Partners Capital Investment Group, LLP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.57 Billion distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.17B, Vanguard Index Fds S&P 500 ETF with a value of $372M, Vanguard Value ETF with a value of $287M, Vanguard Total World Stk Index with a value of $281M, and Vanguard with a value of $264M.

Examining the 13F form we can see an increase of $2.22B in the current position value, from $3.34B to 5.57B.

Partners Capital Investment Group, LLP is based out at Boston, MA

Below you can find more details about Partners Capital Investment Group, LLP portfolio as well as his latest detailed transactions.

Portfolio value $5.57 Billion
ETFs: $5.28 Billion
Technology: $79.8 Million
Financial Services: $52.3 Million
Industrials: $39.6 Million
Healthcare: $37.1 Million
Communication Services: $27.7 Million
Basic Materials: $22.5 Million
Consumer Cyclical: $14.6 Million
Other: $14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $5.57 Billion
  • Prior Value $3.34 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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