Kovitz Investment Group Partners, LLC Purchases in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
POWL
Powell Industries Inc

Industrials
1.63M
New
$159.38 - $211.34 $259M - $344M
1.63M $343M
MSFT
Microsoft Corp

Technology
170K
+ 11.72%
$354.56 - $497.45 $60.2M - $84.5M
1.62M $805M
AVGO
Broadcom Inc.

Technology
234K
+ 20.13%
$146.29 - $275.65 $34.2M - $64.4M
1.39M $384M
NVDA
Nvidia Corp

Technology
380K
+ 18.71%
$94.31 - $157.99 $35.8M - $60M
2.41M $381M
AMZN
Amazon Com Inc

Consumer Cyclical
213K
+ 9.78%
$167.32 - $223.3 $35.7M - $47.6M
2.39M $525M
ADBE
Adobe Inc.

Technology
279K
+ 96.71%
$340.0 - $420.68 $94.7M - $117M
567K $219M
PEP
Pepsico Inc

Consumer Defensive
645K
+ 352.51%
$128.02 - $151.37 $82.5M - $97.6M
827K $109M
META
Meta Platforms, Inc.

Communication Services
18.1K
+ 4.56%
$484.66 - $738.09 $8.79M - $13.4M
416K $307M
AMD
Advanced Micro Devices Inc

Technology
51.7K
+ 2.89%
$78.21 - $143.81 $4.05M - $7.44M
1.84M $262M
ADI
Analog Devices Inc

Technology
306K
+ 535.77%
$164.6 - $238.02 $50.4M - $72.9M
363K $86.5M
GOOGL
Alphabet Inc.

Communication Services
104K
+ 5.37%
$144.7 - $178.6 $15M - $18.5M
2.04M $359M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.07M
+ 16.53%
$49.79 - $50.75 $53.4M - $54.4M
7.56M $384M
CEG
Constellation Energy Corp

Utilities
161K
+ 875.74%
$170.96 - $322.76 $27.5M - $51.9M
179K $57.8M
JPM
Jpmorgan Chase & CO

Financial Services
101K
+ 19.0%
$210.28 - $289.91 $21.3M - $29.3M
634K $184M
IVV
Ishares Core S&P 500 ETF

ETFs
39.4K
+ 8.99%
$498.8 - $620.9 $19.7M - $24.5M
478K $297M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
917K
+ 59.94%
$50.36 - $50.68 $46.2M - $46.5M
2.45M $124M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
458K
+ 50.88%
$100.35 - $100.71 $45.9M - $46.1M
1.36M $137M
IYW
Ishares Dj Us Tech ETF

ETFs
246K
+ 11300.41%
$122.57 - $173.27 $30.2M - $42.6M
248K $43M
NFLX
Netflix Inc

Communication Services
25.7K
+ 134.66%
$855.86 - $1339.13 $22M - $34.4M
44.8K $60M
IVW
Ishares S&P 500 Growth ETF

ETFs
288K
+ 49.58%
$82.96 - $110.1 $23.9M - $31.7M
869K $95.7M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
528K
New
$67.02 - $83.8 $35.4M - $44.2M
528K $40.1M
GXO
Gxo Logistics, Inc.

Industrials
159K
+ 4.76%
$31.53 - $49.1 $5M - $7.79M
3.49M $170M
CRM
Salesforce, Inc.

Technology
135K
+ 34.53%
$236.26 - $291.15 $31.9M - $39.3M
526K $143M
AMAT
Applied Materials Inc

Technology
68.6K
+ 10.5%
$126.95 - $183.52 $8.71M - $12.6M
722K $132M
DHR
Danaher Corp

Healthcare
199K
+ 65.37%
$174.64 - $205.16 $34.8M - $40.9M
504K $99.6M
AAPL
Apple Inc.

Technology
383K
+ 15.45%
$172.42 - $223.89 $66.1M - $85.8M
2.87M $588M
GS
Goldman Sachs Group Inc

Financial Services
38.9K
+ 101.05%
$462.22 - $707.75 $18M - $27.6M
77.5K $54.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
305K
+ 272.16%
$96.84 - $99.46 $29.6M - $30.3M
417K $41.4M
MA
Mastercard Inc

Financial Services
46K
+ 67.33%
$479.92 - $590.74 $22.1M - $27.2M
114K $64.2M
IVE
Ishares S&P 500 Value ETF

ETFs
122K
+ 20.49%
$168.34 - $195.42 $20.5M - $23.7M
714K $140M
SCHG
Schwab Strategic Tr Us Large C

ETFs
124K
+ 2.26%
$22.27 - $29.21 $2.76M - $3.62M
5.61M $164M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30.3K
+ 20.68%
$456.74 - $568.03 $13.8M - $17.2M
177K $100M
KEYS
Keysight Technologies, Inc.

Technology
11.7K
+ 0.72%
$127.02 - $165.4 $1.48M - $1.93M
1.63M $268M
ALL
Allstate Corp

Financial Services
119K
+ 323.23%
$180.53 - $212.64 $21.5M - $25.4M
156K $31.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
909K
+ 294.5%
$19.1 - $23.83 $17.4M - $21.7M
1.22M $29M
SLV
I Shares Silver Trust

ETFs
639K
+ 4102.4%
$27.08 - $33.74 $17.3M - $21.6M
655K $21.5M
BMY
Bristol Myers Squibb CO

Healthcare
524K
+ 206.6%
$44.12 - $59.6 $23.1M - $31.2M
778K $36M
UBER
Uber Technologies, Inc

Technology
156K
+ 55.27%
$64.62 - $93.3 $10.1M - $14.6M
439K $41M
BX
Blackstone Inc.

Financial Services
80.4K
+ 9.56%
$120.07 - $151.11 $9.65M - $12.1M
921K $138M
COST
Costco Wholesale Corp

Consumer Defensive
19.2K
+ 91.23%
$908.13 - $1056.85 $17.4M - $20.3M
40.2K $39.8M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
71.6K
+ 1375.87%
$201.28 - $266.34 $14.4M - $19.1M
76.8K $20.4M
ZBRA
Zebra Technologies Corp

Technology
31.2K
+ 8.67%
$213.54 - $309.26 $6.65M - $9.64M
391K $120M
FISV
Fiserv Inc

Technology
147K
+ 21.41%
N/A
833K $104M
CPRT
Copart Inc

Consumer Cyclical
453K
+ 88.7%
$47.72 - $63.84 $21.6M - $28.9M
964K $47.3M
PWR
Quanta Services, Inc.

Industrials
44.3K
+ 390.26%
$239.47 - $381.26 $10.6M - $16.9M
55.6K $21M
AER
Aer Cap Holdings N.V.

Industrials
151K
New
$88.97 - $117.24 $13.4M - $17.7M
151K $17.6M
VEA
Vanguard Ftse Developed Market

ETFs
96.1K
+ 4.88%
$45.65 - $57.01 $4.39M - $5.48M
2.06M $118M
IGOV
Ishares 1 3 International Trea

ETFs
397K
+ 313.27%
$39.53 - $43.1 $15.7M - $17.1M
524K $22.6M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
226K
+ 1628.97%
$62.73 - $78.42 $14.2M - $17.7M
239K $18.6M
Activity Summary
Buys All Purchases 839 New Holdings 170 Increased Positions 669 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 5
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