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
PEAK
Healthpeak Properties, Inc.

Real Estate
3.97K
+ 3.35%
N/A
122K $2.32M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
21K
New
$3.02 - $3.59 $63.4K - $75.4K
21K $75K
FOXA
Fox Corp

Communication Services
1.39K
+ 34.99%
$47.21 - $57.04 $65.7K - $79.4K
5.37K $300K
SITE
Site One Landscape Supply, Inc.

Industrials
643
+ 7.16%
$104.79 - $127.3 $67.4K - $81.9K
9.62K $1.16M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.44K
+ 7.5%
$45.07 - $52.57 $426K - $496K
135K $6.61M
UHS
Universal Health Services Inc

Healthcare
484
+ 23.37%
$157.05 - $197.94 $76K - $95.8K
2.56K $462K
USFD
Us Foods Holding Corp.

Consumer Defensive
422
+ 12.51%
$60.47 - $79.12 $25.5K - $33.4K
3.8K $292K
UL
Unilever PLC

Consumer Defensive
727
+ 4.37%
$57.9 - $65.43 $42.1K - $47.6K
17.4K $1.06M
VONV
Vanguard Russell 1000 Value Et

ETFs
510
+ 5.07%
$73.19 - $85.21 $37.3K - $43.5K
10.6K $901K
UA
Under Armour Inc Cl C

Consumer Cyclical
10.9K
New
$4.73 - $6.59 $51.6K - $71.9K
10.9K $70K
BMO
Bank Of Montreal

Financial Services
150
+ 4.48%
$87.54 - $110.63 $13.1K - $16.6K
3.5K $386K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.04%
$113.67 - $150.4 $114 - $150
2.84K $426K
VRSK
Verisk Analytics, Inc.

Industrials
108
+ 4.77%
$277.03 - $321.33 $29.9K - $34.7K
2.37K $738K
TROW
Price T Rowe Group Inc

Financial Services
493
+ 13.09%
$80.27 - $98.06 $39.6K - $48.3K
4.26K $411K
VTRS
Viatris Inc

Healthcare
6.03K
+ 12.69%
$7.26 - $9.12 $43.8K - $55K
53.6K $478K
ASB
Associated Banc Corp

Financial Services
1.64K
+ 12.64%
$18.91 - $24.56 $30.9K - $40.2K
14.6K $355K
STE
Steris PLC

Healthcare
182
+ 12.94%
$208.55 - $252.55 $38K - $46K
1.59K $381K
ES
Eversource Energy

Utilities
517
+ 2.74%
$54.25 - $65.89 $28K - $34.1K
19.4K $1.23M
PNBK
Patriot National Bancorp Inc

Financial Services
39.5K
New
$0.9 - $6.71 $35.6K - $265K
39.5K $60K
FYBR
Frontier Communications Parent, Inc.

Communication Services
1.4K
+ 7.61%
$35.51 - $36.83 $49.6K - $51.5K
19.7K $718K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
627
+ 20.16%
$90.85 - $102.31 $57K - $64.1K
3.74K $376K
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.03%
$90.17 - $109.96 $180 - $220
7.83K $861K
CQP
Cheniere Energy Partners, L.P.

Energy
4.76K
+ 22.74%
$54.61 - $68.04 $260K - $324K
25.7K $1.44M
CTBI
Community Trust Bancorp Inc

Financial Services
281
+ 1.74%
$45.64 - $53.22 $12.8K - $15K
16.5K $870K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.33K
+ 11.87%
$32.56 - $35.71 $75.9K - $83.2K
22K $725K
CHK
Chesapeake Energy Corp

Energy
629
+ 24.25%
N/A
3.22K $276K
LNT
Alliant Energy Corp

Utilities
1.09K
+ 32.58%
$58.79 - $64.85 $64.2K - $70.8K
4.44K $268K
TYL
Tyler Technologies Inc

Technology
41
+ 1.64%
$521.68 - $592.84 $21.4K - $24.3K
2.54K $1.5M
EQIX
Equinix Inc

Real Estate
130
+ 5.11%
$740.07 - $914.43 $96.2K - $119K
2.67K $2.13M
MTN
Vail Resorts Inc

Consumer Cyclical
373
+ 20.76%
$131.42 - $164.64 $49K - $61.4K
2.17K $340K
RBCAA
Republic Bancorp Inc

Financial Services
37
+ 0.7%
$60.5 - $74.04 $2.24K - $2.74K
5.35K $390K
TKR
Timken CO

Industrials
389
+ 1.26%
$57.34 - $74.03 $22.3K - $28.8K
31.2K $2.26M
MT
Arcelor Mittal

Basic Materials
738
+ 7.44%
$23.47 - $31.65 $17.3K - $23.4K
10.7K $336K
RELX
Relx PLC

Communication Services
271
+ 3.29%
$45.31 - $55.66 $12.3K - $15.1K
8.5K $462K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
22
+ 3.46%
$299.15 - $396.54 $6.58K - $8.72K
658 $260K
MTH
Meritage Homes Corp

Consumer Cyclical
2.59K
+ 8.04%
$62.44 - $71.44 $162K - $185K
34.8K $2.33M
MOH
Molina Healthcare, Inc.

Healthcare
302
+ 22.5%
$290.25 - $353.24 $87.7K - $107K
1.64K $489K
K
Kellogg CO

Consumer Defensive
720
+ 16.51%
$77.85 - $82.88 $56.1K - $59.7K
5.08K $404K
DSTX
ETF Ser Sol Distillate Intl Fu

ETFs
149
+ 1.08%
$22.58 - $28.1 $3.36K - $4.19K
14K $391K
IQLT
Ishares Msci Intl Quality Fact

ETFs
444
+ 6.37%
$35.9 - $43.76 $15.9K - $19.4K
7.42K $320K
MGC
Vanguard Mega Cap ETF

ETFs
53
+ 3.93%
$179.23 - $224.92 $9.5K - $11.9K
1.4K $315K
FNB
Fnb Corp

Financial Services
1.6K
+ 9.14%
$11.48 - $14.58 $18.4K - $23.4K
19.1K $279K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
518
+ 3.07%
$102.02 - $103.5 $52.8K - $53.6K
17.4K $1.79M
AMCR
Amcor PLC

Consumer Cyclical
5.87K
+ 25.04%
$8.57 - $9.81 $50.3K - $57.6K
29.3K $269K
ENOR
Ishares Tr Msci Norway ETF

ETFs
668
+ 5.62%
$22.09 - $29.25 $14.8K - $19.5K
12.5K $349K
PKG
Packaging Corp Of America

Consumer Cyclical
271
+ 23.86%
$175.97 - $201.36 $47.7K - $54.6K
1.41K $265K
HUM
Humana Inc

Healthcare
360
+ 14.88%
$224.93 - $295.04 $81K - $106K
2.78K $679K
ENVA
Enova International, Inc.

Financial Services
24
+ 1.01%
$85.91 - $111.52 $2.06K - $2.68K
2.39K $266K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4
+ 0.21%
$104.23 - $134.39 $417 - $538
1.94K $260K
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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