Kovitz Investment Group Partners, LLC Portfolio Holdings
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
Kovitz Investment Group Partners, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $15 Billion distributed in 1056 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $543M, Spdr S&P 500 ETF Trust with a value of $420M, Microsoft Corp with a value of $356M, Amazon Com Inc with a value of $340M, and Meta Platforms, Inc. with a value of $275M.
Examining the 13F form we can see an increase of $4.5B in the current position value, from $10.5B to 15B.
Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$15 Billion
ETFs: $5.83 Billion
Technology: $2.65 Billion
Financial Services: $1.84 Billion
Consumer Cyclical: $1.1 Billion
Communication Services: $823 Million
Healthcare: $792 Million
Consumer Defensive: $630 Million
Industrials: $593 Million
Other: $734 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,056
- Current Value $15 Billion
- Prior Value $10.5 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 300 stocks
- Additional Purchases 528 stocks
- Sold out of 0 stocks
- Reduced holdings in 208 stocks