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
$8.94 Million 0.05% of portfolio
199,950
Q1 2025 Added 69.37%
$0
$9.04 Million 0.05% of portfolio
114,653
Q1 2025 Added 807.35%
$0
$9.49 Million 0.05% of portfolio
17,797
Q1 2025 Added 0.93%
$0
$9.48 Million 0.05% of portfolio
307,607
Q1 2025 Added 0.11%
$0
$8.27 Million 0.05% of portfolio
139,444
Q1 2025 Reduced 0.45%
$0
$6.54 Million 0.04% of portfolio
125,924
Q1 2025 New
$0
$6.82 Million 0.04% of portfolio
99,781
Q1 2025 Added 18.46%
$0
$7.76 Million 0.04% of portfolio
199,851
Q1 2025 Reduced 0.68%
$0
$7.25 Million 0.04% of portfolio
350,141
Q1 2025 Reduced 44.14%
$0
$6.45 Million 0.04% of portfolio
58,082
Q1 2025 Reduced 0.61%
$0
$6.83 Million 0.04% of portfolio
222,245
Q1 2025 Reduced 2.14%
$0
$7.12 Million 0.04% of portfolio
65,524
Q1 2025 Added 62.94%
$0
$7.82 Million 0.04% of portfolio
136,927
Q1 2025 Added 2.09%
$0
$6.64 Million 0.04% of portfolio
308,543
Q1 2025 Added 76.9%
$0
$6.62 Million 0.04% of portfolio
32,054
Q1 2025 Added 128.29%
$0
$6.61 Million 0.04% of portfolio
84,490
Q1 2025 Reduced 0.84%
$0
$8.1 Million 0.04% of portfolio
178,970
Q1 2025 Reduced 11.48%
$0
$6.58 Million 0.04% of portfolio
105,986
Q1 2025 Added 39.78%
$0
$5.04 Million 0.03% of portfolio
219,470
Q1 2025 New
$0
$6.12 Million 0.03% of portfolio
217,248
Q1 2025 Added 43.56%
$0
$6.22 Million 0.03% of portfolio
89,487
Q1 2025 Reduced 61.49%
$0
$5.29 Million 0.03% of portfolio
143,463
Q1 2025 New
$0
$5 Million 0.03% of portfolio
126,832
Q1 2025 New
$0
$5.65 Million 0.03% of portfolio
71,640
Q1 2025 Reduced 30.08%
$0
$5.88 Million 0.03% of portfolio
55,149
Q1 2025 Reduced 0.56%
$0
$4.58 Million 0.03% of portfolio
99,361
Q1 2025 Added 0.2%
$0
$4.54 Million 0.03% of portfolio
53,424
Q1 2025 Reduced 5.34%
$0
$4.76 Million 0.03% of portfolio
46,509
Q1 2025 Reduced 2.52%
$0
$4.86 Million 0.03% of portfolio
11,576
Q1 2025 Reduced 0.92%
$0
$5.77 Million 0.03% of portfolio
71,163
Q1 2025 New
$0
$5.18 Million 0.03% of portfolio
97,981
Q1 2025 New
$0
$5.89 Million 0.03% of portfolio
32,313
Q1 2025 Added 8.57%
$0
$2.73 Million 0.02% of portfolio
64,940
Q1 2025 Reduced 5.07%
$0
$3.66 Million 0.02% of portfolio
111,017
Q1 2025 Added 146.44%
$0
$3.01 Million 0.02% of portfolio
58,810
Q1 2025 Reduced 40.06%
$0
$3.8 Million 0.02% of portfolio
153,622
Q1 2025 Reduced 4.37%
$0
$2.82 Million 0.02% of portfolio
50,589
Q1 2025 New
$0
$3.37 Million 0.02% of portfolio
71,627
Q1 2025 Reduced 0.58%
$0
$4.42 Million 0.02% of portfolio
142,400
Q1 2025 Added 447.04%
$0
$2.77 Million 0.02% of portfolio
22,028
Q1 2025 Added 58.65%
$0
$3.42 Million 0.02% of portfolio
144,080
Q1 2025 Reduced 6.28%
$0
$3.13 Million 0.02% of portfolio
33,938
Q1 2025 Added 172.66%
$0
$3.5 Million 0.02% of portfolio
42,062
Q1 2025 Added 1.46%
$0
$4.26 Million 0.02% of portfolio
76,834
Q1 2025 Added 3.18%
$0
$3.15 Million 0.02% of portfolio
31,349
Q1 2025 Reduced 0.23%
$0
$3.72 Million 0.02% of portfolio
168,380
Q1 2025 Added 70.26%
$0
$2.92 Million 0.02% of portfolio
31,240
Q1 2025 Reduced 2.98%
$0
$3.06 Million 0.02% of portfolio
39,925
Q1 2025 Reduced 12.71%
$0
$2.74 Million 0.02% of portfolio
20,186
Q1 2025 Reduced 0.29%

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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