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
DLB
Dolby Laboratories, Inc.

Industrials
-803
- 20.46%
$70.09 - $76.79 $56.3K - $61.7K
3.12K $225K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.42K
- 3.88%
$22.9 - $23.58 $78.2K - $80.5K
84.5K $1.98M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.23K
- 4.36%
$33.26 - $34.01 $74.2K - $75.9K
48.9K $1.66M
EPI
Wisdomtree Tr India Earnings F

ETFs
-256
- 1.74%
$43.79 - $47.63 $11.2K - $12.2K
14.4K $637K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.25K
- 2.36%
$45.6 - $46.92 $103K - $106K
93.2K $4.35M
EME
Emcor Group, Inc.

Industrials
-233
- 28.62%
$530.88 - $655.83 $124K - $153K
581 $377K
USEA
United Maritime Corp

Industrials
-42.8K
- 55.55%
$1.48 - $1.76 $63.3K - $75.3K
34.3K $56K
PFG
Principal Financial Group Inc

Financial Services
-939
- 15.82%
$75.53 - $82.95 $70.9K - $77.9K
5K $414K
ZS
Zscaler, Inc.

Technology
-137
- 12.66%
$267.68 - $316.5 $36.7K - $43.4K
945 $283K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-5.58K
- 0.7%
$20.64 - $21.54 $115K - $120K
797K $16.7M
SNN
Smith & Nephew PLC

Healthcare
-3.04K
- 29.68%
$29.33 - $38.7 $89.1K - $118K
7.2K $261K
EWBC
East West Bancorp Inc

Financial Services
-624
- 20.74%
$97.41 - $109.7 $60.8K - $68.5K
2.38K $253K
MT
Arcelor Mittal

Basic Materials
-2.74K
- 25.67%
$30.39 - $36.94 $83.1K - $101K
7.92K $286K
HTGC
Hercules Capital, Inc.

Financial Services
-3.73K
- 11.74%
$18.34 - $19.53 $68.4K - $72.8K
28K $530K
EIRL
Ishares Tr Msci Ireland ETF

ETFs
-827
- 4.29%
$64.99 - $69.05 $53.7K - $57.1K
18.5K $1.25M
EFG
Msci Eafe Growth ETF

ETFs
-678
- 4.18%
$106.99 - $114.46 $72.5K - $77.6K
15.6K $1.77M
XLV
Select Sector Spdr Fund Health

ETFs
-724
- 5.77%
$129.01 - $139.72 $93.4K - $101K
11.8K $1.65M
NWSA
News Corp

Communication Services
-1.79K
- 17.39%
$28.38 - $31.03 $50.7K - $55.5K
8.5K $260K
CBSH
Commerce Bancshares Inc

Financial Services
-31
- 0.17%
$58.61 - $66.11 $1.82K - $2.05K
18.1K $1.08M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-93
- 6.69%
$158.24 - $191.13 $14.7K - $17.8K
1.3K $215K
NRZ
New Residential Investment Corp.

Real Estate
-6.06K
- 2.3%
N/A
257K $1.86M
AWK
American Water Works Company, Inc.

Utilities
-313
- 5.97%
$135.05 - $147.0 $42.3K - $46K
4.93K $685K
VVR
Invesco Senior Income Trust

Financial Services
-7.6K
- 15.66%
$3.39 - $3.83 $25.7K - $29.1K
40.9K $141K
BFLY
Butterfly Network, Inc.

Healthcare
-21K
- 52.17%
$1.33 - $2.17 $27.9K - $45.6K
19.3K $37K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
-2.75K
- 3.97%
$18.6 - $20.35 $51.2K - $56K
66.6K $1.26M
XSW
Spdr S&P Software & Services E

ETFs
-282
- 13.8%
$177.48 - $205.24 $50K - $57.9K
1.76K $348K
OBNK
Origin Bancorp, Inc.

Financial Services
-1.2K
- 4.55%
N/A
25.2K $813K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-453
- 1.03%
N/A
43.7K $3.75M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.04K
- 4.16%
$136.48 - $142.97 $141K - $148K
23.8K $3.34M
DOCU
Docusign, Inc.

Technology
-194
- 4.97%
$67.14 - $85.01 $13K - $16.5K
3.71K $267K
EWM
Ishs Msci Malaysia ETF

ETFs
-4.18K
- 8.98%
$23.49 - $25.95 $98.2K - $108K
42.4K $1.1M
PCT
Pure Cycle Technologies, Inc.

Industrials
-326
- 0.59%
$12.21 - $16.92 $3.98K - $5.52K
54.8K $720K
IWS
Ishares Russell Midcap Value E

ETFs
-1.42K
- 6.44%
$132.83 - $140.61 $188K - $200K
20.6K $2.88M
VOE
Vanguard Mid Cap Value Index F

ETFs
-468
- 8.85%
$164.63 - $174.58 $77K - $81.7K
4.82K $841K
DTM
Dt Midstream, Inc.

Energy
-387
- 7.17%
$99.17 - $113.27 $38.4K - $43.8K
5.01K $566K
VST
Vistra Corp.

Utilities
-351
- 1.73%
$182.0 - $217.92 $63.9K - $76.5K
20K $3.91M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-3.71K
- 7.59%
$16.94 - $17.91 $62.9K - $66.5K
45.2K $805K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-3.95K
- 9.36%
$8.55 - $9.1 $33.8K - $35.9K
38.3K $348K
ASB
Associated Banc Corp

Financial Services
-1.55K
- 10.65%
$23.78 - $27.01 $36.9K - $41.9K
13K $334K
HMC
Honda Motor CO LTD

Consumer Cyclical
-3.04K
- 8.08%
$29.11 - $34.85 $88.6K - $106K
34.6K $1.07M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-838
- 5.68%
$122.57 - $132.57 $103K - $111K
13.9K $1.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-292
- 7.63%
$72.57 - $74.72 $21.2K - $21.8K
3.54K $263K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-612
- 10.5%
$53.81 - $57.52 $32.9K - $35.2K
5.22K $300K
GVI
Ishares Tr

ETFs
-186
- 2.83%
$105.8 - $107.81 $19.7K - $20.1K
6.38K $685K
GXG
Global X Msci Colombia

ETFs
-2K
- 4.67%
$29.04 - $29.91 $58K - $59.8K
40.8K $1.22M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-2.71K
- 6.7%
$23.27 - $25.46 $63.1K - $69K
37.7K $932K
INT
World Fuel Services Corp

Energy
-648
- 1.04%
N/A
62K $1.36M
VOT
Vanguard Mid Cap Growth Index

ETFs
-230
- 4.07%
$282.75 - $294.19 $65K - $67.7K
5.42K $1.59M
VDC
Vanguard Consumer Staples ETF

ETFs
-26
- 2.02%
$212.64 - $225.25 $5.53K - $5.86K
1.26K $269K
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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