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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
62.6K
+ 20.15%
$225.56 - $335.19 $14.1M - $21M
373K $88.7M
JCI
Johnson Controls International PLC

Industrials
1.28K
+ 5.36%
$71.14 - $105.62 $90.7K - $135K
25.1K $2.65M
NUE
Nucor Corp

Basic Materials
399
+ 0.54%
$103.22 - $131.43 $41.2K - $52.4K
74.6K $9.67M
FNDF
Schwab Fundamental Intl Large

ETFs
16.7K
+ 126.03%
$32.25 - $40.02 $539K - $668K
30K $1.2M
MET
Metlife Inc

Financial Services
8.52K
+ 3.37%
$68.42 - $82.49 $583K - $702K
261K $21M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3.08K
+ 4.53%
$66.94 - $88.47 $206K - $273K
71K $5.89M
MSTR
Microstrategy Inc

Technology
825
+ 28.21%
$237.95 - $421.61 $196K - $348K
3.75K $1.52M
IBMP
Ishares Tr Ibonds December 202

ETFs
26.3K
+ 60.26%
$24.98 - $25.35 $656K - $666K
69.9K $1.77M
IBMO
Ishares Tr Ibonds December 202

ETFs
25.9K
+ 60.12%
$25.32 - $25.63 $656K - $665K
69.1K $1.77M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
112K
+ 54.79%
$9.31 - $12.72 $1.04M - $1.42M
316K $3.04M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
31
+ 0.02%
$52.66 - $64.01 $1.63K - $1.98K
139K $8.93M
TQQQ
Proshares Ultrapro Qqq

ETFs
6.08K
+ 106.89%
$38.9 - $83.0 $237K - $505K
11.8K $977K
TOST
Toast, Inc.

Technology
8.77K
+ 37.21%
$30.03 - $45.23 $263K - $397K
32.3K $1.43M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.69K
+ 23.24%
$121.58 - $136.74 $570K - $642K
24.9K $3.38M
JNPR
Juniper Networks Inc

Technology
411
+ 0.25%
$33.93 - $39.93 $13.9K - $16.4K
164K $6.55M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.7K
+ 13.09%
$105.69 - $140.64 $285K - $379K
23.3K $3.08M
CARR
Carrier Global Corp

Industrials
3.48K
+ 9.44%
$55.55 - $75.83 $194K - $264K
40.4K $2.96M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.83K
+ 145.86%
$146.74 - $176.07 $561K - $674K
6.45K $1.05M
SOFI
So Fi Technologies, Inc.

Financial Services
16.8K
+ 36.5%
$9.5 - $18.21 $160K - $306K
62.9K $1.14M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.31K
+ 11.91%
$60.61 - $87.72 $140K - $203K
21.7K $1.84M
CDNS
Cadence Design Systems Inc

Technology
640
+ 9.1%
$231.64 - $323.08 $148K - $207K
7.67K $2.36M
TXN
Texas Instruments Inc

Technology
2.88K
+ 2.32%
N/A
127K $24.7M
SHEL
Shell PLC

Energy
8.62K
+ 42.39%
$59.75 - $73.05 $515K - $629K
28.9K $2.04M
CTAS
Cintas Corp

Industrials
1.44K
+ 11.18%
$190.11 - $227.66 $275K - $329K
14.4K $3.2M
CSX
Csx Corp

Industrials
5.99K
+ 5.5%
$26.69 - $32.91 $160K - $197K
115K $3.75M
PAVE
Global X Fds Us Infrastructure

ETFs
11.4K
+ 164.23%
$33.78 - $43.68 $386K - $499K
18.4K $800K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.73K
+ 5.16%
$29.12 - $35.84 $167K - $205K
117K $4.18M
XLI
Industrial Sector Spdr

ETFs
3.05K
+ 82.18%
$116.42 - $147.52 $355K - $450K
6.77K $998K
TRP
Tc Energy Corp

Energy
10.1K
+ 95.12%
$44.48 - $51.4 $450K - $520K
20.8K $1.01M
NDAQ
Nasdaq, Inc.

Financial Services
2.12K
+ 9.21%
$66.4 - $89.42 $141K - $189K
25.1K $2.24M
TT
Trane Technologies PLC

Industrials
235
+ 5.94%
$315.21 - $437.41 $74.1K - $103K
4.19K $1.83M
RJF
Raymond James Financial Inc

Financial Services
2.09K
+ 17.02%
$123.65 - $153.88 $259K - $322K
14.4K $2.21M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.87K
+ 0.97%
$8.48 - $11.94 $32.8K - $46.2K
402K $4.17M
URI
United Rentals, Inc.

Industrials
282
+ 12.98%
$551.94 - $753.4 $156K - $212K
2.45K $1.85M
OZK
Bank Ozk

Financial Services
726
+ 0.59%
$37.58 - $47.34 $27.3K - $34.4K
124K $5.84M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
29.8K
+ 39.3%
$11.71 - $13.88 $349K - $414K
106K $1.47M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
20.3K
+ 5.71%
$23.29 - $23.38 $473K - $475K
376K $8.78M
WTW
Willis Towers Watson PLC

Financial Services
3.63K
+ 17.36%
$295.96 - $337.43 $1.07M - $1.23M
24.5K $7.52M
NTES
Net Ease, Inc.

Communication Services
2
+ 0.01%
$91.37 - $134.58 $183 - $269
14.2K $1.91M
HSY
Hershey CO

Consumer Defensive
4.11K
+ 8.82%
$151.29 - $173.13 $621K - $711K
50.7K $8.41M
MMM
3 M CO

Industrials
109
+ 0.14%
$126.09 - $154.15 $13.7K - $16.8K
79.7K $12.1M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
72.6K
+ 27.05%
$6.8 - $8.15 $494K - $592K
341K $2.63M
FLBR
Franklin Templeton ETF Tr

ETFs
18.7K
+ 26.01%
$14.81 - $18.21 $278K - $341K
90.8K $1.63M
TRMB
Trimble Inc.

Technology
530
+ 1.39%
$55.12 - $75.98 $29.2K - $40.3K
38.7K $2.94M
ARCC
Ares Capital Corp

Financial Services
23.3K
+ 5.32%
$18.91 - $22.43 $441K - $523K
462K $10.1M
USB
Us Bancorp \De\

Financial Services
4.14K
+ 5.36%
$36.4 - $45.76 $151K - $190K
81.4K $3.68M
EMB
Ishares Tr

ETFs
1.84K
+ 1.72%
$86.54 - $92.62 $159K - $170K
108K $10M
IAPR
Innovator Etfs Tr Internationa

ETFs
8.72K
+ 11.62%
$25.9 - $29.24 $226K - $255K
83.7K $2.45M
SWKS
Skyworks Solutions, Inc.

Technology
2.22K
+ 10.23%
$49.2 - $74.95 $109K - $166K
23.9K $1.78M
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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