Kovitz Investment Group Partners, LLC Portfolio Holdings
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
Kovitz Investment Group Partners, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $23.6 Billion distributed in 1394 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $881M, Apple Inc. with a value of $762M, Powell Industries Inc with a value of $703M, Amazon Com Inc with a value of $530M, and Spdr S&P 500 ETF Trust with a value of $528M.
Examining the 13F form we can see an increase of $2.07B in the current position value, from $21.5B to 23.6B.
Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$23.6 Billion
ETFs: $7.74 Billion
Technology: $5.04 Billion
Financial Services: $2.93 Billion
Industrials: $2.11 Billion
Healthcare: $1.6 Billion
Consumer Cyclical: $1.46 Billion
Communication Services: $1.31 Billion
Consumer Defensive: $651 Million
Other: $768 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,394
- Current Value $23.6 Billion
- Prior Value $21.5 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 138 stocks
- Additional Purchases 642 stocks
- Sold out of 0 stocks
- Reduced holdings in 546 stocks