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
AL
Air Lease Corp

Industrials
427
+ 1.26%
$40.46 - $58.71 $17.3K - $25.1K
34.4K $2.01M
EWS
Ishares Inc Msci Singapore ETF

ETFs
8.39K
+ 12.34%
$20.22 - $26.35 $170K - $221K
76.3K $1.98M
KEY
Keycorp

Financial Services
1.34K
+ 0.57%
$13.23 - $17.42 $17.7K - $23.3K
236K $4.11M
BIIB
Biogen Inc.

Healthcare
4.11K
+ 28.88%
$113.38 - $135.49 $465K - $556K
18.3K $2.3M
VIG
Vanguard Dividend Appreciation

ETFs
1.93K
+ 5.97%
N/A
34.2K $6.24M
JMM
Nuveen Multi Market Income Fund

Financial Services
54.4K
+ 40.76%
$5.81 - $6.28 $316K - $342K
188K $1.18M
D
Dominion Energy, Inc

Utilities
6.04K
+ 37.14%
$49.66 - $58.0 $300K - $350K
22.3K $1.26M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
452
+ 33.53%
$328.01 - $475.68 $148K - $215K
1.8K $842K
CVS
Cvs Health Corp

Healthcare
1.37K
+ 0.67%
$60.04 - $70.18 $82.4K - $96.3K
206K $14.2M
EWO
Ishares Inc Msci Austria ETF

ETFs
5.23K
+ 11.81%
$22.32 - $29.66 $117K - $155K
49.5K $1.45M
RY
Royal Bank Of Canada

Financial Services
1.43K
+ 18.7%
$108.36 - $131.55 $155K - $188K
9.05K $1.19M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.3K
+ 59.93%
$26.41 - $26.76 $325K - $329K
32.8K $878K
ELV
Elevance Health, Inc.

Healthcare
4.7K
+ 14.41%
$372.27 - $452.69 $1.75M - $2.13M
37.3K $14.5M
PHM
Pultegroup Inc

Consumer Cyclical
1.66K
+ 2.95%
$92.02 - $106.54 $152K - $177K
57.9K $6.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.35K
+ 8.07%
$108.87 - $133.04 $147K - $179K
18.1K $2.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.48K
+ 76.39%
$68.13 - $74.77 $305K - $335K
10.3K $753K
TDG
Trans Digm Group Inc

Industrials
15
+ 0.71%
$1231.75 - $1520.64 $18.5K - $22.8K
2.12K $3.23M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.53K
+ 29.7%
$58.13 - $69.92 $205K - $247K
15.4K $1.08M
GDDY
Go Daddy Inc.

Technology
1.73K
+ 5.87%
$162.11 - $192.36 $281K - $333K
31.2K $5.62M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
156
+ 1.35%
$376.48 - $440.65 $58.7K - $68.7K
11.7K $5.17M
FAST
Fastenal CO

Industrials
22.4K
+ 125.84%
$40.65 - $83.16 $912K - $1.87M
40.3K $1.69M
UBS
Ubs Group Ag

Financial Services
5.18K
+ 13.0%
$26.12 - $33.82 $135K - $175K
45K $1.52M
AM
Antero Midstream Corp

Energy
14.6K
+ 62.5%
$15.88 - $18.99 $232K - $277K
37.9K $718K
XLV
Select Sector Spdr Fund Health

ETFs
2.95K
+ 30.75%
$128.77 - $144.3 $380K - $426K
12.6K $1.69M
KT
Kt Corp

Communication Services
6.85K
+ 14.48%
$16.71 - $20.78 $114K - $142K
54.2K $1.13M
CNHI
Cnh Industrial N.V.

Industrials
27.6K
+ 4.72%
N/A
612K $6.38M
XAR
Spdr S&P Aerospace & Defense E

ETFs
126
+ 2.43%
$144.94 - $210.94 $18.3K - $26.6K
5.31K $1.12M
TSHA
Taysha Gene Therapies, Inc.

Healthcare
5.89K
+ 2.01%
$1.13 - $2.9 $6.65K - $17.1K
299K $689K
SUB
Ishares Short Term National Mu

ETFs
2.49K
+ 10.99%
$104.77 - $106.34 $261K - $264K
25.1K $2.67M
ED
Consolidated Edison Inc

Utilities
3.57K
+ 47.64%
$98.05 - $113.3 $350K - $404K
11.1K $1.11M
VLO
Valero Energy Corp

Energy
1.89K
+ 18.19%
$104.69 - $141.77 $197K - $267K
12.2K $1.65M
EFG
Msci Eafe Growth ETF

ETFs
788
+ 5.1%
$89.8 - $112.0 $70.8K - $88.3K
16.2K $1.82M
VOD
Vodafone Group Public LTD CO

Communication Services
13.9K
+ 15.12%
$8.19 - $10.66 $114K - $148K
106K $1.13M
MFC
Manulife Financial Corp

Financial Services
7.29K
+ 21.04%
$26.93 - $32.44 $196K - $237K
42K $1.34M
MGK
Vanguard Mega Cap Growth ETF

ETFs
294
+ 11.23%
$273.67 - $366.17 $80.5K - $108K
2.91K $1.07M
DG
Dollar General Corp

Consumer Defensive
1.38K
+ 36.84%
$86.02 - $114.95 $119K - $159K
5.13K $586K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.18K
+ 59.38%
$46.79 - $48.56 $242K - $252K
13.9K $670K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
43
+ 1.24%
$179.95 - $278.88 $7.74K - $12K
3.51K $978K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.73K
+ 7.04%
$41.45 - $54.46 $71.5K - $94K
26.2K $1.37M
ADP
Automatic Data Processing Inc

Industrials
388
+ 0.99%
$276.76 - $326.81 $107K - $127K
39.7K $12.2M
ARGX
Argenx Se

Healthcare
523
+ 38.83%
$532.27 - $656.65 $278K - $343K
1.87K $1.03M
MNST
Monster Beverage Corp

Consumer Defensive
2.8K
+ 21.8%
$55.01 - $64.24 $154K - $180K
15.6K $978K
AAON
Aaon, Inc.

Industrials
3.63K
+ 39.33%
$71.78 - $106.87 $261K - $388K
12.9K $948K
EFV
Msci Eafe Value ETF

ETFs
799
+ 2.08%
$52.4 - $64.65 $41.9K - $51.7K
39.1K $2.48M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
869
+ 4.13%
$50.08 - $63.14 $43.5K - $54.9K
21.9K $1.38M
FLCH
Franklin Templeton ETF Tr

ETFs
9.56K
+ 21.85%
$17.74 - $21.96 $170K - $210K
53.3K $1.16M
ABC
Amerisourcebergen Corp

Healthcare
1.2K
+ 34.1%
N/A
4.71K $872K
BHE
Benchmark Electronics Inc

Technology
1.62K
+ 0.82%
$32.53 - $39.36 $52.5K - $63.6K
199K $7.72M
EIRL
Ishares Tr Msci Ireland ETF

ETFs
1.12K
+ 6.15%
$53.52 - $68.32 $59.8K - $76.4K
19.3K $1.29M
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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