Fund HoldingsPARTNERS CAPITAL INVESTMENT GROUP, LLP

Total Portfolio Value
$2.65B
Total Bought
$162.42M
Total Sold
$194.22M
Net Transaction
-$31.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
iShares 0-3 Month Treasury Bond ETF0590,975+590,975059,4882.24%+59,488
VanEck J. P. Morgan EM Local Currency Bond ETF
JP MRGAN EM LOC
0773,331+773,331019,4180.73%+19,418
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
760,649919,863+159,21468,04883,2753.14%+15,228
iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
2,114,0822,187,140+73,058142,109152,5535.75%+10,444
iShares Currency Hedged MSCI EAFE ETF
HDG MSCI EAFE
3,442,2713,579,217+136,946142,372152,0995.73%+9,727
Vanguard Value ETF609,367640,487+31,120116,383125,6634.73%+9,280
iShares J.P. Morgan EM Local Currency Bond ETF385,814571,451+185,63716,03823,3150.88%+7,277
iShares Short-Term National Muni Bond ETF0222,273+222,273023,6720.89%+23,672
Vanguard Intermediate-Term Treasury ETF
INTER TERM TREAS
546,946652,463+105,51732,77838,8541.46%+6,076
iShares Gold Trust(IAU)376,393406,426+30,03330,55235,8311.35%+5,279
Energy Select Sector SPDR Fund
ST STR ENERG ETF
296,295296,295013,24718,1510.68%+4,904
iShares 3-7 Year Treasury Bond ETF12,79746,362+33,5651,5275,4980.21%+3,971
iShares 7-10 Year Treasury Bond ETF500,192544,561+44,36948,09851,9731.96%+3,874
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
ST STR BLO 1 ETF
82,502110,881+28,3797,53910,1610.38%+2,622
Xtrackers MSCI Japan Hedged Equity ETF672,898655,348-17,55063,69666,2042.49%+2,508
iShares U.S. Home Construction ETF022,858+22,85802,0700.08%+2,070
Linde PLC(LIN)10,69812,730+2,0324,5626,3110.24%+1,750
WisdomTree Japan Hedged Equity Fund(WT)118,546118,546017,09018,7990.71%+1,709
MasTec Inc(MTZ)20,62318,630-1,9934,4835,9940.23%+1,511
Deere & Co(DE)09,141+9,14105,1490.19%+5,149
Parker-Hannifin Corp(PH)01,630+1,63001,4590.05%+1,459
Xtrackers MSCI EAFE Hedged Equity ETF175,554199,828+24,2748,4469,8720.37%+1,426
General Electric Co(GE)04,998+4,99801,4180.05%+1,418
Johnson Controls International plc
SHS
010,689+10,68901,4000.05%+1,400
Trane Technologies PLC(TT)04,042+4,04201,6840.06%+1,684
PACCAR Inc(PCAR)010,086+10,08601,1650.04%+1,165
iShares Global REIT ETF
GLOBAL REIT ETF
1,563,8071,596,022+32,21539,01740,1401.51%+1,123
Xcel Energy Inc(XEL)018,903+18,90301,5020.06%+1,502
iShares Core Growth Allocation ETF7,66824,307+16,6394981,5640.06%+1,066
Coinbase Global Inc(COIN)08,305+8,30501,4500.05%+1,450
Emerson Electric Co(EMR)3,58111,597+8,0164751,5190.06%+1,044
Global X Cybersecurity ETF
CYBRSCURTY ETF
039,510+39,51009920.04%+992
iShares MSCI ACWI ex US ETF12,59426,047+13,4538451,7830.07%+938
iShares 1-3 Year Treasury Bond ETF106,376117,887+11,5118,8109,7340.37%+924
Columbia EM Core ex-China ETF
EM CORE EX ETF
0320,043+320,043013,0610.49%+13,061
iShares MSCI Pacific ex Japan ETF118,784122,513+3,7295,9956,5100.25%+515
Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
2,899,9292,917,104+17,175170,313170,7676.43%+454
SPDR Gold Shares(GLD)12,31012,31004,8795,2970.20%+418
Eversource Energy(ES)05,927+5,92704110.02%+411
nVent Electric PLC(NVT)03,352+3,35203960.01%+396
EMCOR Group Inc(EME)0509+50903760.01%+376
iShares Currency Hedged MSCI Japan ETF
HDG MSCI JAPAN
0343,797+343,797019,3490.73%+19,349
Hims & Hers Health Inc(HIMS)013,000+13,00002700.01%+270
Seagate Technology Holdings PLC
ORD SHS
2,2542,25406218830.03%+262
Seagate Technology PLC2,2542,25406218830.03%+262
Rocket Lab USA Inc04,000+4,00002570.01%+257
VanEck Israel ETF
ISRAEL ETF
147,257147,25708,6598,9040.34%+244
New York Times Co/The(NYT)02,613+2,61302190.01%+219
Howmet Aerospace Inc(HWM)7,2007,20001,4761,6590.06%+183
United Therapeutics Corp(UTHR)03,651+3,65102,1650.08%+2,165
Burberry Group PLC012,000+12,00001770.01%+177
Allogene Therapeutics Inc161,597161,59702213940.01%+173
TCW Transform Systems ETF
TRANS SYSTE ETF
0105,340+105,340010,2990.39%+10,299
iShares MSCI Emerging Markets ETF81,46181,46104,4574,6260.17%+169
Vanguard Real Estate ETF0144,944+144,944012,8570.48%+12,857
Ondas Holdings Inc(ONDS)017,000+17,00001540.01%+154
iShares Expanded Tech-Software Sector ETF13,16919,199+6,0301,3921,5370.06%+145
Vertiv Holdings Co(VRT)02,320+2,32005810.02%+581
iShares Semiconductor ETF4,0164,018+21,2091,3210.05%+111
Vanguard Russell 2000 ETF
VNG RUS2000IDX
114,466114,697+23111,39211,4890.43%+97
SPDR Bloomberg 3-12 Month T-Bill ETF
ST STR BL 12 ETF
0119,196+119,196011,8530.45%+11,853
iShares Short Treasury Bond ETF057,957+57,95706,3980.24%+6,398
Primoris Services Corp(PRIM)2,6972,69703353860.01%+51
CenterPoint Energy Inc(CNP)10,11210,11203884360.02%+49
iShares Currency Hedged MSCI ACWI EX US ETF
MSCI ACWI EXUS
434,639420,782-13,85717,16017,2060.65%+46
Franklin Covey Co11,92415,341+3,4172002420.01%+42
PG&E Corp(PCG)26,06626,06604194580.02%+39
Eaton Corp PLC(ETN)97897803123500.01%+38
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
31,35031,484+1346,0056,0420.23%+37
Cummins Inc(CMI)1,2041,20406156480.02%+33
Bristol-Myers Squibb Co(BMY)78,97270,708-8,2644,2604,2880.16%+29
Vanguard Short-Term Inflation-Protected Securities ETF048,597+48,59702,4270.09%+2,427
Blackstone Mortgage Trust Inc(BXMT)44,46645,543+1,0778518720.03%+22
iShares Russell Mid-Cap ETF15,23915,280+411,4671,4860.06%+19
iShares MSCI EAFE Value ETF6,3246,32404524700.02%+19
iShares Residential and Multisector Real Estate ETF028,990+28,99002,4120.09%+2,412
Netflix Inc(NFLX)06,460+6,46006210.02%+621
Republic Services Inc(RSG)01,836+1,83604020.02%+402
Waste Management Inc(WM)01,224+1,22402810.01%+281
Urban Edge Properties(UE)13,14713,14702522630.01%+10
ProShares S&P 500 Dividend Aristocrats ETF
S&P 500 DV ARIST
4,5434,54304734820.02%+9
SPDR Bloomberg 1-10 Year TIPS ETF
STATE STRET SPDR
72,11472,11401,3761,3840.05%+8
Vanguard FTSE Emerging Markets ETF8,0178,01704314330.02%+2
iShares S&P 500 Value ETF5,3325,352+201,1311,1300.04%-1
iShares iBoxx High Yield Corporate Bond ETF2,8902,919+292332320.01%-1
Bit Digital Inc010,000+10,0000130.00%+13
Citigroup Inc(C)2,4322,43202842760.01%-8
Bitfarms Ltd/Canada
COM
20,00020,000047390.00%-8
POET Technologies Inc(POET)23,00023,00001461370.01%-9
Teads Holding Co0209,407+209,40701380.01%+138
Berkshire Hathaway Inc45945902312200.01%-11
iShares National Muni Bond ETF30,95931,123+1643,3163,3040.12%-12
GFL Environmental Inc(GFL)010,507+10,50704380.02%+438
Taiwan Semiconductor Manufacturing Co Ltd(TSM)012,542+12,54204,2390.16%+4,239
Vanguard Dividend Appreciation ETF5,1145,134+201,1241,1040.04%-20
Vanguard Financials ETF
FINANCIALS ETF
1,8771,87702512270.01%-24
Opendoor Technologies Inc(OPEN)021,326+21,32601000.00%+100
Vistra Energy Corp(VST)02,450+2,45003680.01%+368
Uber Technologies Inc(UBER)03,063+3,06302200.01%+220
iShares Edge MSCI Min Vol USA ETF
MSCI USA MIN ETF
29,34129,465+1242,7632,7330.10%-30
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