PARTNERS CAPITAL INVESTMENT GROUP, LLP

CIK

1694870

Location

Boston, MA

Portfolio Value

Micro $3,456,576

Diversification

Diversified

Filing Date

Global Rank

#4,011 / 8,232 ▲ 26

Top Industry

Software - Infrastructure 20.1%

3Y Alpha vs SPY

-3.0%

Period ended 2 months ago

Filed May 12, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.5%

SPY

+76.3%

Annualised alpha

-3.0%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.9%

+0.9 pts

Top 5

41.5%

−0.3 pts

Top 10

54.1%

+0.7 pts

HHI

663

Diversified+5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.2%	$48,991,517	3
Technology	22.9%	$42,943,039	14
Industrials	16.9%	$31,664,340	20
Financial Services	10.6%	$19,776,299	12
Communication Services	7.9%	$14,756,703	8
Healthcare	6.3%	$11,873,038	8
Consumer Cyclical	4.7%	$8,837,456	5
Basic Materials	1.8%	$3,456,576	1
Utilities	1.7%	$3,174,996	5
Real Estate	0.8%	$1,435,652	4
Consumer Defensive	0.1%	$242,234	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
XEL	Xcel Energy Inc	+13,692	18,903	$1,501,654
EMR	Emerson Electric Co	+8,016	11,597	$1,519,438
COIN	Coinbase Global, Inc.	+6,567	8,305	$1,450,136
FC	Franklin Covey Co	+3,417	15,341	$242,234
TT	Trane Technologies plc	+2,830	4,042	$1,684,463
DE	Deere & Co	+1,298	9,141	$5,149,125
BXMT	Blackstone Mortgage Trust, Inc.	+1,077	45,543	$872,148
QQQ	Invesco Qqq Trust, Series 1	+171	11,277	$6,508,858
SPY	Spdr S&P 500 ETF Trust	+164	57,179	$37,185,790
SNPS	Synopsys Inc	+164	57,179	$22,670,329
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NWSA	News Corp	−15,992	143,137	$3,568,405
NOW	ServiceNow, Inc.	−11,820	7,345	$767,919
BMY	Bristol Myers Squibb Co	−8,264	70,708	$4,288,440
QSR	Restaurant Brands International Inc.	−5,645	48,294	$3,568,926
SCHW	Schwab Charles Corp	−4,514	38,623	$3,629,789
ICE	Intercontinental Exchange, Inc.	−2,613	22,346	$3,514,578
MTZ	Mastec Inc	−1,993	18,630	$5,994,016
INCY	Incyte Corp	−1,910	16,343	$1,538,203
COF	Capital One Financial Corp	−1,900	16,302	$2,973,973
CRM	Salesforce, Inc.	−1,770	15,137	$2,825,623
V	Visa Inc.	−1,698	10,658	$3,221,273
META	Meta Platforms, Inc.	−1,647	7,278	$4,163,962
MSFT	Microsoft Corp	−1,537	13,791	$5,105,014
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,465	12,542	$4,238,568
HLT	Hilton Worldwide Holdings Inc.	−1,439	12,318	$3,745,657
VMC	Vulcan Materials CO	−1,405	12,694	$3,456,576
GOOGL	Alphabet Inc.	−1,256	16,821	$4,837,046
AVGO	Broadcom Inc.	−1,075	9,213	$2,851,515
TYL	Tyler Technologies Inc	−880	7,522	$2,575,382
SPGI	S&P Global Inc.	−818	6,991	$2,973,551
ONC	BeOne Medicines Ltd.	−600	5,144	$1,527,613
BX	Blackstone Inc.	−515	3,674	$422,473
URI	United Rentals, Inc.	−501	4,281	$3,118,965
VRT	Vertiv Holdings Co	−500	2,320	$581,345
UTHR	UNITED THERAPEUTICS Corp	−425	3,651	$2,164,969
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
PH	Parker-Hannifin Corp	1,630	$1,459,241
GE	General Electric Co	4,998	$1,418,282
JCI	Johnson Controls International plc	10,689	$1,399,724
PCAR	Paccar Inc	10,086	$1,164,933
ES	Eversource Energy	5,927	$410,622
NVT	nVent Electric plc	3,352	$396,474
EME	EMCOR Group, Inc.	509	$375,799
HIMS	Hims & Hers Health, Inc.	13,000	$269,880
NYT	New York Times Co	2,613	$218,786
ONDS	Ondas Inc.	17,000	$153,680
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	12,565	$3,415,920
JBTM	JBT MAREL Corp	13,816	$2,081,656
IREN	IREN Ltd	11,000	$415,470
KMB	Kimberly Clark Corp	2,500	$252,225
PLTR	Palantir Technologies Inc.	1,254	$222,898
TSLA	Tesla, Inc.	492	$221,262
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $3,456,576 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
VMC	Vulcan Materials CO Basic Materials	Reduced	12,694	-1,405	$3,456,576	−14.0%	100.00%