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
LDOS
Leidos Holdings, Inc.

Technology
1.9K
New
$132.9 - $160.3 $253K - $305K
1.9K $299K
AM
Antero Midstream Corp

Energy
14.6K
+ 62.5%
$15.88 - $18.99 $232K - $277K
37.9K $718K
AR
Antero Resources Corp

Energy
7.24K
New
$31.92 - $43.78 $231K - $317K
7.24K $291K
XLV
Select Sector Spdr Fund Health

ETFs
2.95K
+ 30.75%
$128.77 - $144.3 $380K - $426K
12.6K $1.69M
DJD
Invesco Exchange Traded Fd Tr

ETFs
5.47K
New
$47.46 - $53.19 $260K - $291K
5.47K $290K
KT
Kt Corp

Communication Services
6.85K
+ 14.48%
$16.71 - $20.78 $114K - $142K
54.2K $1.13M
CNHI
Cnh Industrial N.V.

Industrials
27.6K
+ 4.72%
N/A
612K $6.38M
XAR
Spdr S&P Aerospace & Defense E

ETFs
126
+ 2.43%
$144.94 - $210.94 $18.3K - $26.6K
5.31K $1.12M
FLEX
Flex Ltd.

Technology
5.74K
New
$26.68 - $50.09 $153K - $288K
5.74K $286K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
5.89K
+ 2.01%
$1.13 - $2.9 $6.65K - $17.1K
299K $689K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.83K
New
$72.02 - $73.82 $276K - $283K
3.83K $281K
VDC
Vanguard Consumer Staples ETF

ETFs
1.29K
New
$204.89 - $224.73 $263K - $289K
1.29K $281K
FMY
First Trust Mortgage Income Fund

Financial Services
23.1K
New
$11.77 - $12.2 $272K - $282K
23.1K $281K
ED
Consolidated Edison Inc

Utilities
3.57K
+ 47.64%
$98.05 - $113.3 $350K - $404K
11.1K $1.11M
NTNX
Nutanix, Inc.

Technology
3.69K
New
$58.17 - $83.07 $215K - $306K
3.69K $281K
BTG
B2 Gold Corp

Basic Materials
77.1K
New
$2.64 - $3.77 $203K - $291K
77.1K $278K
VLO
Valero Energy Corp

Energy
1.89K
+ 18.19%
$104.69 - $141.77 $197K - $267K
12.2K $1.65M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.82K
New
$99.75 - $151.89 $182K - $276K
1.82K $276K
BCAT
Black Rock Capital Allocation Trust

ETFs
18.2K
New
$13.2 - $15.27 $240K - $278K
18.2K $275K
KD
Kyndryl Holdings, Inc.

Technology
6.53K
New
$27.77 - $41.96 $181K - $274K
6.53K $274K
EFG
Msci Eafe Growth ETF

ETFs
788
+ 5.1%
$89.8 - $112.0 $70.8K - $88.3K
16.2K $1.82M
HPP
Hudson Pacific Properties, Inc.

Real Estate
100K
New
$1.86 - $3.08 $186K - $308K
100K $274K
CCJ
Cameco Corp

Energy
3.64K
New
$36.68 - $74.46 $134K - $271K
3.64K $270K
VOD
Vodafone Group Public LTD CO

Communication Services
13.9K
+ 15.12%
$8.19 - $10.66 $114K - $148K
106K $1.13M
MFC
Manulife Financial Corp

Financial Services
7.29K
+ 21.04%
$26.93 - $32.44 $196K - $237K
42K $1.34M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.39K
New
$153.22 - $199.8 $213K - $278K
1.39K $260K
MGK
Vanguard Mega Cap Growth ETF

ETFs
294
+ 11.23%
$273.67 - $366.17 $80.5K - $108K
2.91K $1.07M
DG
Dollar General Corp

Consumer Defensive
1.38K
+ 36.84%
$86.02 - $114.95 $119K - $159K
5.13K $586K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.7K
New
$84.41 - $106.28 $227K - $286K
2.7K $255K
MRNA
Moderna, Inc.

Healthcare
9.1K
New
$23.65 - $28.54 $215K - $260K
9.1K $251K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.33K
New
$107.83 - $119.94 $252K - $280K
2.33K $251K
OC
Owens Corning

Industrials
1.82K
New
$126.32 - $147.75 $229K - $268K
1.82K $249K
IXC
Ishares Tr Global Energy ETF

ETFs
6.31K
New
$34.69 - $42.32 $219K - $267K
6.31K $247K
DDOG
Datadog, Inc.

Technology
1.83K
New
$87.0 - $134.33 $159K - $246K
1.83K $246K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.18K
+ 59.38%
$46.79 - $48.56 $242K - $252K
13.9K $670K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
43
+ 1.24%
$179.95 - $278.88 $7.74K - $12K
3.51K $978K
JPIE
J P Morgan Exchange Traded Fd
5.29K
New
$45.12 - $46.32 $239K - $245K
5.29K $244K
MELI
Mercadolibre Inc

Consumer Cyclical
93
New
$1794.73 - $2613.63 $167K - $243K
93 $243K
NEOG
Neogen Corp

Healthcare
51K
New
$4.39 - $8.59 $224K - $438K
51K $243K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.59K
New
$24.54 - $25.07 $235K - $240K
9.59K $240K
IWY
Ishares Tr Russell 200 Growth

ETFs
972
New
$187.5 - $246.51 $182K - $240K
972 $239K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.73K
+ 7.04%
$41.45 - $54.46 $71.5K - $94K
26.2K $1.37M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.81K
New
$48.46 - $50.2 $233K - $241K
4.81K $238K
BNDX
Vanguard Total International B

ETFs
4.78K
New
$48.77 - $49.55 $233K - $237K
4.78K $236K
LECO
Lincoln Electric Holdings Inc

Industrials
1.14K
New
$167.18 - $211.38 $191K - $242K
1.14K $236K
AGO
Assured Guaranty LTD

Financial Services
2.69K
New
$76.56 - $90.18 $206K - $242K
2.69K $234K
ADP
Automatic Data Processing Inc

Industrials
388
+ 0.99%
$276.76 - $326.81 $107K - $127K
39.7K $12.2M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
2.46K
New
$69.8 - $94.88 $172K - $233K
2.46K $233K
ALLE
Allegion PLC

Industrials
1.62K
New
$118.52 - $145.64 $192K - $236K
1.62K $233K
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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