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
KHC
Kraft Heinz CO

Consumer Defensive
378
+ 2.72%
$25.61 - $30.81 $9.68K - $11.6K
14.3K $368K
ROP
Roper Technologies Inc

Industrials
85
+ 1.77%
$519.19 - $590.78 $44.1K - $50.2K
4.88K $2.77M
FDS
Factset Research Systems Inc

Financial Services
17
+ 0.18%
$398.85 - $473.32 $6.78K - $8.05K
9.5K $4.25M
BRSP
Bright Spire Capital, Inc.

Real Estate
4.07K
+ 2.51%
$4.3 - $5.59 $17.5K - $22.8K
166K $840K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
60.3K
+ 1469.33%
$87.84 - $1441.89 $5.29M - $86.9M
64.4K $5.8M
VHT
Vanguard Health Care ETF

ETFs
21
+ 0.42%
$236.71 - $261.92 $4.97K - $5.5K
4.98K $1.24M
PHG
Koninklijke Philips Nv

Healthcare
293
+ 0.39%
$21.67 - $25.64 $6.35K - $7.51K
76.3K $1.83M
MRCC
Monroe Capital Corp

Financial Services
201
+ 0.25%
$6.15 - $7.66 $1.24K - $1.54K
81.8K $520K
BBY
Best Buy CO Inc

Consumer Cyclical
1.05K
+ 3.65%
$56.17 - $75.73 $59.1K - $79.7K
29.9K $2.01M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
8.18K
+ 6.58%
$45.92 - $50.78 $376K - $415K
133K $6.19M
MPLX
Mplx LP

Energy
98
+ 0.13%
$46.68 - $53.89 $4.57K - $5.28K
76.6K $3.95M
XLE
Energy Sector Spdr

ETFs
1.32K
+ 4.23%
$76.44 - $94.13 $101K - $124K
32.6K $2.76M
CLX
Clorox CO

Consumer Defensive
675
+ 7.25%
$118.01 - $148.69 $79.7K - $100K
9.98K $1.2M
AFL
Aflac Inc

Financial Services
1.7K
+ 2.7%
$99.77 - $112.45 $169K - $191K
64.5K $6.8M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
8.38K
+ 880.25%
$105.72 - $1416.0 $886K - $11.9M
9.33K $1.04M
LADR
Ladder Capital Corp

Real Estate
15.5K
+ 2.34%
$9.86 - $11.4 $153K - $176K
678K $7.28M
PRU
Prudential Financial Inc

Financial Services
1.25K
+ 1.24%
$95.12 - $112.71 $119K - $141K
102K $11M
ENPH
Enphase Energy, Inc.

Technology
847
+ 5.23%
$34.56 - $62.52 $29.3K - $53K
17.1K $676K
CIVI
Civitas Resources, Inc.

Energy
12.1K
+ 12.45%
$24.28 - $35.09 $293K - $423K
109K $3M
PAYX
Paychex Inc

Industrials
113
+ 0.25%
$137.01 - $159.78 $15.5K - $18.1K
45.5K $6.62M
SNY
Sanofi

Healthcare
352
+ 0.56%
$47.62 - $55.44 $16.8K - $19.5K
63.2K $3.05M
WEN
Wendy'S CO

Consumer Cyclical
59K
+ 16.28%
$11.11 - $14.72 $656K - $869K
422K $4.82M
CTRA
Coterra Energy Inc.

Energy
216
+ 0.15%
$22.6 - $29.07 $4.88K - $6.28K
142K $3.61M
GBX
Greenbrier Companies Inc

Industrials
2.25K
+ 1.93%
$39.63 - $51.99 $89K - $117K
118K $5.45M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
7.9K
+ 3.89%
$14.1 - $17.13 $111K - $135K
211K $2.97M
PPC
Pilgrims Pride Corp

Consumer Defensive
477
+ 0.82%
$44.55 - $56.26 $21.3K - $26.8K
58.3K $2.62M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
44
+ 0.01%
$11.11 - $14.46 $489 - $636
301K $3.77M
SNA
Snap On Inc

Industrials
69
+ 0.27%
$292.36 - $342.2 $20.2K - $23.6K
25.5K $7.95M
VZ
Verizon Communications Inc

Communication Services
15.6K
+ 2.28%
$41.67 - $45.62 $650K - $712K
700K $30.3M
IP
International Paper CO

Consumer Cyclical
288
+ 0.24%
$43.89 - $54.46 $12.6K - $15.7K
119K $5.55M
MCD
Mcdonalds Corp

Consumer Cyclical
1.2K
+ 1.65%
$285.55 - $321.23 $344K - $387K
74.3K $21.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.32K
+ 2.09%
$90.21 - $112.66 $119K - $149K
64.4K $5.87M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 4.26%
$725400.0 - $809350.0 $1.45M - $1.62M
49 $35.7M
AMGN
Amgen Inc

Healthcare
596
+ 0.63%
$262.28 - $309.85 $156K - $185K
94.5K $26.4M
PCG
Pg&E Corp

Utilities
155K
+ 8.08%
$13.55 - $17.87 $2.1M - $2.77M
2.07M $28.9M
KMX
Carmax Inc

Consumer Cyclical
99.9K
+ 6.5%
$62.27 - $82.77 $6.22M - $8.27M
1.64M $110M
BDX
Becton Dickinson & CO

Healthcare
179K
+ 23.93%
$165.15 - $226.42 $29.5M - $40.4M
925K $159M
TMO
Thermo Fisher Scientific Inc.

Healthcare
79.5K
+ 12.59%
$390.26 - $489.06 $31M - $38.9M
711K $288M
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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