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 |
|---|---|
IUSBISHARES TR | $4.6M |
EPDENTERPRISE PRODS PARTNERS L | $4.6M |
IWRISHARES TR | $4.5M |
BABOEING CO | $4.5M |
VTWOVANGUARD SCOTTSDALE FDS | $4.5M |
SYKSTRYKER CORPORATION | $4.4M |
IDV*ISHARES TR | $4.4M |
DASHDOORDASH INC | $4.4M |
PBRPETROLEO BRASILEIRO SA PETRO | $4.3M |
FDSFACTSET RESH SYS INC | $4.3M |
MOSMOSAIC CO NEW | $4.3M |
EAELECTRONIC ARTS INC | $4.3M |
ACWXISHARES TR | $4.3M |
ECLECOLAB INC | $4.2M |
PSXPHILLIPS 66 | $4.2M |
CFGCITIZENS FINL GROUP INC | $4.2M |
MOATVANECK ETF TRUST | $4.1M |
VRTXVERTEX PHARMACEUTICALS INC | $4.1M |
CTRACOTERRA ENERGY INC | $4.1M |
MPLXMPLX LP | $4.1M |
UPSUNITED PARCEL SERVICE INC | $4.1M |
USFRWISDOMTREE TR | $4.1M |
GPCGENUINE PARTS CO | $4.0M |
OXYOCCIDENTAL PETE CORP | $4.0M |
ISRGINTUITIVE SURGICAL INC | $3.9M |
FIXCOMFORT SYS USA INC | $3.9M |
SYFSYNCHRONY FINANCIAL | $3.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.8M |
UCONFIRST TR EXCHNG TRADED FD VI | $3.8M |
OMCOMNICOM GROUP INC | $3.8M |
TAPMOLSON COORS BEVERAGE CO | $3.8M |
LITELUMENTUM HLDGS INC | $3.8M |
BDJBLACKROCK ENHANCED EQUITY DI | $3.8M |
KEYKEYCORP | $3.7M |
DKSDICKS SPORTING GOODS INC | $3.7M |
RPRXROYALTY PHARMA PLC | $3.7M |
SCHXSCHWAB STRATEGIC TR | $3.7M |
ELSEQUITY LIFESTYLE PPTYS INC | $3.7M |
CHRDCHORD ENERGY CORPORATION | $3.7M |
CEGCONSTELLATION ENERGY CORP | $3.7M |
NTRNUTRIEN LTD | $3.7M |
CVNACARVANA CO | $3.7M |
GTGOODYEAR TIRE & RUBR CO | $3.7M |
DFPFLAHERTY & CRUMRINE DYNAMIC | $3.7M |
DFACDIMENSIONAL ETF TRUST | $3.7M |
EWEDWARDS LIFESCIENCES CORP | $3.6M |
BSXBOSTON SCIENTIFIC CORP | $3.5M |
IJKISHARES TR | $3.5M |
IBDRISHARES TR | $3.5M |
SNYSANOFI | $3.5M |
FDPFRESH DEL MONTE PRODUCE INC | $3.5M |
CCAPCRESCENT CAP BDC INC | $3.5M |
CIVICIVITAS RESOURCES INC | $3.4M |
FCTFIRST TR SR FLTG RATE INCOME | $3.4M |
HYDBISHARES TR | $3.4M |
EBCEASTERN BANKSHARES INC | $3.4M |
HIGHARTFORD INSURANCE GROUP INC | $3.3M |
7HPHP INC | $3.3M |
SWSMURFIT WESTROCK PLC | $3.3M |
COHUCOHU INC | $3.3M |
KLICKULICKE & SOFFA INDS INC | $3.3M |
USBUS BANCORP DEL | $3.3M |
TRGPTARGA RES CORP | $3.3M |
OVVOVINTIV INC | $3.2M |
CSXCSX CORP | $3.2M |
PPCPILGRIMS PRIDE CORP | $3.2M |
8CWCROWN CASTLE INC | $3.2M |
MINTPIMCO ETF TR | $3.2M |
PODDINSULET CORP | $3.1M |
IUSVISHARES TR | $3.1M |
HYDVANECK ETF TRUST | $3.1M |
BAXBAXTER INTL INC | $3.1M |
CWBSPDR SER TR | $3.1M |
TKOTKO GROUP HOLDINGS INC | $3.0M |
FSTAFIDELITY COVINGTON TRUST | $3.0M |
VMCVULCAN MATLS CO | $3.0M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $3.0M |
GUGGUGGENHEIM ACTIVE ALLOC FD | $3.0M |
SAPSAP SE | $2.9M |
XLESELECT SECTOR SPDR TR | $2.9M |
PWRQUANTA SVCS INC | $2.9M |
NMLNEUBERGER BERMAN ENERGY INFR | $2.9M |
DUKDUKE ENERGY CORP NEW | $2.9M |
FCXFREEPORT-MCMORAN INC | $2.9M |
SLBSCHLUMBERGER LTD | $2.9M |
HEIHEICO CORP NEW | $2.8M |
VENVENTAS INC | $2.8M |
CGWINVESCO EXCH TRADED FD TR II | $2.8M |
SMCISUPER MICRO COMPUTER INC | $2.8M |
GPNGLOBAL PMTS INC | $2.8M |
IWSISHARES TR | $2.8M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $2.8M |
REGREGENCY CTRS CORP | $2.8M |
SDYSPDR SER TR | $2.7M |
KTFDWS MUN INCOME TR NEW | $2.7M |
DFCFDIMENSIONAL ETF TRUST | $2.7M |
CCKCROWN HLDGS INC | $2.7M |
XLFSELECT SECTOR SPDR TR | $2.7M |
SXISTANDEX INTL CORP | $2.7M |
VXFVANGUARD INDEX FDS | $2.7M |