6%
Media & telecom0.5%
Retail & consumer0.3%
Utilities0.3%
Materials0.3%
Health care0.3%
Energy0.1%
Real estate0.0%
Everyday goods0.0%
Other94.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.