Kovitz Investment Group Partners
Latest statistics and disclosures from Kovitz Investment Group Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EQTY, MSFT, POWL, AMZN, GOOGL, and represent 15.61% of Kovitz Investment Group Partners's stock portfolio.
- Added to shares of these 10 stocks: POWL (+$209M), ALC (+$107M), ACN (+$91M), WAT (+$80M), FI (+$73M), IVV (+$64M), COO (+$53M), CRM (+$52M), MSFT (+$43M), MU (+$43M).
- Started 138 new stock positions in HDB, RDNT, OMF, SXC, AN, CGBD, IJUL, RNG, WTRG, ATI.
- Reduced shares in these 10 stocks: ORCL (-$173M), MRK (-$79M), ANET (-$49M), PPG (-$39M), AVGO (-$39M), J (-$38M), JNJ (-$37M), LOW (-$35M), SCHW (-$32M), DHR (-$25M).
- Sold out of its positions in ARKK, JEQ, AVTE, AA, LNT, AB, AEE, ANSS, AR, BJ.
- Kovitz Investment Group Partners was a net buyer of stock by $546M.
- Kovitz Investment Group Partners has $24B in assets under management (AUM), dropping by 9.56%.
- Central Index Key (CIK): 0001665198
Tip: Access up to 7 years of quarterly data
Positions held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kovitz Investment Group Partners
Kovitz Investment Group Partners holds 1387 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Kovitz Investment Group Partners has 1387 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kovitz Investment Group Partners Sept. 30, 2025 positions
- Download the Kovitz Investment Group Partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Valued Advisers Tr Kovitz Core Eqt (EQTY) | 4.9 | $1.2B | 46M | 25.67 |
|
|
| Microsoft Corporation (MSFT) | 3.6 | $881M | +5% | 1.7M | 517.95 |
|
| Powell Industries (POWL) | 2.9 | $706M | +42% | 2.3M | 304.81 |
|
| Amazon (AMZN) | 2.2 | $530M | 2.4M | 219.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $479M | -3% | 2.0M | 243.10 |
|
| Broadcom (AVGO) | 1.7 | $421M | -8% | 1.3M | 329.91 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.6 | $397M | +3% | 7.8M | 50.78 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $384M | +19% | 573k | 669.29 |
|
| Thermo Fisher Scientific (TMO) | 1.4 | $348M | 718k | 485.02 |
|
|
| Lam Research Corp Com New (LRCX) | 1.3 | $319M | -2% | 2.4M | 133.93 |
|
| Meta Platforms Cl A (META) | 1.2 | $293M | -4% | 399k | 734.38 |
|
| Advanced Micro Devices (AMD) | 1.2 | $292M | -2% | 1.8M | 161.79 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $292M | 624k | 468.41 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $291M | 886k | 328.42 |
|
|
| Keysight Technologies (KEYS) | 1.2 | $290M | 1.7M | 174.92 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $258M | 1.1M | 243.55 |
|
|
| Intercontinental Exchange (ICE) | 1.0 | $251M | 1.5M | 168.48 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 1.0 | $247M | -5% | 1.4M | 175.54 |
|
| Charles Schwab Corporation (SCHW) | 0.9 | $223M | -12% | 2.3M | 95.47 |
|
| Adobe Systems Incorporated (ADBE) | 0.9 | $209M | +4% | 591k | 352.75 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $206M | 1.1M | 186.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $201M | 637k | 315.43 |
|
|
| Philip Morris International (PM) | 0.8 | $191M | 1.2M | 162.20 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $187M | 917k | 203.59 |
|
|
| Lowe's Companies (LOW) | 0.8 | $185M | -16% | 737k | 251.31 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.8 | $185M | 3.5M | 52.89 |
|
|
| Visa Com Cl A (V) | 0.8 | $182M | 534k | 341.38 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $182M | 5.7M | 31.91 |
|
|
| Fiserv (FI) | 0.7 | $180M | +67% | 1.4M | 128.93 |
|
| salesforce (CRM) | 0.7 | $177M | +42% | 747k | 237.03 |
|
| Parker-Hannifin Corporation (PH) | 0.7 | $176M | 231k | 758.15 |
|
|
| Becton, Dickinson and (BDX) | 0.7 | $173M | 925k | 187.17 |
|
|
| Apollo Global Mgmt (APO) | 0.7 | $173M | +3% | 1.3M | 133.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $161M | -4% | 320k | 502.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $158M | 927k | 170.85 |
|
|
| Applied Materials (AMAT) | 0.6 | $152M | +2% | 742k | 204.74 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $148M | 718k | 206.51 |
|
|
| Abbott Laboratories (ABT) | 0.6 | $144M | +5% | 1.1M | 133.94 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $138M | 445k | 309.74 |
|
|
| Jacobs Engineering Group (J) | 0.6 | $135M | -22% | 901k | 149.86 |
|
| Aon Shs Cl A (AON) | 0.5 | $128M | +13% | 359k | 356.58 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $128M | +3% | 2.1M | 59.92 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $127M | 760k | 167.33 |
|
|
| Paccar (PCAR) | 0.5 | $123M | 1.2M | 98.32 |
|
|
| Arista Networks Com Shs (ANET) | 0.5 | $122M | -28% | 839k | 145.71 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $122M | 1.3M | 96.46 |
|
|
| Pepsi (PEP) | 0.5 | $120M | +3% | 857k | 140.44 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $119M | +5% | 2.6M | 45.67 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $118M | 354k | 332.84 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.5 | $117M | 395k | 297.16 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $117M | -14% | 1.2M | 100.70 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $115M | 1.3M | 88.96 |
|
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.5 | $115M | -5% | 5.0M | 22.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $113M | +412% | 460k | 246.60 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $110M | 180k | 612.86 |
|
|
| Alcon Ord Shs (ALC) | 0.4 | $108M | +13620% | 1.4M | 74.50 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $108M | +2% | 893k | 120.72 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $107M | 2.3M | 46.96 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $100M | -19% | 2.0M | 50.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $99M | 832k | 118.83 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $95M | 1.8M | 53.03 |
|
|
| PNC Financial Services (PNC) | 0.4 | $88M | +8% | 437k | 200.93 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $88M | -21% | 1.2M | 73.29 |
|
| Analog Devices (ADI) | 0.4 | $85M | -4% | 347k | 245.70 |
|
| Builders FirstSource (BLDR) | 0.3 | $83M | 686k | 121.25 |
|
|
| American Express Company (AXP) | 0.3 | $83M | -18% | 249k | 332.16 |
|
| Waters Corporation (WAT) | 0.3 | $80M | +23712% | 266k | 299.81 |
|
| Micron Technology (MU) | 0.3 | $77M | +123% | 460k | 167.32 |
|
| Dollar Tree (DLTR) | 0.3 | $76M | -10% | 801k | 94.37 |
|
| Danaher Corporation (DHR) | 0.3 | $75M | -24% | 380k | 198.27 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $74M | -11% | 388k | 189.70 |
|
| CarMax (KMX) | 0.3 | $73M | 1.6M | 44.87 |
|
|
| Deere & Company (DE) | 0.3 | $72M | -10% | 158k | 457.30 |
|
| Amentum Holdings (AMTM) | 0.3 | $72M | 3.0M | 23.95 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $71M | 1.5M | 46.12 |
|
|
| Lululemon Athletica (LULU) | 0.3 | $71M | +6% | 398k | 177.93 |
|
| Tesla Motors (TSLA) | 0.3 | $70M | +7% | 157k | 444.72 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $68M | +4% | 120k | 568.81 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $68M | 350k | 194.50 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $68M | -4% | 775k | 87.31 |
|
| Citigroup Com New (C) | 0.3 | $67M | +17% | 663k | 101.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $67M | 140k | 479.66 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $66M | +3% | 277k | 239.38 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $66M | +13% | 994k | 65.92 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $65M | -3% | 178k | 365.48 |
|
| Qualcomm (QCOM) | 0.3 | $65M | +4% | 388k | 166.36 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $63M | -2% | 1.1M | 60.03 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $63M | 1.1M | 58.85 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $61M | -8% | 645k | 95.15 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $61M | +6% | 649k | 93.37 |
|
| Goldman Sachs (GS) | 0.2 | $58M | -5% | 73k | 796.36 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.2 | $58M | -3% | 1.3M | 45.21 |
|
| Netflix (NFLX) | 0.2 | $58M | +7% | 48k | 1198.93 |
|
| UnitedHealth (UNH) | 0.2 | $57M | -14% | 166k | 345.30 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $57M | 506k | 112.75 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $56M | 546k | 103.06 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $56M | -20% | 466k | 119.51 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $55M | +7% | 72k | 763.00 |
|
| Cooper Cos (COO) | 0.2 | $54M | +27418% | 782k | 68.56 |
|
| Constellation Energy (CEG) | 0.2 | $53M | -9% | 162k | 329.07 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $53M | +8% | 268k | 195.86 |
|
| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.2 | $51M | +197% | 513k | 99.52 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $51M | -3% | 941k | 54.09 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $51M | +11% | 599k | 84.31 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $50M | +2% | 506k | 99.53 |
|
| Oracle Corporation (ORCL) | 0.2 | $50M | -77% | 179k | 281.24 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $50M | 341k | 145.65 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $50M | -2% | 205k | 241.96 |
|
| Uber Technologies (UBER) | 0.2 | $48M | +12% | 494k | 97.97 |
|
| Home Depot (HD) | 0.2 | $46M | +2% | 114k | 405.19 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $46M | +11% | 1.0M | 45.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $46M | +10% | 461k | 100.25 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $46M | -6% | 628k | 72.77 |
|
| Johnson & Johnson (JNJ) | 0.2 | $46M | -44% | 246k | 185.41 |
|
| Abbvie (ABBV) | 0.2 | $46M | +8% | 196k | 231.54 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.2 | $45M | 1.1M | 42.02 |
|
|
| Cisco Systems (CSCO) | 0.2 | $44M | +3% | 646k | 68.42 |
|
| Bank of America Corporation (BAC) | 0.2 | $43M | -28% | 830k | 51.59 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.2 | $42M | 803k | 52.27 |
|
|
| Hayward Hldgs (HAYW) | 0.2 | $40M | 2.6M | 15.12 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $40M | +8% | 53.00 | 754200.00 |
|
| Walt Disney Company (DIS) | 0.2 | $40M | +3% | 347k | 114.50 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $39M | +5% | 43k | 925.68 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $39M | +10% | 600k | 65.26 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.2 | $39M | 526k | 73.70 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $38M | 461k | 82.96 |
|
|
| McKesson Corporation (MCK) | 0.2 | $38M | +38% | 49k | 772.96 |
|
| Travelers Companies (TRV) | 0.2 | $38M | +192% | 135k | 279.22 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $38M | NEW | 668k | 56.36 |
|
| Cummins (CMI) | 0.2 | $37M | +4% | 89k | 422.37 |
|
| Cardinal Health (CAH) | 0.2 | $37M | +231% | 237k | 156.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $37M | 62k | 600.63 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $37M | 1.6M | 23.12 |
|
|
| Copart (CPRT) | 0.2 | $37M | -15% | 819k | 44.97 |
|
| Workday Cl A (WDAY) | 0.2 | $37M | +176% | 152k | 240.73 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $36M | +16% | 1.4M | 25.71 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $36M | +26% | 153k | 236.36 |
|
| Morgan Stanley Com New (MS) | 0.1 | $36M | -10% | 227k | 158.96 |
|
| Cme (CME) | 0.1 | $36M | +5% | 133k | 270.19 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $36M | +2% | 796k | 45.10 |
|
| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $36M | 808k | 44.35 |
|
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $35M | +155% | 2.2M | 15.92 |
|
| Chevron Corporation (CVX) | 0.1 | $35M | +7% | 227k | 155.29 |
|
| Intuit (INTU) | 0.1 | $35M | +12% | 52k | 682.92 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $35M | +9% | 318k | 108.96 |
|
| AutoZone (AZO) | 0.1 | $34M | +4% | 8.0k | 4290.45 |
|
| Hubspot (HUBS) | 0.1 | $34M | +615% | 73k | 467.80 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $34M | +8% | 1.3M | 26.82 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $33M | +10% | 361k | 91.75 |
|
| Caterpillar (CAT) | 0.1 | $33M | -4% | 69k | 477.15 |
|
| Carlisle Companies (CSL) | 0.1 | $33M | +1491% | 99k | 328.96 |
|
| Verizon Communications (VZ) | 0.1 | $32M | +4% | 729k | 43.94 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $32M | +25% | 142k | 222.17 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $32M | +151% | 81k | 391.64 |
|
| PG&E Corporation (PCG) | 0.1 | $31M | 2.1M | 15.08 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $31M | +21% | 464k | 67.06 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $31M | -3% | 607k | 51.09 |
|
| TJX Companies (TJX) | 0.1 | $31M | +4% | 214k | 144.54 |
|
| Merck & Co (MRK) | 0.1 | $31M | -71% | 367k | 84.04 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $31M | -5% | 168k | 182.42 |
|
| Special Opportunities 2.75% CNV PFD C (SPE.PC) | 0.1 | $30M | -5% | 1.2M | 24.96 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $30M | 656k | 45.84 |
|
|
| International Business Machines (IBM) | 0.1 | $30M | +3% | 106k | 282.14 |
|
| Booking Holdings (BKNG) | 0.1 | $30M | +31% | 5.5k | 5399.84 |
|
| Chubb (CB) | 0.1 | $29M | 102k | 282.72 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $29M | +6% | 205k | 140.95 |
|
| Procter & Gamble Company (PG) | 0.1 | $29M | +4% | 187k | 153.65 |
|
| Williams Companies (WMB) | 0.1 | $29M | +21% | 451k | 63.35 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $28M | 664k | 42.37 |
|
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $28M | 811k | 34.27 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $28M | +5% | 878k | 31.42 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $27M | +2% | 341k | 79.93 |
|
| Capital One Financial (COF) | 0.1 | $27M | +3% | 128k | 212.58 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $27M | 763k | 35.69 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $27M | +9% | 77k | 355.47 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $27M | +319% | 685k | 39.19 |
|
| Erie Indty Cl A (ERIE) | 0.1 | $27M | +59% | 84k | 318.16 |
|
| EOG Resources (EOG) | 0.1 | $27M | +2% | 238k | 112.12 |
|
| EQT Corporation (EQT) | 0.1 | $27M | +4562% | 487k | 54.43 |
|
| CBOE Holdings (CBOE) | 0.1 | $26M | 107k | 245.25 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $26M | -31% | 118k | 219.53 |
|
| Allstate Corporation (ALL) | 0.1 | $26M | -23% | 120k | 214.69 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $26M | +63% | 1.1M | 22.52 |
|
| Ge Aerospace Com New (GE) | 0.1 | $25M | +3% | 84k | 301.14 |
|
| Progressive Corporation (PGR) | 0.1 | $25M | -34% | 102k | 246.95 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $25M | 50k | 499.21 |
|
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.1 | $25M | +14% | 490k | 51.00 |
|
| General Motors Company (GM) | 0.1 | $25M | -2% | 405k | 60.97 |
|
| Blackrock (BLK) | 0.1 | $25M | 21k | 1165.91 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $24M | 195k | 123.77 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $24M | -3% | 32k | 746.63 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $24M | +389% | 33k | 718.54 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $24M | -3% | 2.7M | 8.98 |
|
| Ameriprise Financial (AMP) | 0.1 | $24M | 48k | 491.25 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $23M | 63k | 374.25 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $23M | 435k | 53.24 |
|
|
| MetLife (MET) | 0.1 | $23M | +7% | 280k | 82.37 |
|
| Quanta Services (PWR) | 0.1 | $23M | 55k | 414.42 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $23M | +210% | 232k | 97.63 |
|
| Howmet Aerospace (HWM) | 0.1 | $22M | -31% | 114k | 196.23 |
|
| Corning Incorporated (GLW) | 0.1 | $22M | -33% | 273k | 82.03 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $22M | +8% | 284k | 78.34 |
|
| Nextera Energy (NEE) | 0.1 | $22M | -7% | 294k | 75.49 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $22M | -4% | 121k | 183.73 |
|
| Wells Fargo & Company (WFC) | 0.1 | $22M | -12% | 262k | 83.82 |
|
| Special Opportunities Fund (SPE) | 0.1 | $21M | -6% | 1.4M | 15.50 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $21M | +26% | 87k | 238.70 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $21M | +5% | 161k | 128.24 |
|
| Simplify Exchange Traded Fun Simplify Opport (CRDT) | 0.1 | $21M | -21% | 872k | 23.66 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $20M | -2% | 191k | 106.49 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $20M | -5% | 128k | 157.56 |
|
| Zoetis Cl A (ZTS) | 0.1 | $20M | -36% | 136k | 146.32 |
|
| NVIDIA Corporation Put Option (NVDA) | 0.1 | $20M | +2% | 2.5M | 8.03 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $20M | +27% | 262k | 75.39 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $20M | 76k | 259.44 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $20M | +3% | 248k | 79.80 |
|
| At&t (T) | 0.1 | $19M | 678k | 28.24 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $19M | 107k | 178.14 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $19M | 294k | 64.38 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $19M | +3% | 156k | 121.00 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $19M | -3% | 90k | 208.73 |
|
| Honeywell International (HON) | 0.1 | $19M | -6% | 88k | 210.50 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.1 | $19M | -16% | 437k | 42.60 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $19M | +6% | 252k | 73.73 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $19M | 135k | 137.80 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $18M | -16% | 73k | 254.37 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $18M | +2% | 210k | 87.21 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $18M | +9% | 336k | 53.87 |
|
| Saba Capital Income & Oprnt Shs New (BRW) | 0.1 | $18M | -15% | 2.3M | 7.77 |
|
| Ishares Msci Cda Etf (EWC) | 0.1 | $18M | 356k | 50.55 |
|
|
| Intel Corporation (INTC) | 0.1 | $18M | +8% | 530k | 33.55 |
|
| FedEx Corporation (FDX) | 0.1 | $18M | -4% | 75k | 235.93 |
|
| Norfolk Southern (NSC) | 0.1 | $18M | +4% | 59k | 300.41 |
|
| Union Pacific Corporation (UNP) | 0.1 | $17M | +6% | 74k | 236.37 |
|
| American Tower Reit (AMT) | 0.1 | $17M | +3% | 89k | 192.32 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $17M | +64% | 178k | 95.19 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $17M | 410k | 41.15 |
|
|
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $17M | 797k | 21.00 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $17M | +63% | 393k | 42.47 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $17M | 363k | 45.79 |
|
|
| Waste Management (WM) | 0.1 | $17M | -5% | 75k | 220.83 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $17M | 288k | 57.10 |
|
|
| Servicenow (NOW) | 0.1 | $16M | 18k | 920.27 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $16M | +4% | 875k | 18.24 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $16M | +4% | 143k | 110.59 |
|
| Kroger (KR) | 0.1 | $16M | +18% | 233k | 67.41 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $16M | -4% | 205k | 76.34 |
|
| McDonald's Corporation (MCD) | 0.1 | $16M | -30% | 52k | 303.89 |
|
| Kla Corp Com New (KLAC) | 0.1 | $16M | +4% | 15k | 1078.57 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $16M | +6% | 78k | 201.53 |
|
Past Filings by Kovitz Investment Group Partners
SEC 13F filings are viewable for Kovitz Investment Group Partners going back to 2016
- Kovitz Investment Group Partners 2025 Q3 filed Nov. 10, 2025
- Kovitz Investment Group Partners 2024 Q4 restated filed Aug. 25, 2025
- Kovitz Investment Group Partners 2025 Q2 filed Aug. 14, 2025
- Kovitz Investment Group Partners 2025 Q1 restated filed May 19, 2025
- Kovitz Investment Group Partners 2024 Q4 filed Feb. 14, 2025
- Kovitz Investment Group Partners 2024 Q4 restated filed Feb. 14, 2025
- Kovitz Investment Group Partners 2024 Q3 filed Nov. 15, 2024
- Kovitz Investment Group Partners 2024 Q2 filed Aug. 14, 2024
- Kovitz Investment Group Partners 2024 Q1 filed May 14, 2024
- Kovitz Investment Group Partners 2023 Q4 filed Feb. 7, 2024
- Kovitz Investment Group Partners 2023 Q3 filed Nov. 9, 2023
- Kovitz Investment Group Partners 2023 Q2 filed Aug. 8, 2023
- Kovitz Investment Group Partners 2023 Q1 filed May 11, 2023
- Kovitz Investment Group Partners 2022 Q4 filed Jan. 19, 2023
- Kovitz Investment Group Partners 2022 Q3 filed Nov. 9, 2022
- Kovitz Investment Group Partners 2022 Q2 filed Aug. 2, 2022