Kovitz Investment Group Partners, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$23.4T
Holdings
1,346
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,346 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EQTYVALUED ADVISERS TR | 45,737,485 | $1.1T | 4.89% | |
| 2 | MSFTMICROSOFT CORP | 1,618,560 | $805.1B | 3.44% | |
| 3 | AAPLAPPLE INC | 2,910,048 | $588.8B | 2.52% | Put |
| 4 | AMZNAMAZON COM INC | 2,404,373 | $525.5B | 2.25% | Put |
| 5 | SPYSPDR S&P 500 ETF TR | 1,492,175 | $469.1B | 2.00% | Put |
| 6 | AVGOBROADCOM INC | 1,394,139 | $384.3B | 1.64% | |
| 7 | JAAAJANUS DETROIT STR TR | 7,563,407 | $383.8B | 1.64% | |
| 8 | NVDANVIDIA CORPORATION | 2,421,348 | $381.1B | 1.63% | Put |
| 9 | GOOGLALPHABET INC | 2,036,581 | $358.9B | 1.53% | |
| 10 | POWLPOWELL INDS INC | 1,627,886 | $342.6B | 1.46% | |
| 11 | METAMETA PLATFORMS INC | 418,200 | $306.9B | 1.31% | Put |
| 12 | IVVISHARES TR | 477,811 | $296.7B | 1.27% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 710,807 | $288.2B | 1.23% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 1,478,889 | $271.3B | 1.16% | |
| 15 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,634,955 | $267.9B | 1.15% | |
| 16 | IWFISHARES TR | 629,660 | $267.3B | 1.14% | |
| 17 | VTIVANGUARD INDEX FDS | 877,260 | $266.9B | 1.14% | |
| 18 | AMDADVANCED MICRO DEVICES INC | 1,843,712 | $261.6B | 1.12% | |
| 19 | SCHWSCHWAB CHARLES CORP | 2,664,658 | $243.1B | 1.04% | |
| 20 | LRCXLAM RESEARCH CORP | 2,432,504 | $236.8B | 1.01% | |
| 21 | ADBEADOBE INC | 566,531 | $219.2B | 0.94% | |
| 22 | 4I1PHILIP MORRIS INTL INC | 1,172,633 | $213.6B | 0.91% | |
| 23 | VTVVANGUARD INDEX FDS | 1,114,581 | $197.0B | 0.84% | |
| 24 | LOWLOWES COS INC | 877,588 | $194.7B | 0.83% | |
| 25 | VVISA INC | 534,657 | $189.8B | 0.81% | |
| 26 | GOOGALPHABET INC | 1,058,743 | $187.8B | 0.80% | |
| 27 | JPMJPMORGAN CHASE & CO. | 633,623 | $183.7B | 0.79% | |
| 28 | IWDISHARES TR | 920,920 | $178.9B | 0.76% | |
| 29 | APOAPOLLO GLOBAL MGMT INC | 1,249,049 | $177.2B | 0.76% | |
| 30 | ORCLORACLE CORP | 793,508 | $173.5B | 0.74% | |
| 31 | GXOGXO LOGISTICS INCORPORATED | 3,488,781 | $169.9B | 0.73% | |
| 32 | SCHGSCHWAB STRATEGIC TR | 5,611,963 | $163.9B | 0.70% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 335,441 | $162.9B | 0.70% | |
| 34 | PHPARKER-HANNIFIN CORP | 231,181 | $161.5B | 0.69% | |
| 35 | BDXBECTON DICKINSON & CO | 924,802 | $159.3B | 0.68% | |
| 36 | JJACOBS SOLUTIONS INC | 1,157,514 | $152.2B | 0.65% | |
| 37 | FISVFISERV INC | 833,225 | $143.7B | 0.61% | |
| 38 | CRMSALESFORCE INC | 525,937 | $143.4B | 0.61% | |
| 39 | AJGGALLAGHER ARTHUR J & CO | 440,539 | $141.0B | 0.60% | |
| 40 | IVEISHARES TR | 714,381 | $139.6B | 0.60% | |
| 41 | ABTABBOTT LABS | 1,014,771 | $138.0B | 0.59% | |
| 42 | BXBLACKSTONE INC | 920,535 | $137.7B | 0.59% | |
| 43 | SGOVISHARES TR | 1,357,194 | $136.7B | 0.58% | |
| 44 | AMATAPPLIED MATLS INC | 721,746 | $132.1B | 0.56% | |
| 45 | JPSTJ P MORGAN EXCHANGE TRADED F | 2,447,023 | $124.0B | 0.53% | |
| 46 | IEFISHARES TR | 1,285,818 | $123.1B | 0.53% | |
| 47 | IBTGISHARES TR | 5,260,457 | $120.6B | 0.52% | |
| 48 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 390,741 | $120.5B | 0.51% | |
| 49 | ANETARISTA NETWORKS INC | 1,176,103 | $120.3B | 0.51% | |
| 50 | PCARPACCAR INC | 1,257,286 | $119.5B | 0.51% | |
| 51 | VEAVANGUARD TAX-MANAGED FDS | 2,063,162 | $117.6B | 0.50% | |
| 52 | AONAON PLC | 316,001 | $112.7B | 0.48% | |
| 53 | JMBSJANUS DETROIT STR TR | 2,468,448 | $111.2B | 0.48% | |
| 54 | RTXRTX CORPORATION | 756,968 | $110.5B | 0.47% | |
| 55 | KMXCARMAX INC | 1,636,112 | $110.0B | 0.47% | |
| 56 | OEFISHARES TR | 361,217 | $109.9B | 0.47% | |
| 57 | PEPPEPSICO INC | 827,352 | $109.2B | 0.47% | |
| 58 | DGRWWISDOMTREE TR | 1,293,759 | $108.3B | 0.46% | |
| 59 | SPHQINVESCO EXCHANGE TRADED FD T | 1,516,681 | $108.1B | 0.46% | |
| 60 | VMBSVANGUARD SCOTTSDALE FDS | 2,299,857 | $106.6B | 0.46% | |
| 61 | MRKMERCK & CO INC | 1,303,880 | $103.2B | 0.44% | |
| 62 | VOOVANGUARD INDEX FDS | 176,805 | $100.5B | 0.43% | |
| 63 | DHRDANAHER CORPORATION | 504,226 | $99.6B | 0.43% | |
| 64 | AXPAMERICAN EXPRESS CO | 305,078 | $97.3B | 0.42% | |
| 65 | IVWISHARES TR | 869,187 | $95.7B | 0.41% | |
| 66 | IGSBISHARES TR | 1,793,896 | $94.6B | 0.40% | |
| 67 | IJRISHARES TR | 837,031 | $91.5B | 0.39% | |
| 68 | DEDEERE & CO | 175,755 | $89.4B | 0.38% | |
| 69 | DLTRDOLLAR TREE INC | 897,222 | $88.9B | 0.38% | |
| 70 | LULULULULEMON ATHLETICA INC | 373,355 | $88.7B | 0.38% | |
| 71 | ADIANALOG DEVICES INC | 363,471 | $86.5B | 0.37% | |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 438,618 | $79.7B | 0.34% | |
| 73 | BLDRBUILDERS FIRSTSOURCE INC | 673,480 | $78.6B | 0.34% | |
| 74 | PNCPNC FINL SVCS GROUP INC | 401,820 | $74.9B | 0.32% | |
| 75 | AMTMAMENTUM HOLDINGS INC | 3,000,670 | $70.8B | 0.30% | |
| 76 | IEIISHARES TR | 582,634 | $69.4B | 0.30% | |
| 77 | JNJJOHNSON & JOHNSON | 447,215 | $68.3B | 0.29% | |
| 78 | AQLTISHARES TR | 814,673 | $68.0B | 0.29% | |
| 79 | MBBISHARES TR | 703,159 | $66.0B | 0.28% | |
| 80 | DFIVDIMENSIONAL ETF TRUST | 1,522,218 | $65.2B | 0.28% | |
| 81 | VGITVANGUARD SCOTTSDALE FDS | 1,079,310 | $64.6B | 0.28% | |
| 82 | MAMASTERCARD INCORPORATED | 114,283 | $64.2B | 0.27% | |
| 83 | VGSHVANGUARD SCOTTSDALE FDS | 1,090,974 | $64.1B | 0.27% | |
| 84 | TMUST-MOBILE US INC | 267,939 | $63.8B | 0.27% | |
| 85 | QUALISHARES TR | 345,616 | $63.2B | 0.27% | |
| 86 | IWBISHARES TR | 184,834 | $62.8B | 0.27% | |
| 87 | VUGVANGUARD INDEX FDS | 142,204 | $62.3B | 0.27% | |
| 88 | UNHUNITEDHEALTH GROUP INC | 195,339 | $60.9B | 0.26% | |
| 89 | NFLXNETFLIX INC | 44,804 | $60.0B | 0.26% | |
| 90 | QCOMQUALCOMM INC | 372,848 | $59.4B | 0.25% | |
| 91 | CEGCONSTELLATION ENERGY CORP | 179,029 | $57.8B | 0.25% | |
| 92 | PRFINVESCO EXCHANGE TRADED FD T | 1,336,616 | $56.5B | 0.24% | |
| 93 | BACBANK AMERICA CORP | 1,162,081 | $55.0B | 0.24% | |
| 94 | GSGOLDMAN SACHS GROUP INC | 77,450 | $54.8B | 0.23% | |
| 95 | EFAISHARES TR | 610,966 | $54.6B | 0.23% | |
| 96 | XOMEXXON MOBIL CORP | 502,160 | $54.1B | 0.23% | |
| 97 | WMTWALMART INC | 545,665 | $53.4B | 0.23% | |
| 98 | IEMGISHARES INC | 879,419 | $52.8B | 0.23% | |
| 99 | IGIBISHARES TR | 977,413 | $52.1B | 0.22% | |
| 100 | LLYELI LILLY & CO | 66,715 | $52.0B | 0.22% |
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