Kovitz Investment Group Partners, LLC New Holdings in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
POWL
Powell Industries Inc

Industrials
1.63M
New
$159.38 - $211.34 $259M - $344M
1.63M $343M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
528K
New
$67.02 - $83.8 $35.4M - $44.2M
528K $40.1M
AER
Aer Cap Holdings N.V.

Industrials
151K
New
$88.97 - $117.24 $13.4M - $17.7M
151K $17.6M
WELL
Welltower Inc.

Real Estate
106K
New
$136.49 - $155.22 $14.5M - $16.5M
106K $16.3M
EWC
Ishares Msci Canada ETF

ETFs
351K
New
$37.17 - $46.2 $13M - $16.2M
351K $16.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
834K
New
$16.93 - $17.81 $14.1M - $14.9M
834K $14.8M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
156K
New
$81.84 - $93.53 $12.8M - $14.6M
156K $14.5M
HYLB
Xtrackers Usd High Yield Corp

ETFs
219K
New
$34.72 - $36.92 $7.61M - $8.09M
219K $8.09M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
167K
New
$46.46 - $47.44 $7.75M - $7.91M
167K $7.91M
SJNK
Spdr Bloomberg Short Term High

ETFs
269K
New
$24.12 - $25.48 $6.49M - $6.86M
269K $6.86M
IGM
Ishares Expanded Tech Sector E

ETFs
52.8K
New
$79.8 - $112.34 $4.22M - $5.94M
52.8K $5.94M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
53.2K
New
$70.32 - $76.56 $3.74M - $4.07M
53.2K $4.07M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
168K
New
$22.66 - $23.41 $3.81M - $3.93M
168K $3.92M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
76.7K
New
$49.98 - $50.26 $3.83M - $3.85M
76.7K $3.85M
CGDV
Capital Group Divid Value ETF

ETFs
74.7K
New
$31.93 - $39.49 $2.39M - $2.95M
74.7K $2.95M
FREL
Fidelity Covington Tr Msci Rea

ETFs
102K
New
$24.18 - $27.61 $2.47M - $2.82M
102K $2.77M
EPP
Ishares Inc

ETFs
55.6K
New
$38.85 - $49.83 $2.16M - $2.77M
55.6K $2.74M
WSM
Williams Sonoma Inc

Consumer Cyclical
16.2K
New
$137.62 - $174.44 $2.22M - $2.82M
16.2K $2.64M
QDF
Flexshares Quality Dividend In

ETFs
34.2K
New
$59.99 - $73.18 $2.05M - $2.5M
34.2K $2.5M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
57.6K
New
$31.18 - $38.55 $1.8M - $2.22M
57.6K $2.21M
DVYE
Ishares Emerging Markets Divid

ETFs
72.8K
New
$23.95 - $29.03 $1.74M - $2.11M
72.8K $2.09M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
88K
New
$22.68 - $23.28 $1.99M - $2.05M
88K $2.04M
NMFC
New Mountain Finance Corp

Financial Services
188K
New
$9.11 - $11.09 $1.72M - $2.09M
188K $1.99M
IYK
Ishares U.S. Consumer Staples

ETFs
25K
New
$67.29 - $72.42 $1.68M - $1.81M
25K $1.76M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
22.8K
New
$60.21 - $75.37 $1.38M - $1.72M
22.8K $1.68M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
144K
New
$8.76 - $9.82 $1.26M - $1.41M
144K $1.41M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
51.1K
New
$23.19 - $25.35 $1.19M - $1.3M
51.1K $1.3M
ENVX
Enovix Corp

Industrials
115K
New
$5.46 - $10.53 $628K - $1.21M
115K $1.19M
SGOL
Abrdn Gold ETF Trust

ETFs
34.3K
New
$28.39 - $32.75 $974K - $1.12M
34.3K $1.08M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
70.7K
New
$12.29 - $15.47 $869K - $1.09M
70.7K $1.06M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
7.49K
New
$104.4 - $138.37 $782K - $1.04M
7.49K $1.04M
SIVR
Abrdn Silver ETF Trust

ETFs
28.5K
New
$28.36 - $35.37 $808K - $1.01M
28.5K $980K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
68.6K
New
$11.19 - $12.51 $767K - $858K
68.6K $857K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
65.2K
New
$12.7 - $13.53 $828K - $882K
65.2K $846K
SSB
South State Corp

Financial Services
9.17K
New
$80.59 - $94.67 $739K - $868K
9.17K $844K
ON
On Semiconductor Corp

Technology
15.3K
New
$31.95 - $54.21 $490K - $832K
15.3K $804K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15.7K
New
$25.35 - $64.65 $398K - $1.01M
15.7K $782K
OKTA
Okta, Inc.

Technology
6.56K
New
$91.24 - $127.3 $599K - $836K
6.56K $656K
BHK
Blackrock Core Bond Trust

Financial Services
66.5K
New
$9.5 - $11.0 $632K - $731K
66.5K $646K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
28.1K
New
$21.85 - $22.76 $614K - $639K
28.1K $639K
COIN
Coinbase Global, Inc.

Technology
1.74K
New
$151.47 - $375.07 $264K - $653K
1.74K $610K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
27.1K
New
$17.11 - $21.71 $463K - $588K
27.1K $587K
PPT
Putnam Premier Income Trust

Financial Services
156K
New
$3.45 - $3.71 $538K - $579K
156K $572K
PIM
Putnam Master Intermediate Income Trust

Financial Services
169K
New
$3.18 - $3.37 $538K - $570K
169K $566K
OPFI
Opp Fi Inc.

Technology
40.1K
New
$7.92 - $14.61 $318K - $586K
40.1K $561K
MIN
Mfs Intermediate Income Trust

Financial Services
204K
New
$2.63 - $2.72 $537K - $555K
204K $553K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
33.7K
New
$14.83 - $16.07 $500K - $541K
33.7K $532K
IONQ
Ion Q, Inc.

Technology
11.9K
New
$20.68 - $48.04 $247K - $574K
11.9K $513K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
17.4K
New
$19.5 - $30.4 $340K - $530K
17.4K $510K
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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