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
SONY
Sony Group Corp

Technology
554
+ 1.61%
$21.24 - $26.88 $11.8K - $14.9K
35K $911K
HTGC
Hercules Capital, Inc.

Financial Services
3.43K
+ 12.09%
$16.24 - $19.1 $55.7K - $65.5K
31.8K $580K
ICLN
Ishares

ETFs
1.2K
+ 10.25%
$10.56 - $13.31 $12.7K - $16K
12.9K $169K
IYJ
Ishares Tr

ETFs
49
+ 2.08%
$115.07 - $142.31 $5.64K - $6.97K
2.41K $342K
UUUU
Energy Fuels Inc

Energy
500
+ 3.14%
$3.44 - $5.9 $1.72K - $2.95K
16.4K $94K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
645
+ 7.45%
$49.57 - $50.27 $32K - $32.4K
9.31K $467K
PEG
Public Service Enterprise Group Inc

Utilities
170
+ 1.52%
$77.13 - $84.18 $13.1K - $14.3K
11.3K $953K
MDT
Medtronic PLC

Healthcare
3.74K
+ 3.46%
$80.68 - $88.86 $301K - $332K
112K $9.74M
CHW
Calamos Global Dynamic Income Fund

Financial Services
8
+ 0.02%
$5.59 - $7.13 $44.7 - $57
45.4K $323K
NLOK
Norton Life Lock Inc.

Technology
1.54K
+ 0.41%
N/A
379K $8.14M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.28K
+ 12.97%
$24.96 - $25.5 $31.9K - $32.6K
11.1K $284K
SPTS
Spdr Portfolio Short Term Trea

ETFs
282
+ 0.06%
$29.07 - $29.38 $8.2K - $8.29K
461K $13.5M
PNW
Pinnacle West Capital Corp

Utilities
519
+ 20.51%
$88.3 - $95.43 $45.8K - $49.5K
3.05K $272K
RIG
Transocean Ltd.

Energy
11.6K
New
$2.13 - $3.32 $24.7K - $38.5K
11.6K $30K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.74K
+ 11.9%
$55.13 - $75.25 $95.8K - $131K
16.3K $1.12M
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.34K
+ 7.07%
N/A
20.3K $457K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
7
+ 0.04%
$22.61 - $26.12 $158 - $183
15.8K $413K
CRUS
Cirrus Logic, Inc.

Technology
112
+ 2.97%
$77.43 - $107.58 $8.67K - $12K
3.88K $404K
ETSY
Etsy Inc

Consumer Cyclical
310
+ 6.78%
$40.8 - $63.88 $12.6K - $19.8K
4.88K $244K
CNC
Centene Corp

Healthcare
1.75K
+ 17.12%
$53.4 - $64.29 $93.7K - $113K
12K $651K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
246
+ 5.04%
$54.27 - $63.01 $13.4K - $15.5K
5.13K $321K
GAL
Ssga Active ETF Tr

ETFs
71
+ 0.64%
$41.46 - $47.0 $2.94K - $3.34K
11.1K $522K
OHI
Omega Healthcare Investors Inc

Real Estate
1.2K
+ 10.42%
$35.55 - $39.05 $42.7K - $46.9K
12.7K $465K
PDD
Pinduoduo Inc.

Consumer Cyclical
1.01K
+ 17.39%
$88.35 - $122.19 $88.9K - $123K
6.79K $710K
MAS
Masco Corp

Industrials
1.89K
+ 10.28%
$58.73 - $71.06 $111K - $134K
20.2K $1.3M
DFAI
Dimensional ETF Tr

ETFs
37
+ 0.53%
$28.02 - $34.71 $1.04K - $1.28K
7.03K $243K
LYG
Lloyds Banking Group PLC

Financial Services
3.46K
+ 17.65%
$3.32 - $4.29 $11.5K - $14.9K
23.1K $98K
DPZ
Dominos Pizza Inc

Consumer Cyclical
79
+ 6.17%
$430.72 - $497.52 $34K - $39.3K
1.36K $612K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
294
+ 5.13%
$35.35 - $42.68 $10.4K - $12.5K
6.03K $256K
IR
Ingersoll Rand Inc.

Industrials
119
+ 3.24%
$66.75 - $84.94 $7.94K - $10.1K
3.8K $315K
PLXS
Plexus Corp

Technology
44
+ 2.57%
$110.95 - $136.15 $4.88K - $5.99K
1.76K $237K
MO
Altria Group, Inc.

Consumer Defensive
2.75K
+ 2.67%
$55.56 - $60.91 $153K - $167K
106K $6.19M
ORI
Old Republic International Corp

Financial Services
938
+ 4.13%
$35.25 - $39.79 $33.1K - $37.3K
23.6K $908K
GNW
Genworth Financial Inc

Financial Services
346
+ 1.62%
$6.12 - $7.89 $2.12K - $2.73K
21.7K $168K
PSLV
Sprott Physical Silver Trust

Financial Services
750
+ 6.32%
$9.98 - $12.51 $7.49K - $9.38K
12.6K $154K
CAC
Camden National Corp

Financial Services
401
+ 7.39%
$36.35 - $41.49 $14.6K - $16.6K
5.83K $236K
AZN
Astrazeneca PLC

Healthcare
1.18K
+ 6.42%
$64.87 - $75.0 $76.3K - $88.2K
19.5K $1.36M
EIX
Edison International

Utilities
1.2K
+ 18.78%
$48.32 - $59.92 $58.1K - $72K
7.6K $392K
OGN
Organon & Co.

Healthcare
13.6K
+ 60.64%
$8.04 - $14.72 $109K - $200K
35.9K $347K
ZM
Zoom Video Communications, Inc.

Technology
6
+ 0.19%
$66.7 - $84.62 $400 - $508
3.22K $251K
DECK
Deckers Outdoor Corp

Consumer Cyclical
326
+ 13.36%
$100.44 - $129.37 $32.7K - $42.2K
2.77K $285K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
142
+ 1.28%
$4.46 - $5.94 $633 - $843
11.2K $66K
RPV
Invesco Exchange Traded Fd Tr

ETFs
28
+ 0.51%
$81.66 - $93.76 $2.29K - $2.63K
5.52K $517K
HESM
Hess Midstream LP

Energy
4.25K
+ 10.46%
$35.23 - $42.89 $150K - $182K
44.9K $1.73M
KO
Coca Cola CO

Consumer Defensive
2.03K
+ 1.32%
$68.37 - $73.9 $139K - $150K
156K $11M
UNM
Unum Group

Financial Services
268
+ 1.56%
$70.48 - $82.91 $18.9K - $22.2K
17.4K $1.41M
AEE
Ameren Corp

Utilities
221
+ 8.06%
$94.23 - $101.68 $20.8K - $22.5K
2.96K $284K
VSH
Vishay Intertechnology Inc

Technology
577
+ 0.74%
$10.57 - $15.97 $6.1K - $9.21K
79K $1.25M
MGV
Vanguard Mega Cap Value

ETFs
10
+ 0.46%
$114.87 - $131.25 $1.15K - $1.31K
2.19K $287K
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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