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
JMBS
Janus Detroit Str Tr Henderson

ETFs
396K
+ 19.11%
$43.89 - $45.45 $17.4M - $18M
2.47M $111M
MCK
Mckesson Corp

Healthcare
22.1K
+ 168.0%
$652.83 - $732.78 $14.4M - $16.2M
35.2K $25.8M
APO
Apollo Global Management, Inc.

Financial Services
74.3K
+ 6.33%
$108.68 - $145.07 $8.08M - $10.8M
1.25M $177M
WELL
Welltower Inc.

Real Estate
106K
New
$136.49 - $155.22 $14.5M - $16.5M
106K $16.3M
EWC
Ishares Msci Canada ETF

ETFs
351K
New
$37.17 - $46.2 $13M - $16.2M
351K $16.2M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
679K
+ 14.82%
$22.81 - $22.97 $15.5M - $15.6M
5.26M $121M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
179K
+ 63.27%
$82.21 - $83.12 $14.7M - $14.9M
462K $38.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
834K
New
$16.93 - $17.81 $14.1M - $14.9M
834K $14.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.09K
+ 98.49%
$4164.15 - $5789.24 $8.69M - $12.1M
4.21K $24.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
107K
+ 7.56%
$59.24 - $71.39 $6.32M - $7.61M
1.52M $108M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
156K
New
$81.84 - $93.53 $12.8M - $14.6M
156K $14.5M
ABBV
Abb Vie Inc.

Healthcare
88K
+ 94.4%
$170.16 - $206.27 $15M - $18.2M
181K $33.6M
CME
Cme Group Inc.

Financial Services
46.3K
+ 57.99%
$252.37 - $290.71 $11.7M - $13.4M
126K $34.7M
XLF
Financial Sector Spdr

ETFs
254K
+ 466.51%
$43.92 - $52.37 $11.1M - $13.3M
308K $16.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
109K
+ 22.96%
$116.93 - $119.39 $12.7M - $13M
583K $69.4M
LLY
Eli Lilly & CO

Healthcare
19.1K
+ 40.2%
$713.71 - $898.95 $13.7M - $17.2M
66.7K $52M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
52.2K
+ 84.99%
$139.8 - $197.22 $7.29M - $10.3M
114K $22.4M
BLDR
Builders First Source, Inc.

Industrials
144K
+ 27.32%
$105.63 - $131.12 $15.3M - $18.9M
673K $78.6M
NVS
Novartis Ag

Healthcare
97.9K
+ 180.76%
$101.96 - $121.01 $9.98M - $11.8M
152K $18.4M
MUB
Ishares National Muni Bond ETF

ETFs
115K
+ 140.09%
$102.31 - $105.8 $11.8M - $12.2M
197K $20.6M
TSLA
Tesla, Inc.

Consumer Cyclical
11.4K
+ 8.45%
$221.86 - $362.89 $2.53M - $4.13M
146K $46.4M
PLTR
Palantir Technologies Inc.

Technology
26.7K
+ 17.74%
$74.01 - $144.25 $1.98M - $3.85M
177K $24.2M
WDAY
Workday, Inc.

Technology
47.4K
+ 624.13%
$210.47 - $274.71 $9.97M - $13M
54.9K $13.2M
CB
Chubb LTD

Financial Services
41.1K
+ 67.94%
$274.32 - $302.46 $11.3M - $12.4M
102K $29.5M
IDV
Ishares Tr

ETFs
300K
+ 210.72%
$27.79 - $34.84 $8.34M - $10.5M
442K $15.3M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
222K
+ 1713.34%
$46.77 - $47.89 $10.4M - $10.6M
235K $11.1M
BR
Broadridge Financial Solutions, Inc.

Technology
42.8K
+ 162.92%
$217.22 - $246.25 $9.29M - $10.5M
69.1K $16.8M
VTV
Vanguard Value ETF

ETFs
34.3K
+ 3.17%
$153.67 - $176.74 $5.27M - $6.06M
1.11M $197M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23.6K
+ 278.36%
$421.16 - $509.5 $9.93M - $12M
32K $14.3M
SYK
Stryker Corp

Healthcare
24.8K
+ 207.36%
$337.37 - $395.63 $8.36M - $9.8M
36.7K $14.5M
TRV
Travelers Companies, Inc.

Financial Services
37.1K
+ 408.66%
$233.83 - $276.34 $8.68M - $10.3M
46.2K $12.4M
CAT
Caterpillar Inc

Industrials
17.1K
+ 31.14%
$273.94 - $388.21 $4.68M - $6.63M
71.9K $27.9M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
126K
+ 141.1%
$61.08 - $74.04 $7.71M - $9.35M
216K $16M
HWM
Howmet Aerospace Inc.

Industrials
621
+ 0.37%
$112.33 - $186.13 $69.8K - $116K
167K $31M
DFIV
Dimensional ETF Tr

ETFs
105K
+ 7.37%
$34.67 - $43.21 $3.62M - $4.52M
1.52M $65.2M
KLAC
Kla Corp

Technology
9.3K
+ 203.55%
$576.53 - $902.94 $5.36M - $8.39M
13.9K $12.4M
INTU
Intuit Inc

Technology
2.06K
+ 4.68%
$544.07 - $787.63 $1.12M - $1.62M
46K $36.2M
TJX
Tjx Companies Inc

Consumer Cyclical
71.4K
+ 53.42%
$119.13 - $135.03 $8.51M - $9.65M
205K $25.3M
HCA
Hca Healthcare, Inc.

Healthcare
20.7K
+ 81.72%
$317.61 - $387.52 $6.59M - $8.04M
46.1K $17.7M
PULS
Pgim ETF Tr

ETFs
177K
+ 1021.49%
$49.39 - $49.76 $8.76M - $8.82M
195K $9.69M
C
Citigroup Inc

Financial Services
10.4K
+ 1.88%
$58.13 - $85.12 $607K - $888K
565K $48.1M
VB
Vanguard Small Cap ETF

ETFs
32.5K
+ 59.74%
$193.73 - $237.37 $6.29M - $7.7M
86.8K $20.6M
HYLB
Xtrackers Usd High Yield Corp

ETFs
219K
New
$34.72 - $36.92 $7.61M - $8.09M
219K $8.09M
DFSV
Dimensional ETF Tr Dimensional

ETFs
265K
+ 121.78%
$24.21 - $29.47 $6.41M - $7.8M
482K $14.2M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
151K
+ 305.49%
$47.29 - $53.34 $7.15M - $8.07M
201K $10.6M
T
At&T Inc.

Communication Services
267K
+ 63.41%
$26.33 - $28.94 $7.02M - $7.72M
687K $19.9M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
167K
New
$46.46 - $47.44 $7.75M - $7.91M
167K $7.91M
IAU
Ishares Gold Trust

ETFs
93K
+ 16.16%
$56.1 - $64.74 $5.22M - $6.02M
669K $41.7M
XLU
Utilities Sector Spdr

ETFs
90.2K
+ 78.63%
$73.09 - $82.77 $6.59M - $7.46M
205K $16.7M
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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