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
GII
Spdr S&P Global Infrasture ETF

ETFs
7.52K
New
$57.32 - $67.33 $431K - $506K
7.52K $506K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
54.9K
New
$8.64 - $9.34 $475K - $513K
54.9K $503K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.16K
New
$65.84 - $80.81 $405K - $498K
6.16K $493K
PHT
Pioneer High Income Fund, Inc.

Financial Services
60.6K
New
$7.06 - $8.09 $428K - $490K
60.6K $490K
IETC
Ishares U S ETF Tr

ETFs
5.13K
New
$67.28 - $94.0 $345K - $482K
5.13K $481K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
40.6K
New
$11.15 - $12.0 $452K - $487K
40.6K $478K
WWD
Woodward, Inc.

Industrials
1.95K
New
$157.29 - $247.55 $306K - $482K
1.95K $477K
QBTS
D Wave Quantum Inc.

Technology
31.9K
New
$6.22 - $19.04 $199K - $608K
31.9K $467K
FOX
Fox Corp Cl B (De)

Communication Services
8.9K
New
$43.81 - $53.0 $390K - $472K
8.9K $459K
NGG
National Grid PLC

Utilities
6.04K
New
$62.74 - $74.79 $379K - $452K
6.04K $449K
WDC
Western Digital Corp

Technology
6.67K
New
$30.54 - $63.99 $204K - $427K
6.67K $427K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
46.9K
New
$7.81 - $9.04 $366K - $424K
46.9K $423K
CXH
Mfs Investment Grade Municipal Trust

Financial Services
53.5K
New
$7.47 - $7.99 $400K - $428K
53.5K $408K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.19K
New
$101.97 - $126.75 $325K - $404K
3.19K $404K
ILMN
Illumina, Inc.

Healthcare
4.21K
New
$70.3 - $95.41 $296K - $402K
4.21K $401K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
9.19K
New
$36.45 - $42.47 $335K - $390K
9.19K $387K
EWY
Ishares Inc Msci South Korea E

ETFs
5.2K
New
$48.92 - $72.65 $254K - $378K
5.2K $373K
VRT
Vertiv Holdings CO

Industrials
3.77K
New
N/A
3.77K $326K
ITA
Ishares Tr

ETFs
1.72K
New
$135.31 - $188.64 $232K - $324K
1.72K $324K
EWK
Ishares Inc Msci Belgium ETF

ETFs
14.5K
New
$18.27 - $22.45 $265K - $325K
14.5K $319K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.83K
New
$45.88 - $54.4 $267K - $317K
5.83K $317K
CRDO
Credo Technology Group Holding LTD

Technology
3.4K
New
$33.3 - $95.05 $113K - $323K
3.4K $314K
COMM
Comm Scope Holding Company, Inc.

Technology
37.8K
New
$3.02 - $8.28 $114K - $313K
37.8K $312K
DHS
Wisdomtree Tr U.S

ETFs
3.24K
New
$87.71 - $98.37 $284K - $319K
3.24K $310K
NWSA
News Corp

Communication Services
10.3K
New
$23.97 - $29.72 $247K - $306K
10.3K $305K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
5.26K
New
$50.46 - $58.08 $266K - $306K
5.26K $302K
LDOS
Leidos Holdings, Inc.

Technology
1.9K
New
$132.9 - $160.3 $253K - $305K
1.9K $299K
AR
Antero Resources Corp

Energy
7.24K
New
$31.92 - $43.78 $231K - $317K
7.24K $291K
DJD
Invesco Exchange Traded Fd Tr

ETFs
5.47K
New
$47.46 - $53.19 $260K - $291K
5.47K $290K
FLEX
Flex Ltd.

Technology
5.74K
New
$26.68 - $50.09 $153K - $288K
5.74K $286K
NTNX
Nutanix, Inc.

Technology
3.69K
New
$58.17 - $83.07 $215K - $306K
3.69K $281K
FMY
First Trust Mortgage Income Fund

Financial Services
23.1K
New
$11.77 - $12.2 $272K - $282K
23.1K $281K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.83K
New
$72.02 - $73.82 $276K - $283K
3.83K $281K
VDC
Vanguard Consumer Staples ETF

ETFs
1.29K
New
$204.89 - $224.73 $263K - $289K
1.29K $281K
BTG
B2 Gold Corp

Basic Materials
77.1K
New
$2.64 - $3.77 $203K - $291K
77.1K $278K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.82K
New
$99.75 - $151.89 $182K - $276K
1.82K $276K
BCAT
Black Rock Capital Allocation Trust

ETFs
18.2K
New
$13.2 - $15.27 $240K - $278K
18.2K $275K
KD
Kyndryl Holdings, Inc.

Technology
6.53K
New
$27.77 - $41.96 $181K - $274K
6.53K $274K
HPP
Hudson Pacific Properties, Inc.

Real Estate
100K
New
$1.86 - $3.08 $186K - $308K
100K $274K
CCJ
Cameco Corp

Energy
3.64K
New
$36.68 - $74.46 $134K - $271K
3.64K $270K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.39K
New
$153.22 - $199.8 $213K - $278K
1.39K $260K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.7K
New
$84.41 - $106.28 $227K - $286K
2.7K $255K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.33K
New
$107.83 - $119.94 $252K - $280K
2.33K $251K
MRNA
Moderna, Inc.

Healthcare
9.1K
New
$23.65 - $28.54 $215K - $260K
9.1K $251K
OC
Owens Corning

Industrials
1.82K
New
$126.32 - $147.75 $229K - $268K
1.82K $249K
IXC
Ishares Tr Global Energy ETF

ETFs
6.31K
New
$34.69 - $42.32 $219K - $267K
6.31K $247K
DDOG
Datadog, Inc.

Technology
1.83K
New
$87.0 - $134.33 $159K - $246K
1.83K $246K
JPIE
J P Morgan Exchange Traded Fd
5.29K
New
$45.12 - $46.32 $239K - $245K
5.29K $244K
MELI
Mercadolibre Inc

Consumer Cyclical
93
New
$1794.73 - $2613.63 $167K - $243K
93 $243K
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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