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
$3.13 Million 0.02% of portfolio
61,190
Q1 2025 Reduced 61.88%
$0
$4.03 Million 0.02% of portfolio
46,997
Q1 2025 Added 797.57%
$0
$4.52 Million 0.02% of portfolio
55,993
Q1 2025 Added 18.2%
$0
$4.05 Million 0.02% of portfolio
80,503
Q1 2025 Reduced 5.32%
$0
$1.14 Million 0.01% of portfolio
19,155
Q1 2025 Reduced 3.03%
$0
$1.02 Million 0.01% of portfolio
21,175
Q1 2025 Reduced 60.95%
$0
$1.32 Million 0.01% of portfolio
51,790
Q1 2025 Reduced 66.01%
$0
$2.52 Million 0.01% of portfolio
49,508
Q1 2025 Added 44.61%
$0
$2.56 Million 0.01% of portfolio
45,543
Q1 2025 Reduced 60.12%
$0
$2.04 Million 0.01% of portfolio
29,784
Q1 2025 Reduced 57.46%
$0
$2.64 Million 0.01% of portfolio
31,190
Q1 2025 Reduced 69.0%
$0
$1.05 Million 0.01% of portfolio
35,675
Q1 2025 New
$0
$933,000 0.01% of portfolio
43,726
Q1 2025 New
$0
$1.19 Million 0.01% of portfolio
72,090
Q1 2025 New
$0
$1.11 Million 0.01% of portfolio
40,537
Q1 2025 New
$0
$2.07 Million 0.01% of portfolio
75,028
Q1 2025 Added 5.09%
$0
$1.1 Million 0.01% of portfolio
23,517
Q1 2025 New
$0
$1.14 Million 0.01% of portfolio
23,598
Q1 2025 New
$0
$1.03 Million 0.01% of portfolio
44,465
Q1 2025 New
$0
$1.54 Million 0.01% of portfolio
41,410
Q1 2025 Added 184.25%
$0
$1.61 Million 0.01% of portfolio
67,934
Q1 2025 Added 288.24%
$0
$1.02 Million 0.01% of portfolio
58,162
Q1 2025 New
$0
$1.11 Million 0.01% of portfolio
44,245
Q1 2025 New
$0
$1.16 Million 0.01% of portfolio
21,056
Q1 2025 Added 183.77%
$0
$2.01 Million 0.01% of portfolio
14,795
Q1 2025 New
$0
$1.74 Million 0.01% of portfolio
16,847
Q1 2025 New
$0
$1.1 Million 0.01% of portfolio
43,124
Q1 2025 New
$0
$1.1 Million 0.01% of portfolio
43,591
Q1 2025 New
$0
$1.02 Million 0.01% of portfolio
43,396
Q1 2025 New
$0
$1.07 Million 0.01% of portfolio
18,167
Q1 2025 New
$0
$2.39 Million 0.01% of portfolio
22,639
Q1 2025 Reduced 21.04%
$0
$1.71 Million 0.01% of portfolio
67,820
Q1 2025 New
$0
$1.17 Million 0.01% of portfolio
68,996
Q1 2025 New
$0
$1.26 Million 0.01% of portfolio
10,353
Q1 2025 Reduced 3.59%
$0
$1.54 Million 0.01% of portfolio
15,447
Q1 2025 Added 12.69%
$0
$980,000 0.01% of portfolio
12,004
Q1 2025 Added 4.4%
$0
$941,000 0.01% of portfolio
12,190
Q1 2025 Added 0.16%
$0
$2.26 Million 0.01% of portfolio
38,322
Q1 2025 Reduced 9.54%
$0
$1.94 Million 0.01% of portfolio
16,227
Q1 2025 Reduced 2.25%
$0
$2.08 Million 0.01% of portfolio
16,702
Q1 2025 Added 4.17%
$0
$2.25 Million 0.01% of portfolio
36,486
Q1 2025 Added 1.52%
$0
$2.13 Million 0.01% of portfolio
48,645
Q1 2025 Reduced 12.48%
$0
$1.72 Million 0.01% of portfolio
27,850
Q1 2025 Added 0.71%
$0
$2.15 Million 0.01% of portfolio
80,280
Q1 2025 Added 3.63%
$0
$1.93 Million 0.01% of portfolio
35,760
Q1 2025 Reduced 0.75%
$0
$1.95 Million 0.01% of portfolio
20,289
Q1 2025 Added 786.76%
$0
$930,000 0.01% of portfolio
35,524
Q1 2025 Added 54.08%
$0
$1.4 Million 0.01% of portfolio
50,115
Q1 2025 Added 46.17%
$0
$1.59 Million 0.01% of portfolio
16,524
Q1 2025 Reduced 63.83%

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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