← la investitorii mari
Partners Capital Investment Group, Llp
administrator de active · portofoliu $2.83 mld. · 186 poziții · raport la 30.06.2026
Poziții în Acțiuni raport pentru 30.06.2026, depus 13.08.2026; modificare — față de 31.03.2026 · 200
| Companie | Acțiuni | Valoare | % din portofoliu | Modificare Trimestrială |
|---|---|---|---|---|
| iShares Core S&P 500 ETF US:IVV · ETF | 733 194 | $549 mil. | 19.37% | −88 655 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 2 129 728 | $176 mil. | 6.22% | −57 412 |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 2 789 417 | $162 mil. | 5.73% | −127 687 |
| iShares Currency Hedged MSCI… US:HEFA · ETF | 3 419 467 | $160 mil. | 5.66% | −159 750 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 696 729 | $152 mil. | 5.36% | +56 242 |
| Vanguard S&P 500 ETF US:VOO · ETF | 166 503 | $114 mil. | 4.03% | +3 420 |
| iShares MSCI Emerging Market… US:EMXC · ETF | 1 044 702 | $107 mil. | 3.77% | +22 443 |
| iShares 0-5 Year TIPS Bond E… US:STIP · ETF | 1 014 965 | $104 mil. | 3.66% | +31 120 |
| Vanguard Total World Stock I… US:VT · ETF | 606 900 | $95.3 mil. | 3.36% | +113 221 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 966 288 | $93.3 mil. | 3.29% | +46 425 |
| Xtrackers MSCI Japan Hedged… US:DBJP · ETF | 625 798 | $71.8 mil. | 2.53% | −29 550 |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 421 882 | $69.3 mil. | 2.44% | −62 640 |
| iShares 0-3 Month Treasury B… US:SGOV · ETF | 632 080 | $63.6 mil. | 2.24% | +41 105 |
| iShares TIPS Bond ETF US:TIP · ETF | 574 221 | $62.8 mil. | 2.22% | +4 989 |
| iShares 7-10 Year Treasury B… US:IEF · ETF | 513 242 | $48.5 mil. | 1.71% | −31 319 |
| iShares Global REIT ETF US:REET · ETF | 1 631 844 | $45.1 mil. | 1.59% | +35 822 |
| Vanguard Intermediate-Term T… US:VGIT · ETF | 673 161 | $39.7 mil. | 1.40% | +20 698 |
| iShares MSCI ACWI ETF US:ACWI · ETF | 241 678 | $37.9 mil. | 1.34% | +18 646 |
| Synopsys Inc US:SNPS | 49 196 | $36.7 mil. | 1.30% | −7 983 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 49 196 | $36.7 mil. | 1.30% | −7 983 |
| iShares Gold Trust CUSIP 464285105 | 397 825 | $30.0 mil. | 1.06% | −8 601 |
| iShares J.P. Morgan EM Local… US:LEMB · ETF | 524 424 | $22.3 mil. | 0.78% | −47 027 |
| WisdomTree Japan Hedged Equi… US:DXJ · ETF | 118 136 | $20.5 mil. | 0.72% | −410 |
| iShares Short-Term National… US:SUB · ETF | 189 853 | $20.2 mil. | 0.71% | −32 420 |
| Vanguard Russell 2000 Index… US:VTWO · ETF | 165 262 | $20.1 mil. | 0.71% | +50 565 |
| iShares Currency Hedged MSCI… US:HEWJ · ETF | 295 885 | $19.1 mil. | 0.67% | −47 912 |
| iShares Currency Hedged MSCI… US:HAWX · ETF | 400 263 | $18.6 mil. | 0.66% | −20 519 |
| SPDR® S&P 500 Fossil Fuel Re… US:SPYX · ETF | 291 227 | $17.8 mil. | 0.63% | −65 958 |
| Columbia EM Core ex-China ET… US:XCEM · ETF | 320 043 | $16.9 mil. | 0.60% | — |
| VanEck J.P. Morgan EM Local… US:EMLC · ETF | 645 385 | $16.5 mil. | 0.58% | −127 946 |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 191 523 | $15.7 mil. | 0.55% | +73 636 |
| iShares MSCI Japan ETF US:EWJ · ETF | 162 538 | $15.2 mil. | 0.53% | −21 481 |
| Vanguard Real Estate Index F… US:VNQ · ETF | 143 539 | $13.8 mil. | 0.49% | −1 405 |
| SPDR® Bloomberg 1-3 Month T-… US:BIL · ETF | 146 466 | $13.4 mil. | 0.47% | +35 585 |
| TCW Transform Systems ETF US:PWRD · ETF | 105 393 | $13.0 mil. | 0.46% | +53 |
| iShares Russell 3000 ETF US:IWV · ETF | 29 975 | $12.8 mil. | 0.45% | +68 |
| SPDR Series Trust - SPDR Blo… US:BILS · ETF | 113 143 | $11.2 mil. | 0.40% | −6 053 |
| Xtrackers MSCI EAFE Hedged E… US:DBEF · ETF | 200 905 | $11.0 mil. | 0.39% | +1 077 |
| Energy Select Sector SPDR® F… US:XLE · ETF | 205 262 | $10.9 mil. | 0.38% | −91 033 |
| iShares Broad USD High Yield… US:USHY · ETF | 260 361 | $9.64 mil. | 0.34% | +58 914 |
| VanEck Israel ETF US:ISRA · ETF | 147 257 | $9.55 mil. | 0.34% | — |
| Invesco QQQ Trust US:QQQ · ETF | 11 365 | $8.37 mil. | 0.30% | +88 |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 102 742 | $8.12 mil. | 0.29% | nouă |
| iShares MSCI China ETF US:MCHI · ETF | 149 450 | $7.63 mil. | 0.27% | −18 957 |
| iShares 3-7 Year Treasury Bo… US:IEI · ETF | 60 622 | $7.12 mil. | 0.25% | +14 260 |
| Vanguard Total Stock Market… US:VTI · ETF | 19 106 | $7.07 mil. | 0.25% | +54 |
| iShares MSCI Pacific ex Japa… US:EPP · ETF | 122 547 | $6.53 mil. | 0.23% | +34 |
| iShares 0–1 Year Treasury Bo… US:SHV · ETF | 58 476 | $6.45 mil. | 0.23% | +519 |
| iShares MSCI Emerging Market… US:EEM · ETF | 94 056 | $6.43 mil. | 0.23% | +12 595 |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 27 341 | $6.00 mil. | 0.21% | −1 252 |
| Alphabet Inc. US:GOOGL | 15 635 | $5.59 mil. | 0.20% | −1 186 |
| Taiwan Semiconductor Manufac… US:TSM | 11 369 | $5.43 mil. | 0.19% | −1 173 |
| Deere & Company US:DE | 8 118 | $5.15 mil. | 0.18% | −1 023 |
| MasTec Inc US:MTZ | 11 648 | $4.85 mil. | 0.17% | −6 982 |
| SPDR® Gold Shares US:GLD · ETF | 12 310 | $4.53 mil. | 0.16% | — |
| Linde PLC CUSIP G5494J103 | 8 545 | $4.43 mil. | 0.16% | −4 185 |
| iShares MSCI EAFE ETF US:EFA · ETF | 41 861 | $4.35 mil. | 0.15% | −28 663 |
| PG&E Corp US:PCG | 248 360 | $4.18 mil. | 0.15% | +222 294 |
| United Rentals Inc US:URI | 3 658 | $4.14 mil. | 0.15% | −623 |
| iShares National Muni Bond E… US:MUB · ETF | 37 977 | $4.09 mil. | 0.14% | +6 854 |
| Meta Platforms, Inc. US:META | 7 149 | $4.03 mil. | 0.14% | −129 |
| Vanguard FTSE Pacific Index… US:VPL · ETF | 34 509 | $3.99 mil. | 0.14% | −4 212 |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 24 119 | $3.95 mil. | 0.14% | +50 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 18 256 | $3.88 mil. | 0.14% | −13 228 |
| Novartis AG CUSIP H5820Q150 | 24 335 | $3.81 mil. | 0.13% | −3 879 |
| Bristol-Myers Squibb Company US:BMY | 60 405 | $3.48 mil. | 0.12% | −10 303 |
| Hilton Worldwide Holdings In… US:HLT | 10 524 | $3.48 mil. | 0.12% | −1 794 |
| iShares Russell 2000 ETF US:IWM · ETF | 10 839 | $3.26 mil. | 0.11% | −25 440 |
| Vulcan Materials Company US:VMC | 10 942 | $3.23 mil. | 0.11% | −1 752 |
| Transdigm Group Incorporated US:TDG | 2 416 | $3.22 mil. | 0.11% | −378 |
| Vanguard Short-Term Inflatio… US:VTIP · ETF | 62 524 | $3.14 mil. | 0.11% | +13 927 |
| Visa Inc. Class A US:V | 9 139 | $3.14 mil. | 0.11% | −1 519 |
| Broadcom Inc. US:AVGO | 8 217 | $3.10 mil. | 0.11% | −996 |
| NEWS CORP US:NWSA | 123 199 | $3.06 mil. | 0.11% | −19 938 |
| SCHWAB CHARLES CORP US:SCHW | 32 995 | $3.04 mil. | 0.11% | −5 628 |
| iShares MSCI USA Min Vol Fac… US:USMV · ETF | 29 558 | $2.85 mil. | 0.10% | +93 |
| Capital One Financial Corpor… US:COF | 13 933 | $2.80 mil. | 0.10% | −2 369 |
| Domino's Pizza Inc US:DPZ | 9 428 | $2.79 mil. | 0.10% | nouă |
| iShares Residential and Mult… US:REZ · ETF | 28 990 | $2.75 mil. | 0.10% | — |
| Phillips 66 US:PSX | 15 360 | $2.60 mil. | 0.09% | nouă |
| iShares Semiconductor ETF US:SOXX · ETF | 4 020 | $2.58 mil. | 0.09% | +2 |
| S&P Global Inc US:SPGI | 5 972 | $2.43 mil. | 0.09% | −1 019 |
| Alphabet Inc. US:GOOG | 6 814 | $2.41 mil. | 0.08% | +4 |
| Xtrackers MSCI Europe Hedged… US:DBEU · ETF | 44 415 | $2.40 mil. | 0.08% | −5 234 |
| Invesco China Technology ETF US:CQQQ · ETF | 41 841 | $2.39 mil. | 0.08% | +29 092 |
| iShares MSCI World ETF US:URTH · ETF | 11 757 | $2.38 mil. | 0.08% | −13 673 |
| Intercontinental Exchange In… US:ICE | 19 090 | $2.35 mil. | 0.08% | −3 256 |
| iShares Expanded Tech Sector… US:IGM · ETF | 13 553 | $2.22 mil. | 0.08% | +3 |
| IGM Financial Inc. US:IGIFF | 13 553 | $2.22 mil. | 0.08% | +3 |
| Seagate Technology Holdings… CUSIP G7997R103 | 2 254 | $2.18 mil. | 0.08% | — |
| Seagate Technology PLC CUSIP G7945M107 | 2 254 | $2.18 mil. | 0.08% | — |
| Microchip Technology Inc US:MCHP | 23 771 | $2.17 mil. | 0.08% | nouă |
| Salesforce.com Inc US:CRM | 12 931 | $2.03 mil. | 0.07% | −2 206 |
| iShares Expanded Tech-Softwa… US:IGV · ETF | 22 081 | $2.00 mil. | 0.07% | +2 882 |
| Howmet Aerospace Inc US:HWM | 7 200 | $1.94 mil. | 0.07% | — |
| Global X Cybersecurity ETF US:BUG · ETF | 48 711 | $1.86 mil. | 0.07% | +9 201 |
| SPDR Blackstone Senior Loan… US:SRLN · ETF | 42 910 | $1.73 mil. | 0.06% | +598 |
| iShares Core Growth Allocati… US:AOR · ETF | 24 421 | $1.70 mil. | 0.06% | +114 |
| UNITED THERAPEUTICS Corp US:UTHR | 3 120 | $1.69 mil. | 0.06% | −531 |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 15 321 | $1.69 mil. | 0.06% | +41 |
| INCYTE CORP US:INCY | 13 963 | $1.58 mil. | 0.06% | −2 380 |
| argenx NV ADR US:ARGX | 1 656 | $1.54 mil. | 0.05% | −279 |
| Chicago Atlantic BDC, Inc. US:LIEN | 145 336 | $1.42 mil. | 0.05% | nouă |
| iShares U.S. Home Constructi… US:ITB · ETF | 13 094 | $1.37 mil. | 0.05% | −9 764 |
| SPDR® Bloomberg 1-10 Year TI… US:TIPX · ETF | 72 114 | $1.37 mil. | 0.05% | — |
| ACV Auctions Inc. US:ACVA | 180 445 | $1.30 mil. | 0.05% | — |
| Beone Medicines US:ONC | 4 395 | $1.25 mil. | 0.04% | −749 |
| Vanguard Global ex-U.S. Real… US:VNQI · ETF | 27 369 | $1.23 mil. | 0.04% | −767 |
| iShares S&P 500 Value ETF US:IVE · ETF | 5 373 | $1.22 mil. | 0.04% | +21 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 5 155 | $1.22 mil. | 0.04% | +21 |
| Coinbase Global Inc US:COIN | 8 305 | $1.21 mil. | 0.04% | — |
| KraneShares CSI China Intern… US:KWEB · ETF | 46 890 | $1.15 mil. | 0.04% | — |
| Cummins Inc US:CMI | 1 550 | $1.11 mil. | 0.04% | +346 |
| Micron Technology Inc US:MU | 950 | $1.10 mil. | 0.04% | nouă |
| GE Aerospace US:GE | 2 920 | $1.09 mil. | 0.04% | −2 078 |
| Eaton Corp PLC CUSIP G29183103 | 2 369 | $1.01 mil. | 0.04% | +1 391 |
| General Motors Company US:GM | 12 875 | $992 mii | 0.04% | +5 565 |
| Snap Inc US:SNAP | 218 359 | $970 mii | 0.03% | — |
| Johnson Controls Internation… CUSIP G51502105 | 6 504 | $950 mii | 0.03% | −4 185 |
| iShares MSCI United Kingdom… US:EWU · ETF | 19 924 | $919 mii | 0.03% | +288 |
| Trane Technologies PLC CUSIP G8994E103 | 1 870 | $918 mii | 0.03% | −2 172 |
| Apollo Global Management LLC… US:APO | 7 391 | $874 mii | 0.03% | — |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 11 155 | $849 mii | 0.03% | −14 892 |
| Xcel Energy Inc US:XEL | 9 959 | $800 mii | 0.03% | −8 944 |
| Blackstone Mortgage Trust In… US:BXMT | 46 614 | $790 mii | 0.03% | +1 071 |
| NU Holdings Ltd/Cayman Islan… CUSIP G6683N103 | 58 993 | $788 mii | 0.03% | — |
| ServiceNow Inc US:NOW | 7 345 | $729 mii | 0.03% | — |
| Eversource Energy US:ES | 9 929 | $718 mii | 0.03% | +4 002 |
| Vistra Corp. US:VST | 4 332 | $687 mii | 0.02% | +1 882 |
| Vertiv Holdings Co US:VRT | 1 920 | $643 mii | 0.02% | −400 |
| Emerson Electric Company US:EMR | 4 305 | $616 mii | 0.02% | −7 292 |
| Quanta Services Inc US:PWR | 848 | $611 mii | 0.02% | nouă |
| United Airlines Holdings Inc US:UAL | 4 470 | $608 mii | 0.02% | nouă |
| CenterPoint Energy Inc US:CNP | 13 151 | $579 mii | 0.02% | +3 039 |
| Darling Ingredients Inc US:DAR | 10 448 | $571 mii | 0.02% | nouă |
| nVent Electric PLC CUSIP G6700G107 | 3 356 | $569 mii | 0.02% | +4 |
| SPDR® S&P Biotech ETF US:XBI · ETF | 3 581 | $567 mii | 0.02% | — |
| UroGen Pharma Ltd CUSIP M96088105 | 15 384 | $566 mii | 0.02% | — |
| Delta Air Lines Inc US:DAL | 5 936 | $556 mii | 0.02% | nouă |
| Waste Management Inc US:WM | 2 487 | $554 mii | 0.02% | +1 263 |
| Carrier Global Corp US:CARR | 6 983 | $512 mii | 0.02% | nouă |
| Tesla, Inc. US:TSLA | 1 199 | $504 mii | 0.02% | nouă |
| Lowe's Companies Inc US:LOW | 2 223 | $490 mii | 0.02% | nouă |
| iShares MSCI EAFE Value ETF US:EFV · ETF | 6 324 | $484 mii | 0.02% | — |
| Republic Services Inc US:RSG | 2 259 | $481 mii | 0.02% | +423 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 8 026 | $479 mii | 0.02% | +9 |
| Union Pacific Corporation US:UNP | 1 722 | $468 mii | 0.02% | nouă |
| Alcoa Corp US:AA | 8 862 | $462 mii | 0.02% | nouă |
| Netflix Inc US:NFLX | 6 460 | $461 mii | 0.02% | — |
| Safran SA CUSIP F4035A557 | 1 158 | $456 mii | 0.02% | — |
| Constellation Energy Corp US:CEG | 1 829 | $454 mii | 0.02% | nouă |
| Blackstone Inc. US:BX | 3 677 | $433 mii | 0.02% | +3 |
| EMCOR Group Inc US:EME | 509 | $423 mii | 0.01% | — |
| First Solar Inc US:FSLR | 1 762 | $416 mii | 0.01% | +508 |
| Gfl Environmental Holdings I… US:GFL | 10 507 | $387 mii | 0.01% | — |
| Franklin Covey Company US:FC | 15 341 | $376 mii | 0.01% | — |
| CITIGROUP INC US:C | 2 432 | $340 mii | 0.01% | — |
| Allogene Therapeutics Inc US:ALLO | 161 597 | $336 mii | 0.01% | — |
| Hims Hers Health Inc US:HIMS | 9 000 | $312 mii | 0.01% | −4 000 |
| Marvell Technology Group Ltd CUSIP G5876H105 | 1 047 | $312 mii | 0.01% | nouă |
| Urban Edge Properties US:UE | 13 147 | $301 mii | 0.01% | — |
| Ameren Corp US:AEE | 2 575 | $291 mii | 0.01% | nouă |
| Entergy Corporation US:ETR | 2 525 | $290 mii | 0.01% | nouă |
| Duke Energy CORP US:DUK | 2 254 | $285 mii | 0.01% | nouă |
| Restaurant Brands Internatio… US:QSR | 3 912 | $284 mii | 0.01% | −44 382 |
| Shake Shack Inc US:SHAK | 5 000 | $280 mii | 0.01% | nouă |
| Toast Inc US:TOST | 10 000 | $278 mii | 0.01% | nouă |
| Pacer Benchmark Data & Infra… US:SRVR · ETF | 8 667 | $275 mii | 0.01% | — |
| McDonald’s Corporation US:MCD | 1 002 | $271 mii | 0.01% | nouă |
| CF Industries Holdings Inc US:CF | 2 441 | $264 mii | 0.01% | nouă |
| FORD MOTOR CO US:F | 18 729 | $260 mii | 0.01% | nouă |
| Pacer Benchmark Industrial R… US:INDS · ETF | 6 365 | $256 mii | 0.01% | — |
| Vanguard Financials Index Fu… US:VFH · ETF | 1 877 | $247 mii | 0.01% | — |
| iShares iBoxx $ High Yield C… US:HYG · ETF | 2 963 | $237 mii | 0.01% | +44 |
| KKR & Co. Inc. US:KKR | 2 529 | $232 mii | 0.01% | — |
| BERKSHIRE HATHAWAY INC US:BRK-A | 459 | $230 mii | 0.01% | — |
| Dow Inc US:DOW | 8 300 | $227 mii | 0.01% | nouă |
| Lennar Corp US:LEN | 2 455 | $222 mii | 0.01% | — |
| Primoris Services Corporatio… US:PRIM | 2 239 | $222 mii | 0.01% | −458 |
| Uber Technologies Inc US:UBER | 3 063 | $221 mii | 0.01% | — |
| Burberry Group PLC US:BURBY | 12 000 | $170 mii | 0.01% | — |
| Teads B.V. US:TEAD | 209 407 | $161 mii | 0.01% | — |
| Ondas Inc. US:ONDS | 17 000 | $140 mii | 0.00% | — |
| Opendoor Technologies Inc US:OPEN | 21 326 | $98.5 mii | 0.00% | — |
| Cango Inc/KY CUSIP 137586103 | 155 000 | $31.7 mii | 0.00% | +10 000 |
| Bit Digital Inc CUSIP G1144A105 | 10 000 | $18.0 mii | 0.00% | — |
| Tyler Technologies Inc US:TYL | 0 (era 7 522) | — | — | vândută |
| Ferguson PLC CUSIP G3421J106 | 0 (era 14 212) | — | — | vândută |
| Bitfarms Ltd/Canada CUSIP 09173B107 | 0 (era 20 000) | — | — | vândută |
| CBRE Group Inc Class A US:CBRE | 0 (era 1 484) | — | — | vândută |
| Fox Corp US:FOXA | 0 (era 3 509) | — | — | vândută |
| Guidewire Software Inc US:GWRE | 0 (era 1 529) | — | — | vândută |
| iShares MSCI India ETF US:INDA · ETF | 0 (era 41 894) | — | — | vândută |
| Microsoft Corporation US:MSFT | 0 (era 13 791) | — | — | vândută |
| New York Times Company US:NYT | 0 (era 2 613) | — | — | vândută |
| PACCAR Inc US:PCAR | 0 (era 10 086) | — | — | vândută |
| Parker-Hannifin Corporation US:PH | 0 (era 1 630) | — | — | vândută |
| POET Technologies Inc US:POET | 0 (era 23 000) | — | — | vândută |
| ProShares S&P 500 Dividend A… US:NOBL · ETF | 0 (era 4 543) | — | — | vândută |
| Rocket Lab USA Inc CUSIP 773122106 | 0 (era 4 000) | — | — | vândută |
În companiile din baza noastră de date 3
| Companie | Participație | Acțiuni | Data Raportului |
|---|---|---|---|
| IGM Financial Inc. | 0.01% | 13 553 | 2026-06-30 |
| Safran SA | 0% | 1 158 | 2026-06-30 |
| Novartis AG ADR | 0% | 24 335 | 2026-06-30 |
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