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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
Page 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALLO Allogene Therapeutics Inc Healthcare 161,597.0 $394K 0.01% $2.44 -13.5%
142 PRIM Primoris Services Corp Industrials 2,697.0 $386K 0.01% $143.04 -35.0%
143 EME EMCOR Group Inc Industrials 509.0 $376K 0.01% NEW $738.31 +8.9%
144 Safran SA 1,158.0 $374K 0.01% $322.82
145 VST Vistra Energy Corp Utilities 2,450.0 $368K 0.01% $150.33 +1.9%
146 ETN Eaton Corp PLC Industrials 978.0 $350K 0.01% $357.67 +15.3%
147 WM Waste Management Inc Industrials 1,224.0 $281K 0.01% $229.79 -2.5%
148 URGN UroGen Pharma Ltd Healthcare 15,384.0 $277K 0.01% $17.98 +111.0%
149 C Citigroup Inc Financial Services 2,432.0 $276K 0.01% $113.41 +23.6%
150 SRVR Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf 8,667.0 $271K 0.01% -14K -61.8% $31.22 +1.0%
151 HIMS Hims & Hers Health Inc Healthcare 13,000.0 $270K 0.01% NEW $20.76 +81.0%
152 UE Urban Edge Properties Real Estate 13,147.0 $263K 0.01% $19.98 +13.3%
153 Rocket Lab USA Inc 4,000.0 $257K 0.01% NEW $64.22
154 FSLR First Solar Inc Energy 1,254.0 $247K 0.01% $197.26 +17.7%
155 FC Franklin Covey Co Industrials 15,341.0 $242K 0.01% +3K +28.7% $15.79 +58.3%
156 KKR KKR & Co Inc Financial Services 2,529.0 $234K 0.01% $92.50 +0.1%
157 INDS Pacer Funds Trust-Pacer Benchmark Industrial Real Estate Sctr Etf 6,365.0 $234K 0.01% -11K -62.9% $36.74 +10.1%
158 HYG iShares iBoxx High Yield Corporate Bond ETF 2,919.0 $232K 0.01% +29.0 +1.0% $79.55 +0.0%
159 GWRE Guidewire Software Inc Technology 1,529.0 $229K 0.01% $149.56 -14.6%
160 VFH Vanguard Financials ETF 1,877.0 $227K 0.01% $120.82 +11.2%
Page 8 of 9  ·  174 positions

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%