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)

#StockSharesValue% PortfolioType
101
STXSEAGATE TECHNOLOGY HLDNGS PL
117,906$11.0M0.14%
102
LRCXEURLAM RESEARCH CORP
11,283$11.0M0.14%
103
PSECPROSPECT CAP CORP
10,844,000$10.8M0.14%
104
DYHTARGET CORP
60,509$10.7M0.14%
105
CDWCDW CORP
41,796$10.7M0.14%
106
PGPROCTER AND GAMBLE CO
65,825$10.7M0.14%
107
DWDMORGAN STANLEY
112,818$10.6M0.13%
108
PEPPEPSICO INC
60,232$10.5M0.13%
109
ADMARCHER DANIELS MIDLAND CO COM
164,904$10.4M0.13%
110
TRVCCITIGROUP INC
162,624$10.3M0.13%
111
WMBWILLIAMS COS INC
263,023$10.2M0.13%
112
STZCONSTELLATION BRANDS INC
37,455$10.2M0.13%
113
AREALEXANDRIA REAL ESTATE EQ IN
78,927$10.2M0.13%
114
GLWCORNING INC
307,937$10.1M0.13%
115
MCDMCDONALDS CORP
35,793$10.1M0.13%
116
MDC1USDM D C HLDGS INC
160,213$10.1M0.13%
117
VTEBVANGUARD MUN BD FDS
193,309$9.8M0.12%
118
WHRWHIRLPOOL CORP
81,510$9.8M0.12%
119
DINOHF SINCLAIR CORP
160,757$9.7M0.12%
120
APDAIR PRODS & CHEMS INC
39,879$9.7M0.12%
121
ELVELEVANCE HEALTH INC
18,546$9.6M0.12%
122
BLDRBUILDERS FIRSTSOURCE INC
45,466$9.5M0.12%
123
CVXCHEVRON CORP NEW
59,877$9.4M0.12%
124
IBMINTERNATIONAL BUSINESS MACHS
49,118$9.4M0.12%
125
FITBFIFTH THIRD BANCORP
251,748$9.4M0.12%
126
INTCINTEL CORP
210,365$9.3M0.12%
127
BACVERIZON COMMUNICATIONS INC
220,609$9.3M0.12%
128
AMATAPPLIED MATLS INC
44,872$9.3M0.12%
129
LINLINDE PLC
19,831$9.2M0.12%
130
LMTLOCKHEED MARTIN CORP
20,041$9.1M0.12%
131
METMETLIFE INC
122,725$9.1M0.12%
132
MLMMARTIN MARIETTA MATLS INC
14,744$9.1M0.11%
133
MUMICRON TECHNOLOGY INC
76,791$9.1M0.11%
134
SPYMSPDR SER TR
145,915$9.0M0.11%
135
MANMANPOWERGROUP INC WIS
114,616$8.9M0.11%
136
ADSKAUTODESK INC
33,733$8.8M0.11%
137
IGFISHARES TR
182,986$8.7M0.11%
138
PYPLPAYPAL HLDGS INC
129,163$8.7M0.11%
139
FISVFISERV INC
53,341$8.5M0.11%
140
TPRTAPESTRY INC
178,181$8.5M0.11%
141
ZBHZIMMER BIOMET HOLDINGS INC
63,816$8.4M0.11%
142
VMBSVANGUARD SCOTTSDALE FDS
181,022$8.3M0.10%
143
IGSBISHARES TR
160,336$8.2M0.10%
144
NTAPNETAPP INC
76,464$8.0M0.10%
145
KRKROGER CO
139,923$8.0M0.10%
146
PHPARKER-HANNIFIN CORP
13,975$7.8M0.10%
147
FQIDIGITAL RLTY TR INC
53,790$7.7M0.10%
148
GENGEN DIGITAL INC
341,652$7.7M0.10%
149
PNWPINNACLE WEST CAP CORP
102,066$7.6M0.10%
150
BRK-BBERKSHIRE HATHAWAY INC DEL
12$7.6M0.10%
151
SPOTIFY USA INC
8,250,000$7.6M0.10%
152
VCITVANGUARD SCOTTSDALE FDS
93,918$7.6M0.10%
153
HONHONEYWELL INTL INC
36,821$7.6M0.10%
154
MPCMARATHON PETE CORP
37,376$7.5M0.10%
155
WFCWELLS FARGO CO NEW
129,474$7.5M0.10%
156
ALSALLSTATE CORP
41,719$7.2M0.09%
157
XLUSELECT SECTOR SPDR TR
109,693$7.2M0.09%
158
ENSENERSYS
75,997$7.2M0.09%
159
ITMVANECK ETF TRUST
153,879$7.2M0.09%
160
MDLZMONDELEZ INTL INC
101,570$7.1M0.09%
161
T7DTRANSDIGM GROUP INC
5,739$7.1M0.09%
162
TSNTYSON FOODS INC
119,862$7.0M0.09%
163
MDYSPDR S&P MIDCAP 400 ETF TR
12,642$7.0M0.09%
164
BMYBRISTOL-MYERS SQUIBB CO
129,688$7.0M0.09%
165
VCSHVANGUARD SCOTTSDALE FDS
89,998$7.0M0.09%
166
ACWIISHARES TR
63,075$6.9M0.09%
167
AYIACUITY BRANDS INC
25,781$6.9M0.09%
168
BHEBENCHMARK ELECTRONICS INC
230,509$6.9M0.09%
169
VBVANGUARD INDEX FDS
30,120$6.9M0.09%
170
SNASNAP ON INC
23,143$6.9M0.09%
171
WTWWILLIS TOWERS WATSON PLC LTD
24,649$6.8M0.09%
172
GILDGILEAD SCIENCES INC
89,970$6.6M0.08%
173
SHYISHARES TR
80,035$6.5M0.08%
174
VOVANGUARD INDEX FDS
26,041$6.5M0.08%
175
COSTCOSTCO WHSL CORP NEW
8,663$6.3M0.08%
176
MUBISHARES TR
58,890$6.3M0.08%
177
ALBALBEMARLE CORP
47,648$6.3M0.08%
178
GEHCGE HEALTHCARE TECHNOLOGIES I
68,754$6.3M0.08%
179
TFCTRUIST FINL CORP
157,034$6.1M0.08%
180
WMWASTE MGMT INC DEL
28,175$6.0M0.08%
181
BKBANK NEW YORK MELLON CORP
104,190$6.0M0.08%
182
JNPJUNIPER NETWORKS INC
161,590$6.0M0.08%
183
AKXANSYS INC
17,250$6.0M0.08%
184
CMACOMERICA INC
108,849$6.0M0.08%
185
ADPAUTOMATIC DATA PROCESSING INC
23,593$5.9M0.07%
186
CAHCARDINAL HEALTH INC
52,520$5.9M0.07%
187
UNPUNION PAC CORP
23,683$5.8M0.07%
188
CROXCROCS INC
40,366$5.8M0.07%
189
HCAHCA HEALTHCARE INC
17,321$5.8M0.07%
190
BKNGBOOKING HOLDINGS INC
1,584$5.7M0.07%
191
AGGISHARES TR
58,552$5.7M0.07%
192
TMUST-MOBILE US INC
34,519$5.6M0.07%
193
TXTTEXTRON INC
58,716$5.6M0.07%
194
VXUSVANGUARD STAR FDS
93,012$5.6M0.07%
195
GBXGREENBRIER COS INC
107,173$5.6M0.07%
196
AIRBNB INC
5,880,000$5.5M0.07%
197
SBUXSTARBUCKS CORP
59,579$5.4M0.07%
198
PHMPULTE GROUP INC
43,481$5.2M0.07%
199
TTENTOTALENERGIES SE
76,141$5.2M0.07%
200
MCHPMICROCHIP TECHNOLOGY INC.
57,229$5.1M0.07%
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