Partners Capital Investment Group, LLP holds a focused book of 186 stocks worth $2.8B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Vanguard S/T Corp Bond ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 19% of the equity book. Cloning the disclosed picks since 2018 would be +112% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Partners Capital Investment Group, LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Partners Capital Investment Group, LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $268.3B |
| MORGAN STANLEY | 77 / 80 | $267.2B |
| ROYAL BANK OF CANADA | 77 / 80 | $68.7B |
| LPL Financial LLC | 77 / 80 | $67.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77 / 80 | $49.9B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $10.9B |
| FMR LLC | 76 / 80 | $258.8B |
| JPMORGAN CHASE & CO | 76 / 80 | $214.7B |
Ranked by how many of Partners Capital Investment Group, LLP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF CORE S&P500 ETF | $549.1M | 733.2K | 19.4% | ▼−11% Reduced · −89K sh | |
| 2 | iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT | $176.4M | 2.13M | 6.2% | ▼−2.6% Reduced · −57K sh | |
| 3 | Vanguard Short-Term Treasury ETF SHORT TERM TREAS | $162.3M | 2.79M | 5.7% | ▼−4.4% Reduced · −128K sh | |
| 4 | iShares Currency Hedged MSCI EAFE ETF HDG MSCI EAFE | $160.5M | 3.42M | 5.7% | ▼−4.5% Reduced · −160K sh | |
| 5 | Vanguard Value ETF VALUE ETF | $151.8M | 696.7K | 5.4% | ▲+8.8% Added · +56K sh | |
| 6 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $114.4M | 166.5K | 4.0% | ▲+2.1% Added · +3K sh | |
| 7 | iShares MSCI Emerging Markets ex China ETF ETF - EQUITY | $106.9M | 1.04M | 3.8% | ▲+2.2% Added · +22K sh | |
| 8 | iShares 0-5 Year TIPS Bond ETF 0-5 YR TIPS ETF | $103.7M | 1.01M | 3.7% | ▲+3.2% Added · +31K sh | |
| 9 | Vanguard Total World Stock ETF TT WRLD ST ETF | $95.3M | 606.9K | 3.4% | ▲+23% Added · +113K sh | |
| 10 | iShares Core MSCI EAFE ETF CORE MSCI EAFE | $93.3M | 966.3K | 3.3% | ▲+5.0% Added · +46K sh | |
| 11 | Xtrackers MSCI Japan Hedged Equity ETF XTRACK MSCI JAPN | $71.8M | 625.8K | 2.5% | ▼−4.5% Reduced · −30K sh | |
| 12 | iShares Core S&P Total US Stock Market ETF CORE S&P TTL STK | $69.3M | 421.9K | 2.4% | ▼−13% Reduced · −63K sh | |
| 13 | iShares 0-3 Month Treasury Bond ETF 0-3 MNTH TREASRY | $63.6M | 632.1K | 2.2% | ▲+7.0% Added · +41K sh | |
| 14 | iShares TIPS Bond ETF TIPS BD ETF | $62.8M | 574.2K | 2.2% | ▲+0.9% Added · +5K sh | |
| 15 | iShares 7-10 Year Treasury Bond ETF 7-10 YR TRSY BD | $48.5M | 513.2K | 1.7% | ▼−5.8% Reduced · −31K sh | |
| 16 | iShares Global REIT ETF GLOBAL REIT ETF | $45.1M | 1.63M | 1.6% | ▲+2.2% Added · +36K sh | |
| 17 | Vanguard Intermediate-Term Treasury ETF INTER TERM TREAS | $39.7M | 673.2K | 1.4% | ▲+3.2% Added · +21K sh | |
| 18 | iShares MSCI ACWI ETF MSCI ACWI ETF | $37.9M | 241.7K | 1.3% | ▲+8.4% Added · +19K sh | |
| 19 | SPDR S&P 500 ETF Trust TR UNIT | $36.7M | 49.2K | 1.3% | ▼−14% Reduced · −8K sh | |
| 20 | Synopsys Inc COM | $36.7M | 49.2K | 1.3% | ▼−14% Reduced · −8K sh | |
| 21 | iShares Gold Trust ISHARES | $30.0M | 397.8K | 1.1% | ▼−2.1% Reduced · −9K sh | |
| 22 | iShares J.P. Morgan EM Local Currency Bond ETF JP MORGAN EM ETF | $22.3M | 524.4K | 0.8% | ▼−8.2% Reduced · −47K sh | |
| 23 | WisdomTree Japan Hedged Equity Fund JAPN HEDGE EQT | $20.5M | 118.1K | 0.7% | ▼−0.3% Reduced · −410 sh | |
| 24 | iShares Short-Term National Muni Bond ETF SHRT NAT MUN ETF | $20.2M | 189.9K | 0.7% | ▼−15% Reduced · −32K sh | |
| 25 | Vanguard Russell 2000 ETF VNG RUS2000IDX | $20.1M | 165.3K | 0.7% | ▲+44% Added · +51K sh | |
| 26 | iShares Currency Hedged MSCI Japan ETF HDG MSCI JAPAN | $19.1M | 295.9K | 0.7% | ▼−14% Reduced · −48K sh | |
| 27 | iShares Currency Hedged MSCI ACWI EX US ETF MSCI ACWI EXUS | $18.6M | 400.3K | 0.7% | ▼−4.9% Reduced · −21K sh | |
| 28 | SPDR S&P 500 Fossil Fuel Reserves Free ETF SPDR S&P 500 ETF | $17.8M | 291.2K | 0.6% | ▼−18% Reduced · −66K sh | |
| 29 | Columbia EM Core ex-China ETF EM CORE EX ETF | $16.9M | 320.0K | 0.6% | —Held | |
| 30 | VanEck J. P. Morgan EM Local Currency Bond ETF JP MRGAN EM LOC | $16.5M | 645.4K | 0.6% | ▼−17% Reduced · −128K sh | |
| 31 | iShares 1-3 Year Treasury Bond ETF 1 3 YR TREAS BD | $15.7M | 191.5K | 0.6% | ▲+62% Added · +74K sh | |
| 32 | iShares MSCI Japan ETF MSCI JPN ETF NEW | $15.2M | 162.5K | 0.5% | ▼−12% Reduced · −21K sh | |
| 33 | Vanguard Real Estate ETF REAL ESTATE ETF | $13.8M | 143.5K | 0.5% | ▼−1.0% Reduced · −1K sh | |
| 34 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BLOOMBERG 1-3 MONTH T-BILL ETF | $13.4M | 146.5K | 0.5% | ▲+32% Added · +36K sh | |
| 35 | TCW Transform Systems ETF TRANSFORM CLMTE | $13.0M | 105.4K | 0.5% | ▲+0.1% Added · +53 sh | |
| 36 | iShares Russell 3000 ETF RUSSELL 3000 ETF | $12.8M | 30.0K | 0.5% | ▲+0.2% Added · +68 sh | |
| 37 | SPDR Bloomberg 3-12 Month T-Bill ETF BLOOMBERG 3-12 M | $11.2M | 113.1K | 0.4% | ▼−5.1% Reduced · −6K sh | |
| 38 | Xtrackers MSCI EAFE Hedged Equity ETF XTRACK MSCI EAFE | $11.0M | 200.9K | 0.4% | ▲+0.5% Added · +1K sh | |
| 39 | Energy Select Sector SPDR Fund ENERGY | $10.9M | 205.3K | 0.4% | ▼−31% Reduced · −91K sh | |
| 40 | iShares Broad USD High Yield Corporate Bond ETF BROAD USD HIGH | $9.6M | 260.4K | 0.3% | ▲+29% Added · +59K sh | |
| 41 | VanEck Israel ETF ISRAEL ETF | $9.6M | 147.3K | 0.3% | —Held | |
| 42 | Invesco QQQ Trust Series 1 UNIT SER 1 | $8.4M | 11.4K | 0.3% | ▲+0.8% Added · +88 sh | |
| 43 | Vanguard Short-Term Corporate Bond ETF SHRT TRM CORP BD | $8.1M | 102.7K | 0.3% | ▲New New position | |
| 44 | iShares MSCI China ETF MSCI CHINA ETF | $7.6M | 149.4K | 0.3% | ▼−11% Reduced · −19K sh | |
| 45 | iShares 3-7 Year Treasury Bond ETF 3 7 YR TREAS BD | $7.1M | 60.6K | 0.3% | ▲+31% Added · +14K sh | |
| 46 | Vanguard Total Stock Market ETF TOTAL STK MKT | $7.1M | 19.1K | 0.2% | ▲+0.3% Added · +54 sh | |
| 47 | iShares MSCI Pacific ex Japan ETF MSCI PAC JP ETF | $6.5M | 122.5K | 0.2% | ▲~0% Added · +34 sh | |
| 48 | iShares Short Treasury Bond ETF SHORT TREAS BD | $6.5M | 58.5K | 0.2% | ▲+0.9% Added · +519 sh | |
| 49 | iShares MSCI Emerging Markets ETF MSCI EMG MKT ETF | $6.4M | 94.1K | 0.2% | ▲+15% Added · +13K sh | |
| 50 | iShares Edge MSCI USA Quality Factor ETF MSCI USA QLT FCT | $6.0M | 27.3K | 0.2% | ▼−4.4% Reduced · −1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1694870/holdings"
Use Arkolith to show PARTNERS CAPITAL INVESTMENT GROUP, LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 186 | $2.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 174 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 166 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 162 | $2.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 161 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 182 | $5.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 125 | $3.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 177 | $6.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 186 | $5.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 140 | $3.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 273 | $4.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 243 | $4.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 221 | $4.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 137 | $2.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 139 | $2.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 132 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Nov 14, 2022 | 126 | $1.5B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 113 | $2.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 118 | $2.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 130 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 141 | $2.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Aug 16, 2021 | 142 | $2.3B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.