Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

Kovitz Investment Group Partners, LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $18.2 Billion distributed in 1243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $551M, Microsoft Corp with a value of $544M, Amazon Com Inc with a value of $415M, Spdr S&P 500 ETF Trust with a value of $403M, and Janus Detroit Str Tr Janus Hen with a value of $329M.

Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $18.2 Billion
ETFs: $6.05 Billion
Technology: $3.18 Billion
Financial Services: $2.71 Billion
Healthcare: $1.42 Billion
Consumer Cyclical: $1.36 Billion
Industrials: $1.14 Billion
Communication Services: $916 Million
Consumer Defensive: $589 Million
Other: $774 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.8 Million 0.15% of portfolio
504,169
Q1 2025 Added 306.35%
$0
$26.4 Million 0.15% of portfolio
334,837
Q1 2025 Added 2.61%
$0
$23.4 Million 0.13% of portfolio
282,689
Q1 2025 Reduced 5.67%
$0
$23.7 Million 0.13% of portfolio
183,680
Q1 2025 Reduced 9.32%
$0
$20.5 Million 0.11% of portfolio
702,368
Q1 2025 Added 2.69%
$0
$19.4 Million 0.11% of portfolio
198,584
Q1 2025 Added 1.39%
$0
$20.4 Million 0.11% of portfolio
678,346
Q1 2025 Reduced 14.34%
$0
$19.4 Million 0.11% of portfolio
294,413
Q1 2025 Reduced 5.64%
$0
$18.2 Million 0.1% of portfolio
175,479
Q1 2025 Added 72.5%
$0
$17.8 Million 0.1% of portfolio
195,921
Q1 2025 Added 93.12%
$0
$18.4 Million 0.1% of portfolio
363,550
Q1 2025 Reduced 3.47%
$0
$17.4 Million 0.1% of portfolio
302,000
Q1 2025 Reduced 2.87%
$0
$17.8 Million 0.1% of portfolio
32,855
Q1 2025 Reduced 4.94%
$0
$17 Million 0.09% of portfolio
508,709
Q1 2025 Added 48.83%
$0
$15.5 Million 0.09% of portfolio
374,277
Q1 2025 Added 0.63%
$106B
$15.8 Million 0.09% of portfolio
54,845
Q1 2025 Added 2.8%
$0
$15.3 Million 0.08% of portfolio
407,760
Q1 2025 New
$0
$14.5 Million 0.08% of portfolio
645,451
Q1 2025 Added 2,737.4%
$0
$14.4 Million 0.08% of portfolio
150,572
Q1 2025 Added 127.87%
$0
$15.1 Million 0.08% of portfolio
152,165
Q1 2025 Reduced 18.81%
$0
$12.3 Million 0.07% of portfolio
244,998
Q1 2025 Reduced 38.95%
$0
$12.2 Million 0.07% of portfolio
130,584
Q1 2025 Reduced 10.78%
$0
$13.6 Million 0.07% of portfolio
216,691
Q1 2025 Added 3.75%
$0
$13.5 Million 0.07% of portfolio
460,755
Q1 2025 Added 5.15%
$0
$12 Million 0.07% of portfolio
54,323
Q1 2025 Added 204.74%
$0
$12.4 Million 0.07% of portfolio
66,643
Q1 2025 Added 7.79%
$0
$13.2 Million 0.07% of portfolio
273,414
Q1 2025 Added 2.56%
$0
$10.6 Million 0.06% of portfolio
410,300
Q1 2025 Added 6.88%
$0
$11.5 Million 0.06% of portfolio
288,172
Q1 2025 Added 36.61%
$0
$10.6 Million 0.06% of portfolio
296,713
Q1 2025 Added 31.64%
$0
$11.5 Million 0.06% of portfolio
309,813
Q1 2025 Reduced 4.05%
$0
$11.8 Million 0.06% of portfolio
329,192
Q1 2025 Added 50.23%
$0
$11.8 Million 0.06% of portfolio
172,035
Q1 2025 Reduced 3.7%
$0
$11.1 Million 0.06% of portfolio
112,118
Q1 2025 Added 1.57%
$0
$10.1 Million 0.06% of portfolio
86,288
Q1 2025 Added 12.12%
$0
$11.2 Million 0.06% of portfolio
43,195
Q1 2025 Added 201.64%
$0
$9.9 Million 0.05% of portfolio
61,392
Q1 2025 Reduced 65.77%
$0
$8.43 Million 0.05% of portfolio
209,789
Q1 2025 Reduced 3.13%
$0
$8.29 Million 0.05% of portfolio
231,563
Q1 2025 Reduced 2.54%
$0
$9.28 Million 0.05% of portfolio
245,610
Q1 2025 Reduced 1.48%
$0
$9.47 Million 0.05% of portfolio
81,403
Q1 2025 Added 193.97%
$0
$9.66 Million 0.05% of portfolio
106,586
Q1 2025 Added 52.07%
$0
$8.82 Million 0.05% of portfolio
161,287
Q1 2025 Reduced 17.04%
$0
$8.65 Million 0.05% of portfolio
82,019
Q1 2025 Reduced 19.88%
$0
$8.31 Million 0.05% of portfolio
355,730
Q1 2025 Added 623.88%
$0
$9.62 Million 0.05% of portfolio
71,628
Q1 2025 Added 68.27%
$0
$9.7 Million 0.05% of portfolio
37,974
Q1 2025 Reduced 4.41%
$0
$9.71 Million 0.05% of portfolio
64,319
Q1 2025 Added 15.27%
$0
$8.95 Million 0.05% of portfolio
128,135
Q1 2025 Added 179.03%

Summary

  • Portfolio
  • No. of Stocks 1,243
  • Current Value $18.2 Billion
  • Prior Value $18.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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