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
HD
Home Depot, Inc.

Consumer Cyclical
18.2K
+ 19.54%
$335.24 - $380.78 $6.1M - $6.93M
111K $40.8M
OKE
Oneok Inc

Energy
123K
+ 63.64%
$78.71 - $100.37 $9.71M - $12.4M
317K $25.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17K
+ 5.31%
$108.12 - $135.04 $1.84M - $2.3M
338K $45.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
106K
+ 12.22%
$51.1 - $53.29 $5.44M - $5.67M
977K $52.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.8K
+ 94.28%
$141.37 - $228.57 $3.08M - $4.98M
44.9K $10.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.74K
+ 4.68%
$416.06 - $551.64 $1.14M - $1.51M
61.1K $33.7M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
747K
+ 37.1%
$8.43 - $8.77 $6.29M - $6.55M
2.76M $24M
DELL
Dell Technologies Inc.

Technology
44.1K
+ 175.85%
$71.63 - $125.98 $3.16M - $5.56M
69.2K $8.49M
XLP
Consumer Staples Sector Spdr

ETFs
81K
+ 1136.02%
N/A
88.1K $6.7M
FIX
Comfort Systems Usa Inc

Industrials
6.71K
+ 56.09%
$296.51 - $536.21 $1.99M - $3.6M
18.7K $10M
PYPL
Pay Pal Holdings, Inc.

Financial Services
37.2K
+ 10.77%
$57.41 - $74.81 $2.14M - $2.79M
383K $28.5M
DFAU
Dimensional ETF Tr

ETFs
59.4K
+ 7.02%
$34.04 - $42.36 $2.02M - $2.52M
905K $38.3M
IBM
International Business Machines Corp

Technology
4.36K
+ 4.45%
$221.03 - $294.78 $963K - $1.28M
102K $30.1M
VBR
Vanguard Small Cap Value ETF

ETFs
26.5K
+ 39.75%
$162.76 - $195.77 $4.31M - $5.19M
93.1K $18.2M
ETN
Eaton Corp PLC

Industrials
1.63K
+ 2.7%
$246.52 - $356.99 $402K - $582K
62.1K $22.2M
TMUS
T Mobile Us, Inc.

Communication Services
49.9K
+ 22.9%
$220.99 - $268.54 $11M - $13.4M
268K $63.8M
GE
General Electric CO

Industrials
4.94K
+ 6.45%
$166.81 - $257.39 $824K - $1.27M
81.5K $21M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
69.1K
+ 231.92%
$60.99 - $77.53 $4.21M - $5.36M
98.9K $7.66M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.58K
+ 0.59%
$71.28 - $83.74 $540K - $635K
1.29M $108M
GLD
Spdr Gold Trust

ETFs
15K
+ 27.31%
$273.71 - $316.29 $4.1M - $4.74M
69.8K $21.3M
WFC
Wells Fargo & Company

Financial Services
40.6K
+ 15.63%
$60.98 - $80.12 $2.47M - $3.25M
300K $24.1M
PJUL
Innovator U.S. Equity Power Bu

ETFs
104K
+ 49.69%
$37.66 - $43.85 $3.93M - $4.57M
314K $13.8M
HYG
Ishares Tr

ETFs
63.2K
+ 88.15%
$75.75 - $80.65 $4.78M - $5.09M
135K $10.9M
PJUN
Innovator U.S. Equity Power Bu

ETFs
106K
+ 34.28%
$34.48 - $39.76 $3.66M - $4.22M
416K $16.5M
XOM
Exxon Mobil Corp

Energy
86.9K
+ 20.93%
$99.93 - $119.04 $8.69M - $10.3M
502K $54.1M
CAH
Cardinal Health Inc

Healthcare
17K
+ 31.14%
$125.0 - $168.0 $2.12M - $2.85M
71.4K $12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
85.3K
+ 453.93%
$45.11 - $52.34 $3.85M - $4.46M
104K $5.45M
BSX
Boston Scientific Corp

Healthcare
39.6K
+ 112.95%
$89.7 - $107.41 $3.55M - $4.25M
74.7K $8.02M
XLC
Select Sector Spdr Tr Communic

ETFs
38.9K
+ 235.46%
$86.13 - $108.53 $3.35M - $4.22M
55.4K $6.02M
VGSH
Vanguard

ETFs
73.6K
+ 7.24%
$58.32 - $58.95 $4.29M - $4.34M
1.09M $64.1M
VGT
Vanguard Information Technolog

ETFs
659
+ 2.01%
$470.37 - $663.28 $310K - $437K
33.5K $22.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
51.1K
+ 7.27%
$25.93 - $32.91 $1.32M - $1.68M
753K $24.8M
WM
Waste Management Inc

Industrials
19.1K
+ 31.73%
$216.47 - $242.1 $4.14M - $4.63M
79.4K $18.2M
ISRG
Intuitive Surgical Inc

Healthcare
6.88K
+ 87.68%
$451.58 - $565.94 $3.11M - $3.89M
14.7K $8M
USFR
Wisdomtree Floating Rate Treas

ETFs
81.5K
+ 101.18%
$50.28 - $50.47 $4.1M - $4.11M
162K $8.15M
DLR
Digital Realty Trust, Inc.

Real Estate
12.7K
+ 24.79%
$136.11 - $177.69 $1.73M - $2.25M
63.8K $11.1M
CAG
Conagra Brands Inc.

Consumer Defensive
189K
+ 1402.44%
$20.4 - $26.78 $3.86M - $5.07M
203K $4.15M
IGF
Ishares Global Infrastructure

ETFs
49.8K
+ 30.91%
$50.55 - $59.83 $2.52M - $2.98M
211K $12.5M
MINO
Pimco ETF Tr Municipal Income

ETFs
84.8K
+ 42.41%
$43.42 - $45.15 $3.68M - $3.83M
285K $12.6M
QCOM
Qualcomm Inc

Technology
9.99K
+ 2.75%
$124.66 - $159.48 $1.24M - $1.59M
373K $59.4M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
18.7K
+ 100.59%
$167.22 - $212.42 $3.12M - $3.96M
37.2K $7.36M
HON
Honeywell International Inc

Industrials
7.64K
+ 8.84%
$182.86 - $232.88 $1.4M - $1.78M
94.1K $21.9M
IEMG
Ishares Inc

ETFs
64.8K
+ 7.96%
N/A
879K $47.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
31.1K
+ 53.61%
$107.93 - $110.97 $3.36M - $3.46M
89.2K $9.82M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
71.5K
+ 30.89%
$33.11 - $37.79 $2.37M - $2.7M
303K $11.5M
NEE
Nextera Energy Inc

Utilities
50.9K
+ 19.08%
$64.11 - $75.0 $3.26M - $3.82M
318K $22.1M
DUK
Duke Energy Corp

Utilities
27.1K
+ 115.59%
$112.46 - $124.05 $3.05M - $3.37M
50.6K $5.97M
NVR
Nvr Inc

Consumer Cyclical
409
+ 171.13%
$6700.0 - $7410.93 $2.74M - $3.03M
648 $4.79M
EXC
Exelon Corp

Utilities
71.6K
+ 265.64%
$42.2 - $47.37 $3.02M - $3.39M
98.5K $4.28M
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