Kovitz Investment Group Partners, LLC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$5.8T

Holdings

414

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (414 positions)

#StockSharesValue% PortfolioType
101
TSNTYSON FOODS INC CL A
123,001$7.3B0.13%
102
COSTCOSTCO WHOLESALE CORP
14,594$7.3B0.13%
103
INTCINTEL CORP
219,385$7.2B0.12%
104
PNCPNC FINL SVCS GROUP INC
55,720$7.1B0.12%
105
METMETLIFE INC COM
121,890$7.1B0.12%
106
WHRWHIRLPOOL CORP
52,860$7.0B0.12%
107
ENSENERSYS
79,862$6.9B0.12%
108
HDHOME DEPOT INC
23,451$6.9B0.12%
109
NTAPNETAPP INC
106,482$6.8B0.12%
110
PEPPEPSICO INC
37,072$6.8B0.12%
111
MDTMEDTRONIC PLC
83,592$6.7B0.12%
112
ACWIISHARES TR
73,704$6.7B0.12%
113
PFEPFIZER INC
162,577$6.6B0.12%
114
AYIACUITY BRANDS INC
35,958$6.6B0.11%
115
NKENIKE INC
53,436$6.6B0.11%
116
MAMASTERCARD INC
17,876$6.5B0.11%
117
MRNAMODERNA INC
41,700$6.4B0.11%
118
BACVERIZON COMMUNICATIONS COM
159,386$6.2B0.11%
119
MPCMARATHON PETROLEUM CORP
45,840$6.2B0.11%
120
IBMINTERNATIONAL BUSINESS MACHS
46,573$6.1B0.11%
121
WOOFOOT LOCKER INC
152,051$6.0B0.10%
122
GILDGILEAD SCIENCES INC
72,042$6.0B0.10%
123
SCHOSCHWAB STRATEGIC TR
121,471$5.9B0.10%
124
PWRQUANTA SVCS INC
35,076$5.8B0.10%
125
XLUSELECT SECTOR SPDR TR
86,135$5.8B0.10%
126
AMATAPPLIED MATLS INC
47,464$5.8B0.10%
127
IJRISHARES TR
59,369$5.7B0.10%
128
COFCAPITAL ONE FINANCIAL CORP.
59,409$5.7B0.10%
129
JNPJUNIPER NETWORKS INC
165,166$5.7B0.10%
130
BKNGBOOKING HOLDINGS INC
2,128$5.6B0.10%
131
SNASNAP ON INC
22,829$5.6B0.10%
132
TTENTOTALENERGIES SE
95,275$5.6B0.10%
133
LINLINDE PLC
15,857$5.6B0.10%
134
BHEBENCHMARK ELECTRONICS INC
235,302$5.6B0.10%
135
MUMICRON TECHNOLOGY INC
91,826$5.5B0.10%
136
TMOTHERMO FISHER SCIENTIFIC INC
9,565$5.5B0.10%
137
2JEFOCUS FINL PARTNERS INC CL A
106,200$5.5B0.10%
138
FQIDIGITAL REALTY TRUST INC
56,035$5.5B0.10%
139
COHUCOHU INC
143,370$5.5B0.10%
140
AREALEXANDRIA REAL ESTATE EQ IN
43,379$5.4B0.09%
141
FISVFISERV INC
47,983$5.4B0.09%
142
STZCONSTELLATION BRANDS INC
23,924$5.4B0.09%
143
CAHCARDINAL HEALTH INC COM
71,058$5.4B0.09%
144
HONHONEYWELL INTL INC
27,732$5.3B0.09%
145
BLKCHFBLACKROCK INC.
7,781$5.2B0.09%
146
XBISPDR SER TR
67,486$5.1B0.09%
147
SCHXSCHWAB STRATEGIC TR
105,725$5.1B0.09%
148
MCDMCDONALDS CORP
18,254$5.1B0.09%
149
ZTSZOETIS INC
30,303$5.0B0.09%
150
SPYMSPDR SER TR
104,761$5.0B0.09%
151
WTWWILLIS TOWERS WATSON PLC LTD
21,353$5.0B0.09%
152
MLMMARTIN MARIETTA MATLS INC
13,914$4.9B0.09%
153
BNBROOKFIELD CORP
149,452$4.9B0.08%
154
HCAHCA HEALTHCARE INC
18,409$4.9B0.08%
155
SCHBSCHWAB STRATEGIC TR
99,780$4.8B0.08%
156
VHTVANGUARD WORLD FDS
19,613$4.7B0.08%
157
MDLZMONDELEZ INTL INC
66,722$4.7B0.08%
158
CBRECBRE GROUP INC
63,529$4.6B0.08%
159
SCHDSCHWAB STRATEGIC TR
63,039$4.6B0.08%
160
CMACOMERICA INC
106,027$4.6B0.08%
161
NVDANVIDIA CORPORATION
16,337$4.5B0.08%
162
WFCWELLS FARGO CO NEW
120,742$4.5B0.08%
163
UPSUNITED PARCEL SERVICE INC
23,158$4.5B0.08%
164
PYPLPAYPAL HOLDINGS INC
58,708$4.5B0.08%
165
IDXXIDEXX LABS INC
8,809$4.4B0.08%
166
UNPUNION PAC CORP
21,884$4.4B0.08%
167
TPRTAPESTRY INC
100,993$4.4B0.08%
168
IVVISHARES TR
10,557$4.3B0.08%
169
OZKBANK OZK
125,440$4.3B0.07%
170
AZOAUTOZONE INC
1,695$4.2B0.07%
171
JBLJABIL INC
47,100$4.2B0.07%
172
SBUXSTARBUCKS CORP
39,704$4.1B0.07%
173
VMBSVANGUARD SCOTTSDALE FDS
88,265$4.1B0.07%
174
TFCTRUIST FINL CORP COM
119,389$4.1B0.07%
175
WMWASTE MANAGEMENT
24,586$4.0B0.07%
176
BKBANK NEW YORK MELLON CORP
87,096$4.0B0.07%
177
KLICKULICKE & SOFFA INDS INC
75,023$4.0B0.07%
178
DKSDICKS SPORTING GOODS INC
27,762$3.9B0.07%
179
ON1OLD NATL BANCORP
264,791$3.8B0.07%
180
TXTTEXTRON INC
54,050$3.8B0.07%
181
KIMKIMCO RLTY CORP
194,656$3.8B0.07%
182
VBKVANGUARD INDEX FDS
17,526$3.8B0.07%
183
MUBISHARES TR
34,879$3.8B0.07%
184
RCLROYAL CARIBEEAN CRUISES LTD
57,374$3.7B0.07%
185
BRK-BBERKSHIRE HATHAWAY INC DEL
8$3.7B0.06%
186
HALHALLIBURTON CO
113,587$3.6B0.06%
187
GBXGREENBRIER COS INC
111,673$3.6B0.06%
188
T7DTRANSDIGM GROUP INC
4,868$3.6B0.06%
189
VOTVANGUARD INDEX FDS
18,069$3.5B0.06%
190
PGPROCTER AND GAMBLE CO
23,593$3.5B0.06%
191
VSSVANGUARD INTL EQUITY INDEX F
31,679$3.5B0.06%
192
IPINTERNATIONAL PAPER CO
95,894$3.5B0.06%
193
TMUST-MOBILE US INC
23,813$3.4B0.06%
194
NTRNUTRIEN LTD REGISTERED SHS
46,090$3.4B0.06%
195
GENNORTONLIFELOCK INC
197,068$3.4B0.06%
196
SPSBSPDR SER TR
111,541$3.3B0.06%
197
ELLAUDER ESTEE COS INC
13,331$3.3B0.06%
198
OXYOCCIDENTAL PETE CORP
52,611$3.3B0.06%
199
APAAPA CORPORATION
89,093$3.2B0.06%
200
SNYSANOFI AVENTIS SPONSORED ADR
58,982$3.2B0.06%
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