Kovitz Investment Group Partners, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$7.9B
Holdings
654
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (654 positions)
| Stock | Value |
|---|---|
EQTYVALUED ADVISERS TR | $969.0M |
AMZNAMAZON.COM INC | $226.0M |
METAMETA PLATFORMS INC | $204.0M |
BRK/BBERKSHIRE HATHAWAY - CL B | $197.0M |
AAPLAPPLE COMPUTER INC | $183.4M |
JPMJPMORGAN CHASE & CO | $170.0M |
GOOGALPHABET INC | $169.0M |
SCHWSCHWAB CHARLES CORP | $166.3M |
VVISA INC | $161.0M |
BDXBECTON, DICKINSON & CO | $161.0M |
AXPAMERICAN EXPRESS CO | $153.0M |
CRMSALESFORCE INC | $153.0M |
JJACOBS SOLUTIONS INC | $152.0M |
LOWLOWES COS INC | $140.0M |
4I1PHILIP MORRIS INTL INC | $137.0M |
DLTRDOLLAR TREE INC | $121.0M |
ADIANALOG DEVICES INC | $120.0M |
KEYSKEYSIGHT TECHNOLOGIES INC | $120.0M |
MSIMOTOROLA SOLUTIONS INC | $119.0M |
KMXCARMAX INC | $115.0M |
PCARPACCAR INC | $114.0M |
MSFTMICROSOFT CORP | $109.0M |
AONAON PLC | $109.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $104.0M |
ORCLORACLE CORP | $100.0M |
ANETEURARISTA NETWORKS INC | $94.0M |
PPGPPG INDS INC | $93.0M |
GOOGLALPHABET INC | $91.0M |
DEODIAGEO PLC | $87.0M |
HASHASBRO INC | $76.0M |
GMGENERAL MTRS CO | $72.0M |
LVSLAS VEGAS SANDS CORP | $67.0M |
RITMRITHM CAPITAL CORP | $55.0M |
VTIVANGUARD INDEX FDS | $53.0M |
IWFISHARES TR | $53.0M |
IJRISHARES TR | $49.0M |
CPRTCOPART INC | $46.0M |
IWBISHARES TR | $45.0M |
IWDISHARES TR | $38.0M |
HAYWHAYWARD HLDGS INC | $29.0M |
SPOTSPOTIFY TECHNOLOGY S A | $28.0M |
USMVISHARES TR | $28.0M |
FLOTISHARES TR | $27.0M |
ITOTISHARES TR | $27.0M |
PCGPG&E CORP | $26.0M |
EOGEOG RES INC | $25.0M |
QCOMQUALCOMM INC | $24.0M |
IEMGISHARES INC | $23.0M |
JNJJOHNSON & JOHNSON | $23.0M |
XOMEXXON MOBIL CORP | $23.0M |
IWMISHARES TR | $22.0M |
FTSLFIRST TR EXCHANGE-TRADED FD | $22.0M |
HDHOME DEPOT INC | $22.0M |
IXUSISHARES TR | $20.0M |
AMGNAMGEN INC | $19.0M |
ACNACCENTURE PLC IRELAND | $19.0M |
ADBEADOBE INC | $19.0M |
CECELANESE CORP DEL | $19.0M |
BILSPDR SER TR | $18.0M |
MAMASTERCARD INCORPORATED | $18.0M |
CSCOCISCO SYS INC | $17.0M |
CATCATERPILLAR INC | $17.0M |
ABTABBOTT LABORATORIES | $17.0M |
DISDISNEY WALT CO | $17.0M |
UNHUNITEDHEALTH GROUP INC | $17.0M |
MRKMERCK & CO INC | $16.0M |
VTVANGUARD INTL EQUITY INDEX F | $16.0M |
SGOVISHARES TR | $15.0M |
AMTAMERICAN TOWER CORP NEW | $15.0M |
COFCAPITAL ONE FINL CORP | $14.0M |
VEAVANGUARD TAX-MANAGED FDS | $14.0M |
FDXFEDEX CORP | $14.0M |
BSVVANGUARD BD INDEX FDS | $14.0M |
CBRECBRE GROUP INC | $14.0M |
SPTSSPDR SER TR | $14.0M |
GSGOLDMAN SACHS GROUP INC | $13.0M |
BACBK OF AMERICA CORP | $13.0M |
CMCSACOMCAST CORP NEW | $13.0M |
WMTWALMART INC | $13.0M |
—CONNEXA SPORTS TECHNOLOGIES | $13.0M |
DEDEERE & CO | $12.0M |
TJXTJX COS INC NEW | $12.0M |
NKENIKE INC | $12.0M |
BXBLACKSTONE INC | $12.0M |
CBCHUBB LIMITED | $11.0M |
MGMMGM RESORTS INTERNATIONAL | $11.0M |
IJHISHARES TR | $11.0M |
NSCNORFOLK SOUTHN CORP | $11.0M |
PRUPRUDENTIAL FINL INC | $11.0M |
CMICUMMINS INC | $11.0M |
CVSCVS HEALTH CORP | $11.0M |
PNCPNC FINL SVCS GROUP INC | $11.0M |
ETNEATON CORP PLC | $11.0M |
VOOVANGUARD INDEX FDS | $11.0M |
WMBWILLIAMS COS INC | $10.0M |
PGPROCTER AND GAMBLE CO | $10.0M |
MDC1USDM D C HLDGS INC | $10.0M |
DYHTARGET CORP | $10.0M |
TRVCCITIGROUP INC | $10.0M |
STZCONSTELLATION BRANDS INC | $10.0M |
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