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
$941,000 0.01% of portfolio
4,766
Q1 2025 Added 66.0%
$0
$1.4 Million 0.01% of portfolio
9,601
Q1 2025 Added 98.49%
$0
$1.23 Million 0.01% of portfolio
29,346
Q1 2025 Reduced 10.87%
$0
$2.71 Million 0.01% of portfolio
54,376
Q1 2025 Added 86.75%
$0
$1.9 Million 0.01% of portfolio
57,225
Q1 2025 Reduced 3.98%
$0
$959,000 0.01% of portfolio
18,789
Q1 2025 New
$0
$1.29 Million 0.01% of portfolio
16,019
Q1 2025 Added 132.97%
$0
$2.25 Million 0.01% of portfolio
57,698
Q1 2025 New
$0
$949,000 0.01% of portfolio
75,998
Q1 2025 New
$0
$1.13 Million 0.01% of portfolio
24,503
Q1 2025 Reduced 1.03%
$0
$1.67 Million 0.01% of portfolio
6,623
Q1 2025 Added 260.93%
$0
$1.54 Million 0.01% of portfolio
6,299
Q1 2025 Added 111.94%
$0
$2.69 Million 0.01% of portfolio
15,605
Q1 2025 Added 5.35%
$0
$972,000 0.01% of portfolio
13,850
Q1 2025 New
$0
$1.41 Million 0.01% of portfolio
28,481
Q1 2025 Reduced 31.2%
$0
$1.75 Million 0.01% of portfolio
6,905
Q1 2025 Reduced 20.51%
$0
$1.25 Million 0.01% of portfolio
5,041
Q1 2025 New
$0
$1.31 Million 0.01% of portfolio
4,960
Q1 2025 Added 13.29%
$0
$1.36 Million 0.01% of portfolio
12,324
Q4 2024 Reduced 0.01%
$0
$410,000 0.0% of portfolio
232,057
Q1 2025 New
$0
$220,000 0.0% of portfolio
4,524
Q1 2025 New
$0
$721,000 0.0% of portfolio
30,498
Q4 2024 Reduced 6.15%
$0
$218,000 0.0% of portfolio
6,995
Q1 2025 Added 0.13%
$0
$615,000 0.0% of portfolio
12,935
Q1 2025 Added 6.63%
$0
$416,000 0.0% of portfolio
6,885
Q1 2025 New
$0
$347,000 0.0% of portfolio
13,855
Q1 2025 Added 0.3%
$0
$267,000 0.0% of portfolio
3,927
Q1 2025 Reduced 17.83%
$0
$223,000 0.0% of portfolio
3,040
Q4 2024 New
$0
$331,000 0.0% of portfolio
3,700
Q3 2024 New
$0
$533,000 0.0% of portfolio
2,403
Q1 2025 Added 71.4%
$0
$505,000 0.0% of portfolio
13,481
Q1 2025 Added 0.01%
$0
$802,000 0.0% of portfolio
7,829
Q1 2025 Added 0.04%
$0
$607,000 0.0% of portfolio
13,990
Q1 2025 Added 0.07%
$0
$221,000 0.0% of portfolio
1,831
Q1 2025 New
$0
$749,000 0.0% of portfolio
16,813
Q1 2025 Added 11.15%
$0
$273,000 0.0% of portfolio
7,519
Q1 2025 Reduced 3.69%
$0
$262,000 0.0% of portfolio
6,950
Q1 2025 Added 4.72%
$0
$0 0.0% of portfolio
24,207
Q1 2025 Added 90.2%
$0
$760,000 0.0% of portfolio
3,940
Q1 2025 Added 18.78%
$0
$438,000 0.0% of portfolio
5,865
Q1 2025 Reduced 47.27%
$0
$383,000 0.0% of portfolio
15,808
Q1 2025 Added 0.04%
$0
$381,000 0.0% of portfolio
18,452
Q1 2025 New
$0
$507,000 0.0% of portfolio
5,491
Q1 2025 Added 0.62%
$0
$767,000 0.0% of portfolio
11,892
Q1 2025 Added 150.89%
$0
$235,000 0.0% of portfolio
4,959
Q1 2025 Added 11.51%
$0
$352,000 0.0% of portfolio
6,806
Q1 2025 Added 13.08%
$0
$377,000 0.0% of portfolio
9,486
Q1 2025 New
$0
$636,000 0.0% of portfolio
16,728
Q1 2025 Added 103.03%
$18B
$482,000 0.0% of portfolio
15,578
Q1 2025 Added 11.51%

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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