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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, SPY, AAPL, AMZN, MSFT, and represent 19.16% of Kovitz Investment Group Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$354M), VTV (+$189M), DGRW (+$106M), OEF (+$102M), FI (+$97M), IEF (+$97M), VMBS (+$87M), MSFT (+$83M), JMBS (+$79M), AAPL (+$77M).
Started 295 new stock positions in NXST, CCAP, IJUL, ECF, DFIV, AIRJ, BBEU, NECB, FWONA, EEMA.
Reduced shares in these 10 stocks: AXP (-$66M), GM (-$49M), PM (-$45M), HAS (-$42M), BRK.B (-$38M), SPOT (-$33M), ADI (-$25M), JPM (-$23M), MDLZ (-$21M), MSI (-$20M).
Sold out of its positions in A, Airbnb, ALE, ACLS, BALY, TBBK, BLBD, CNA, CACI, CNC.
Kovitz Investment Group Partners was a net buyer of stock by $3.6B.
Kovitz Investment Group Partners has $14B in assets under management (AUM), dropping by 25.61%.
Central Index Key (CIK): 0001665198

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Portfolio Holdings for Kovitz Investment Group Partners

Kovitz Investment Group Partners holds 1053 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Kovitz Investment Group Partners has 1053 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kovitz Investment Group Partners Sept. 30, 2024 positions
Download the Kovitz Investment Group Partners September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Valued Advisers Tr Kovitz Core Eqt (EQTY)	7.4	$1.1B	+2%	46M	23.19	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	4.4	$637M	+125%	1.5M	430.23	View chart
Apple Common (AAPL)	3.1	$439M	+21%	2.3M	188.00	View chart
Amazon Common (AMZN)	2.1	$309M	+8%	1.8M	169.15	View chart
Microsoft Corporation (MSFT)	2.1	$304M	+37%	828k	367.68	View chart
Meta Platforms Cl A (META)	1.8	$255M	+5%	480k	530.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$215M	+47%	440k	489.75	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$195M	+3438%	1.1M	171.88	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$190M		1.2M	155.82	View chart
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)	1.3	$184M	-17%	432k	426.04	View chart
salesforce (CRM)	1.2	$167M	+3%	625k	267.57	View chart
Becton Dickinson Common (BDX)	1.2	$167M	-7%	694k	240.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$166M	+73%	833k	199.44	View chart
JPMorgan Chase & Co. (JPM)	1.1	$161M	-12%	811k	198.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$159M	+25%	1.0M	151.58	View chart
Keysight Technologies (KEYS)	1.1	$159M	+27%	1.0M	158.48	View chart
Visa Com Cl A (V)	1.1	$157M		597k	262.77	View chart
Charles Schwab Corporation (SCHW)	1.1	$155M	+2%	2.4M	64.09	View chart
Jacobs Engineering Group (J)	1.0	$143M	+3%	1.0M	137.75	View chart
NVIDIA Corporation (NVDA)	1.0	$143M	+66%	1.7M	85.93	View chart
Invesco Exchangetrad S&p 500 Quality Etf (SPHQ)	1.0	$141M	+10%	2.1M	67.29	View chart
Lowe's Companies (LOW)	1.0	$139M	-5%	527k	263.77	View chart
Intercontinental Exchange (ICE)	1.0	$137M	-6%	868k	158.20	View chart
Oracle Corporation (ORCL)	1.0	$137M	-3%	835k	163.73	View chart
Philip Morris International (PM)	0.9	$136M	-24%	1.2M	118.07	View chart
American Express Common (AXP)	0.8	$120M	-35%	453k	264.74	View chart
Arista Networks (ANET)	0.8	$116M	-5%	308k	376.70	View chart
Carmax Stock (KMX)	0.8	$114M	-8%	1.5M	77.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$112M	+607%	1.1M	97.98	View chart
Paccar (PCAR)	0.8	$111M	+14%	1.1M	97.83	View chart
Fiserv Stock (FI)	0.8	$110M	+788%	633k	173.42	View chart
Diageo Spon Adr New (DEO)	0.8	$109M	-3%	778k	140.17	View chart
Wisdom Tree Tr Us Qlty Div Grt (DGRW)	0.7	$106M	+27124%	1.3M	82.50	View chart
Ishares S&p 100 Funds (OEF)	0.7	$103M	+8528%	376k	275.21	View chart
Aon Shs Cl A (AON)	0.7	$103M	-10%	302k	340.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$101M	+73%	1.9M	52.67	View chart
PPG Industries (PPG)	0.7	$99M	-7%	745k	132.55	View chart
UnitedHealth (UNH)	0.7	$97M	+15%	182k	535.28	View chart
Applied Materials Common (AMAT)	0.7	$97M	+245%	488k	198.00	View chart
Dollar Tree Stock (DLTR)	0.7	$96M	+45%	1.4M	71.02	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$96M	+976%	2.0M	47.11	View chart
Analog Devices Com Usd0.16 2/3 (ADI)	0.6	$89M	-21%	394k	226.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$85M	+46%	1.7M	50.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$80M	+213%	1.8M	44.21	View chart
Motorola Solutions Com New (MSI)	0.6	$80M	-19%	181k	441.58	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$79M	NEW	1.7M	46.54	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$78M		817k	95.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$75M	+24%	825k	90.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$70M	+234%	156k	451.34	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.5	$68M	NEW	1.1M	59.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$65M	+7%	868k	74.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$65M	+1116%	387k	168.04	View chart
Johnson & Johnson (JNJ)	0.4	$63M	+19%	428k	147.11	View chart
Las Vegas Sands (LVS)	0.4	$63M	-5%	1.2M	50.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$62M		645k	96.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$62M	+1530%	836k	74.17	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$60M	+74%	498k	119.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$57M	+1141%	158k	362.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$57M	+164%	319k	179.09	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$56M	+74%	1.0M	53.76	View chart
Hasbro (HAS)	0.4	$56M	-43%	774k	71.89	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$54M	+3587%	1.4M	39.32	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$53M	+6213%	909k	58.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$53M	+4%	194k	271.03	View chart
American Centy Etf Funds (AVUV)	0.4	$52M	NEW	542k	95.19	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	0.4	$51M	NEW	2.0M	25.33	View chart
Hendrson Aaa Cl Janus Detroit Str Tr (JAAA)	0.4	$51M	+96%	4.0M	12.61	View chart
Qualcomm (QCOM)	0.4	$50M	+5%	309k	163.11	View chart
Adobe Systems Incorporated (ADBE)	0.3	$48M	-4%	100k	483.10	View chart
Dimensional Etf Funds (DFIV)	0.3	$48M	NEW	1.3M	37.92	View chart
Exxon Mobil Corporation (XOM)	0.3	$44M	+48%	432k	102.62	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$44M	+21%	780k	55.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$43M	+42%	345k	124.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$42M	+39%	249k	168.37	View chart
Caterpillar (CAT)	0.3	$42M	+4%	113k	369.44	View chart
Metropcs Communications (TMUS)	0.3	$41M	-19%	204k	199.56	View chart
Mastercard Incorporated Cl A (MA)	0.3	$38M	-21%	90k	422.67	View chart
Broadcom (AVGO)	0.3	$38M	+1109%	277k	137.40	View chart
Sherwin-Williams Company (SHW)	0.2	$35M	+7%	96k	359.45	View chart
Ishares Tr Core Us Treasur Bond (GOVT)	0.2	$34M	NEW	1.5M	23.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$34M	+34%	604k	55.94	View chart
Zoetis Cl A (ZTS)	0.2	$34M	+410%	179k	188.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$33M	+10279%	673k	49.24	View chart
Procter & Gamble Company (PG)	0.2	$32M	+47%	217k	147.83	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$32M	+761%	1.1M	30.27	View chart
Home Depot Stock (HD)	0.2	$32M	+40%	94k	335.48	View chart
Special Opportunities Fd Inc 2.75 Cnv Pfd C Convertible Preferred (SPE.PC)	0.2	$31M	NEW	1.3M	23.75	View chart
Amphenol Corporation Class A (APH)	0.2	$31M	+37%	486k	63.21	View chart
PG&E Corporation (PCG)	0.2	$30M		1.5M	19.65	View chart
IDEXX Laboratories (IDXX)	0.2	$30M	+147%	60k	494.57	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$30M	+2%	583k	51.04	View chart
Eli Lilly & Co. (LLY)	0.2	$30M	+117%	46k	644.85	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$29M	-8%	346k	83.04	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$29M	+25%	312k	91.78	View chart
Wal-Mart Stores (WMT)	0.2	$28M	+25%	409k	68.44	View chart
Comcast Corp Cl A (CMCSA)	0.2	$28M	+17%	721k	38.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$28M	+28%	614k	45.30	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$28M	NEW	1.4M	19.60	View chart
Tesla Motors (TSLA)	0.2	$28M	+72%	141k	197.06	View chart
Dimensional Etf Funds (DFAU)	0.2	$27M	NEW	688k	39.52	View chart
Amgen Common (AMGN)	0.2	$27M	+38%	94k	288.56	View chart
Ameriprise Financial (AMP)	0.2	$27M	+2%	59k	457.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$27M	+24%	86k	311.35	View chart
Cisco Systems (CSCO)	0.2	$27M	+46%	556k	48.20	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$27M	+12%	583k	45.89	View chart
Hayward Hldgs (HAYW)	0.2	$27M	-9%	1.7M	15.29	View chart
Copart (CPRT)	0.2	$26M	+2%	510k	50.96	View chart
Fidelity Covington T Msci Info Tech I (FTEC)	0.2	$26M	-13%	147k	174.08	View chart
Bank Of America Corp Common (BAC)	0.2	$25M	+23%	721k	35.03	View chart
Kimberly-Clark Corporation (KMB)	0.2	$25M	+22%	179k	139.54	View chart
Abbott Labs Common (ABT)	0.2	$25M	+44%	250k	99.51	View chart
Thermo Fisher Scientific (TMO)	0.2	$24M	+24%	45k	529.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$24M	+100%	241k	98.07	View chart
Paypal Holdings (PYPL)	0.2	$24M	+5%	315k	74.81	View chart
EOG Resources (EOG)	0.2	$24M	+4%	200k	117.81	View chart
Morgan Stanley Com New (MS)	0.2	$23M	+80%	241k	97.26	View chart
Lam Research Corporation (LRCX)	0.2	$23M		30k	758.76	View chart
Janus Detroit Street Funds (JSI)	0.2	$23M	NEW	434k	52.62	View chart
Progressive Corporation (PGR)	0.2	$23M	+11%	99k	229.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$22M	+4879%	175k	126.63	View chart
McDonald's Corporation (MCD)	0.2	$22M	+93%	93k	236.32	View chart
Chevron Corp Common (CVX)	0.2	$22M	+45%	170k	129.90	View chart
Capital One Financial (COF)	0.2	$22M	+15%	154k	141.77	View chart
Target Corporation Common (TGT)	0.2	$22M	+74%	147k	147.80	View chart
MetLife (MET)	0.2	$22M	+6%	273k	79.40	View chart
Intuit (INTU)	0.2	$22M	+3%	38k	566.54	View chart
Special Funds (SPE)	0.2	$22M	NEW	1.6M	13.80	View chart
Pepsi (PEP)	0.1	$22M	+57%	152k	141.70	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$21M	+132%	322k	65.76	View chart
Merck & Co (MRK)	0.1	$21M	+81%	221k	94.92	View chart
Lockheed Martin Corporation (LMT)	0.1	$20M	+52%	38k	535.00	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$20M	NEW	202k	99.58	View chart
American Tower Reit (AMT)	0.1	$20M	+6%	86k	232.57	View chart
Nextera Energy (NEE)	0.1	$20M	+60%	264k	75.56	View chart
Parker-Hannifin Corporation (PH)	0.1	$20M	+20%	33k	601.42	View chart
Ishares Ishs 10+y Inv Gr Crp (IGLB)	0.1	$20M	+115%	371k	53.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$19M	+40%	640k	30.06	View chart
General Motors Company (GM)	0.1	$19M	-71%	449k	42.54	View chart
Cbre Group Cl A (CBRE)	0.1	$19M	+3%	160k	119.16	View chart
International Bus Stock (IBM)	0.1	$19M	+58%	102k	184.39	View chart
Saba Capital Income & Oprnt Cef (BRW)	0.1	$19M	NEW	2.5M	7.58	View chart
Electronic Arts Stock (EA)	0.1	$19M		133k	141.06	View chart
Verizon Communications (VZ)	0.1	$19M	+56%	460k	40.52	View chart
BlackRock (BLK)	0.1	$19M	+39%	22k	855.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$19M	+7%	155k	119.12	View chart
Citigroup Stock (C)	0.1	$18M	+23%	314k	58.48	View chart
BP Adr (6 Ord) (BP)	0.1	$18M	-2%	581k	31.23	View chart
Autozone Common (AZO)	0.1	$18M	+7%	5.9k	3041.74	View chart
Dimensional Etf Funds (DISV)	0.1	$18M	NEW	622k	28.82	View chart
FedEx Corporation (FDX)	0.1	$18M		70k	255.28	View chart
Deere & Co Stock (DE)	0.1	$18M	+11%	45k	390.05	View chart
Goldman Sachs (GS)	0.1	$18M	+52%	40k	442.30	View chart
Corning Stock (GLW)	0.1	$17M	+32%	403k	43.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$17M	+850%	32k	530.75	View chart
Adv Micro Devices Common (AMD)	0.1	$17M	+66%	128k	134.29	View chart
Virtus Dividend Funds (NFJ)	0.1	$17M	NEW	1.3M	12.92	View chart
Ishares 10-20 Yr Trs Etf (TLH)	0.1	$17M	+89%	156k	109.62	View chart
Oneok (OKE)	0.1	$17M	+110%	197k	85.90	View chart
Air Products & Chemicals (APD)	0.1	$17M	+53%	59k	281.67	View chart
Celanese Corp Common Stock (CE)	0.1	$16M	+9%	122k	134.13	View chart
Ishares U.s. Real Es Etf (IYR)	0.1	$16M	+177%	157k	100.91	View chart
Invesco Qqq Tr Qqq Trust Series 1 (QQQ)	0.1	$16M	+72%	50k	317.71	View chart
Texas Instruments Incorporated (TXN)	0.1	$16M	+49%	85k	185.16	View chart
Williams Companies (WMB)	0.1	$16M	+38%	365k	42.98	View chart
Honeywell Stock (HON)	0.1	$16M	+6%	84k	184.68	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$16M	+253%	197k	79.04	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$15M	+14%	36k	427.70	View chart
Chubb (CB)	0.1	$15M	+15%	58k	263.66	View chart
Norfolk Southern (NSC)	0.1	$15M	+48%	63k	239.40	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$15M	+6%	497k	29.41	View chart
Walt Disney Company (DIS)	0.1	$15M	+19%	178k	81.77	View chart
Core Msci Total Ishares Tr (IXUS)	0.1	$14M	+17%	215k	67.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$14M	+1493%	60k	237.56	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$14M	+40%	211k	67.43	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$14M	+6%	101k	141.31	View chart
TJX Companies (TJX)	0.1	$14M		135k	104.63	View chart
Colgate-Palmolive Company (CL)	0.1	$14M	+16%	144k	97.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$14M	-52%	153k	91.14	View chart
The Cigna Group Common Usd0.01 (CI)	0.1	$14M	+23%	43k	319.27	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.1	$14M		170k	79.96	View chart
Wisdomtree Emerging Funds (DGS)	0.1	$14M	NEW	253k	53.43	View chart
Bristol Myers Squibb Common (BMY)	0.1	$14M	+20%	285k	47.37	View chart
Anthem (ELV)	0.1	$13M	+108%	29k	466.35	View chart
Intel Corporation (INTC)	0.1	$13M	+40%	611k	21.75	View chart
Invesco Exchng Trade Sr Ln Etf (BKLN)	0.1	$13M	-55%	630k	21.02	View chart
Tortoise Pwr & Energy Infrastr Cef (TPZ)	0.1	$13M	NEW	726k	18.01	View chart
Cummins Common (CMI)	0.1	$13M	+12%	43k	304.22	View chart
CBOE Holdings (CBOE)	0.1	$13M	+9%	72k	177.85	View chart
Wells Fargo & Company (WFC)	0.1	$13M	+201%	269k	47.04	View chart
Cvs Health Stock (CVS)	0.1	$13M	+6%	214k	58.87	View chart
Bank Of New York Mel Common (BK)	0.1	$13M	+21%	184k	68.45	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$12M	NEW	341k	36.38	View chart
Eaton Corp SHS (ETN)	0.1	$12M	+18%	45k	277.70	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$12M		115k	106.86	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.1	$12M	NEW	368k	33.43	View chart
Fidelitycovington Tr Msci Finls Idx (FNCL)	0.1	$12M		191k	63.92	View chart
Amern Intl Group Common (AIG)	0.1	$12M	+15%	178k	68.04	View chart
Micron Technology (MU)	0.1	$12M	+61%	130k	93.08	View chart
PNC Financial Services (PNC)	0.1	$12M	+4%	69k	172.80	View chart
Crocs Common (CROX)	0.1	$12M	+47%	82k	144.37	View chart
Berkshire Hathaway Class A (BRK.A)	0.1	$12M	+170%	46.00	255871.83	View chart
Prudential Financial (PRU)	0.1	$12M	+2%	101k	115.37	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$12M	NEW	670k	17.37	View chart
3M Company (MMM)	0.1	$12M	+88%	92k	126.91	View chart
Ishares Msci Eurozone (EZU)	0.1	$11M	-46%	217k	52.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$11M	-25%	112k	101.10	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$11M	+13%	272k	41.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$11M	+36%	104k	108.71	View chart
Nucor Corporation (NUE)	0.1	$11M	+4%	77k	144.41	View chart
Chipotle Mexican Stock (CMG)	0.1	$11M	NEW	247k	45.06	View chart
Cdw (CDW)	0.1	$11M	+18%	51k	218.02	View chart
Waste Management (WM)	0.1	$11M	+98%	58k	188.91	View chart
Kroger (KR)	0.1	$11M	+21%	197k	54.97	View chart
EnerSys (ENS)	0.1	$11M	+10%	105k	102.01	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$11M	+40%	89k	119.00	View chart
Barings Bdc Funds (BBDC)	0.1	$11M	NEW	1.1M	9.74	View chart
Nuveen Mun Value Cef (NUV)	0.1	$10M	NEW	1.2M	9.02	View chart
Tcw Strategic Income Funds (TSI)	0.1	$10M	NEW	2.0M	5.09	View chart
General Dynamics Stock (GD)	0.1	$10M	+116%	37k	278.33	View chart
Nortonlifelock (GEN)	0.1	$10M	+10%	379k	27.20	View chart
NetApp (NTAP)	0.1	$10M	+15%	87k	118.42	View chart
SYSCO Corporation (SYY)	0.1	$10M	+75%	135k	75.77	View chart
Costco Wholesale Corporation (COST)	0.1	$10M	+124%	22k	466.59	View chart
Alexandria Real Estate Equities (ARE)	0.1	$10M	+9%	85k	118.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$10M	+222%	226k	44.49	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$10M	+23%	345k	28.93	View chart
Builders FirstSource (BLDR)	0.1	$9.9M	+6%	51k	192.33	View chart
Pgim Short Dur Hig Funds (SDHY)	0.1	$9.9M	NEW	596k	16.54	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$9.9M	+10%	113k	87.04	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$9.9M	+1722%	51k	193.93	View chart
Constellation Brands Cl A (STZ)	0.1	$9.8M	+31%	40k	244.38	View chart
MGM Resorts International. (MGM)	0.1	$9.8M	+2%	255k	38.48	View chart
At&t (T)	0.1	$9.8M	+148%	569k	17.21	View chart
Linde SHS (LIN)	0.1	$9.8M	+45%	28k	349.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$9.7M	+42%	48k	205.15	View chart
Marriott Intl Cl A (MAR)	0.1	$9.5M	+14%	40k	235.55	View chart
Archer Daniels Midland Company (ADM)	0.1	$9.5M		165k	57.20	View chart
Marathon Petroleum Corp (MPC)	0.1	$9.4M	+15%	65k	146.35	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$9.4M		305k	30.85	View chart
Whirlpool Corporation (WHR)	0.1	$9.4M	+8%	88k	106.39	View chart
Ishares Tr Msci Uk Etf (EWU)	0.1	$9.3M		249k	37.46	View chart
Digital Realty Trust Reit (DLR)	0.1	$9.3M		57k	161.86	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$9.3M	+55%	18k	519.47	View chart
Fidelitycovington Tr Consmr Staples (FSTA)	0.1	$9.2M	+13%	181k	51.11	View chart
Fidelitycovington Tr Msci Consm Dis (FDIS)	0.1	$9.2M		104k	88.58	View chart
Tapestry (TPR)	0.1	$9.1M	+15%	203k	45.05	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$9.0M	+8%	112k	80.50	View chart
Novo-nordisk A S Adr (NVO)	0.1	$9.0M	+106%	82k	109.21	View chart
Manpower (MAN)	0.1	$8.9M	+7%	122k	73.28	View chart
Medtronic SHS (MDT)	0.1	$8.7M	+27%	106k	82.32	View chart

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 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
Kovitz Investment Group Partners 2022 Q1 filed April 22, 2022
Kovitz Investment Group Partners 2021 Q4 filed Feb. 4, 2022
Kovitz Investment Group Partners 2021 Q3 filed Oct. 28, 2021
Kovitz Investment Group Partners 2021 Q2 restated filed Aug. 4, 2021
Kovitz Investment Group Partners 2021 Q2 filed July 30, 2021
Kovitz Investment Group Partners 2021 Q1 filed May 6, 2021

View all past filings

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