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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.2K
+ 7.03%
$100.04 - $100.54 $220K - $221K
33.6K $3.37M
YUM
Yum Brands Inc

Consumer Cyclical
3.89K
+ 9.91%
$138.36 - $161.45 $538K - $628K
43.2K $6.39M
XLY
Select Sector Spdr Consumer Di

ETFs
559
+ 11.73%
$176.34 - $218.59 $98.6K - $122K
5.33K $1.16M
KTF
Dws Municipal Income Trust

Financial Services
42K
+ 14.39%
$8.73 - $9.46 $366K - $397K
334K $2.95M
RMBS
Rambus Inc

Technology
146
+ 0.88%
$42.9 - $64.02 $6.26K - $9.35K
16.7K $1.07M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
99
+ 1.94%
$66.89 - $111.18 $6.62K - $11K
5.2K $578K
F
Ford Motor CO

Consumer Cyclical
5.45K
+ 3.08%
$8.69 - $10.85 $47.4K - $59.1K
182K $1.98M
ET
Energy Transfer LP

Energy
17.8K
+ 6.79%
$15.65 - $18.93 $279K - $338K
280K $5.08M
FIS
Fidelity National Information Services, Inc.

Technology
978
+ 5.35%
$68.14 - $82.13 $66.6K - $80.3K
19.2K $1.57M
FNDX
Schwab Fundamental U S Large C

ETFs
7.42K
+ 34.25%
$20.84 - $24.54 $155K - $182K
29.1K $713K
IDX
Vaneck ETF Tr Indonesia Index

ETFs
2.53K
+ 3.32%
$11.03 - $15.18 $27.9K - $38.3K
78.5K $1.14M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.25K
+ 62.94%
$50.5 - $71.23 $114K - $160K
5.83K $393K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
104
+ 0.04%
$20.46 - $21.89 $2.13K - $2.28K
280K $6.14M
DVA
Davita Inc.

Healthcare
1.46K
+ 71.09%
$133.5 - $155.51 $195K - $227K
3.52K $500K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
2.32K
+ 54.87%
$72.34 - $83.73 $168K - $195K
6.56K $532K
VOX
Vanguard Communication Service

ETFs
695
+ 25.12%
$133.12 - $171.03 $92.5K - $119K
3.46K $592K
WST
West Pharmaceutical Services Inc

Healthcare
839
+ 83.9%
$190.39 - $227.7 $160K - $191K
1.84K $402K
VV
Vanguard Large Cap ETF

ETFs
392
+ 17.34%
$228.25 - $285.3 $89.5K - $112K
2.65K $756K
RBLX
Roblox Corp

Communication Services
69
+ 1.96%
$51.22 - $105.59 $3.53K - $7.29K
3.59K $377K
THC
Tenet Healthcare Corp

Healthcare
191
+ 5.78%
$110.41 - $176.0 $21.1K - $33.6K
3.5K $615K
INDA
Ishares Msci India Index Fund

ETFs
1.73K
+ 10.13%
$49.13 - $55.86 $84.9K - $96.6K
18.8K $1.05M
EQT
Eqt Corp

Energy
2.1K
+ 25.18%
$46.11 - $60.44 $96.8K - $127K
10.4K $608K
RSG
Republic Services, Inc.

Industrials
529
+ 8.33%
$227.2 - $258.07 $120K - $137K
6.88K $1.7M
COP
Conocophillips

Energy
19.2K
+ 18.7%
$82.66 - $106.1 $1.59M - $2.04M
122K $10.9M
A
Agilent Technologies, Inc.

Healthcare
1.26K
+ 27.9%
$99.29 - $120.52 $125K - $151K
5.75K $678K
HIG
Hartford Financial Services Group, Inc.

Financial Services
516
+ 1.92%
$109.83 - $131.67 $56.7K - $67.9K
27.3K $3.47M
LNG
Cheniere Energy, Inc.

Energy
489
+ 20.03%
$197.25 - $244.33 $96.5K - $119K
2.93K $713K
EWQ
Ishares Msci France ETF

ETFs
2.77K
+ 29.2%
$35.65 - $43.57 $98.8K - $121K
12.3K $524K
GNMA
Ishares Gnma Bond ETF

ETFs
2.37K
+ 0.3%
$42.91 - $44.21 $102K - $105K
795K $34.9M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3K
+ 39.53%
$46.41 - $47.7 $139K - $143K
10.6K $503K
EFX
Equifax Inc

Industrials
2
+ 0.02%
$205.5 - $280.54 $411 - $561
8.99K $2.33M
VNQ
Vanguard Specialized Funds Van

ETFs
1.72K
+ 21.8%
$79.79 - $91.42 $138K - $158K
9.63K $857K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.11K
+ 19.91%
$126.62 - $154.26 $141K - $171K
6.69K $853K
PRDO
Perdoceo Education Corp

Consumer Defensive
47
+ 0.25%
$24.24 - $34.1 $1.14K - $1.6K
18.6K $608K
RMD
Resmed Inc

Healthcare
155
+ 5.28%
$204.54 - $258.0 $31.7K - $40K
3.09K $797K
RL
Ralph Lauren Corp

Consumer Cyclical
72
+ 3.23%
$182.34 - $286.22 $13.1K - $20.6K
2.3K $631K
IWS
Ishares Russell Midcap Value E

ETFs
18
+ 0.08%
$110.58 - $132.14 $1.99K - $2.38K
22K $2.91M
AVY
Avery Dennison Corp

Industrials
816
+ 40.2%
$159.58 - $183.97 $130K - $150K
2.85K $499K
SAR
Saratoga Investment Corp.

Financial Services
5.75K
+ 47.55%
$21.46 - $25.35 $123K - $146K
17.8K $442K
ILF
Ishares Latin America 40 ETF

ETFs
752
+ 1.73%
$21.35 - $26.21 $16.1K - $19.7K
44.1K $1.16M
ENSG
Ensign Group, Inc

Healthcare
18
+ 0.34%
$119.93 - $156.36 $2.16K - $2.81K
5.33K $822K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.99K
+ 0.48%
$50.1 - $51.02 $150K - $152K
626K $32M
AWK
American Water Works Company, Inc.

Utilities
1.2K
+ 29.54%
$133.82 - $151.96 $160K - $182K
5.24K $729K
GPC
Genuine Parts CO

Consumer Cyclical
489
+ 1.45%
$105.54 - $129.09 $51.6K - $63.1K
34.2K $4.15M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 0.04%
$224.32 - $326.09 $224 - $326
2.35K $766K
ACM
Aecom

Industrials
524
+ 14.49%
$87.19 - $113.06 $45.7K - $59.2K
4.14K $467K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
393
+ 0.09%
$7.6 - $8.89 $2.99K - $3.49K
438K $3.89M
EWL
Ishares Inc Msci Switzerlnd

ETFs
2K
+ 29.4%
$47.04 - $56.27 $94.1K - $113K
8.81K $482K
URGN
Uro Gen Pharma Ltd.

Healthcare
3.51K
+ 11.22%
$3.9 - $15.46 $13.7K - $54.3K
34.8K $476K
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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