StockDriftsStockDriftsTop 50 Partners Capital Investment Group LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 19.37% | 733.2K | $549.1M | -10.79%(-88.66K) | $543.12(+43.42%) | 2026-06-30 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 6.22% | 2.13M | $176.4M | -2.62%(-57.41K) | $52.96(+56.02%) | 2026-06-30 | |
| VGSH | Vanguard Short-Term Treasury ETF | 5.73% | 2.79M | $162.3M | -4.38%(-127.69K) | $58.38(-0.40%) | 2026-06-30 | |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | 5.66% | 3.42M | $160.5M | -4.46%(-159.75K) | $35.61(+34.25%) | 2026-06-30 | |
| VTV | Vanguard Value ETF | 5.36% | 696.7K | $151.8M | +8.78%(+56.24K) | $162.15(+40.31%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 ETF | 4.03% | 166.5K | $114.4M | +2.10%(+3.42K) | $481.41(+48.04%) | 2026-06-30 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | 3.77% | 1.04M | $106.9M | +2.20%(+22.44K) | $55.17(+80.21%) | 2026-06-30 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | 3.66% | 1.01M | $103.7M | +3.16%(+31.12K) | $101.07(-0.33%) | 2026-06-30 | |
| VT | Vanguard Total World Stock ETF | 3.36% | 606.9K | $95.3M | +22.93%(+113.22K) | $115.20(+39.50%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 3.29% | 966.3K | $93.3M | +5.05%(+46.42K) | $79.91(+26.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.22% | +45.15% | +5.35% | +29.78% |
| Top 20 Holdings Unweighted | +10.85% | +36.21% | +3.22% | +17.15% |
Partners Capital Investment Group LLP reports $2.83B in US-listed equity holdings across 186 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.4%), IEMG (6.2%) and VGSH (5.7%). The top 20 holdings account for 78.52% of reported assets. Its disclosed equity book has returned +45.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Partners Capital Investment Group LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694870). View Partners Capital Investment Group LLP’s 13F filings on SEC