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Portfolio (Quarterly) Guide ↗

PARTNERS CAPITAL INVESTMENT GROUP, LLP

· CIK 0001694870
13F Portfolio $2.7B AUM 174 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 37 Added 53 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EMLC VanEck J. P. Morgan EM Local Currency Bond ETF 773,331.0 $19.4M 0.73% NEW $25.11 +1.0%
2 ITB iShares U.S. Home Construction ETF 22,858.0 $2.1M 0.08% NEW $90.55 +12.8%
3 PH Parker-Hannifin Corp Industrials 1,630.0 $1.5M 0.06% NEW $895.24 +7.7%
4 GE General Electric Co Industrials 4,998.0 $1.4M 0.05% NEW $283.77 +32.1%
5 JCI Johnson Controls International plc Industrials 10,689.0 $1.4M 0.05% NEW $130.95 +10.6%
6 PCAR PACCAR Inc Industrials 10,086.0 $1.2M 0.04% NEW $115.50 +5.0%
7 BUG Global X Cybersecurity ETF 39,510.0 $992K 0.04% NEW $25.11 +56.0%
8 ES Eversource Energy Utilities 5,927.0 $411K 0.01% NEW $69.28 +4.2%
9 NVT nVent Electric PLC Industrials 3,352.0 $396K 0.01% NEW $118.28 +35.3%
10 EME EMCOR Group Inc Industrials 509.0 $376K 0.01% NEW $738.31 +8.9%
11 HIMS Hims & Hers Health Inc Healthcare 13,000.0 $270K 0.01% NEW $20.76 +81.0%
12 Rocket Lab USA Inc 4,000.0 $257K 0.01% NEW $64.22
13 NYT New York Times Co/The Communication Services 2,613.0 $219K 0.01% NEW $83.73 -14.3%
14 Burberry Group PLC 12,000.0 $177K 0.01% NEW $14.71
15 ONDS Ondas Holdings Inc Technology 17,000.0 $154K 0.01% NEW $9.04 -12.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.0%
Technology 28.3%
Industrials 15.8%
Communication Services 8.2%
Healthcare 5.1%
Consumer Cyclical 4.4%
Basic Materials 1.7%
Utilities 1.6%
Real Estate 0.7%
Energy 0.1%