Kovitz Investment Group Partners, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$23.4B

Holdings

1,346

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,346 positions)

StockValue
MORNMORNINGSTAR INC
$220K
ELFE L F BEAUTY INC
$220K
OTTROTTER TAIL CORP
$219K
NTRANATERA INC
$219K
BAC 7.25 PERP LBANK AMERICA CORP
$218K
SHAKSHAKE SHACK INC
$218K
PGFINVESCO EXCHANGE TRADED FD T
$217K
VICIVICI PPTYS INC
$216K
FCNCAFIRST CTZNS BANCSHARES INC N
$216K
BROBROWN & BROWN INC
$216K
ABXBARRICK GOLD CORP
$215K
TTEKTETRA TECH INC NEW
$215K
PVBCPROVIDENT BANCORP INC
$215K
KWEBKRANESHARES TRUST
$213K
PTBPOTBELLY CORP
$213K
ABALLIANCEBERNSTEIN HLDG L P
$213K
IYHISHARES TR
$213K
AVDXAVIDXCHANGE HOLDINGS INC
$213K
SHGSHINHAN FINANCIAL GROUP CO L
$212K
XOPSPDR SERIES TRUST
$212K
SPHDINVESCO EXCH TRADED FD TR II
$211K
SANBANCO SANTANDER S.A.
$211K
OGSONE GAS INC
$211K
FSKFS KKR CAP CORP
$210K
INGRINGREDION INC
$209K
SPEMSPDR INDEX SHS FDS
$209K
CNMDCONMED CORP
$205K
LAMRLAMAR ADVERTISING CO NEW
$205K
WGOWINNEBAGO INDS INC
$205K
ISTBISHARES TR
$203K
COOCOOPER COS INC
$202K
LAURLAUREATE EDUCATION INC
$202K
BBWIBATH & BODY WORKS INC
$202K
RDVYFIRST TR EXCHANGE TRADED FD
$202K
CWCURTISS WRIGHT CORP
$201K
PDPINVESCO EXCHANGE TRADED FD T
$200K
DNBDUN & BRADSTREET HLDGS INC
$198K
SMFGSUMITOMO MITSUI FINL GROUP I
$189K
PATHUIPATH INC
$187K
VVRINVESCO SR INCOME TR
$184K
BIZDVANECK ETF TRUST
$181K
IVZINVESCO LTD
$177K
RVTROYCE SMALL CAP TRUST INC
$176K
SILJAMPLIFY ETF TR
$172K
USALIBERTY ALL STAR EQUITY FD
$169K
ICLNISHARES TR
$169K
NWGNATWEST GROUP PLC
$169K
GNWGENWORTH FINL INC
$169K
FTFRANKLIN UNVL TR
$168K
DBLDOUBLELINE OPPORTUNISTIC CR
$166K
MGFMFS GOVT MKTS INCOME TR
$165K
NWBINORTHWEST BANCSHARES INC MD
$165K
KEPKOREA ELEC PWR CORP
$163K
BBVABANCO BILBAO VIZCAYA ARGENTA
$163K
PHPARKER-HANNIFIN CORP
$161K
DERMJOURNEY MED CORP
$156K
PSLV/USPROTT PHYSICAL SILVER TR
$155K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$150K
DTSTDATA STORAGE CORP
$150K
RESRPC INC
$148K
SOUNSOUNDHOUND AI INC
$144K
BLNDBLEND LABS INC
$132K
PCNPIMCO CORPORATE & INCM STRG
$129K
TLSATIZIANA LIFE SCIENCES LTD
$125K
CCCCCC INTELLIGENT SOLUTIONS HL
$125K
DPGDUFF & PHELPS UTLITY AND INF
$124K
HLNHALEON PLC
$123K
NEWTNEWTEKONE INC
$121K
USEAUNITED MARITIME CORPORATION
$114K
COMPCOMPASS INC
$113K
ADTADT INC DEL
$112K
LUMNLUMEN TECHNOLOGIES INC
$111K
GGNGAMCO GLOBAL GOLD NAT RES &
$102K
U6ZURANIUM ENERGY CORP
$101K
MFGMIZUHO FINANCIAL GROUP INC
$101K
VOOVANGUARD INDEX FDS
$101K
MMUWESTERN ASSET MANAGED MUNS F
$99K
PRNPROFOUND MED CORP
$99K
LYGLLOYDS BANKING GROUP PLC
$98K
NVRIENVIRI CORP
$98K
BLFYBLUE FOUNDRY BANCORP
$96K
AEGAEGON LTD
$94K
EFRENERGY FUELS INC
$94K
FSLYFASTLY INC
$92K
DEDEERE & CO
$89K
GANXGAIN THERAPEUTICS INC
$86K
RCATRED CAT HLDGS INC
$85K
BFLYBUTTERFLY NETWORK INC
$81K
XJEQXABRDN JAPAN EQUITY FUND INC
$78K
BRBSBLUE RIDGE BANKSHARES INC VA
$76K
UAUNDER ARMOUR INC
$71K
OXLCLOXFORD LANE CAP CORP
$70K
HLLYHOLLEY INC
$67K
AEFABRDN EMERGING MARKETS EX CH
$67K
AVTEAEROVATE THERAPEUTICS INC
$65K
MAMASTERCARD INCORPORATED
$64K
PNBKPATRIOT NATL BANCORP INC
$60K
NFLXNETFLIX INC
$60K
YB4PSAVARA INC
$57K
NPWRNET POWER INC
$57K
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