Kovitz Investment Group Partners, LLC Incresed Positions in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
320K
+ 291.06%
N/A
429K $0
Lam Research Corp
54.3K
+ 2.28%
N/A
2.43M $0
Kenvue Inc
2.58K
+ 4.78%
N/A
56.5K $0
Grayscale Ethereum Mini Tr E
3.14K
+ 14.19%
N/A
25.2K $0
BFLY
Butterfly Network, Inc.

Healthcare
4K
+ 11.03%
$1.96 - $2.63 $7.84K - $10.5K
40.3K $80K
FSK
Fs Kkr Capital Corp

Financial Services
8
+ 0.08%
$17.95 - $21.5 $144 - $172
10.1K $209K
SSNC
Ss&C Technologies Holdings Inc

Technology
250
+ 0.76%
$71.96 - $83.42 $18K - $20.9K
33.3K $2.76M
NEWT
Newtek Business Services Corp.

Financial Services
194
+ 1.84%
$9.54 - $12.17 $1.85K - $2.36K
10.7K $120K
CNXC
Concentrix Corp

Technology
249
+ 3.32%
$45.73 - $57.88 $11.4K - $14.4K
7.75K $409K
CHKP
Check Point Software Technologies LTD

Technology
8
+ 0.49%
$204.26 - $233.47 $1.63K - $1.87K
1.65K $364K
ICLR
Icon PLC

Healthcare
289
+ 16.78%
$126.62 - $168.7 $36.6K - $48.8K
2.01K $292K
OTTR
Otter Tail Corp

Utilities
2
+ 0.07%
$74.62 - $81.76 $149 - $164
2.84K $218K
LYB
Lyondell Basell Industries N.V.

Basic Materials
743
+ 16.91%
$53.23 - $70.65 $39.5K - $52.5K
5.14K $297K
PPL
Ppl Corp

Utilities
654
+ 4.21%
$33.45 - $36.5 $21.9K - $23.9K
16.2K $548K
IFF
International Flavors & Fragrances Inc

Basic Materials
496
+ 4.07%
$66.85 - $79.33 $33.2K - $39.3K
12.7K $932K
COMP
Compass, Inc.

Technology
3.57K
+ 24.75%
$5.8 - $8.98 $20.7K - $32.1K
18K $113K
MUR
Murphy Oil Corp

Energy
1.87K
+ 19.71%
$19.62 - $29.21 $36.6K - $54.5K
11.3K $255K
OWL
Blue Owl Capital Inc.

Financial Services
510
+ 1.72%
$15.9 - $21.16 $8.11K - $10.8K
30.1K $579K
RES
Rpc Inc

Energy
901
+ 2.96%
$4.3 - $5.72 $3.87K - $5.15K
31.4K $148K
PBA
Pembina Pipeline Corp

Energy
16
+ 0.18%
$35.16 - $40.88 $563 - $654
9.15K $343K
ACI
Albertsons Companies, Inc.

Consumer Defensive
605
+ 0.81%
$19.94 - $22.91 $12.1K - $13.9K
75.2K $1.62M
REG
Regency Centers Corp

Real Estate
951
+ 2.54%
$65.48 - $74.74 $62.3K - $71.1K
38.3K $2.73M
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.06%
$108.41 - $120.51 $434 - $482
7.17K $840K
DTE
Dte Energy CO

Utilities
285
+ 2.47%
$127.39 - $139.49 $36.3K - $39.8K
11.8K $1.57M
NXST
Nexstar Media Group, Inc.

Communication Services
133
+ 1.54%
$144.68 - $181.86 $19.2K - $24.2K
8.76K $1.52M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
598
+ 10.68%
$99.37 - $134.05 $59.4K - $80.2K
6.2K $702K
WGO
Winnebago Industries Inc

Consumer Cyclical
28
+ 0.4%
$28.24 - $37.27 $791 - $1.04K
7.07K $204K
TTC
Toro CO

Industrials
1.6K
+ 2.03%
$63.51 - $77.8 $101K - $124K
80.2K $5.67M
PLD
Prologis, Inc.

Real Estate
883
+ 4.1%
$89.76 - $112.34 $79.3K - $99.2K
22.4K $2.36M
KHC
Kraft Heinz CO

Consumer Defensive
378
+ 2.72%
$25.61 - $30.81 $9.68K - $11.6K
14.3K $368K
ROP
Roper Technologies Inc

Industrials
85
+ 1.77%
$519.19 - $590.78 $44.1K - $50.2K
4.88K $2.77M
FDS
Factset Research Systems Inc

Financial Services
17
+ 0.18%
$398.85 - $473.32 $6.78K - $8.05K
9.5K $4.25M
BRSP
Bright Spire Capital, Inc.

Real Estate
4.07K
+ 2.51%
$4.3 - $5.59 $17.5K - $22.8K
166K $840K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
60.3K
+ 1469.33%
$87.84 - $1441.89 $5.29M - $86.9M
64.4K $5.8M
VHT
Vanguard Health Care ETF

ETFs
21
+ 0.42%
$236.71 - $261.92 $4.97K - $5.5K
4.98K $1.24M
PHG
Koninklijke Philips Nv

Healthcare
293
+ 0.39%
$21.67 - $25.64 $6.35K - $7.51K
76.3K $1.83M
MRCC
Monroe Capital Corp

Financial Services
201
+ 0.25%
$6.15 - $7.66 $1.24K - $1.54K
81.8K $520K
BBY
Best Buy CO Inc

Consumer Cyclical
1.05K
+ 3.65%
$56.17 - $75.73 $59.1K - $79.7K
29.9K $2.01M
AIG
American International Group, Inc.

Financial Services
862
+ 0.54%
$77.56 - $87.72 $66.9K - $75.6K
162K $13.8M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
8.18K
+ 6.58%
$45.92 - $50.78 $376K - $415K
133K $6.19M
MPLX
Mplx LP

Energy
98
+ 0.13%
$46.68 - $53.89 $4.57K - $5.28K
76.6K $3.95M
XLE
Energy Sector Spdr

ETFs
1.32K
+ 4.23%
$76.44 - $94.13 $101K - $124K
32.6K $2.76M
CLX
Clorox CO

Consumer Defensive
675
+ 7.25%
$118.01 - $148.69 $79.7K - $100K
9.98K $1.2M
AFL
Aflac Inc

Financial Services
1.7K
+ 2.7%
$99.77 - $112.45 $169K - $191K
64.5K $6.8M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
8.38K
+ 880.25%
$105.72 - $1416.0 $886K - $11.9M
9.33K $1.04M
LADR
Ladder Capital Corp

Real Estate
15.5K
+ 2.34%
$9.86 - $11.4 $153K - $176K
678K $7.28M
PRU
Prudential Financial Inc

Financial Services
1.25K
+ 1.24%
$95.12 - $112.71 $119K - $141K
102K $11M
ENPH
Enphase Energy, Inc.

Technology
847
+ 5.23%
$34.56 - $62.52 $29.3K - $53K
17.1K $676K
CIVI
Civitas Resources, Inc.

Energy
12.1K
+ 12.45%
$24.28 - $35.09 $293K - $423K
109K $3M
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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