Kovitz Investment Group Partners, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$19.9B
Holdings
1,231
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,231 positions)
| Stock | Value |
|---|---|
JSIJANUS DETROIT STR TR | $41.8M |
IJHISHARES TR | $39.6M |
TRVCCITIGROUP INC | $39.4M |
LLYELI LILLY & CO | $39.3M |
PDECINNOVATOR ETFS TRUST | $39.2M |
ITOTISHARES TR | $39.1M |
HAYWHAYWARD HLDGS INC | $38.6M |
PGPROCTER AND GAMBLE CO | $38.5M |
APHAMPHENOL CORP NEW | $37.9M |
BTALAGF INVTS TR | $37.7M |
AQLTISHARES TR | $37.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $37.5M |
BKBANK NEW YORK MELLON CORP | $37.5M |
MAMASTERCARD INCORPORATED | $37.4M |
CSCOCISCO SYS INC | $36.3M |
TSLATESLA INC | $35.7M |
GNMAISHARES TR | $34.8M |
PGRPROGRESSIVE CORP | $34.3M |
HDHOME DEPOT INC | $34.1M |
IAU*ISHARES GOLD TR | $33.9M |
DISDISNEY WALT CO | $33.9M |
PCGPG&E CORP | $33.0M |
DFAUDIMENSIONAL ETF TRUST | $32.5M |
ZTSZOETIS INC | $32.4M |
FLOTISHARES TR | $31.8M |
BILSPDR SER TR | $31.5M |
SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC | $31.3M |
BACVERIZON COMMUNICATIONS INC | $31.1M |
MUMICRON TECHNOLOGY INC | $30.7M |
AZOAUTOZONE INC | $29.9M |
AMGNAMGEN INC | $29.3M |
FTSLFIRST TR EXCHANGE-TRADED FD | $29.3M |
NEMNEWMONT CORP | $29.1M |
CPRTCOPART INC | $28.9M |
CMCSACOMCAST CORP NEW | $28.8M |
CLOZSERIES PORTFOLIOS TR | $28.7M |
DWDMORGAN STANLEY | $27.9M |
PEPPEPSICO INC | $27.4M |
NDQINVESCO QQQ TR | $27.4M |
COFCAPITAL ONE FINL CORP | $27.0M |
INTUINTUIT | $27.0M |
EZUISHARES INC | $26.8M |
VCSHVANGUARD SCOTTSDALE FDS | $26.4M |
EOGEOG RES INC | $25.6M |
ACNACCENTURE PLC IRELAND | $25.1M |
MCOMOODYS CORP | $24.8M |
CBOECBOE GLOBAL MKTS INC | $24.4M |
IBMINTERNATIONAL BUSINESS MACHS | $24.3M |
TELTE CONNECTIVITY PLC | $24.1M |
A4SAMERIPRISE FINL INC | $23.7M |
VYMVANGUARD WHITEHALL FDS | $23.7M |
SHYISHARES TR | $23.4M |
SPESPECIAL OPPORTUNITIES FD INC | $23.1M |
MCDMCDONALDS CORP | $22.8M |
PYPLPAYPAL HLDGS INC | $22.6M |
TXNTEXAS INSTRS INC | $22.3M |
ERIEERIE INDTY CO | $22.1M |
GMGENERAL MTRS CO | $21.7M |
HWMHOWMET AEROSPACE INC | $21.5M |
BRWSABA CAPITAL INCOME & OPRNT | $21.4M |
AMTAMERICAN TOWER CORP NEW | $21.2M |
CMECME GROUP INC | $21.2M |
GSGOLDMAN SACHS GROUP INC | $21.0M |
LMTLOCKHEED MARTIN CORP | $20.8M |
WMBWILLIAMS COS INC | $20.7M |
UBERUBER TECHNOLOGIES INC | $20.6M |
DISVDIMENSIONAL ETF TRUST | $20.5M |
SPSBSPDR SER TR | $20.4M |
LPLALPL FINL HLDGS INC | $20.3M |
METMETLIFE INC | $20.3M |
COSTCOSTCO WHSL CORP NEW | $19.9M |
MRSHMARSH & MCLENNAN COS INC | $19.8M |
BLKBLACKROCK INC | $19.6M |
ABBVABBVIE INC | $19.5M |
SPYMSPDR SER TR | $19.4M |
IJSISHARES TR | $19.4M |
OKEONEOK INC NEW | $19.2M |
GLWCORNING INC | $18.9M |
NEENEXTERA ENERGY INC | $18.9M |
WFCWELLS FARGO CO NEW | $18.6M |
TFLOISHARES TR | $18.4M |
HONHONEYWELL INTL INC | $18.3M |
CBCHUBB LIMITED | $18.3M |
TLHISHARES TR | $18.2M |
CATCATERPILLAR INC | $18.1M |
SPGIS&P GLOBAL INC | $17.9M |
TLTISHARES TR | $17.8M |
VGTVANGUARD WORLD FD | $17.8M |
NFLXNETFLIX INC | $17.8M |
APDAIR PRODS & CHEMS INC | $17.7M |
NUVNUVEEN MUN VALUE FD INC | $17.6M |
AORISHARES TR | $17.4M |
NSCNORFOLK SOUTHN CORP | $17.3M |
SDVYFIRST TR EXCHANGE-TRADED FD | $17.0M |
RUNNSTRATEGIC TRUST | $17.0M |
CBRECBRE GROUP INC | $17.0M |
VTVANGUARD INTL EQUITY INDEX F | $16.8M |
FDXFEDEX CORP | $16.7M |
ETNEATON CORP PLC | $16.4M |
TJXTJX COS INC NEW | $16.3M |