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
$5.82B
$375,000 0.0% of portfolio
3,769
Q1 2025 Added 4.17%
$472M
$69,000 0.0% of portfolio
10,357
Q1 2025 Reduced 95.56%
$2.65B
$518,000 0.0% of portfolio
17,120
Q1 2025 Reduced 29.92%
-
$0 0.0% of portfolio
-
Q1 2025 New
$20.2B
$606,000 0.0% of portfolio
8,069
Q1 2025 Reduced 19.94%
$20.4B
$822,000 0.0% of portfolio
9,015
Q1 2025 Reduced 0.8%
$0
$342,000 0.0% of portfolio
27,266
Q1 2025 Added 133.72%
Coherent Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 29.75%
$907M
$814,000 0.0% of portfolio
16,170
Q1 2025 Added 30.42%
$2.58B
$126,000 0.0% of portfolio
14,438
Q1 2025 New
$10.4B
$360,000 0.0% of portfolio
13,502
Q1 2025 Reduced 19.41%
$2.99B
$417,000 0.0% of portfolio
7,496
Q1 2025 Reduced 13.59%
$1.63B
$204,000 0.0% of portfolio
3,382
Q1 2025 New
$36B
$828,000 0.0% of portfolio
7,491
Q1 2025 Added 10.52%
Cooper Cos Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.76%
$7.59B
$206,000 0.0% of portfolio
1,808
Q1 2025 New
$33.3B
$647,000 0.0% of portfolio
8,169
Q1 2025 Added 6.51%
$6.41B
$257,000 0.0% of portfolio
498
Q1 2025 New
$27.5B
$617,000 0.0% of portfolio
2,970
Q1 2025 Added 2.73%
$12.6B
$314,000 0.0% of portfolio
2,055
Q1 2025 Reduced 4.55%
$2.75B
$272,000 0.0% of portfolio
2,440
Q1 2025 Added 16.14%
$32.1B
$464,000 0.0% of portfolio
6,804
Q1 2025 Reduced 72.51%
$2.73B
$446,000 0.0% of portfolio
13,364
Q1 2025 New
$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
$132,000 0.0% of portfolio
13,375
Q1 2025 New
$15.2B
$370,000 0.0% of portfolio
4,547
Q1 2025 Reduced 18.51%
$4.63B
$350,000 0.0% of portfolio
4,360
Q1 2025 Reduced 19.57%
$25.6B
$329,000 0.0% of portfolio
3,746
Q1 2025 Added 36.77%
$16.1B
$588,000 0.0% of portfolio
1,281
Q1 2025 Reduced 0.85%
$10.2B
$493,000 0.0% of portfolio
5,118
Q1 2025 Added 45.48%
$0
$122,000 0.0% of portfolio
10,000
Q1 2025 New
$3.93B
$203,000 0.0% of portfolio
22,737
Q1 2025 New
$6.62B
$274,000 0.0% of portfolio
4,366
Q1 2025 Reduced 66.29%
$13B
$294,000 0.0% of portfolio
3,279
Q1 2025 Reduced 0.73%
$7.43B
$239,000 0.0% of portfolio
1,361
Q1 2025 New
$9.24B
$644,000 0.0% of portfolio
7,312
Q1 2025 Reduced 3.01%
$0
$148,000 0.0% of portfolio
10,411
Q1 2025 Reduced 3.8%
$0
$402,000 0.0% of portfolio
49,392
Q1 2025 Added 81.82%
$18.4B
$377,000 0.0% of portfolio
6,400
Q1 2025 Added 12.83%
$0
$290,000 0.0% of portfolio
32,006
Q3 2024 New
$23.2B
$310,000 0.0% of portfolio
839
Q1 2025 Reduced 14.56%
$879M
$59,000 0.0% of portfolio
15,905
Q1 2025 New
$3.07B
$228,000 0.0% of portfolio
2,369
Q1 2025 Reduced 0.17%
$8.47B
$687,000 0.0% of portfolio
5,316
Q1 2025 Reduced 0.91%
$11.7B
$270,000 0.0% of portfolio
3,093
Q1 2025 Reduced 4.27%
$16.6B
$866,000 0.0% of portfolio
10,137
Q1 2025 Added 3.19%
$573M
$84,000 0.0% of portfolio
11,665
Q1 2025 New

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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