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
$989M
$907,000 0.0% of portfolio
28,124
Q1 2025 Reduced 13.44%
$7.29B
$236,000 0.0% of portfolio
2,511
Q1 2025 Reduced 1.3%
$3.17B
$228,000 0.0% of portfolio
2,838
Q1 2025 Reduced 0.32%
$0
$79,000 0.0% of portfolio
16,876
Q1 2025 Added 0.69%
$0
$278,000 0.0% of portfolio
3,927
Q4 2024 New
$17.8B
$224,000 0.0% of portfolio
1,136
Q1 2025 Added 19.2%
Parnassus Income Fds
-
$0 0.0% of portfolio
-
Q1 2025 New
$14.8B
$739,000 0.0% of portfolio
3,385
Q1 2025 Reduced 16.13%
$130B
$684,000 0.0% of portfolio
5,785
Q1 2025 Reduced 2.54%
$20.9B
$365,000 0.0% of portfolio
9,129
Q1 2025 New
$16.1B
$236,000 0.0% of portfolio
2,705
Q1 2025 Reduced 25.46%
$2.25B
$467,000 0.0% of portfolio
18,570
Q1 2025 Added 0.91%
$0
$863,000 0.0% of portfolio
17,361
Q1 2025 Added 0.01%
$0
$250,000 0.0% of portfolio
3,500
Q1 2025 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
$10.1B
$241,000 0.0% of portfolio
2,531
Q1 2025 Reduced 85.66%
$20.7B
$277,000 0.0% of portfolio
8,956
Q1 2025 New
$3.62B
$219,000 0.0% of portfolio
1,714
Q1 2025 Reduced 0.98%
$310M
$165,000 0.0% of portfolio
17,394
Q3 2024 New
$24.8B
$560,000 0.0% of portfolio
15,517
Q1 2025 Added 5.03%
$21B
$346,000 0.0% of portfolio
3,767
Q1 2025 Reduced 8.5%
$19.1B
$542,000 0.0% of portfolio
6,427
Q1 2025 Added 3.24%
$0
$210,000 0.0% of portfolio
5,000
Q1 2025 Reduced 33.33%
$0
$317,000 0.0% of portfolio
3,110
Q1 2025 Reduced 39.23%
$0
$326,000 0.0% of portfolio
5,691
Q1 2025 Added 2.86%
$0
$662,000 0.0% of portfolio
8,000
Q4 2024 New
$0
$870,000 0.0% of portfolio
9,758
Q1 2025 Reduced 23.23%
Proshares Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
$33.7B
$745,000 0.0% of portfolio
34,679
Q1 2025 Reduced 6.66%
$20.3B
$284,000 0.0% of portfolio
1,833
Q1 2025 Reduced 3.58%
$1.6B
$381,000 0.0% of portfolio
55,121
Q3 2024 New
$0
$326,000 0.0% of portfolio
32,000
Q3 2024 New
$1.6B
$116,000 0.0% of portfolio
28,103
Q1 2025 New
$15.6B
$563,000 0.0% of portfolio
4,111
Q1 2025 Added 36.81%
$71M
$40,000 0.0% of portfolio
212,310
Q1 2025 Reduced 5.35%
$11.6B
$492,000 0.0% of portfolio
2,229
Q1 2025 Added 76.76%
$6.67B
$858,000 0.0% of portfolio
16,573
Q1 2025 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 78.68%
$9.45B
$256,000 0.0% of portfolio
2,256
Q1 2025 Reduced 5.29%
$20.3B
$419,000 0.0% of portfolio
19,312
Q1 2025 Reduced 6.04%
$102B
$414,000 0.0% of portfolio
8,232
Q1 2025 Added 0.89%
$1.2B
$338,000 0.0% of portfolio
5,310
Q1 2025 Added 0.61%
$36.2B
$657,000 0.0% of portfolio
2,937
Q1 2025 Reduced 5.5%
$54.8B
$204,000 0.0% of portfolio
3,516
Q1 2025 Reduced 4.59%
$27.9B
$306,000 0.0% of portfolio
5,673
Q1 2025 New
$45.5B
$712,000 0.0% of portfolio
5,579
Q1 2025 Added 1.47%
$179B
$859,000 0.0% of portfolio
7,625
Q1 2025 Reduced 11.11%
$0
$166,000 0.0% of portfolio
11,723
Q4 2024 New
$1.03B
$167,000 0.0% of portfolio
30,461
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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