Kovitz Investment Group Partners, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$11.7B

Holdings

814

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (814 positions)

#StockSharesValue% PortfolioType
1
EQTYVALUED ADVISERS TR
44,947,655$973.6B8317.33%
2
AAPLAPPLE INC
1,924,814$405.4B3463.73%
3
SPYSPDR S&P 500 ETF TR
656,665$341.2B2914.93%Put
4
AMZNAMAZON COM INC
1,679,533$324.6B2772.87%
5
MSFTMICROSOFT CORP
601,639$269.1B2298.60%
6
IWFISHARES TR
646,001$235.5B2011.69%
7
METAMETA PLATFORMS INC
455,086$229.5B1960.44%
8
GOOGALPHABET INC
1,220,740$223.9B1912.90%
9
BRK/BBERKSHIRE HATHAWAY
520,944$211.9B1810.48%
10
JPMJPMORGAN CHASE & CO.
925,453$187.2B1599.18%
11
BDXBECTON DICKINSON
747,500$174.7B1492.53%
12
SCHWSCHWAB CHARLES CORP
2,364,184$174.2B1488.38%
13
IVVISHARES TR
297,576$163.1B1393.24%
14
AXPAMERICAN EXPRESS CO
701,485$162.4B1387.67%
15
VVISA INC
608,745$159.8B1365.03%
16
4I1PHILIP MORRIS INTL INC
1,534,270$155.5B1328.19%
17
CRMSALESFORCE INC
603,985$155.3B1326.67%
18
GOOGLALPHABET INC
834,511$152.0B1298.74%
19
JJACOBS SOLUTIONS INC
1,007,382$140.7B1202.37%
20
VTIVANGUARD INDEX FDS
480,401$128.7B1099.86%
21
ICEINTERCONTINENTAL EXCHANGE IN
933,257$127.8B1091.41%
22
NVDANVIDIA CORPORATION
999,271$123.5B1054.70%
23
LOWLOWES COS INC
558,000$123.0B1050.95%
24
ORCLORACLE CORP
862,410$121.8B1040.33%
25
SPHQINVESCO EXCHANGETRAD
1,896,334$120.5B1029.75%
26
KMXCARMAX INC
1,601,205$117.4B1003.24%
27
IWDISHARES TR
662,173$115.5B986.98%
28
ADIANALOG DEVICES INC
503,504$114.9B981.87%
29
ANETEURARISTA NETWORKS INC
326,667$114.5B978.11%
30
KEYSKEYSIGHT TECHNOLOGIES INC
784,794$107.3B916.85%
31
JAAAHENDRSON AAA CL
2,040,015$103.8B886.74%
32
PCARPACCAR INC
993,065$102.2B873.38%
33
DEODIAGEO PLC
809,001$102.0B871.39%
34
PPGPPG INDS INC
805,862$101.5B866.70%
35
DLTRDOLLAR TREE INC
926,387$98.9B845.00%
36
AONAON PLC
336,597$98.8B844.22%
37
MSIMOTOROLA SOLUTIONS INC
225,611$87.1B744.12%
38
IVEISHARES TR
476,687$86.8B741.22%
39
IJRISHARES TR
810,438$86.5B738.56%
40
UNHUNITEDHEALTH GROUP INC
157,262$80.1B684.36%
41
HASHASBRO INC
1,359,023$79.5B679.20%
42
MBBISHARES TR
820,205$75.4B643.82%
43
GMGENERAL MTRS CO
1,599,160$74.3B634.73%
44
LVSLAS VEGAS SANDS CORP
1,316,860$58.3B497.82%
45
QCOMQUALCOMM INC
291,584$58.2B496.99%
46
JPSTJ P MORGAN EXCHANGE TRADED F
1,150,234$58.1B495.97%
47
ADBEADOBE INC
104,355$58.0B495.32%
48
IGSBISHARES TR
1,102,338$56.5B482.84%
49
IWBISHARES TR
184,810$55.0B469.77%
50
JNJJOHNSON & JOHNSON
357,337$52.3B446.98%
51
IVWISHARES TR
556,594$51.5B440.03%
52
MAMASTERCARD INCORPORATED
115,688$51.1B436.82%
53
TMUST-MOBILE US INC
253,199$44.7B382.04%
54
PDECUS EQTY PWR BUF
1,005,417$37.7B322.19%
55
CATCATERPILLAR INC
108,265$36.1B308.42%
56
IWMISHARES TR
177,612$36.0B307.86%
57
EFAISHARES TR
454,319$35.6B304.02%
58
IEMGISHARES INC
640,970$34.3B293.28%
59
AVGOBROADCOM INC
22,879$34.1B291.16%
60
SPOTSPOTIFY TECHNOLOGY S A
108,242$34.0B290.17%
61
XOMEXXON MOBIL CORP
290,242$33.4B285.45%
62
AMATAPPLIED MATERIALS
141,374$33.4B285.18%
63
IEIISHARES TR
285,274$33.0B282.00%
64
LRCXEURLAM RESEARCH CORP
30,835$32.8B280.57%
65
MDLZMONDELEZ INTL INC
501,711$32.8B280.49%
66
SHYISHARES TR
380,039$31.1B265.34%
67
IGIBISHARES TR
594,855$30.5B260.80%
68
BKLNINVESCO EXCHNG TRADE
1,414,567$29.8B254.37%
69
FLOTISHARES TR
569,726$29.1B248.67%
70
FTECFIDELITY COVINGTON TRUST
169,412$29.1B248.47%
71
ITOTISHARES TR
241,972$28.7B245.55%
72
VEAVANGUARD TAX-MANAGED FDS
579,408$28.6B244.62%
73
SLBSCHLUMBERGER LTD
589,355$27.8B237.75%
74
USMVISHARES TR
321,201$27.0B230.39%
75
CPRTCOPART INC
497,143$26.9B230.02%
76
SHWSHERWIN WILLIAMS CO
88,985$26.6B227.20%
77
PCGPG&E CORP
1,516,388$26.5B226.19%
78
IJHISHARES TR
447,872$26.2B224.04%
79
A4SAMERIPRISE FINL INC
57,521$24.7B210.63%
80
INTUINTUIT
36,834$24.4B208.72%
81
PGPROCTER AND GAMBLE CO
147,204$24.3B207.60%
82
CMCSACOMCAST CORP NEW
613,497$24.0B205.28%
83
EOGEOG RES INC
190,801$24.0B205.17%
84
APHAMPHENOL CORPORATION
352,286$23.8B203.11%
85
FTSLFIRST TR EXCHANGE-TRADED FD
518,006$23.7B202.28%
86
HAYWHAYWARD HLDGS INC
1,914,634$23.6B201.19%
87
VOOVANGUARD INDEX FDS
46,523$23.3B199.12%
88
BACBANK OF AMERICA CORP
585,432$23.3B198.99%
89
HDHOME DEPOT INC
66,523$22.9B195.75%
90
BILSPDR SER TR
248,422$22.8B194.78%
91
WMTWALMART INC
325,851$22.1B188.56%
92
BPBP PLC
597,749$21.6B184.51%
93
AMGNAMGEN INC
67,862$21.2B181.16%
94
ACNACCENTURE PLC IRELAND
69,285$21.0B179.60%
95
QUALISHARES TR
120,783$20.7B176.48%
96
FDXFEDEX CORP
68,842$20.6B176.40%
97
KMBKIMBERLY-CLARK CORP
145,813$20.2B172.79%
98
TMOTHERMO FISHER SCIENTIFIC INC
36,164$20.0B170.87%
99
EZUISHARES INC
407,070$19.9B169.93%
100
LLYELI LILLY & CO
21,253$19.2B164.43%
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