PARTNERS CAPITAL INVESTMENT GROUP, LLP

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$2,834,680
Net value change ($000)
+180,026 (6.8%)
New positions
26
Sold out positions
14
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VT 26,967 39.5%
EMXC 26,462 32.9%
VTV 26,175 20.8%
IEMG 23,874 15.6%
VOO 16,905 17.3%
IVV 12,242 2.3%
IEFA 10,049 12.1%
VTWO 8,577 74.7%
HEFA 8,359 5.5%
VCSH 8,120 NEW
Top Reduces (Value $000, Stocks/ETFs)
VGSH -8,423 -4.9%
XLE -7,250 -39.9%
IAU -5,791 -16.2%
IWM -5,740 -63.8%
MSFT -5,105 -100.0%
SUB -3,458 -14.6%
IEF -3,436 -6.6%
Ferguson (Jersey) Ltd -3,315 -100.0%
QSR -3,285 -92.0%
EMLC -2,922 -15.0%
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