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
GSY
Invesco Actively Mngd ETF Tr U

ETFs
76.7K
New
$49.98 - $50.26 $3.83M - $3.85M
76.7K $3.85M
DLR
Digital Realty Trust, Inc.

Real Estate
12.7K
+ 24.79%
$136.11 - $177.69 $1.73M - $2.25M
63.8K $11.1M
CAG
Conagra Brands Inc.

Consumer Defensive
189K
+ 1402.44%
$20.4 - $26.78 $3.86M - $5.07M
203K $4.15M
IGF
Ishares Global Infrastructure

ETFs
49.8K
+ 30.91%
$50.55 - $59.83 $2.52M - $2.98M
211K $12.5M
MINO
Pimco ETF Tr Municipal Income

ETFs
84.8K
+ 42.41%
$43.42 - $45.15 $3.68M - $3.83M
285K $12.6M
QCOM
Qualcomm Inc

Technology
9.99K
+ 2.75%
$124.66 - $159.48 $1.24M - $1.59M
373K $59.4M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
18.7K
+ 100.59%
$167.22 - $212.42 $3.12M - $3.96M
37.2K $7.36M
HON
Honeywell International Inc

Industrials
7.64K
+ 8.84%
$182.86 - $232.88 $1.4M - $1.78M
94.1K $21.9M
IEMG
Ishares Inc

ETFs
64.8K
+ 7.96%
N/A
879K $47.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
31.1K
+ 53.61%
$107.93 - $110.97 $3.36M - $3.46M
89.2K $9.82M
NEE
Nextera Energy Inc

Utilities
50.9K
+ 19.08%
$64.11 - $75.0 $3.26M - $3.82M
318K $22.1M
DUK
Duke Energy Corp

Utilities
27.1K
+ 115.59%
$112.46 - $124.05 $3.05M - $3.37M
50.6K $5.97M
NVR
Nvr Inc

Consumer Cyclical
409
+ 171.13%
$6700.0 - $7410.93 $2.74M - $3.03M
648 $4.79M
EXC
Exelon Corp

Utilities
71.6K
+ 265.64%
$42.2 - $47.37 $3.02M - $3.39M
98.5K $4.28M
HOOD
Robinhood Markets, Inc.

Technology
18.4K
+ 77.25%
$34.17 - $93.63 $627K - $1.72M
42.1K $3.94M
CGDV
Capital Group Divid Value ETF

ETFs
74.7K
New
$31.93 - $39.49 $2.39M - $2.95M
74.7K $2.95M
JBL
Jabil Inc

Technology
350
+ 1.03%
$116.88 - $218.1 $40.9K - $76.3K
34.4K $7.5M
IYF
Ishares Tr

ETFs
23.4K
+ 1248.48%
$99.23 - $120.99 $2.33M - $2.84M
25.3K $3.06M
CTSH
Cognizant Technology Solutions Corp

Technology
35.2K
+ 103.84%
$66.47 - $81.81 $2.34M - $2.88M
69.1K $5.39M
FREL
Fidelity Covington Tr Msci Rea

ETFs
102K
New
$24.18 - $27.61 $2.47M - $2.82M
102K $2.77M
ASML
Asml Holding Nv

Technology
2.97K
+ 108.84%
$595.37 - $815.24 $1.77M - $2.42M
5.7K $4.56M
EPP
Ishares Inc

ETFs
55.6K
New
$38.85 - $49.83 $2.16M - $2.77M
55.6K $2.74M
GNRC
Generac Holdings Inc.

Industrials
14.4K
+ 35.64%
$101.92 - $143.21 $1.47M - $2.07M
54.9K $7.87M
CF
Cf Industries Holdings, Inc.

Basic Materials
29K
+ 669.85%
$68.47 - $102.48 $1.98M - $2.97M
33.3K $3.06M
CVNA
Carvana Co.

Consumer Cyclical
1.14K
+ 6.46%
$162.57 - $345.64 $186K - $395K
18.8K $6.34M
WSM
Williams Sonoma Inc

Consumer Cyclical
16.2K
New
$137.62 - $174.44 $2.22M - $2.82M
16.2K $2.64M
WMB
Williams Companies, Inc.

Energy
24.7K
+ 7.14%
$54.33 - $62.87 $1.34M - $1.55M
370K $23.3M
STT
State Street Corp

Financial Services
14.6K
+ 23.87%
$75.33 - $106.34 $1.1M - $1.55M
75.9K $8.07M
GILD
Gilead Sciences, Inc.

Healthcare
24.1K
+ 25.41%
$96.91 - $113.0 $2.34M - $2.72M
119K $13.2M
QDF
Flexshares Quality Dividend In

ETFs
34.2K
New
$59.99 - $73.18 $2.05M - $2.5M
34.2K $2.5M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
19.4K
+ 8.93%
$54.81 - $67.78 $1.06M - $1.31M
236K $16M
MKSI
Mks Instruments Inc

Technology
24.1K
+ 822.77%
$58.78 - $100.27 $1.41M - $2.41M
27K $2.68M
DGS
Wisdomtree Emerging Markets Sm

ETFs
9.91K
+ 3.62%
$43.34 - $55.24 $429K - $547K
283K $15.7M
EMR
Emerson Electric CO

Industrials
5.82K
+ 8.65%
$94.15 - $133.33 $548K - $775K
73.1K $9.74M
PANW
Palo Alto Networks Inc

Technology
4.59K
+ 11.18%
$152.44 - $204.64 $700K - $940K
45.6K $9.34M
EXPE
Expedia Group, Inc.

Consumer Cyclical
13.7K
+ 268.39%
$136.63 - $176.62 $1.88M - $2.43M
18.9K $3.18M
VDE
Vanguard Energy ETF

ETFs
19.3K
+ 815.09%
$105.87 - $130.56 $2.04M - $2.52M
21.7K $2.58M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
99.2K
+ 290.14%
$17.76 - $22.1 $1.76M - $2.19M
133K $2.95M
LMT
Lockheed Martin Corp

Industrials
3.15K
+ 6.76%
$430.82 - $486.45 $1.36M - $1.53M
49.8K $23.1M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
57.6K
New
$31.18 - $38.55 $1.8M - $2.22M
57.6K $2.21M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
42.3K
+ 897.37%
$50.52 - $50.92 $2.14M - $2.15M
47K $2.4M
DINO
Hf Sinclair Corp

Energy
4.16K
+ 1.72%
$25.91 - $41.85 $108K - $174K
246K $10.1M
HUBS
Hubspot Inc

Technology
3.99K
+ 64.54%
$487.07 - $672.24 $1.94M - $2.68M
10.2K $5.66M
SPOT
Spotify Technology S.A.

Communication Services
764
+ 10.84%
$503.3 - $775.9 $385K - $593K
7.81K $5.99M
APP
App Lovin Corp

Technology
5.8K
+ 566.05%
$219.37 - $417.89 $1.27M - $2.42M
6.83K $2.39M
SCHA
Schwab Strategic Tr Us Small C

ETFs
81.9K
+ 420.06%
$20.42 - $25.3 $1.67M - $2.07M
101K $2.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81.5K
+ 162.57%
$24.32 - $27.87 $1.98M - $2.27M
132K $3.49M
DVYE
Ishares Emerging Markets Divid

ETFs
72.8K
New
$23.95 - $29.03 $1.74M - $2.11M
72.8K $2.09M
TXT
Textron Inc

Industrials
18.8K
+ 26.31%
$60.72 - $80.34 $1.14M - $1.51M
90K $7.23M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email