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
OKTA
Okta, Inc.

Technology
6.56K
New
$91.24 - $127.3 $599K - $836K
6.56K $656K
TQQQ
Proshares Ultrapro Qqq

ETFs
6.08K
+ 106.89%
$38.9 - $83.0 $237K - $505K
11.8K $977K
TOST
Toast, Inc.

Technology
8.77K
+ 37.21%
$30.03 - $45.23 $263K - $397K
32.3K $1.43M
BHK
Blackrock Core Bond Trust

Financial Services
66.5K
New
$9.5 - $11.0 $632K - $731K
66.5K $646K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
28.1K
New
$21.85 - $22.76 $614K - $639K
28.1K $639K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.69K
+ 23.24%
$121.58 - $136.74 $570K - $642K
24.9K $3.38M
JNPR
Juniper Networks Inc

Technology
411
+ 0.25%
$33.93 - $39.93 $13.9K - $16.4K
164K $6.55M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.7K
+ 13.09%
$105.69 - $140.64 $285K - $379K
23.3K $3.08M
CARR
Carrier Global Corp

Industrials
3.48K
+ 9.44%
$55.55 - $75.83 $194K - $264K
40.4K $2.96M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.83K
+ 145.86%
$146.74 - $176.07 $561K - $674K
6.45K $1.05M
SOFI
So Fi Technologies, Inc.

Financial Services
16.8K
+ 36.5%
$9.5 - $18.21 $160K - $306K
62.9K $1.14M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
27.1K
New
$17.11 - $21.71 $463K - $588K
27.1K $587K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.31K
+ 11.91%
$60.61 - $87.72 $140K - $203K
21.7K $1.84M
CDNS
Cadence Design Systems Inc

Technology
640
+ 9.1%
$231.64 - $323.08 $148K - $207K
7.67K $2.36M
PPT
Putnam Premier Income Trust

Financial Services
156K
New
$3.45 - $3.71 $538K - $579K
156K $572K
PIM
Putnam Master Intermediate Income Trust

Financial Services
169K
New
$3.18 - $3.37 $538K - $570K
169K $566K
TXN
Texas Instruments Inc

Technology
2.88K
+ 2.32%
N/A
127K $24.7M
OPFI
Opp Fi Inc.

Technology
40.1K
New
$7.92 - $14.61 $318K - $586K
40.1K $561K
MIN
Mfs Intermediate Income Trust

Financial Services
204K
New
$2.63 - $2.72 $537K - $555K
204K $553K
SHEL
Shell PLC

Energy
8.62K
+ 42.39%
$59.75 - $73.05 $515K - $629K
28.9K $2.04M
CTAS
Cintas Corp

Industrials
1.44K
+ 11.18%
$190.11 - $227.66 $275K - $329K
14.4K $3.2M
CSX
Csx Corp

Industrials
5.99K
+ 5.5%
$26.69 - $32.91 $160K - $197K
115K $3.75M
PAVE
Global X Fds Us Infrastructure

ETFs
11.4K
+ 164.23%
$33.78 - $43.68 $386K - $499K
18.4K $800K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
33.7K
New
$14.83 - $16.07 $500K - $541K
33.7K $532K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.73K
+ 5.16%
$29.12 - $35.84 $167K - $205K
117K $4.18M
IONQ
Ion Q, Inc.

Technology
11.9K
New
$20.68 - $48.04 $247K - $574K
11.9K $513K
XLI
Industrial Sector Spdr

ETFs
3.05K
+ 82.18%
$116.42 - $147.52 $355K - $450K
6.77K $998K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
17.4K
New
$19.5 - $30.4 $340K - $530K
17.4K $510K
TRP
Tc Energy Corp

Energy
10.1K
+ 95.12%
$44.48 - $51.4 $450K - $520K
20.8K $1.01M
GII
Spdr S&P Global Infrasture ETF

ETFs
7.52K
New
$57.32 - $67.33 $431K - $506K
7.52K $506K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
54.9K
New
$8.64 - $9.34 $475K - $513K
54.9K $503K
NDAQ
Nasdaq, Inc.

Financial Services
2.12K
+ 9.21%
$66.4 - $89.42 $141K - $189K
25.1K $2.24M
TT
Trane Technologies PLC

Industrials
235
+ 5.94%
$315.21 - $437.41 $74.1K - $103K
4.19K $1.83M
RJF
Raymond James Financial Inc

Financial Services
2.09K
+ 17.02%
$123.65 - $153.88 $259K - $322K
14.4K $2.21M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.16K
New
$65.84 - $80.81 $405K - $498K
6.16K $493K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.87K
+ 0.97%
$8.48 - $11.94 $32.8K - $46.2K
402K $4.17M
PHT
Pioneer High Income Fund, Inc.

Financial Services
60.6K
New
$7.06 - $8.09 $428K - $490K
60.6K $490K
URI
United Rentals, Inc.

Industrials
282
+ 12.98%
$551.94 - $753.4 $156K - $212K
2.45K $1.85M
IETC
Ishares U S ETF Tr

ETFs
5.13K
New
$67.28 - $94.0 $345K - $482K
5.13K $481K
OZK
Bank Ozk

Financial Services
726
+ 0.59%
$37.58 - $47.34 $27.3K - $34.4K
124K $5.84M
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
40.6K
New
$11.15 - $12.0 $452K - $487K
40.6K $478K
WWD
Woodward, Inc.

Industrials
1.95K
New
$157.29 - $247.55 $306K - $482K
1.95K $477K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
29.8K
+ 39.3%
$11.71 - $13.88 $349K - $414K
106K $1.47M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
20.3K
+ 5.71%
$23.29 - $23.38 $473K - $475K
376K $8.78M
QBTS
D Wave Quantum Inc.

Technology
31.9K
New
$6.22 - $19.04 $199K - $608K
31.9K $467K
FOX
Fox Corp Cl B (De)

Communication Services
8.9K
New
$43.81 - $53.0 $390K - $472K
8.9K $459K
WTW
Willis Towers Watson PLC

Financial Services
3.63K
+ 17.36%
$295.96 - $337.43 $1.07M - $1.23M
24.5K $7.52M
NGG
National Grid PLC

Utilities
6.04K
New
$62.74 - $74.79 $379K - $452K
6.04K $449K
NTES
Net Ease, Inc.

Communication Services
2
+ 0.01%
$91.37 - $134.58 $183 - $269
14.2K $1.91M
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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