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
$24.2B
$318,000 0.0% of portfolio
1,407
Q1 2025 Added 5.87%
$10.3B
$426,000 0.0% of portfolio
4,520
Q1 2025 Added 1.35%
Strategic Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 42.63%
$15.7B
$348,000 0.0% of portfolio
2,711
Q1 2025 New
$4.39B
$684,000 0.0% of portfolio
11,798
Q1 2025 Reduced 19.19%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 156.97%
$39.1B
$553,000 0.0% of portfolio
2,673
Q1 2025 Added 6.37%
$140M
$406,000 0.0% of portfolio
292,778
Q1 2025 New
$50.2B
$502,000 0.0% of portfolio
10,636
Q1 2025 Reduced 20.66%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 2,473.49%
$23.5B
$301,000 0.0% of portfolio
606
Q1 2025 Reduced 10.22%
$17.9B
$444,000 0.0% of portfolio
3,306
Q1 2025 Reduced 1.22%
Tenon Medical Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.56%
$32.1B
$407,000 0.0% of portfolio
7,453
Q1 2025 Reduced 45.31%
$0
$257,000 0.0% of portfolio
6,737
Q1 2025 Added 0.16%
$146M
$85,000 0.0% of portfolio
79,365
Q3 2024 New
$14B
$781,000 0.0% of portfolio
23,568
Q1 2025 New
$12.4B
$788,000 0.0% of portfolio
7,465
Q1 2025 Added 0.69%
Tortoise Capital Series Trus
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.36%
$254B
$237,000 0.0% of portfolio
1,346
Q1 2025 Added 8.29%
$504M
$293,000 0.0% of portfolio
19,340
Q1 2025 New
$20.6B
$465,000 0.0% of portfolio
4,751
Q1 2025 Reduced 42.92%
$23.7B
$494,000 0.0% of portfolio
1,348
Q1 2025 Added 37.41%
$27.2B
$510,000 0.0% of portfolio
7,390
Q1 2025 Added 12.04%
$11.3B
$389,000 0.0% of portfolio
2,071
Q1 2025 New
Uranium Rty Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
$131M
$346,000 0.0% of portfolio
31,291
Q3 2024 New
$17.3B
$220,000 0.0% of portfolio
3,373
Q1 2025 Added 7.18%
$6.32B
$287,000 0.0% of portfolio
1,797
Q1 2025 New
Valued Advisers Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 2,732.65%
$0
$204,000 0.0% of portfolio
3,575
Q1 2025 New
$0
$252,000 0.0% of portfolio
9,867
Q4 2024 New
$0
$733,000 0.0% of portfolio
3,467
Q1 2025 Reduced 73.48%
$0
$373,000 0.0% of portfolio
5,100
Q1 2025 Added 2.02%
$0
$212,000 0.0% of portfolio
636
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.05%
$0
$581,000 0.0% of portfolio
2,261
Q1 2025 Reduced 24.81%
$0
$715,000 0.0% of portfolio
7,907
Q1 2025 Reduced 91.59%
$0
$743,000 0.0% of portfolio
4,633
Q1 2025 Added 1.42%
$0
$223,000 0.0% of portfolio
1,932
Q1 2025 New
$0
$468,000 0.0% of portfolio
11,579
Q1 2025 New
$0
$432,000 0.0% of portfolio
8,661
Q1 2025 Reduced 8.19%
$0
$831,000 0.0% of portfolio
10,069
Q1 2025 Reduced 1.59%
$0
$561,000 0.0% of portfolio
6,053
Q1 2025 Added 2.92%
$0
$213,000 0.0% of portfolio
866
Q4 2024 New
$0
$271,000 0.0% of portfolio
1,350
Q1 2025 Added 0.22%
$0
$410,000 0.0% of portfolio
2,767
Q1 2025 New
$0
$414,000 0.0% of portfolio
3,467
Q1 2025 Added 78.8%
$0
$808,000 0.0% of portfolio
2,617
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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