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
ARGX
Argenx Se

Healthcare
523
+ 38.83%
$532.27 - $656.65 $278K - $343K
1.87K $1.03M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.98K
New
$86.24 - $117.44 $171K - $232K
1.98K $232K
MNST
Monster Beverage Corp

Consumer Defensive
2.8K
+ 21.8%
$55.01 - $64.24 $154K - $180K
15.6K $978K
AAON
Aaon, Inc.

Industrials
3.63K
+ 39.33%
$71.78 - $106.87 $261K - $388K
12.9K $948K
EFV
Msci Eafe Value ETF

ETFs
799
+ 2.08%
$52.4 - $64.65 $41.9K - $51.7K
39.1K $2.48M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.21K
New
$40.51 - $71.03 $130K - $228K
3.21K $225K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
869
+ 4.13%
$50.08 - $63.14 $43.5K - $54.9K
21.9K $1.38M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.06K
New
$149.56 - $212.83 $158K - $225K
1.06K $224K
FLCH
Franklin Templeton ETF Tr

ETFs
9.56K
+ 21.85%
$17.74 - $21.96 $170K - $210K
53.3K $1.16M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.5K
New
$52.8 - $63.87 $185K - $224K
3.5K $223K
BHE
Benchmark Electronics Inc

Technology
1.62K
+ 0.82%
$32.53 - $39.36 $52.5K - $63.6K
199K $7.72M
EEMA
Ishares Msci Emerging Markets

ETFs
2.67K
New
$64.59 - $83.0 $172K - $221K
2.67K $220K
TECL
Direxion Daily Technology Bull

ETFs
2.36K
New
$37.33 - $93.58 $87.9K - $220K
2.36K $220K
MORN
Morningstar, Inc.

Financial Services
701
New
$255.31 - $313.93 $179K - $220K
701 $220K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.12K
New
$99.97 - $129.69 $212K - $275K
2.12K $220K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.2K
+ 7.03%
$100.04 - $100.54 $220K - $221K
33.6K $3.37M
EIRL
Ishares Tr Msci Ireland ETF

ETFs
1.12K
+ 6.15%
$53.52 - $68.32 $59.8K - $76.4K
19.3K $1.29M
NTRA
Natera, Inc.

Healthcare
1.3K
New
$132.23 - $171.87 $171K - $223K
1.3K $218K
SHAK
Shake Shack Inc.

Consumer Cyclical
1.55K
New
$75.85 - $140.6 $117K - $218K
1.55K $217K
YUM
Yum Brands Inc

Consumer Cyclical
3.89K
+ 9.91%
$138.36 - $161.45 $538K - $628K
43.2K $6.39M
PGF
Invesco Exchange Traded Fd Tr

ETFs
15.4K
New
$13.7 - $14.31 $210K - $220K
15.4K $216K
XLY
Select Sector Spdr Consumer Di

ETFs
559
+ 11.73%
$176.34 - $218.59 $98.6K - $122K
5.33K $1.16M
PVBC
Provident Bancorp, Inc.

Financial Services
17.3K
New
$10.65 - $12.49 $185K - $217K
17.3K $216K
TTEK
Tetra Tech Inc

Industrials
5.99K
New
$28.01 - $36.25 $168K - $217K
5.99K $215K
KTF
Dws Municipal Income Trust

Financial Services
42K
+ 14.39%
$8.73 - $9.46 $366K - $397K
334K $2.95M
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.21K
New
$28.28 - $35.22 $176K - $219K
6.21K $213K
AB
Alliancebernstein Holding L.P.

Financial Services
5.21K
New
$33.0 - $41.77 $172K - $218K
5.21K $212K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.69K
New
$101.91 - $134.83 $172K - $227K
1.69K $212K
RMBS
Rambus Inc

Technology
146
+ 0.88%
$42.9 - $64.02 $6.26K - $9.35K
16.7K $1.07M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.45K
New
$44.37 - $50.04 $197K - $222K
4.45K $211K
INGR
Ingredion Inc

Consumer Defensive
1.54K
New
$123.22 - $140.95 $189K - $217K
1.54K $208K
LAMR
Lamar Advertising CO

Real Estate
1.69K
New
$102.35 - $121.67 $173K - $206K
1.69K $205K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
99
+ 1.94%
$66.89 - $111.18 $6.62K - $11K
5.2K $578K
F
Ford Motor CO

Consumer Cyclical
5.45K
+ 3.08%
$8.69 - $10.85 $47.4K - $59.1K
182K $1.98M
ET
Energy Transfer LP

Energy
17.8K
+ 6.79%
$15.65 - $18.93 $279K - $338K
280K $5.08M
FNDX
Schwab Fundamental U S Large C

ETFs
7.42K
+ 34.25%
$20.84 - $24.54 $155K - $182K
29.1K $713K
FIS
Fidelity National Information Services, Inc.

Technology
978
+ 5.35%
$68.14 - $82.13 $66.6K - $80.3K
19.2K $1.57M
LAUR
Laureate Education, Inc.

Consumer Defensive
8.64K
New
$18.34 - $23.38 $158K - $202K
8.64K $202K
CW
Curtiss Wright Corp

Industrials
412
New
$283.18 - $488.55 $117K - $201K
412 $201K
RDVY
First Trust Rising Dividend Ac

ETFs
3.22K
New
$51.6 - $62.74 $166K - $202K
3.22K $201K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
6.74K
New
$25.21 - $34.03 $170K - $229K
6.74K $201K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$89.44 - $108.59 $165K - $200K
1.84K $200K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8.89K
+ 61.0%
$15.5 - $20.28 $138K - $180K
23.5K $475K
IDX
Vaneck ETF Tr Indonesia Index

ETFs
2.53K
+ 3.32%
$11.03 - $15.18 $27.9K - $38.3K
78.5K $1.14M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.25K
+ 62.94%
$50.5 - $71.23 $114K - $160K
5.83K $393K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12.5K
New
$12.23 - $15.46 $153K - $194K
12.5K $189K
PATH
Ui Path, Inc.

Technology
14.6K
New
$9.79 - $13.31 $143K - $195K
14.6K $187K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
104
+ 0.04%
$20.46 - $21.89 $2.13K - $2.28K
280K $6.14M
DVA
Davita Inc.

Healthcare
1.46K
+ 71.09%
$133.5 - $155.51 $195K - $227K
3.52K $500K
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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