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
HOOD
Robinhood Markets, Inc.

Technology
18.4K
+ 77.25%
$34.17 - $93.63 $627K - $1.72M
42.1K $3.94M
JBL
Jabil Inc

Technology
350
+ 1.03%
$116.88 - $218.1 $40.9K - $76.3K
34.4K $7.5M
IYF
Ishares Tr

ETFs
23.4K
+ 1248.48%
$99.23 - $120.99 $2.33M - $2.84M
25.3K $3.06M
CTSH
Cognizant Technology Solutions Corp

Technology
35.2K
+ 103.84%
$66.47 - $81.81 $2.34M - $2.88M
69.1K $5.39M
ASML
Asml Holding Nv

Technology
2.97K
+ 108.84%
$595.37 - $815.24 $1.77M - $2.42M
5.7K $4.56M
GNRC
Generac Holdings Inc.

Industrials
14.4K
+ 35.64%
$101.92 - $143.21 $1.47M - $2.07M
54.9K $7.87M
CF
Cf Industries Holdings, Inc.

Basic Materials
29K
+ 669.85%
$68.47 - $102.48 $1.98M - $2.97M
33.3K $3.06M
CVNA
Carvana Co.

Consumer Cyclical
1.14K
+ 6.46%
$162.57 - $345.64 $186K - $395K
18.8K $6.34M
WMB
Williams Companies, Inc.

Energy
24.7K
+ 7.14%
$54.33 - $62.87 $1.34M - $1.55M
370K $23.3M
STT
State Street Corp

Financial Services
14.6K
+ 23.87%
$75.33 - $106.34 $1.1M - $1.55M
75.9K $8.07M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
19.4K
+ 8.93%
$54.81 - $67.78 $1.06M - $1.31M
236K $16M
MKSI
Mks Instruments Inc

Technology
24.1K
+ 822.77%
$58.78 - $100.27 $1.41M - $2.41M
27K $2.68M
DGS
Wisdomtree Emerging Markets Sm

ETFs
9.91K
+ 3.62%
$43.34 - $55.24 $429K - $547K
283K $15.7M
EMR
Emerson Electric CO

Industrials
5.82K
+ 8.65%
$94.15 - $133.33 $548K - $775K
73.1K $9.74M
PANW
Palo Alto Networks Inc

Technology
4.59K
+ 11.18%
$152.44 - $204.64 $700K - $940K
45.6K $9.34M
EXPE
Expedia Group, Inc.

Consumer Cyclical
13.7K
+ 268.39%
$136.63 - $176.62 $1.88M - $2.43M
18.9K $3.18M
VDE
Vanguard Energy ETF

ETFs
19.3K
+ 815.09%
$105.87 - $130.56 $2.04M - $2.52M
21.7K $2.58M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
99.2K
+ 290.14%
$17.76 - $22.1 $1.76M - $2.19M
133K $2.95M
LMT
Lockheed Martin Corp

Industrials
3.15K
+ 6.76%
$430.82 - $486.45 $1.36M - $1.53M
49.8K $23.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
42.3K
+ 897.37%
$50.52 - $50.92 $2.14M - $2.15M
47K $2.4M
DINO
Hf Sinclair Corp

Energy
4.16K
+ 1.72%
$25.91 - $41.85 $108K - $174K
246K $10.1M
HUBS
Hubspot Inc

Technology
3.99K
+ 64.54%
$487.07 - $672.24 $1.94M - $2.68M
10.2K $5.66M
APP
App Lovin Corp

Technology
5.8K
+ 566.05%
$219.37 - $417.89 $1.27M - $2.42M
6.83K $2.39M
SPOT
Spotify Technology S.A.

Communication Services
764
+ 10.84%
$503.3 - $775.9 $385K - $593K
7.81K $5.99M
SCHA
Schwab Strategic Tr Us Small C

ETFs
81.9K
+ 420.06%
$20.42 - $25.3 $1.67M - $2.07M
101K $2.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81.5K
+ 162.57%
$24.32 - $27.87 $1.98M - $2.27M
132K $3.49M
TXT
Textron Inc

Industrials
18.8K
+ 26.31%
$60.72 - $80.34 $1.14M - $1.51M
90K $7.23M
EOG
Eog Resources Inc

Energy
31.8K
+ 15.9%
$104.61 - $129.97 $3.32M - $4.13M
232K $27.7M
PFE
Pfizer Inc

Healthcare
103K
+ 26.07%
$21.59 - $24.84 $2.22M - $2.55M
497K $12M
LITE
Lumentum Holdings Inc.

Technology
841
+ 1.39%
$49.56 - $95.06 $41.7K - $79.9K
61.2K $5.82M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
20.6K
+ 13.51%
$99.1 - $99.49 $2.04M - $2.05M
173K $17.2M
XLK
Technology Sector Spdr

ETFs
2.1K
+ 6.56%
$179.73 - $253.23 $378K - $532K
34.2K $8.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.99K
+ 4.89%
$114.78 - $133.31 $1.03M - $1.2M
193K $25.7M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
37.9K
+ 37.97%
$61.03 - $67.59 $2.31M - $2.56M
138K $8.8M
LNC
Lincoln National Corp

Financial Services
58K
+ 207.82%
$28.95 - $37.27 $1.68M - $2.16M
85.8K $2.97M
UNP
Union Pacific Corp

Industrials
10.1K
+ 17.11%
$208.27 - $238.46 $2.1M - $2.41M
69.2K $15.9M
UPS
United Parcel Service Inc

Industrials
22.7K
+ 61.16%
$91.92 - $110.2 $2.08M - $2.5M
59.8K $6.03M
CBRE
Cbre Group, Inc.

Real Estate
5.02K
+ 3.86%
$113.94 - $140.12 $572K - $703K
135K $18.9M
VO
Vanguard Mid Cap ETF

ETFs
3.5K
+ 8.09%
$228.54 - $279.83 $799K - $978K
46.7K $13.1M
VTWO
Vanguard Russell 2000 ETF

ETFs
17.4K
+ 31.1%
$70.56 - $87.22 $1.23M - $1.52M
73.4K $6.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
39K
+ 1.72%
$45.2 - $46.6 $1.76M - $1.82M
2.3M $107M
DASH
Door Dash, Inc.

Communication Services
1.37K
+ 5.72%
$163.16 - $246.51 $223K - $337K
25.3K $6.24M
FTNT
Fortinet, Inc.

Technology
16.2K
+ 104.89%
$84.71 - $108.69 $1.37M - $1.76M
31.6K $3.34M
IWP
Ishares Russell Mid Cap Growth

ETFs
151
+ 0.17%
$104.34 - $138.68 $15.8K - $20.9K
86.4K $12M
DFAE
Dimensional ETF Tr

ETFs
20.2K
+ 4.92%
$22.87 - $28.95 $462K - $585K
430K $12.5M
NTAP
Net App, Inc.

Technology
1.64K
+ 1.9%
$76.1 - $106.55 $124K - $174K
87.5K $9.33M
GBDC
Golub Capital Bdc, Inc.

Financial Services
122K
+ 186.34%
$13.03 - $15.28 $1.58M - $1.86M
187K $2.74M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
33.9K
+ 159.98%
$42.02 - $50.36 $1.42M - $1.71M
55.1K $2.75M
DKNG
Draft Kings Inc.

Consumer Cyclical
24.4K
+ 35.04%
$31.67 - $42.89 $774K - $1.05M
94.1K $4.04M
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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