Partners Capital Investment Group, LLP holds a focused book of 174 stocks worth $2.7B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Vaneck JPM Em Local Curr BND and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 20% of the equity book.
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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.
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
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 | $536.8M | 821.8K | 20.2% | ▼−5.3% Reduced · −46K sh | |
| 2 | Vanguard Short-Term Treasury ETF SHORT TERM TREAS | $170.8M | 2.92M | 6.4% | ▲+0.6% Added · +17K sh | |
| 3 | iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT | $152.6M | 2.19M | 5.7% | ▲+3.5% Added · +73K sh | |
| 4 | iShares Currency Hedged MSCI EAFE ETF HDG MSCI EAFE | $152.1M | 3.58M | 5.7% | ▲+4.0% Added · +137K sh | |
| 5 | Vanguard Value ETF VALUE ETF | $125.7M | 640.5K | 4.7% | ▲+5.1% Added · +31K sh | |
| 6 | iShares 0-5 Year TIPS Bond ETF 0-5 YR TIPS ETF | $101.8M | 983.8K | 3.8% | ▼−24% Reduced · −306K sh | |
| 7 | Vanguard S&P 500 ETF S&P 500 ETF SHS | $97.5M | 163.1K | 3.7% | ▼−11% Reduced · −20K sh | |
| 8 | iShares Core MSCI EAFE ETF CORE MSCI EAFE | $83.3M | 919.9K | 3.1% | ▲+21% Added · +159K sh | |
| 9 | iShares MSCI Emerging Markets ex China ETF ETF - EQUITY | $80.4M | 1.02M | 3.0% | ▼−12% Reduced · −133K sh | |
| 10 | iShares Core S&P Total US Stock Market ETF CORE S&P TTL STK | $69.0M | 484.5K | 2.6% | ▲+3.9% Added · +18K sh | |
| 11 | Vanguard Total World Stock ETF TT WRLD ST ETF | $68.3M | 493.7K | 2.6% | ▼−14% Reduced · −79K sh | |
| 12 | Xtrackers MSCI Japan Hedged Equity ETF XTRACK MSCI JAPN | $66.2M | 655.3K | 2.5% | ▼−2.6% Reduced · −18K sh | |
| 13 | iShares TIPS Bond ETF TIPS BD ETF | $62.8M | 569.2K | 2.4% | ▼−21% Reduced · −153K sh | |
| 14 | iShares 0-3 Month Treasury Bond ETF 0-3 MNTH TREASRY | $59.5M | 591.0K | 2.2% | ▲+106% Added · +304K sh | |
| 15 | iShares 7-10 Year Treasury Bond ETF 7-10 YR TRSY BD | $52.0M | 544.6K | 2.0% | ▲+8.9% Added · +44K sh | |
| 16 | iShares Global REIT ETF GLOBAL REIT ETF | $40.1M | 1.60M | 1.5% | ▲+2.1% Added · +32K sh | |
| 17 | Vanguard Intermediate-Term Treasury ETF INTER TERM TREAS | $38.9M | 652.5K | 1.5% | ▲+19% Added · +106K sh | |
| 18 | SPDR S&P 500 ETF Trust TR UNIT | $37.2M | 57.2K | 1.4% | ▲+0.3% Added · +164 sh | |
| 19 | Synopsys Inc COM | $37.2M | 57.2K | 1.4% | ▲+0.3% Added · +164 sh | |
| 20 | iShares Gold Trust ISHARES | $35.8M | 406.4K | 1.3% | ▲+8.0% Added · +30K sh | |
| 21 | iShares MSCI ACWI ETF MSCI ACWI ETF | $30.9M | 223.0K | 1.2% | ▼−23% Reduced · −65K sh | |
| 22 | iShares Short-Term National Muni Bond ETF SHRT NAT MUN ETF | $23.7M | 222.3K | 0.9% | ▲+40% Added · +63K sh | |
| 23 | iShares J.P. Morgan EM Local Currency Bond ETF JP MORGAN EM ETF | $23.3M | 571.5K | 0.9% | ▲+48% Added · +186K sh | |
| 24 | VanEck J. P. Morgan EM Local Currency Bond ETF JP MRGAN EM LOC | $19.4M | 773.3K | 0.7% | ▲New New position | |
| 25 | iShares Currency Hedged MSCI Japan ETF HDG MSCI JAPAN | $19.3M | 343.8K | 0.7% | ▼−4.9% Reduced · −18K sh | |
| 26 | SPDR S&P 500 Fossil Fuel Reserves Free ETF SPDR S&P 500 ETF | $18.9M | 357.2K | 0.7% | ▲+0.2% Added · +863 sh | |
| 27 | WisdomTree Japan Hedged Equity Fund JAPN HEDGE EQT | $18.8M | 118.5K | 0.7% | —Held | |
| 28 | Energy Select Sector SPDR Fund ENERGY | $18.2M | 296.3K | 0.7% | —Held | |
| 29 | iShares Currency Hedged MSCI ACWI EX US ETF MSCI ACWI EXUS | $17.2M | 420.8K | 0.6% | ▼−3.2% Reduced · −14K sh | |
| 30 | iShares MSCI Japan ETF MSCI JPN ETF NEW | $15.5M | 184.0K | 0.6% | ▼−13% Reduced · −29K sh | |
| 31 | Columbia EM Core ex-China ETF EM CORE EX ETF | $13.1M | 320.0K | 0.5% | —Held | |
| 32 | Vanguard Real Estate ETF REAL ESTATE ETF | $12.9M | 144.9K | 0.5% | ▲+1.1% Added · +2K sh | |
| 33 | SPDR Bloomberg 3-12 Month T-Bill ETF BLOOMBERG 3-12 M | $11.9M | 119.2K | 0.4% | ▲+0.6% Added · +669 sh | |
| 34 | Vanguard Russell 2000 ETF VNG RUS2000IDX | $11.5M | 114.7K | 0.4% | ▲+0.2% Added · +231 sh | |
| 35 | iShares Russell 3000 ETF RUSSELL 3000 ETF | $11.1M | 29.9K | 0.4% | ▲+0.2% Added · +60 sh | |
| 36 | TCW Transform Systems ETF TRANSFORM CLMTE | $10.3M | 105.3K | 0.4% | —Held | |
| 37 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF BLOOMBERG 1-3 MONTH T-BILL ETF | $10.2M | 110.9K | 0.4% | ▲+34% Added · +28K sh | |
| 38 | Xtrackers MSCI EAFE Hedged Equity ETF XTRACK MSCI EAFE | $9.9M | 199.8K | 0.4% | ▲+14% Added · +24K sh | |
| 39 | iShares 1-3 Year Treasury Bond ETF 1 3 YR TREAS BD | $9.7M | 117.9K | 0.4% | ▲+11% Added · +12K sh | |
| 40 | iShares MSCI China ETF MSCI CHINA ETF | $9.5M | 168.4K | 0.4% | —Held | |
| 41 | iShares Russell 2000 ETF RUSSELL 2000 ETF | $9.0M | 36.3K | 0.3% | ▼−2.5% Reduced · −920 sh | |
| 42 | VanEck Israel ETF ISRAEL ETF | $8.9M | 147.3K | 0.3% | —Held | |
| 43 | iShares Broad USD High Yield Corporate Bond ETF BROAD USD HIGH | $7.4M | 201.4K | 0.3% | ▼−22% Reduced · −57K sh | |
| 44 | iShares MSCI EAFE ETF MSCI EAFE ETF | $6.8M | 70.5K | 0.3% | ▼−41% Reduced · −49K sh | |
| 45 | iShares MSCI Pacific ex Japan ETF MSCI PAC JP ETF | $6.5M | 122.5K | 0.2% | ▲+3.1% Added · +4K sh | |
| 46 | Invesco QQQ Trust Series 1 UNIT SER 1 | $6.5M | 11.3K | 0.2% | ▲+1.5% Added · +171 sh | |
| 47 | iShares Short Treasury Bond ETF SHORT TREAS BD | $6.4M | 58.0K | 0.2% | ▲+0.6% Added · +339 sh | |
| 48 | Linde PLC SHS | $6.3M | 12.7K | 0.2% | ▲+19% Added · +2K sh | |
| 49 | Vanguard Total Stock Market ETF TOTAL STK MKT | $6.1M | 19.1K | 0.2% | ▲+3.7% Added · +683 sh | |
| 50 | Invesco S&P 500 Equal Weight ETF S&P500 EQL WGT | $6.0M | 31.5K | 0.2% | ▲+0.4% Added · +134 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q4 2020 | Dec 31, 2020 | May 17, 2021 | 118 | $1.7B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. Price-derived performance is withheld until the price-source policy and freshness gate are green.