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
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
2.32K
+ 54.87%
$72.34 - $83.73 $168K - $195K
6.56K $532K
VOX
Vanguard Communication Service

ETFs
695
+ 25.12%
$133.12 - $171.03 $92.5K - $119K
3.46K $592K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
11.1K
New
$13.96 - $16.51 $155K - $183K
11.1K $180K
WST
West Pharmaceutical Services Inc

Healthcare
839
+ 83.9%
$190.39 - $227.7 $160K - $191K
1.84K $402K
VV
Vanguard Large Cap ETF

ETFs
392
+ 17.34%
$228.25 - $285.3 $89.5K - $112K
2.65K $756K
RBLX
Roblox Corp

Communication Services
69
+ 1.96%
$51.22 - $105.59 $3.53K - $7.29K
3.59K $377K
THC
Tenet Healthcare Corp

Healthcare
191
+ 5.78%
$110.41 - $176.0 $21.1K - $33.6K
3.5K $615K
INDA
Ishares Msci India Index Fund

ETFs
1.73K
+ 10.13%
$49.13 - $55.86 $84.9K - $96.6K
18.8K $1.05M
DBL
Double Line Opportunistic Credit Fund

Financial Services
10.8K
New
$15.1 - $15.75 $163K - $170K
10.8K $166K
MGF
Mfs Government Markets Income Trust

Financial Services
53K
New
$3.04 - $3.17 $161K - $168K
53K $165K
KEP
Korea Electric Power Corp

Utilities
11.5K
New
$7.24 - $14.63 $83.1K - $168K
11.5K $163K
SHG
Shinhan Financial Group CO LTD

Financial Services
4.7K
New
N/A
4.7K $162K
RSG
Republic Services, Inc.

Industrials
529
+ 8.33%
$227.2 - $258.07 $120K - $137K
6.88K $1.7M
COP
Conocophillips

Energy
19.2K
+ 18.7%
$82.66 - $106.1 $1.59M - $2.04M
122K $10.9M
A
Agilent Technologies, Inc.

Healthcare
1.26K
+ 27.9%
$99.29 - $120.52 $125K - $151K
5.75K $678K
HIG
Hartford Financial Services Group, Inc.

Financial Services
516
+ 1.92%
$109.83 - $131.67 $56.7K - $67.9K
27.3K $3.47M
LNG
Cheniere Energy, Inc.

Energy
489
+ 20.03%
$197.25 - $244.33 $96.5K - $119K
2.93K $713K
DTST
Data Storage Corp

Technology
43.1K
New
$2.98 - $4.09 $128K - $176K
43.1K $147K
EWQ
Ishares Msci France ETF

ETFs
2.77K
+ 29.2%
$35.65 - $43.57 $98.8K - $121K
12.3K $524K
GNMA
Ishares Gnma Bond ETF

ETFs
2.37K
+ 0.3%
$42.91 - $44.21 $102K - $105K
795K $34.9M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3K
+ 39.53%
$46.41 - $47.7 $139K - $143K
10.6K $503K
VNQ
Vanguard Specialized Funds Van

ETFs
1.72K
+ 21.8%
$79.79 - $91.42 $138K - $158K
9.63K $857K
EFX
Equifax Inc

Industrials
2
+ 0.02%
$205.5 - $280.54 $411 - $561
8.99K $2.33M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.11K
+ 19.91%
$126.62 - $154.26 $141K - $171K
6.69K $853K
PRDO
Perdoceo Education Corp

Consumer Defensive
47
+ 0.25%
$24.24 - $34.1 $1.14K - $1.6K
18.6K $608K
RMD
Resmed Inc

Healthcare
155
+ 5.28%
$204.54 - $258.0 $31.7K - $40K
3.09K $797K
RL
Ralph Lauren Corp

Consumer Cyclical
72
+ 3.23%
$182.34 - $286.22 $13.1K - $20.6K
2.3K $631K
IWS
Ishares Russell Midcap Value E

ETFs
18
+ 0.08%
$110.58 - $132.14 $1.99K - $2.38K
22K $2.91M
AVY
Avery Dennison Corp

Industrials
816
+ 40.2%
$159.58 - $183.97 $130K - $150K
2.85K $499K
ILF
Ishares Latin America 40 ETF

ETFs
752
+ 1.73%
$21.35 - $26.21 $16.1K - $19.7K
44.1K $1.16M
SAR
Saratoga Investment Corp.

Financial Services
5.75K
+ 47.55%
$21.46 - $25.35 $123K - $146K
17.8K $442K
ENSG
Ensign Group, Inc

Healthcare
18
+ 0.34%
$119.93 - $156.36 $2.16K - $2.81K
5.33K $822K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.99K
+ 0.48%
$50.1 - $51.02 $150K - $152K
626K $32M
AWK
American Water Works Company, Inc.

Utilities
1.2K
+ 29.54%
$133.82 - $151.96 $160K - $182K
5.24K $729K
ACM
Aecom

Industrials
524
+ 14.49%
$87.19 - $113.06 $45.7K - $59.2K
4.14K $467K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 0.04%
$224.32 - $326.09 $224 - $326
2.35K $766K
GPC
Genuine Parts CO

Consumer Cyclical
489
+ 1.45%
$105.54 - $129.09 $51.6K - $63.1K
34.2K $4.15M
URGN
Uro Gen Pharma Ltd.

Healthcare
3.51K
+ 11.22%
$3.9 - $15.46 $13.7K - $54.3K
34.8K $476K
EWL
Ishares Inc Msci Switzerlnd

ETFs
2K
+ 29.4%
$47.04 - $56.27 $94.1K - $113K
8.81K $482K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
393
+ 0.09%
$7.6 - $8.89 $2.99K - $3.49K
438K $3.89M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
10.1K
New
$11.76 - $13.64 $119K - $138K
10.1K $128K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
361
+ 0.52%
$15.58 - $18.78 $5.62K - $6.78K
69.4K $1.3M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
1.37K
+ 27.61%
$40.95 - $57.85 $56.1K - $79.2K
6.33K $363K
VOE
Vanguard Mid Cap Value Index F

ETFs
658
+ 14.2%
$141.87 - $164.49 $93.4K - $108K
5.29K $870K
BXSL
Blackstone Secured Lending Fund

Financial Services
4.76K
+ 39.91%
$26.88 - $32.74 $128K - $156K
16.7K $513K
VRSN
Verisign Inc

Technology
211
+ 11.34%
$234.49 - $288.8 $49.5K - $60.9K
2.07K $598K
BELFB
Bel Fuse Inc.

Technology
370
+ 9.56%
$60.82 - $97.69 $22.5K - $36.1K
4.24K $414K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.11K
+ 41.99%
$18.94 - $21.67 $116K - $132K
20.7K $437K
HBAN
Huntington Bancshares Inc

Financial Services
2.35K
+ 4.83%
$12.49 - $16.76 $29.3K - $39.3K
50.9K $853K
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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