Kovitz Investment Group Partners, LLC New Holdings in Q3 2025

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SKYY
First Trust Cloud Computing Et

ETFs
1.64K
New
$118.24 - $138.53 $194K - $227K
1.64K $220K
ESI
Element Solutions Inc

Basic Materials
8.73K
New
$23.13 - $26.99 $202K - $235K
8.73K $219K
KNSL
Kinsale Capital Group, Inc.

Financial Services
517
New
$415.15 - $489.89 $215K - $253K
517 $219K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
18K
New
$10.73 - $12.0 $193K - $216K
18K $216K
SE
Sea LTD

Consumer Cyclical
1.21K
New
$146.23 - $196.5 $176K - $237K
1.21K $215K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
3.57K
New
$55.31 - $60.06 $197K - $214K
3.57K $214K
SXC
Sun Coke Energy, Inc.

Basic Materials
26K
New
$7.23 - $8.83 $188K - $230K
26K $212K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.2K
New
$37.2 - $39.61 $193K - $206K
5.2K $205K
SOXL
Direxion Daily Semiconductor B

ETFs
5.89K
New
$23.99 - $34.84 $141K - $205K
5.89K $205K
DBX
Dropbox, Inc.

Technology
6.77K
New
$26.13 - $32.17 $177K - $218K
6.77K $204K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
3.93K
New
$47.64 - $51.71 $187K - $203K
3.93K $202K
SANM
Sanmina Corp

Technology
1.76K
New
$95.79 - $123.84 $168K - $218K
1.76K $202K
CORT
Corcept Therapeutics Inc

Healthcare
2.43K
New
$67.17 - $83.9 $163K - $204K
2.43K $201K
IOO
Ishares Tr Global 100 ETF

ETFs
1.67K
New
$107.55 - $120.01 $180K - $201K
1.67K $200K
FLO
Flowers Foods Inc

Consumer Defensive
14.8K
New
$12.68 - $16.76 $188K - $249K
14.8K $193K
AUR
Aurora Innovation, Inc.

Technology
35K
New
$5.05 - $6.56 $177K - $230K
35K $188K
ACHR
Archer Aviation Inc.

Industrials
13.8K
New
$8.25 - $13.4 $114K - $185K
13.8K $131K
UWMC
Uwm Holdings Corp

Financial Services
11.5K
New
$3.99 - $6.91 $46.1K - $79.8K
11.5K $70K
LWLG
Lightwave Logic, Inc.

Basic Materials
10K
New
$1.23 - $4.69 $12.3K - $46.9K
10K $37K
SLI
Standard Lithium Ltd.

Basic Materials
10K
New
$2.03 - $3.78 $20.3K - $37.8K
10K $33K
DNN
Denison Mines Corp.

Energy
10.1K
New
$1.69 - $2.86 $17.1K - $29K
10.1K $27K
AGL
Agilon Health, Inc.

Healthcare
21.2K
New
$0.86 - $2.43 $18.2K - $51.5K
21.2K $21K
Atlassian Corporation
6.98K
New
N/A
6.98K $0
Rocket Lab Corp
9.6K
New
N/A
9.6K $0
Kraneshares Trust
7.47K
New
N/A
7.47K $0
Tortoise Capital Series Trus
705K
New
N/A
705K $0
Barrick Mng Corp
15.9K
New
N/A
15.9K $0
Sandisk Corp
12K
New
N/A
12K $0
Reshape Lifesciences Inc
14.6K
New
N/A
14.6K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
2.14K
New
N/A
2.14K $0
Southstate Bk Corp
2.65K
New
N/A
2.65K $0
CLMB
Climb Global Solutions Inc Com
2.03K
New
N/A
2.03K $0
Nebius Group N.V.
5.77K
New
N/A
5.77K $0
Innovator Etfs Trust
24.1K
New
N/A
24.1K $0
Innovator Etfs Trust
15.5K
New
N/A
15.5K $0
Inspirato Incorporated
84.3K
New
N/A
84.3K $0
Arm Holdings PLC
1.42K
New
N/A
1.42K $0
Activity Summary
Buys All Purchases 780 New Holdings 138 Increased Positions 642 Sells All Sells 546 Reductions 546 Sold out 0 Options Calls 2 Puts 2
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