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
ACN
Accenture PLC

Technology
9.28K
+ 11.54%
$279.23 - $323.21 $2.59M - $3M
89.7K $26.8M
FCOM
Fidelity Covington Tr Msci Com

ETFs
20.4K
+ 44.84%
$50.44 - $64.81 $1.03M - $1.32M
66K $4.28M
MAR
Marriott International Inc

Consumer Cyclical
544
+ 1.23%
$211.12 - $274.14 $115K - $149K
44.9K $12.3M
EL
Estee Lauder Companies Inc

Consumer Defensive
14.4K
+ 47.5%
$50.06 - $80.8 $719K - $1.16M
44.6K $3.6M
HPE
Hewlett Packard Enterprise CO

Technology
4.12K
+ 1.36%
$12.51 - $20.45 $51.5K - $84.2K
306K $6.26M
TFC
Truist Financial Corp

Financial Services
24K
+ 8.54%
$34.79 - $42.99 $837K - $1.03M
306K $13.1M
PSX
Phillips 66

Energy
14.2K
+ 41.71%
$92.87 - $125.73 $1.31M - $1.78M
48.1K $5.74M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
18.4K
+ 23.97%
$49.48 - $61.22 $911K - $1.13M
95.3K $5.8M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
75.4K
+ 10.54%
$15.13 - $16.84 $1.14M - $1.27M
791K $13.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.8K
+ 108.26%
$48.13 - $49.85 $1.48M - $1.54M
59.3K $2.91M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
977
+ 2.57%
$224.16 - $285.86 $219K - $279K
39K $11.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.76K
+ 8.26%
$55.54 - $69.09 $486K - $605K
115K $7.93M
NVO
Novo Nordisk A S

Healthcare
19.9K
+ 26.76%
$58.08 - $81.05 $1.15M - $1.61M
94K $6.49M
ADSK
Autodesk, Inc.

Technology
5.34K
+ 16.73%
N/A
37.2K $9.16M
LHX
L3 Harris Technologies, Inc.

Industrials
838
+ 3.16%
$200.21 - $256.99 $168K - $215K
27.4K $6.87M
TSN
Tyson Foods, Inc.

Consumer Defensive
48K
+ 26.94%
$54.33 - $63.56 $2.61M - $3.05M
226K $12.7M
PODD
Insulet Corp

Healthcare
2.07K
+ 17.23%
$238.57 - $327.47 $493K - $677K
14.1K $4.42M
OXY
Occidental Petroleum Corp

Energy
44.2K
+ 55.04%
$36.11 - $49.33 $1.6M - $2.18M
125K $5.23M
SHOP
Shopify Inc.

Technology
9.86K
+ 187.63%
$76.89 - $115.35 $758K - $1.14M
15.1K $1.74M
CTVA
Corteva, Inc.

Basic Materials
3.77K
+ 4.59%
$55.52 - $74.53 $209K - $281K
85.9K $6.4M
IWN
Ishares Russell2000 Val ETF

ETFs
4.82K
+ 7.49%
$131.84 - $157.76 $635K - $760K
69.1K $10.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.66K
+ 118.15%
$171.4 - $227.1 $798K - $1.06M
8.6K $1.95M
HSBC
Hsbc Holdings PLC

Financial Services
19.1K
+ 402.24%
$46.68 - $61.09 $890K - $1.16M
23.8K $1.45M
O
Realty Income Corp

Real Estate
20.5K
+ 23.7%
$52.27 - $58.52 $1.07M - $1.2M
107K $6.18M
TTE
Total Energies Se

Energy
16.7K
+ 19.69%
N/A
101K $6.95M
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.5K
+ 18.11%
$19.6 - $24.44 $598K - $745K
199K $4.86M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
48.6K
+ 7.54%
$22.3 - $22.57 $1.08M - $1.1M
694K $15.6M
PFEB
Innovator U.S. Equity Power Bu

ETFs
10.9K
+ 3.31%
$33.46 - $38.01 $365K - $414K
340K $12.9M
FLRN
Spdr Bloomberg Investment Grad

ETFs
35.8K
+ 11.64%
$30.29 - $30.83 $1.08M - $1.1M
343K $10.6M
FDX
Fedex Corp

Industrials
9.81K
+ 14.29%
$198.07 - $245.17 $1.94M - $2.41M
78.5K $17.8M
WHR
Whirlpool Corp

Consumer Cyclical
408
+ 0.44%
$75.71 - $101.42 $30.9K - $41.4K
94.1K $9.54M
FCX
Freeport Mcmoran Inc

Basic Materials
15.7K
+ 20.8%
$29.15 - $44.46 $458K - $699K
91.2K $3.96M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
11.6K
+ 16.26%
$69.8 - $85.28 $808K - $987K
82.7K $6.86M
ONON
On Holding Ag

Consumer Cyclical
389
+ 0.3%
$37.65 - $60.68 $14.6K - $23.6K
130K $6.76M
PMAR
Innovator U.S. Equity Power Bu

ETFs
9.32K
+ 3.23%
$37.18 - $42.23 $346K - $393K
297K $12.6M
CDW
Cdw Corp

Technology
1.24K
+ 2.74%
$144.49 - $190.68 $179K - $237K
46.6K $8.32M
AXON
Axon Enterprise, Inc.

Industrials
170
+ 5.91%
$497.13 - $827.94 $84.5K - $141K
3.05K $2.52M
ACWI
Ishares Msci Acwi ETF

ETFs
89
+ 0.11%
$103.59 - $128.6 $9.22K - $11.4K
81.5K $10.5M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.03K
+ 9.11%
$93.5 - $113.21 $470K - $569K
60.2K $6.81M
ZTS
Zoetis Inc.

Healthcare
16.7K
+ 8.52%
$144.41 - $170.3 $2.42M - $2.85M
213K $33.3M
CMCSA
Comcast Corp

Communication Services
51.4K
+ 6.59%
$32.84 - $36.72 $1.69M - $1.89M
832K $29.7M
EWH
Ishares Msci Hong Kong ETF

ETFs
36.4K
+ 62.56%
$15.2 - $20.06 $553K - $730K
94.5K $1.88M
EPD
Enterprise Products Partners L.P.

Energy
40.6K
+ 30.33%
$28.95 - $34.22 $1.18M - $1.39M
175K $5.42M
FTSL
First Trust Senior Ln Fund

ETFs
14.8K
+ 2.3%
$44.58 - $46.07 $658K - $680K
656K $30.1M
SNPS
Synopsys Inc

Technology
1.07K
+ 35.25%
$380.9 - $517.66 $408K - $554K
4.11K $2.11M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
7.24K
+ 14.31%
$51.36 - $62.5 $372K - $452K
57.8K $3.61M
AES
Aes Corp

Utilities
82.8K
+ 191.45%
$9.63 - $12.55 $797K - $1.04M
126K $1.33M
EWG
Ishares Msci Germany ETF

ETFs
13.5K
+ 32.67%
$33.22 - $42.57 $449K - $576K
54.9K $2.32M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
53.2K
+ 43.35%
$15.44 - $16.72 $821K - $889K
176K $2.83M
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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