PARTNERS CAPITAL INVESTMENT GROUP, LLP

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$2,683,719
Net value change ($000)
+167,185 (6.6%)
New positions
13
Sold out positions
9
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 79,367 15.4%
STIP 36,619 38.4%
VGSH 24,905 17.1%
LEMB 16,038 NEW
TIP 15,784 24.8%
VGIT 13,204 67.5%
EMXC 10,978 15.0%
HEFA 10,283 7.8%
IEF 7,146 17.4%
IEFA 7,049 11.6%
Top Reduces (Value $000, Stocks/ETFs)
ACWI -15,341 -27.3%
USHY -9,398 -49.3%
ITOT -7,367 -9.6%
VOO -6,496 -5.4%
SUB -5,860 -25.7%
ABLZF -5,343 -100.0%
BN -4,832 -100.0%
GROUPE DANONE -4,832 -100.0%
CTVA -4,810 -100.0%
BILS -4,287 -26.7%
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