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
HSY
Hershey CO

Consumer Defensive
4.11K
+ 8.82%
$151.29 - $173.13 $621K - $711K
50.7K $8.41M
MMM
3 M CO

Industrials
109
+ 0.14%
$126.09 - $154.15 $13.7K - $16.8K
79.7K $12.1M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
72.6K
+ 27.05%
$6.8 - $8.15 $494K - $592K
341K $2.63M
FLBR
Franklin Templeton ETF Tr

ETFs
18.7K
+ 26.01%
$14.81 - $18.21 $278K - $341K
90.8K $1.63M
TRMB
Trimble Inc.

Technology
530
+ 1.39%
$55.12 - $75.98 $29.2K - $40.3K
38.7K $2.94M
CRSP
Crispr Therapeutics Ag

Healthcare
8.86K
New
$31.27 - $48.64 $277K - $431K
8.86K $430K
WDC
Western Digital Corp

Technology
6.67K
New
$30.54 - $63.99 $204K - $427K
6.67K $427K
ARCC
Ares Capital Corp

Financial Services
23.3K
+ 5.32%
$18.91 - $22.43 $441K - $523K
462K $10.1M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
46.9K
New
$7.81 - $9.04 $366K - $424K
46.9K $423K
USB
Us Bancorp \De\

Financial Services
4.14K
+ 5.36%
$36.4 - $45.76 $151K - $190K
81.4K $3.68M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.19K
New
$101.97 - $126.75 $325K - $404K
3.19K $404K
ILMN
Illumina, Inc.

Healthcare
4.21K
New
$70.3 - $95.41 $296K - $402K
4.21K $401K
EMB
Ishares Tr

ETFs
1.84K
+ 1.72%
$86.54 - $92.62 $159K - $170K
108K $10M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
9.19K
New
$36.45 - $42.47 $335K - $390K
9.19K $387K
IAPR
Innovator Etfs Tr Internationa

ETFs
8.72K
+ 11.62%
$25.9 - $29.24 $226K - $255K
83.7K $2.45M
SWKS
Skyworks Solutions, Inc.

Technology
2.22K
+ 10.23%
$49.2 - $74.95 $109K - $166K
23.9K $1.78M
EWY
Ishares Inc Msci South Korea E

ETFs
5.2K
New
$48.92 - $72.65 $254K - $378K
5.2K $373K
AL
Air Lease Corp

Industrials
427
+ 1.26%
$40.46 - $58.71 $17.3K - $25.1K
34.4K $2.01M
EWS
Ishares Inc Msci Singapore ETF

ETFs
8.39K
+ 12.34%
$20.22 - $26.35 $170K - $221K
76.3K $1.98M
KEY
Keycorp

Financial Services
1.34K
+ 0.57%
$13.23 - $17.42 $17.7K - $23.3K
236K $4.11M
BIIB
Biogen Inc.

Healthcare
4.11K
+ 28.88%
$113.38 - $135.49 $465K - $556K
18.3K $2.3M
VIG
Vanguard Dividend Appreciation

ETFs
1.93K
+ 5.97%
N/A
34.2K $6.24M
JMM
Nuveen Multi Market Income Fund

Financial Services
54.4K
+ 40.76%
$5.81 - $6.28 $316K - $342K
188K $1.18M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
452
+ 33.53%
$328.01 - $475.68 $148K - $215K
1.8K $842K
D
Dominion Energy, Inc

Utilities
6.04K
+ 37.14%
$49.66 - $58.0 $300K - $350K
22.3K $1.26M
CVS
Cvs Health Corp

Healthcare
1.37K
+ 0.67%
$60.04 - $70.18 $82.4K - $96.3K
206K $14.2M
EWO
Ishares Inc Msci Austria ETF

ETFs
5.23K
+ 11.81%
$22.32 - $29.66 $117K - $155K
49.5K $1.45M
SHW
Sherwin Williams CO

Basic Materials
1.49K
+ 5.06%
$313.51 - $363.51 $467K - $541K
30.9K $10.6M
RY
Royal Bank Of Canada

Financial Services
1.43K
+ 18.7%
$108.36 - $131.55 $155K - $188K
9.05K $1.19M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.3K
+ 59.93%
$26.41 - $26.76 $325K - $329K
32.8K $878K
ELV
Elevance Health, Inc.

Healthcare
4.7K
+ 14.41%
$372.27 - $452.69 $1.75M - $2.13M
37.3K $14.5M
VRT
Vertiv Holdings CO

Industrials
3.77K
New
N/A
3.77K $326K
PHM
Pultegroup Inc

Consumer Cyclical
1.66K
+ 2.95%
$92.02 - $106.54 $152K - $177K
57.9K $6.1M
ITA
Ishares Tr

ETFs
1.72K
New
$135.31 - $188.64 $232K - $324K
1.72K $324K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.35K
+ 8.07%
$108.87 - $133.04 $147K - $179K
18.1K $2.4M
EWK
Ishares Inc Msci Belgium ETF

ETFs
14.5K
New
$18.27 - $22.45 $265K - $325K
14.5K $319K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.83K
New
$45.88 - $54.4 $267K - $317K
5.83K $317K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.48K
+ 76.39%
$68.13 - $74.77 $305K - $335K
10.3K $753K
CRDO
Credo Technology Group Holding LTD

Technology
3.4K
New
$33.3 - $95.05 $113K - $323K
3.4K $314K
COMM
Comm Scope Holding Company, Inc.

Technology
37.8K
New
$3.02 - $8.28 $114K - $313K
37.8K $312K
TDG
Trans Digm Group Inc

Industrials
15
+ 0.71%
$1231.75 - $1520.64 $18.5K - $22.8K
2.12K $3.23M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.53K
+ 29.7%
$58.13 - $69.92 $205K - $247K
15.4K $1.08M
DHS
Wisdomtree Tr U.S

ETFs
3.24K
New
$87.71 - $98.37 $284K - $319K
3.24K $310K
GDDY
Go Daddy Inc.

Technology
1.73K
+ 5.87%
$162.11 - $192.36 $281K - $333K
31.2K $5.62M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
156
+ 1.35%
$376.48 - $440.65 $58.7K - $68.7K
11.7K $5.17M
FAST
Fastenal CO

Industrials
22.4K
+ 125.84%
$40.65 - $83.16 $912K - $1.87M
40.3K $1.69M
NWSA
News Corp

Communication Services
10.3K
New
$23.97 - $29.72 $247K - $306K
10.3K $305K
UBS
Ubs Group Ag

Financial Services
5.18K
+ 13.0%
$26.12 - $33.82 $135K - $175K
45K $1.52M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
5.26K
New
$50.46 - $58.08 $266K - $306K
5.26K $302K
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