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
$14.3B
$225,000 0.0% of portfolio
2,700
Q1 2025 New
$331M
$8,000 0.0% of portfolio
10,000
Q1 2025 New
Graniteshares ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 60.0%
Grayscale Ethereum Mini Tr E
-
$0 0.0% of portfolio
-
Q1 2025 New
$6.42B
$503,000 0.0% of portfolio
1,318
Q1 2025 Reduced 55.52%
Gsk PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 12.96%
$2.39B
$241,000 0.0% of portfolio
8,276
Q1 2025 New
$51B
$142,000 0.0% of portfolio
13,867
Q1 2025 Added 29.8%
-
$0 0.0% of portfolio
-
Q1 2025 Added 279.43%
-
$0 0.0% of portfolio
-
Q1 2025 New
$2.27B
$544,000 0.0% of portfolio
28,348
Q1 2025 Reduced 6.52%
$246M
$123,000 0.0% of portfolio
48,017
Q1 2025 New
$238B
$272,000 0.0% of portfolio
4,738
Q1 2025 New
$21B
$381,000 0.0% of portfolio
1,153
Q1 2025 Added 90.89%
$29.8B
$640,000 0.0% of portfolio
2,420
Q1 2025 Reduced 69.15%
$14.8B
$235,000 0.0% of portfolio
1,594
Q1 2025 Reduced 5.46%
$12B
$301,000 0.0% of portfolio
1,722
Q1 2025 New
$4.03B
$382,000 0.0% of portfolio
18,000
Q1 2025 New
$78.8B
$577,000 0.0% of portfolio
29,473
Q1 2025 Added 7.6%
$32.9B
$294,000 0.0% of portfolio
3,678
Q1 2025 Reduced 0.51%
-
$0 0.0% of portfolio
-
Q1 2025 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 13.78%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.54%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.07%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.53%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.49%
$9.12B
$304,000 0.0% of portfolio
11,224
Q1 2025 Reduced 35.51%
$12.4B
$290,000 0.0% of portfolio
2,202
Q1 2025 New
$0
$0 0.0% of portfolio
24,207
Q1 2025 Added 90.2%
$0
$760,000 0.0% of portfolio
3,940
Q1 2025 Added 18.78%
$0
$438,000 0.0% of portfolio
5,865
Q1 2025 Reduced 47.27%
$0
$383,000 0.0% of portfolio
15,808
Q1 2025 Added 0.04%
$0
$381,000 0.0% of portfolio
18,452
Q1 2025 New
$0
$507,000 0.0% of portfolio
5,491
Q1 2025 Added 0.62%
$0
$767,000 0.0% of portfolio
11,892
Q1 2025 Added 150.89%
$6.74B
$176,000 0.0% of portfolio
11,621
Q1 2025 Reduced 25.78%
$0
$181,000 0.0% of portfolio
48,510
Q4 2024 New
$537M
$681,000 0.0% of portfolio
111,982
Q1 2025 Reduced 40.83%
$29.7B
$388,000 0.0% of portfolio
4,515
Q1 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 41.0%
$0
$235,000 0.0% of portfolio
4,959
Q1 2025 Added 11.51%
$0
$352,000 0.0% of portfolio
6,806
Q1 2025 Added 13.08%
$0
$377,000 0.0% of portfolio
9,486
Q1 2025 New
$0
$636,000 0.0% of portfolio
16,728
Q1 2025 Added 103.03%
$17.3B
$482,000 0.0% of portfolio
15,578
Q1 2025 Added 11.51%
$0
$274,000 0.0% of portfolio
1,435
Q1 2025 Reduced 0.14%
$0
$307,000 0.0% of portfolio
2,360
Q1 2025 Reduced 2.96%
$0
$320,000 0.0% of portfolio
3,085
Q1 2025 Added 21.79%

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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