PARTNERS CAPITAL INVESTMENT GROUP, LLP

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$2,654,654
Net value change ($000)
-29,065 (-1.1%)
New positions
15
Sold out positions
7
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 30,670 106.4%
EMLC 19,418 NEW
IEFA 15,227 22.4%
IEMG 10,444 7.3%
HEFA 9,727 6.8%
VTV 9,280 8.0%
LEMB 7,277 45.4%
SUB 6,686 39.4%
VGIT 6,076 18.5%
IAU 5,279 17.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -57,447 -9.7%
STIP -30,336 -23.0%
VOO -17,281 -15.1%
TIP -16,565 -20.9%
VT -12,443 -15.4%
ACWI -9,918 -24.3%
EFA -4,591 -40.1%
EMXC -3,565 -4.2%
AAPL -3,416 -100.0%
SRLN -2,916 -63.2%
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