Kovitz Investment Group Partners, LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$7871.4T

Holdings

654

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (654 positions)

#StockSharesValue% PortfolioType
1
EQTYVALUED ADVISERS TR
44,180,487$969.3T12.31%
2
AMZNAMAZON.COM INC
1,257,432$226.8T2.88%
3
METAMETA PLATFORMS INC
420,164$204.0T2.59%
4
BRK/BBERKSHIRE HATHAWAY - CL B
470,241$197.7T2.51%
5
AAPLAPPLE COMPUTER INC
1,107,919$183.8T2.34%Put
6
JPMJPMORGAN CHASE & CO
848,894$170.0T2.16%
7
GOOGALPHABET INC
1,113,246$169.5T2.15%
8
SCHWSCHWAB CHARLES CORP
2,307,165$167.1T2.12%Call
9
BDXBECTON, DICKINSON & CO
654,371$161.9T2.06%
10
VVISA INC
580,077$161.9T2.06%
11
CRMSALESFORCE INC
510,644$153.8T1.95%
12
AXPAMERICAN EXPRESS CO
675,079$153.7T1.95%
13
JJACOBS SOLUTIONS INC
991,345$152.4T1.94%
14
LOWLOWES COS INC
552,466$140.7T1.79%
15
4I1PHILIP MORRIS INTL INC
1,500,591$137.5T1.75%
16
DLTRDOLLAR TREE INC
911,730$121.4T1.54%
17
ADIANALOG DEVICES INC
610,655$120.8T1.53%
18
KEYSKEYSIGHT TECHNOLOGIES INC
771,864$120.7T1.53%
19
MSIMOTOROLA SOLUTIONS INC
335,805$119.2T1.51%
20
KMXCARMAX INC
1,322,161$115.2T1.46%
21
PCARPACCAR INC
927,288$114.9T1.46%
22
AONAON PLC
329,027$109.8T1.39%
23
MSFTMICROSOFT CORP
260,320$109.5T1.39%
24
ICEINTERCONTINENTAL EXCHANGE IN
757,087$104.0T1.32%
25
ORCLORACLE CORP
799,448$100.4T1.28%
26
ANETEURARISTA NETWORKS INC
325,730$94.5T1.20%
27
PPGPPG INDS INC
642,912$93.2T1.18%
28
GOOGLALPHABET INC
606,669$91.6T1.16%
29
DEODIAGEO PLC
585,301$87.1T1.11%
30
HASHASBRO INC
1,348,209$76.2T0.97%
31
GMGENERAL MTRS CO
1,589,783$72.1T0.92%
32
LVSLAS VEGAS SANDS CORP
1,297,339$67.1T0.85%
33
IWFISHARES TR
158,695$53.5T0.68%
34
VTIVANGUARD INDEX FDS
204,371$53.1T0.67%
35
SPYSPDR S&P 500 ETF TR
120,446$51.0T0.65%Put
36
IJRISHARES TR
447,794$49.5T0.63%
37
CPRTCOPART INC
808,070$46.8T0.59%
38
IWBISHARES TR
157,122$45.3T0.57%
39
IWDISHARES TR
217,439$38.9T0.49%
40
IVVISHARES TR
58,017$30.5T0.39%
41
HAYWHAYWARD HLDGS INC
1,904,497$29.2T0.37%
42
SPOTSPOTIFY TECHNOLOGY S A
108,918$28.7T0.37%
43
NVDANVIDIA CORPORATION
31,350$28.3T0.36%
44
USMVISHARES TR
336,625$28.1T0.36%
45
FLOTISHARES TR
544,498$27.8T0.35%
46
ITOTISHARES TR
235,639$27.2T0.35%
47
PCGPG&E CORP
1,575,388$26.4T0.34%
48
EOGEOG RES INC
197,194$25.2T0.32%
49
QCOMQUALCOMM INC
144,393$24.4T0.31%
50
XOMEXXON MOBIL CORP
203,533$23.7T0.30%
51
IEMGISHARES INC
452,460$23.3T0.30%
52
JNJJOHNSON & JOHNSON
146,359$23.2T0.29%
53
HDHOME DEPOT INC
59,571$22.9T0.29%
54
IWMISHARES TR
105,857$22.3T0.28%
55
FTSLFIRST TR EXCHANGE-TRADED FD
478,575$22.1T0.28%
56
IXUSISHARES TR
295,646$20.1T0.25%
57
ADBEADOBE INC
38,757$19.6T0.25%
58
CECELANESE CORP DEL
112,684$19.4T0.25%
59
AMGNAMGEN INC
67,208$19.1T0.24%
60
ACNACCENTURE PLC IRELAND
55,068$19.1T0.24%
61
MAMASTERCARD INCORPORATED
38,708$18.6T0.24%
62
BILSPDR SER TR
200,262$18.4T0.23%
63
UNHUNITEDHEALTH GROUP INC
36,340$18.0T0.23%
64
ABTABBOTT LABORATORIES
157,488$17.9T0.23%
65
CATCATERPILLAR INC
48,131$17.6T0.22%
66
TMOTHERMO FISHER SCIENTIFIC INC
29,918$17.4T0.22%
67
CSCOCISCO SYS INC
344,443$17.2T0.22%
68
DISDISNEY WALT CO
140,395$17.2T0.22%
69
VTVANGUARD INTL EQUITY INDEX F
150,449$16.6T0.21%
70
AZOAUTOZONE INC
5,140$16.2T0.21%
71
MRKMERCK & CO INC
122,198$16.1T0.20%
72
AVGOBROADCOM INC
11,872$15.7T0.20%
73
AMTAMERICAN TOWER CORP NEW
78,721$15.6T0.20%
74
SGOVISHARES TR
151,203$15.2T0.19%
75
VEAVANGUARD TAX-MANAGED FDS
298,982$15.0T0.19%
76
FDXFEDEX CORP
51,685$15.0T0.19%
77
COFCAPITAL ONE FINL CORP
100,193$14.9T0.19%
78
CBRECBRE GROUP INC
152,099$14.8T0.19%
79
LLYELI LILLY & CO
18,804$14.6T0.19%
80
SPTSSPDR SER TR
490,992$14.2T0.18%
81
BSVVANGUARD BD INDEX FDS
183,641$14.1T0.18%
82
WMTWALMART INC
231,780$13.9T0.18%
83
BACBK OF AMERICA CORP
364,905$13.8T0.18%
84
BLKCHFBLACKROCK INC
15,965$13.3T0.17%
85
GSGOLDMAN SACHS GROUP INC
31,697$13.2T0.17%
86
CMCSACOMCAST CORP NEW
301,034$13.0T0.17%
87
TJXTJX COS INC NEW
125,601$12.7T0.16%
88
BXBLACKSTONE INC
96,450$12.7T0.16%
89
DEDEERE & CO
30,524$12.5T0.16%
90
NKENIKE INC
129,276$12.1T0.15%
91
MGMMGM RESORTS INTERNATIONAL
249,474$11.8T0.15%
92
VOOVANGUARD INDEX FDS
24,149$11.6T0.15%
93
ETNEATON CORP PLC
37,038$11.6T0.15%
94
PNCPNC FINL SVCS GROUP INC
70,805$11.4T0.15%
95
CBCHUBB LIMITED
44,030$11.4T0.14%
96
IJHISHARES TR
186,755$11.3T0.14%
97
CVSCVS HEALTH CORP
140,968$11.2T0.14%
98
PRUPRUDENTIAL FINL INC
95,490$11.2T0.14%
99
NSCNORFOLK SOUTHN CORP
43,661$11.1T0.14%
100
CMICUMMINS INC
37,369$11.0T0.14%
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