Kovitz Investment Group Partners, LLC Portfolio
About Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC is a Investment Manager managing $25.65B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
49 of 101 linked to profiles
Showing top 101 of 1,394 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | MSFT | $881.0M | 3.43% |
| 2 | AAPL | $762.3M | 2.97% |
| 3 | AMZN | $530.0M | 2.07% |
| 4 | GOOGL | $479.1M | 1.87% |
| 5 | NVDA | $459.2M | 1.79% |
| 6 | AVGO | $420.8M | 1.64% |
| 7 | TMO | $348.2M | 1.36% |
| 8 | LRCX | $318.5M | 1.24% |
| 9 | META | $293.3M | 1.14% |
| 10 | AMD | $292.2M | 1.14% |
| 11 | KEYS | $290.4M | 1.13% |
| 12 | GOOGL | $257.9M | 1.01% |
| 13 | ADBE | $208.5M | 0.81% |
| 14 | JPM | $200.9M | 0.78% |
| 15 | GXO | $184.5M | 0.72% |
| 16 | V | $182.2M | 0.71% |
| 17 | FISV | $180.1M | 0.70% |
| 18 | CRM | $177.1M | 0.69% |
| 19 | PH | $175.5M | 0.68% |
| 20 | BDX | $173.1M | 0.67% |
| 21 | BX | $158.4M | 0.62% |
| 22 | J | $135.1M | 0.53% |
| 23 | AON | $127.9M | 0.50% |
| 24 | RTX | $127.1M | 0.50% |
| 25 | PCAR | $122.8M | 0.48% |
| 26 | ANET | $122.2M | 0.48% |
| 27 | PEP | $120.4M | 0.47% |
| 28 | ADI | $85.1M | 0.33% |
| 29 | BLDR | $83.1M | 0.32% |
| 30 | AXP | $82.9M | 0.32% |
| 31 | WAT | $79.8M | 0.31% |
| 32 | MU | $77.0M | 0.30% |
| 33 | DLTR | $75.6M | 0.29% |
| 34 | DHR | $75.3M | 0.29% |
| 35 | KMX | $73.3M | 0.29% |
| 36 | DE | $72.3M | 0.28% |
| 37 | AMTM | $72.0M | 0.28% |
| 38 | LULU | $70.8M | 0.28% |
| 39 | TSLA | $70.0M | 0.27% |
| 40 | MA | $68.1M | 0.27% |
| 41 | C | $67.3M | 0.26% |
| 42 | TMUS | $66.3M | 0.26% |
| 43 | TMUSI | $66.3M | 0.26% |
| 44 | QCOM | $64.6M | 0.25% |
| 45 | GS | $58.4M | 0.23% |
| 46 | NFLX | $57.8M | 0.23% |
| 47 | UNH | $57.4M | 0.22% |
| 48 | XOM | $57.1M | 0.22% |
| 49 | WMT | $56.3M | 0.22% |
Other Assets (52)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| VALUED ADVISERS TR | $1.17B |
| POWELL INDS INC | $705.5M |
| SPDR S&P 500 ETF TR | $535.1M |
| JANUS DETROIT STR TR | $397.0M |
| ISHARES TR | $383.5M |
| ISHARES TR | $292.1M |
| VANGUARD INDEX FDS | $291.1M |
| INTERCONTINENTAL EXCHANGE IN | $251.3M |
| SCHWAB CHARLES CORP | $222.5M |
| VANGUARD INDEX FDS | $206.3M |
| PHILIP MORRIS INTL INC | $191.2M |
| ISHARES TR | $186.7M |
| LOWES COS INC | $185.3M |
| SCHWAB STRATEGIC TR | $181.9M |
| APOLLO GLOBAL MGMT INC | $172.8M |
| BERKSHIRE HATHAWAY INC DEL | $160.8M |
| APPLIED MATLS INC | $151.8M |
| ISHARES TR | $148.3M |
| ABBOTT LABS | $143.8M |
| GALLAGHER ARTHUR J & CO | $137.9M |
| VANGUARD TAX-MANAGED FDS | $127.9M |
| ISHARES TR | $122.0M |
| JANUS DETROIT STR TR | $118.5M |
| ISHARES TR | $118.0M |
| ZEBRA TECHNOLOGIES CORPORATI | $117.3M |
| ISHARES TR | $117.3M |
| WISDOMTREE TR | $115.2M |
| ISHARES TR | $114.6M |
| ACCENTURE PLC IRELAND | $113.3M |
| VANGUARD INDEX FDS | $110.2M |
| ALCON AG | $107.9M |
| ISHARES TR | $107.8M |
| VANGUARD SCOTTSDALE FDS | $106.7M |
| J P MORGAN EXCHANGE TRADED F | $99.7M |
| ISHARES TR | $98.8M |
| ISHARES TR | $94.9M |
| PNC FINL SVCS GROUP INC | $87.7M |
| INVESCO EXCHANGE TRADED FD T | $87.7M |
| INVESCO EXCHANGE TRADED FD T | $73.6M |
| DIMENSIONAL ETF TRUST | $71.1M |
| ISHARES TR | $68.0M |
| ISHARES TR | $67.7M |
| VANGUARD INDEX FDS | $67.0M |
| ISHARES INC | $65.5M |
| ISHARES TR | $65.1M |
| VANGUARD SCOTTSDALE FDS | $63.4M |
| VANGUARD SCOTTSDALE FDS | $63.0M |
| ISHARES TR | $61.3M |
| ISHARES TR | $60.6M |
| INVESCO EXCHANGE TRADED FD T | $58.1M |
| ISHARES TR | $55.7M |
| ELI LILLY & CO | $54.9M |