Kovitz Investment Group Partners, LLC Portfolio Holdings
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
Kovitz Investment Group Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $21.5 Billion distributed in 1354 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $805M, Apple Inc. with a value of $588M, Amazon Com Inc with a value of $525M, Spdr S&P 500 ETF Trust with a value of $464M, and Broadcom Inc. with a value of $384M.
Examining the 13F form we can see an increase of $3.4B in the current position value, from $18.2B to 21.5B.
Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$21.5 Billion
ETFs: $7.31 Billion
Technology: $4.36 Billion
Financial Services: $2.84 Billion
Industrials: $1.63 Billion
Consumer Cyclical: $1.46 Billion
Healthcare: $1.36 Billion
Communication Services: $1.14 Billion
Consumer Defensive: $676 Million
Other: $778 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,354
- Current Value $21.5 Billion
- Prior Value $18.2 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 170 stocks
- Additional Purchases 669 stocks
- Sold out of 0 stocks
- Reduced holdings in 459 stocks