KI

Kovitz Investment Group Partners, LLC

13F
Kovitz Investment Group Partners, LLC
Last update 2025-05-19 1242 Stocks (172 new)
Value $19.93 Bil Turnover 20 %
Countries:
Top Holdings: EQTY(5.33%)AAPL(2.77%)MSFT(2.73%)AMZN(2.08%)SPY(2.02%)
Summary Stock Picks Current Portfolio
Kovitz Investment Group Partne... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EQTY
Kovitz Core Equity ETF
45,793,424
1,061,902.1
+2,732.65%
5.330
+5.14%
91.860
+14.70%
+7.51%
1,266.9
 
AAPL
Apple Inc
2,482,072
551,342.9
-29.44%
2.770
-0.86%
0.020
+4.87%
-14.22%
3,200,643.0
Hardware
MSFT
Microsoft Corp
1,448,756
543,848.5
+47.13%
2.730
+0.87%
0.020
+35.37%
+20.48%
3,759,901.0
Software
AMZN
Amazon.com Inc
2,180,635
414,887.6
-59.32%
2.080
-2.31%
0.020
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
SPY
SPDR S&P 500 ETF Trust
720,213
402,880.5
+9.77%
2.020
+0.18%
0.070
+18.80%
+8.86%
654,366.5
 
JAAA
Janus Henderson AAA CLO ETF
6,490,636
329,140.2
+31.37%
1.650
+0.39%
1.640
+1.96%
+2.64%
22,841.5
 
TMO
Thermo Fisher Scientific Inc
631,342
314,155.1
-30.10%
1.580
-0.47%
0.170
+8.24%
-10.12%
176,180.2
Medical Diagnostics & Research
GOOGL
Alphabet Inc
1,932,813
298,890.1
+32.16%
1.500
+0.37%
0.020
+22.60%
+0.73%
2,312,572.8
Interactive Media
ICE
Intercontinental Exchange Inc
1,497,132
258,255.2
-67.07%
1.300
-1.51%
0.260
+12.73%
+22.14%
103,826.4
Capital Markets
VTI
Vanguard Total Stock Market ETF
902,865
248,144.0
+32.08%
1.250
+0.30%
0.060
+18.95%
+8.50%
478,431.4
 

Kovitz Investment Group Partners, LLC's Historical Top Holdings Breakdowns

Kovitz Investment Group Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EQTY
Kovitz Core Equity ETF
2025-03-31
Add
Add
+5.14%
●
22.82 ($24.19) 25.18
$25.54
5.60%
Add 2732.65%
45,793,424
44,176,796
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-2.57%
●
156.06 ($183.12) 207.71
$191.51
4.58%
Reduce -78.28%
1,128,715
-4,066,992
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-2.55%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Reduce -76.76%
397,416
-1,312,278
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-2.31%
●
190.26 ($217) 242.06
$228.29
5.20%
Reduce -59.32%
2,180,635
-3,179,700
SCHW
Charles Schwab Corp
2025-03-31
Reduce
Reduce
-2.04%
●
71.24 ($78.48) 83.64
$95.15
21.24%
Reduce -75.63%
2,681,809
-8,324,072
BDX
Becton Dickinson & Co
2025-03-31
Reduce
Reduce
-2.01%
●
222.79 ($232.01) 249.08
$182.58
-21.31%
Reduce -78.16%
746,259
-2,670,406
V
Visa Inc
2025-03-31
Reduce
Reduce
-1.83%
●
306.92 ($338.38) 362.71
$355.29
5.00%
Reduce -73.75%
620,160
-1,742,042
PM
Philip Morris International Inc
2025-03-31
Reduce
Reduce
-1.70%
●
117.15 ($141.65) 158.79
$164.67
16.25%
Reduce -77.85%
1,207,724
-4,245,561
AXP
American Express Co
2025-03-31
Reduce
Reduce
-1.68%
●
255.39 ($295.58) 325.87
$308.66
4.43%
Reduce -84.2%
319,480
-1,702,393
KEYS
Keysight Technologies Inc
2025-03-31
Reduce
Reduce
-1.61%
●
148.16 ($165.11) 185.11
$167.99
1.74%
Reduce -65.11%
1,623,293
-3,029,018

Kovitz Investment Group Partners, LLC Total Holding History ($B)

To

Kovitz Investment Group Partners, LLC's Asset Allocation

To

Kovitz Investment Group Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kovitz Investment Group Partners, LLC's Hypothetical Growth since 2025-03-31

Kovitz Investment Group Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kovitz Investment Group Partners, LLC's Holdings Heat Map

Size field:

Kovitz Investment Group Partners, LLC's Holdings Bubble Chart

Kovitz Investment Group Partners, LLC News

  • 1

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