Kovitz Investment Group Partners, LLC Reduced Holdings in Q3 2025

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
-3.91K
- 1.31%
$60.99 - $64.39 $238K - $252K
294K $18.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.05K
- 3.28%
$195.41 - $212.37 $597K - $648K
90.1K $18.8M
DELL
Dell Technologies Inc.

Technology
-4.76K
- 6.87%
$120.96 - $141.77 $575K - $674K
64.5K $9.14M
GLW
Corning Inc

Technology
-140K
- 33.84%
$51.6 - $82.03 $7.21M - $11.5M
273K $22.4M
EWJ
Ishares Msci Japan ETF

ETFs
-2.08K
- 1.21%
$71.69 - $81.49 $149K - $170K
170K $13.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.06K
- 0.6%
$49.43 - $54.52 $52.3K - $57.7K
177K $9.57M
MLM
Martin Marietta Materials Inc

Basic Materials
-233
- 1.94%
$546.36 - $631.12 $127K - $147K
11.8K $7.43M
WTW
Willis Towers Watson PLC

Financial Services
-202
- 0.82%
$301.83 - $345.45 $61K - $69.8K
24.3K $8.41M
CMA
Comerica Inc

Financial Services
-2.16K
- 1.76%
$60.93 - $71.05 $132K - $153K
121K $8.28M
VT
Vanguard Total World Stk Index

ETFs
-1.87K
- 1.37%
$128.41 - $138.03 $240K - $258K
135K $18.6M
EA
Electronic Arts Inc.

Communication Services
-592
- 2.04%
$147.79 - $202.05 $87.5K - $120K
28.4K $5.73M
HPE
Hewlett Packard Enterprise CO

Technology
-6.3K
- 2.06%
$19.81 - $25.24 $125K - $159K
300K $7.37M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-583
- 0.12%
$29.2 - $32.74 $17K - $19.1K
481K $15.3M
BKR
Baker Hughes CO

Energy
-4.93K
- 3.69%
$38.68 - $50.55 $191K - $249K
129K $6.28M
CBOE
Cboe Global Markets, Inc.

Financial Services
-579
- 0.54%
$231.35 - $253.24 $134K - $147K
107K $26.2M
IWN
Ishares Russell2000 Val ETF

ETFs
-744
- 1.08%
$157.1 - $178.94 $117K - $133K
68.4K $12.1M
CBRE
Cbre Group, Inc.

Real Estate
-7.1K
- 5.26%
$137.04 - $165.9 $973K - $1.18M
128K $20.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-148
- 0.38%
$284.45 - $324.95 $42.1K - $48.1K
38.8K $12.4M
PHM
Pultegroup Inc

Consumer Cyclical
-292
- 0.5%
$108.0 - $141.42 $31.5K - $41.3K
57.6K $7.61M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-52K
- 3.89%
$42.04 - $45.23 $2.19M - $2.35M
1.28M $58.1M
VGT
Vanguard Information Technolog

ETFs
-1.34K
- 3.99%
$656.44 - $753.15 $878K - $1.01M
32.2K $24M
PWR
Quanta Services, Inc.

Industrials
-499
- 0.9%
$372.29 - $421.68 $186K - $210K
55.1K $22.8M
CIEN
Ciena Corp

Technology
-1.35K
- 4.27%
$77.75 - $145.67 $105K - $196K
30.2K $4.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-883
- 1.96%
$224.68 - $282.71 $198K - $250K
44.1K $12.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.8K
- 3.68%
$339.37 - $366.46 $2.31M - $2.49M
178K $65.1M
LITE
Lumentum Holdings Inc.

Technology
-10.9K
- 17.78%
$90.44 - $171.5 $985K - $1.87M
50.3K $8.19M
DINO
Hf Sinclair Corp

Energy
-1.3K
- 0.53%
$42.11 - $54.01 $54.9K - $70.4K
244K $12.8M
HAYW
Hayward Holdings, Inc.

Industrials
-13.3K
- 0.5%
$14.12 - $16.56 $187K - $220K
2.65M $40M
PCAR
Paccar Inc

Industrials
-7.86K
- 0.62%
$92.91 - $102.86 $730K - $808K
1.25M $123M
GS
Goldman Sachs Group Inc

Financial Services
-4.18K
- 5.39%
$696.56 - $806.32 $2.91M - $3.37M
73.3K $58.4M
FIX
Comfort Systems Usa Inc

Industrials
-1.89K
- 10.12%
$521.66 - $825.18 $985K - $1.56M
16.8K $13.8M
IAU
Ishares Gold Trust

ETFs
-40.2K
- 6.02%
$61.62 - $72.77 $2.48M - $2.93M
628K $45.7M
GM
General Motors CO

Consumer Cyclical
-10.6K
- 2.54%
$48.89 - $61.24 $517K - $647K
405K $24.7M
IWM
Ishares Russell 2000 ETF

ETFs
-4.79K
- 2.29%
$214.92 - $244.84 $1.03M - $1.17M
205K $49.6M
VUG
Vanguard Growth ETF

ETFs
-2.43K
- 1.71%
$433.97 - $484.08 $1.05M - $1.18M
140K $67M
CAT
Caterpillar Inc

Industrials
-2.94K
- 4.09%
$390.92 - $477.15 $1.15M - $1.4M
69K $32.9M
PLTR
Palantir Technologies Inc.

Technology
-9.32K
- 5.26%
$130.68 - $186.97 $1.22M - $1.74M
168K $30.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.39K
- 0.64%
$108.46 - $120.63 $584K - $650K
832K $98.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.97K
- 0.43%
$192.76 - $203.86 $764K - $808K
917K $187M
VTV
Vanguard Value ETF

ETFs
-8.32K
- 0.75%
$175.51 - $186.57 $1.46M - $1.55M
1.11M $206M
BDX
Becton Dickinson & CO

Healthcare
-231
- 0.02%
$172.41 - $199.66 $39.8K - $46.1K
925K $173M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.12K
- 0.97%
$420.11 - $472.68 $2.57M - $2.89M
624K $292M
AMD
Advanced Micro Devices Inc

Technology
-37.8K
- 2.05%
$134.8 - $184.42 $5.1M - $6.97M
1.81M $292M
AVGO
Broadcom Inc.

Technology
-119K
- 8.51%
$264.74 - $369.57 $31.4M - $43.8M
1.28M $421M
GOOGL
Alphabet Inc.

Communication Services
-65.7K
- 3.23%
$174.36 - $254.72 $11.5M - $16.7M
1.97M $479M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email