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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.87B
$1.51 Million 0.01% of portfolio
19,698
Q1 2025 Added 24.69%
$14.9B
$2.18 Million 0.01% of portfolio
53,144
Q1 2025 Reduced 23.39%
$9.78B
$1.47 Million 0.01% of portfolio
14,664
Q1 2025 Reduced 7.88%
$0
$1.36 Million 0.01% of portfolio
12,324
Q4 2024 Reduced 0.01%
$49.4B
$1.77 Million 0.01% of portfolio
7,587
Q1 2025 Added 406.48%
$1.36B
$1.37 Million 0.01% of portfolio
62,349
Q1 2025 Added 748.05%
$36.5B
$1.76 Million 0.01% of portfolio
24,907
Q1 2025 Reduced 3.79%
$2.34B
$1.43 Million 0.01% of portfolio
105,101
Q1 2025 New
$108M
$42,000 0.0% of portfolio
13,889
Q1 2025 New
$3.92B
$721,000 0.0% of portfolio
9,234
Q1 2025 New
$2.97B
$503,000 0.0% of portfolio
10,630
Q1 2025 Reduced 28.43%
$0
$55,000 0.0% of portfolio
11,100
Q1 2025 Reduced 94.55%
$0
$68,000 0.0% of portfolio
10,515
Q1 2025 Added 0.47%
$0
$151,000 0.0% of portfolio
17,999
Q1 2025 Reduced 45.86%
$1B
$342,000 0.0% of portfolio
34,516
Q4 2024 Added 41.71%
$8.63B
$240,000 0.0% of portfolio
912
Q1 2025 New
$15.8B
$335,000 0.0% of portfolio
3,617
Q1 2025 Added 1.26%
Aegon LTD
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.2%
$65.5M
$66,000 0.0% of portfolio
26,514
Q1 2025 New
$7.65B
$536,000 0.0% of portfolio
43,231
Q1 2025 Added 108.06%
$7.05B
$516,000 0.0% of portfolio
3,075
Q1 2025 Reduced 1.13%
$35.2B
$526,000 0.0% of portfolio
4,498
Q1 2025 Reduced 13.55%
$2.78B
$448,000 0.0% of portfolio
6,183
Q1 2025 New
Airbnb Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Airjoule Technologies Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 66.08%
$6.19B
$325,000 0.0% of portfolio
6,606
Q1 2025 Reduced 1.77%
$307B
$740,000 0.0% of portfolio
5,598
Q1 2025 Reduced 39.19%
$15.2B
$215,000 0.0% of portfolio
3,352
Q1 2025 Reduced 11.3%
$38B
$634,000 0.0% of portfolio
2,349
Q1 2025 Reduced 10.79%
$207M
$568,000 0.0% of portfolio
226,320
Q1 2025 Added 601.44%
$13.7B
$227,000 0.0% of portfolio
23,458
Q1 2025 Added 13.84%
Amentum Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 79.2%
$24.5B
$275,000 0.0% of portfolio
2,741
Q1 2025 Added 5.3%
$25.5B
$596,000 0.0% of portfolio
4,046
Q1 2025 Added 54.43%
Amesite Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 275.22%
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
$144B
$724,000 0.0% of portfolio
11,776
Q1 2025 Reduced 8.56%
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.33%
$8.7B
$420,000 0.0% of portfolio
23,342
Q1 2025 Reduced 14.35%
$108B
$271,000 0.0% of portfolio
1,025
Q1 2025 New
Aptiv PLC
-
$0 0.0% of portfolio
-
Q1 2025 New
$26.2B
$286,000 0.0% of portfolio
9,915
Q1 2025 Reduced 34.98%
$33.7B
$292,000 0.0% of portfolio
3,039
Q1 2025 Added 27.1%
$30.5B
$797,000 0.0% of portfolio
1,347
Q1 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 76.65%
$241M
$92,000 0.0% of portfolio
14,548
Q1 2025 Reduced 57.51%
$3.45B
$291,000 0.0% of portfolio
12,940
Q1 2025 New
$10.6B
$511,000 0.0% of portfolio
2,441
Q1 2025 Reduced 6.4%
$21.3B
$440,000 0.0% of portfolio
2,850
Q1 2025 Reduced 14.31%

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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