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
IRM
Iron Mountain Inc

Real Estate
-82
- 1.93%
$89.46 - $104.46 $7.34K - $8.57K
4.18K $425K
SBSI
Southside Bancshares Inc

Financial Services
-19
- 0.23%
$28.25 - $31.39 $537 - $596
8.42K $237K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-557
- 0.67%
$55.61 - $57.37 $31K - $32K
83.1K $4.75M
CLX
Clorox CO

Consumer Defensive
-342
- 3.43%
$117.67 - $131.43 $40.2K - $44.9K
9.64K $1.19M
OSK
Oshkosh Corp

Industrials
-324
- 16.05%
$118.16 - $143.44 $38.3K - $46.5K
1.7K $219K
FVD
First Tr Value Line Divid Inde

ETFs
-754
- 4.49%
$44.73 - $46.86 $33.7K - $35.3K
16K $742K
SAR
Saratoga Investment Corp.

Financial Services
-32
- 0.18%
$24.15 - $25.55 $773 - $818
17.8K $433K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.06K
- 10.44%
$41.34 - $45.65 $43.8K - $48.4K
9.1K $410K
XLB
Select Sector Spdr Fd Material

ETFs
-153
- 4.7%
$86.72 - $92.61 $13.3K - $14.2K
3.11K $278K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-578
- 3.65%
$25.72 - $27.0 $14.9K - $15.6K
15.2K $405K
CCJ
Cameco Corp

Energy
-477
- 13.1%
$70.47 - $86.89 $33.6K - $41.4K
3.16K $265K
BNDX
Vanguard Total International B

ETFs
-110
- 2.3%
$49.0 - $49.51 $5.39K - $5.45K
4.67K $231K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-559
- 2.16%
$40.94 - $42.85 $22.9K - $24K
25.3K $1.07M
IXC
Ishares Tr Global Energy ETF

ETFs
-475
- 7.53%
$39.45 - $42.95 $18.7K - $20.4K
5.83K $243K
CHRD
Oasis Petroleum Inc.

Energy
-648
- 2.7%
$99.37 - $114.13 $64.4K - $74K
23.3K $2.32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-400
- 9.25%
$54.35 - $59.32 $21.7K - $23.7K
3.92K $232K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-195
- 2.63%
$41.43 - $44.2 $8.08K - $8.62K
7.22K $319K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-3
- 0.26%
$406.1 - $488.25 $1.22K - $1.46K
1.17K $509K
Innovator Etfs Trust
-280
- 0.27%
N/A
104K $0
PNOV
Innovator U.S. Equity Power Bu
-2.91K
- 1.23%
N/A
233K $0
Innovator Etfs Trust
-1.52K
- 16.03%
N/A
7.98K $0
Coreweave Inc
-1.33K
- 11.29%
N/A
10.4K $0
Innovator Etfs Trust
-1.79K
- 14.0%
N/A
11K $0
Solventum Corp
-610
- 9.25%
N/A
5.99K $0
Innovator Etfs Trust
-66
- 0.12%
N/A
55.2K $0
Smurfit Westrock PLC
-22K
- 21.0%
N/A
82.9K $0
Simplify Exchange Traded Fun
-246K
- 21.97%
N/A
872K $0
Parnassus Income Fds
-1.15K
- 1.19%
N/A
95.8K $0
Flaherty & Crumrine Dynamic
-7.04K
- 4.37%
N/A
154K $0
Graniteshares ETF Tr
-35K
- 52.18%
N/A
32.1K $0
Grayscale Ethereum Mini Tr E
-1.06K
- 4.18%
N/A
24.2K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
-7.39K
- 3.99%
N/A
178K $0
Fidelity Covington Trust
-1.01K
- 7.31%
N/A
12.8K $0
HEIA
Heico Crp Cl A
-6
- 0.09%
N/A
6.64K $0
HSC
Harsco Corp

Industrials
-68
- 0.61%
N/A
11.2K $80K
Grayscale Ethereum Trust ETF
-1.39K
- 6.03%
N/A
21.7K $0
PDEC
Innovator U.S. Equity Power Bu
-16K
- 1.47%
N/A
1.07M $0
MOGA
Moog Inc Cla
-15
- 0.78%
N/A
1.9K $0
Ge Healthcare Technologies I
-73.9K
- 61.8%
N/A
45.7K $0
Wells Fargo CO New
-86
- 3.99%
N/A
2.07K $0
Brookfield Corp
-15.5K
- 12.08%
N/A
112K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-1.5K
- 23.08%
N/A
5K $0
Jacobs Solutions Inc
-256K
- 22.14%
N/A
901K $0
Valued Advisers Tr
-16.4K
- 0.04%
N/A
45.7M $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-4.3K
- 2.65%
N/A
158K $0
J P Morgan Exchange Traded F
-1.99K
- 10.85%
N/A
16.3K $0
Bitwise Bitcoin ETF Tr
-2.35K
- 5.72%
N/A
38.7K $0
Airjoule Technologies Corp
-8.76K
- 6.06%
N/A
136K $0
VUSB
Vanguard Bd Index Fds
-111
- 1.72%
N/A
6.36K $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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