PARTNERS CAPITAL INVESTMENT GROUP, LLP

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
162
Total value ($000)
$2,516,534
Net value change ($000)
+21,122 (0.8%)
New positions
10
Sold out positions
9
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STIP 11,427 13.6%
HEFA 10,969 9.1%
IVV 8,827 1.7%
ACWI 6,594 13.3%
VOO 6,110 5.3%
SUB 6,058 36.1%
SPYX 5,877 60.1%
TIP 5,842 10.1%
DBJP 5,024 9.3%
SGOV 4,895 18.5%
Top Reduces (Value $000, Stocks/ETFs)
EMXC -18,541 -20.3%
EFA -18,235 -59.9%
BILS -13,282 -45.3%
IEFA -10,127 -14.2%
VGSH -8,525 -5.5%
VNO -7,784 -100.0%
SLG -6,289 -100.0%
MUSA -5,123 -100.0%
EWJ -4,171 -17.0%
BIL -4,064 -36.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type