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)

StockValue
EQTYVALUED ADVISERS TR
$973.6M
AAPLAPPLE INC
$405.4M
SPYSPDR S&P 500 ETF TR
$341.2M
AMZNAMAZON COM INC
$324.6M
MSFTMICROSOFT CORP
$269.1M
IWFISHARES TR
$235.5M
METAMETA PLATFORMS INC
$229.5M
GOOGALPHABET INC
$223.9M
BRK/BBERKSHIRE HATHAWAY
$211.9M
JPMJPMORGAN CHASE & CO.
$187.2M
BDXBECTON DICKINSON
$174.7M
SCHWSCHWAB CHARLES CORP
$174.2M
IVVISHARES TR
$163.1M
AXPAMERICAN EXPRESS CO
$162.4M
VVISA INC
$159.8M
4I1PHILIP MORRIS INTL INC
$155.5M
CRMSALESFORCE INC
$155.3M
GOOGLALPHABET INC
$152.0M
JJACOBS SOLUTIONS INC
$140.7M
VTIVANGUARD INDEX FDS
$128.7M
ICEINTERCONTINENTAL EXCHANGE IN
$127.8M
NVDANVIDIA CORPORATION
$123.5M
LOWLOWES COS INC
$123.0M
ORCLORACLE CORP
$121.8M
SPHQINVESCO EXCHANGETRAD
$120.5M
KMXCARMAX INC
$117.4M
IWDISHARES TR
$115.5M
ADIANALOG DEVICES INC
$114.9M
ANETEURARISTA NETWORKS INC
$114.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$107.3M
JAAAHENDRSON AAA CL
$103.8M
PCARPACCAR INC
$102.2M
DEODIAGEO PLC
$102.0M
PPGPPG INDS INC
$101.5M
DLTRDOLLAR TREE INC
$98.9M
AONAON PLC
$98.8M
MSIMOTOROLA SOLUTIONS INC
$87.1M
IVEISHARES TR
$86.8M
IJRISHARES TR
$86.5M
UNHUNITEDHEALTH GROUP INC
$80.1M
HASHASBRO INC
$79.5M
MBBISHARES TR
$75.4M
GMGENERAL MTRS CO
$74.3M
LVSLAS VEGAS SANDS CORP
$58.3M
QCOMQUALCOMM INC
$58.2M
JPSTJ P MORGAN EXCHANGE TRADED F
$58.1M
ADBEADOBE INC
$58.0M
IGSBISHARES TR
$56.5M
IWBISHARES TR
$55.0M
JNJJOHNSON & JOHNSON
$52.3M
IVWISHARES TR
$51.5M
MAMASTERCARD INCORPORATED
$51.1M
TMUST-MOBILE US INC
$44.7M
PDECUS EQTY PWR BUF
$37.7M
CATCATERPILLAR INC
$36.1M
IWMISHARES TR
$36.0M
EFAISHARES TR
$35.6M
IEMGISHARES INC
$34.3M
AVGOBROADCOM INC
$34.1M
SPOTSPOTIFY TECHNOLOGY S A
$34.0M
XOMEXXON MOBIL CORP
$33.4M
AMATAPPLIED MATERIALS
$33.4M
IEIISHARES TR
$33.0M
LRCXEURLAM RESEARCH CORP
$32.8M
MDLZMONDELEZ INTL INC
$32.8M
SHYISHARES TR
$31.1M
IGIBISHARES TR
$30.5M
BKLNINVESCO EXCHNG TRADE
$29.8M
FLOTISHARES TR
$29.1M
FTECFIDELITY COVINGTON TRUST
$29.1M
ITOTISHARES TR
$28.7M
VEAVANGUARD TAX-MANAGED FDS
$28.6M
SLBSCHLUMBERGER LTD
$27.8M
USMVISHARES TR
$27.0M
CPRTCOPART INC
$26.9M
SHWSHERWIN WILLIAMS CO
$26.6M
PCGPG&E CORP
$26.5M
IJHISHARES TR
$26.2M
A4SAMERIPRISE FINL INC
$24.7M
INTUINTUIT
$24.4M
PGPROCTER AND GAMBLE CO
$24.3M
CMCSACOMCAST CORP NEW
$24.0M
EOGEOG RES INC
$24.0M
APHAMPHENOL CORPORATION
$23.8M
FTSLFIRST TR EXCHANGE-TRADED FD
$23.7M
HAYWHAYWARD HLDGS INC
$23.6M
VOOVANGUARD INDEX FDS
$23.3M
BACBANK OF AMERICA CORP
$23.3M
HDHOME DEPOT INC
$22.9M
BILSPDR SER TR
$22.8M
WMTWALMART INC
$22.1M
BPBP PLC
$21.6M
AMGNAMGEN INC
$21.2M
ACNACCENTURE PLC IRELAND
$21.0M
QUALISHARES TR
$20.7M
FDXFEDEX CORP
$20.6M
KMBKIMBERLY-CLARK CORP
$20.2M
TMOTHERMO FISHER SCIENTIFIC INC
$20.0M
EZUISHARES INC
$19.9M
LLYELI LILLY & CO
$19.2M
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