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
NEOG
Neogen Corp

Healthcare
51K
New
$4.39 - $8.59 $224K - $438K
51K $243K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.59K
New
$24.54 - $25.07 $235K - $240K
9.59K $240K
IWY
Ishares Tr Russell 200 Growth

ETFs
972
New
$187.5 - $246.51 $182K - $240K
972 $239K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.81K
New
$48.46 - $50.2 $233K - $241K
4.81K $238K
BNDX
Vanguard Total International B

ETFs
4.78K
New
$48.77 - $49.55 $233K - $237K
4.78K $236K
LECO
Lincoln Electric Holdings Inc

Industrials
1.14K
New
$167.18 - $211.38 $191K - $242K
1.14K $236K
AGO
Assured Guaranty LTD

Financial Services
2.69K
New
$76.56 - $90.18 $206K - $242K
2.69K $234K
ALLE
Allegion PLC

Industrials
1.62K
New
$118.52 - $145.64 $192K - $236K
1.62K $233K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
2.46K
New
$69.8 - $94.88 $172K - $233K
2.46K $233K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.98K
New
$86.24 - $117.44 $171K - $232K
1.98K $232K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.06K
New
$149.56 - $212.83 $158K - $225K
1.06K $224K
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.5K
New
$52.8 - $63.87 $185K - $224K
3.5K $223K
TECL
Direxion Daily Technology Bull

ETFs
2.36K
New
$37.33 - $93.58 $87.9K - $220K
2.36K $220K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.12K
New
$99.97 - $129.69 $212K - $275K
2.12K $220K
MORN
Morningstar, Inc.

Financial Services
701
New
$255.31 - $313.93 $179K - $220K
701 $220K
EEMA
Ishares Msci Emerging Markets

ETFs
2.67K
New
$64.59 - $83.0 $172K - $221K
2.67K $220K
NTRA
Natera, Inc.

Healthcare
1.3K
New
$132.23 - $171.87 $171K - $223K
1.3K $218K
SHAK
Shake Shack Inc.

Consumer Cyclical
1.55K
New
$75.85 - $140.6 $117K - $218K
1.55K $217K
PVBC
Provident Bancorp, Inc.

Financial Services
17.3K
New
$10.65 - $12.49 $185K - $217K
17.3K $216K
PGF
Invesco Exchange Traded Fd Tr

ETFs
15.4K
New
$13.7 - $14.31 $210K - $220K
15.4K $216K
TTEK
Tetra Tech Inc

Industrials
5.99K
New
$28.01 - $36.25 $168K - $217K
5.99K $215K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.21K
New
$28.28 - $35.22 $176K - $219K
6.21K $213K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.69K
New
$101.91 - $134.83 $172K - $227K
1.69K $212K
AB
Alliancebernstein Holding L.P.

Financial Services
5.21K
New
$33.0 - $41.77 $172K - $218K
5.21K $212K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.45K
New
$44.37 - $50.04 $197K - $222K
4.45K $211K
INGR
Ingredion Inc

Consumer Defensive
1.54K
New
$123.22 - $140.95 $189K - $217K
1.54K $208K
LAMR
Lamar Advertising CO

Real Estate
1.69K
New
$102.35 - $121.67 $173K - $206K
1.69K $205K
LAUR
Laureate Education, Inc.

Consumer Defensive
8.64K
New
$18.34 - $23.38 $158K - $202K
8.64K $202K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
6.74K
New
$25.21 - $34.03 $170K - $229K
6.74K $201K
CW
Curtiss Wright Corp

Industrials
412
New
$283.18 - $488.55 $117K - $201K
412 $201K
RDVY
First Trust Rising Dividend Ac

ETFs
3.22K
New
$51.6 - $62.74 $166K - $202K
3.22K $201K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$89.44 - $108.59 $165K - $200K
1.84K $200K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12.5K
New
$12.23 - $15.46 $153K - $194K
12.5K $189K
PATH
Ui Path, Inc.

Technology
14.6K
New
$9.79 - $13.31 $143K - $195K
14.6K $187K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
11.1K
New
$13.96 - $16.51 $155K - $183K
11.1K $180K
DBL
Double Line Opportunistic Credit Fund

Financial Services
10.8K
New
$15.1 - $15.75 $163K - $170K
10.8K $166K
MGF
Mfs Government Markets Income Trust

Financial Services
53K
New
$3.04 - $3.17 $161K - $168K
53K $165K
KEP
Korea Electric Power Corp

Utilities
11.5K
New
$7.24 - $14.63 $83.1K - $168K
11.5K $163K
SHG
Shinhan Financial Group CO LTD

Financial Services
4.7K
New
N/A
4.7K $162K
DTST
Data Storage Corp

Technology
43.1K
New
$2.98 - $4.09 $128K - $176K
43.1K $147K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
10.1K
New
$11.76 - $13.64 $119K - $138K
10.1K $128K
USEA
United Maritime Corp

Industrials
77.1K
New
$1.12 - $1.73 $86.3K - $133K
77.1K $113K
ADT
Adt Inc.

Industrials
13.1K
New
$7.54 - $8.6 $99.1K - $113K
13.1K $111K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
23.2K
New
$3.84 - $4.48 $89K - $104K
23.2K $101K
UEC
Uranium Energy Corp

Energy
14.9K
New
$4.0 - $7.05 $59.4K - $105K
14.9K $101K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
10K
New
$9.57 - $10.35 $95.8K - $104K
10K $99K
PROF
Profound Medical Corp.

Healthcare
16.7K
New
$4.04 - $6.86 $67.6K - $115K
16.7K $98K
FSLY
Fastly, Inc.

Technology
13.1K
New
$5.0 - $8.28 $65.5K - $108K
13.1K $92K
RCAT
Red Cat Holdings, Inc.

Technology
11.7K
New
$4.66 - $9.19 $54.5K - $108K
11.7K $85K
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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