Kovitz Investment Group Partners, LLC Portfolio Holdings
Kovitz Investment Group Partners, LLC
- $6.71 Billion
- Q1 2024
Kovitz Investment Group Partners, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.71 Billion distributed in 660 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $227M, Meta Platforms, Inc. with a value of $204M, Berkshire Hathaway Inc Class B with a value of $198M, Apple Inc. with a value of $183M, and Jpmorgan Chase & CO with a value of $170M.
Examining the 13F form we can see an increase of $1.71B in the current position value, from $4.99B to 6.71B.
Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.71 Billion
Financial Services: $1.34 Billion
Technology: $1.33 Billion
Consumer Cyclical: $931 Million
ETFs: $911 Million
Communication Services: $548 Million
Consumer Defensive: $454 Million
Healthcare: $403 Million
Industrials: $384 Million
Other: $404 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 660
- Current Value $6.71 Billion
- Prior Value $4.99 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 256 stocks
- Additional Purchases 260 stocks
- Sold out of 0 stocks
- Reduced holdings in 124 stocks