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
EOG
Eog Resources Inc

Energy
31.8K
+ 15.9%
$104.61 - $129.97 $3.32M - $4.13M
232K $27.7M
PFE
Pfizer Inc

Healthcare
103K
+ 26.07%
$21.59 - $24.84 $2.22M - $2.55M
497K $12M
LITE
Lumentum Holdings Inc.

Technology
841
+ 1.39%
$49.56 - $95.06 $41.7K - $79.9K
61.2K $5.82M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
88K
New
$22.68 - $23.28 $1.99M - $2.05M
88K $2.04M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
20.6K
+ 13.51%
$99.1 - $99.49 $2.04M - $2.05M
173K $17.2M
XLK
Technology Sector Spdr

ETFs
2.1K
+ 6.56%
$179.73 - $253.23 $378K - $532K
34.2K $8.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.99K
+ 4.89%
$114.78 - $133.31 $1.03M - $1.2M
193K $25.7M
NMFC
New Mountain Finance Corp

Financial Services
188K
New
$9.11 - $11.09 $1.72M - $2.09M
188K $1.99M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
37.9K
+ 37.97%
$61.03 - $67.59 $2.31M - $2.56M
138K $8.8M
LNC
Lincoln National Corp

Financial Services
58K
+ 207.82%
$28.95 - $37.27 $1.68M - $2.16M
85.8K $2.97M
UPS
United Parcel Service Inc

Industrials
22.7K
+ 61.16%
$91.92 - $110.2 $2.08M - $2.5M
59.8K $6.03M
CBRE
Cbre Group, Inc.

Real Estate
5.02K
+ 3.86%
$113.94 - $140.12 $572K - $703K
135K $18.9M
VO
Vanguard Mid Cap ETF

ETFs
3.5K
+ 8.09%
$228.54 - $279.83 $799K - $978K
46.7K $13.1M
VTWO
Vanguard Russell 2000 ETF

ETFs
17.4K
+ 31.1%
$70.56 - $87.22 $1.23M - $1.52M
73.4K $6.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
39K
+ 1.72%
$45.2 - $46.6 $1.76M - $1.82M
2.3M $107M
DASH
Door Dash, Inc.

Communication Services
1.37K
+ 5.72%
$163.16 - $246.51 $223K - $337K
25.3K $6.24M
FTNT
Fortinet, Inc.

Technology
16.2K
+ 104.89%
$84.71 - $108.69 $1.37M - $1.76M
31.6K $3.34M
IWP
Ishares Russell Mid Cap Growth

ETFs
151
+ 0.17%
$104.34 - $138.68 $15.8K - $20.9K
86.4K $12M
DFAE
Dimensional ETF Tr

ETFs
20.2K
+ 4.92%
$22.87 - $28.95 $462K - $585K
430K $12.5M
NTAP
Net App, Inc.

Technology
1.64K
+ 1.9%
$76.1 - $106.55 $124K - $174K
87.5K $9.33M
IYK
Ishares U.S. Consumer Staples

ETFs
25K
New
$67.29 - $72.42 $1.68M - $1.81M
25K $1.76M
GBDC
Golub Capital Bdc, Inc.

Financial Services
122K
+ 186.34%
$13.03 - $15.28 $1.58M - $1.86M
187K $2.74M
DKNG
Draft Kings Inc.

Consumer Cyclical
24.4K
+ 35.04%
$31.67 - $42.89 $774K - $1.05M
94.1K $4.04M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
33.9K
+ 159.98%
$42.02 - $50.36 $1.42M - $1.71M
55.1K $2.75M
ACN
Accenture PLC

Technology
9.28K
+ 11.54%
$279.23 - $323.21 $2.59M - $3M
89.7K $26.8M
FCOM
Fidelity Covington Tr Msci Com

ETFs
20.4K
+ 44.84%
$50.44 - $64.81 $1.03M - $1.32M
66K $4.28M
MAR
Marriott International Inc

Consumer Cyclical
544
+ 1.23%
$211.12 - $274.14 $115K - $149K
44.9K $12.3M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
22.8K
New
$60.21 - $75.37 $1.38M - $1.72M
22.8K $1.68M
EL
Estee Lauder Companies Inc

Consumer Defensive
14.4K
+ 47.5%
$50.06 - $80.8 $719K - $1.16M
44.6K $3.6M
HPE
Hewlett Packard Enterprise CO

Technology
4.12K
+ 1.36%
$12.51 - $20.45 $51.5K - $84.2K
306K $6.26M
TFC
Truist Financial Corp

Financial Services
24K
+ 8.54%
$34.79 - $42.99 $837K - $1.03M
306K $13.1M
PSX
Phillips 66

Energy
14.2K
+ 41.71%
$92.87 - $125.73 $1.31M - $1.78M
48.1K $5.74M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
18.4K
+ 23.97%
$49.48 - $61.22 $911K - $1.13M
95.3K $5.8M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
75.4K
+ 10.54%
$15.13 - $16.84 $1.14M - $1.27M
791K $13.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.8K
+ 108.26%
$48.13 - $49.85 $1.48M - $1.54M
59.3K $2.91M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
50.4K
+ 141.78%
$22.92 - $28.05 $1.15M - $1.41M
85.9K $2.41M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
977
+ 2.57%
$224.16 - $285.86 $219K - $279K
39K $11.1M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
144K
New
$8.76 - $9.82 $1.26M - $1.41M
144K $1.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.76K
+ 8.26%
$55.54 - $69.09 $486K - $605K
115K $7.93M
NVO
Novo Nordisk A S

Healthcare
19.9K
+ 26.76%
$58.08 - $81.05 $1.15M - $1.61M
94K $6.49M
ADSK
Autodesk, Inc.

Technology
5.34K
+ 16.73%
N/A
37.2K $9.16M
LHX
L3 Harris Technologies, Inc.

Industrials
838
+ 3.16%
$200.21 - $256.99 $168K - $215K
27.4K $6.87M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
51.1K
New
$23.19 - $25.35 $1.19M - $1.3M
51.1K $1.3M
TSN
Tyson Foods, Inc.

Consumer Defensive
48K
+ 26.94%
$54.33 - $63.56 $2.61M - $3.05M
226K $12.7M
PODD
Insulet Corp

Healthcare
2.07K
+ 17.23%
$238.57 - $327.47 $493K - $677K
14.1K $4.42M
OXY
Occidental Petroleum Corp

Energy
44.2K
+ 55.04%
$36.11 - $49.33 $1.6M - $2.18M
125K $5.23M
SHOP
Shopify Inc.

Technology
9.86K
+ 187.63%
$76.89 - $115.35 $758K - $1.14M
15.1K $1.74M
CTVA
Corteva, Inc.

Basic Materials
3.77K
+ 4.59%
$55.52 - $74.53 $209K - $281K
85.9K $6.4M
IWN
Ishares Russell2000 Val ETF

ETFs
4.82K
+ 7.49%
$131.84 - $157.76 $635K - $760K
69.1K $10.9M
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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