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)
| Stock | Value |
|---|---|
CGWINVESCO EXCH TRADED FD TR II | $3.6M |
CTRACOTERRA ENERGY INC | $3.6M |
ELLAUDER ESTEE COS INC | $3.6M |
TKOTKO GROUP HOLDINGS INC | $3.6M |
SYFSYNCHRONY FINANCIAL | $3.6M |
SCHDSCHWAB STRATEGIC TR | $3.5M |
HIGHARTFORD INSURANCE GROUP INC | $3.5M |
DOWDOW INC | $3.5M |
KLICKULICKE & SOFFA INDS INC | $3.4M |
FDPFRESH DEL MONTE PRODUCE INC | $3.4M |
HEIHEICO CORP NEW | $3.4M |
SDYSPDR SERIES TRUST | $3.4M |
MINTPIMCO ETF TR | $3.4M |
CLCOLGATE PALMOLIVE CO | $3.4M |
RCLROYAL CARIBBEAN GROUP | $3.3M |
FTNTFORTINET INC | $3.3M |
DFPFLAHERTY & CRUMRINE DYNAMIC | $3.3M |
CRWDCROWDSTRIKE HLDGS INC | $3.3M |
IBDRISHARES TR | $3.3M |
COHUCOHU INC | $3.3M |
VMCVULCAN MATLS CO | $3.3M |
IJKISHARES TR | $3.2M |
T7DTRANSDIGM GROUP INC | $3.2M |
ELSEQUITY LIFESTYLE PPTYS INC | $3.2M |
FCTFIRST TR SR FLTG RATE INCOME | $3.2M |
OMCOMNICOM GROUP INC | $3.2M |
CITCINTAS CORP | $3.2M |
EXPEEXPEDIA GROUP INC | $3.2M |
CCKCROWN HLDGS INC | $3.1M |
EBCEASTERN BANKSHARES INC | $3.1M |
ABNBAIRBNB INC | $3.1M |
IYFISHARES TR | $3.1M |
CFCF INDS HLDGS INC | $3.1M |
SNYSANOFI | $3.1M |
AEOAMERICAN EAGLE OUTFITTERS IN | $3.0M |
SAPSAP SE | $3.0M |
CIVICIVITAS RESOURCES INC | $3.0M |
RITMRITHM CAPITAL CORP | $3.0M |
CCAPCRESCENT CAP BDC INC | $3.0M |
LNCLINCOLN NATL CORP IND | $3.0M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $3.0M |
IMAYINNOVATOR ETFS TRUST | $3.0M |
CARRCARRIER GLOBAL CORPORATION | $3.0M |
KTFDWS MUN INCOME TR NEW | $2.9M |
SCHFSCHWAB STRATEGIC TR | $2.9M |
TRMBTRIMBLE INC | $2.9M |
IWSISHARES TR | $2.9M |
VTEBVANGUARD MUN BD FDS | $2.9M |
TBLLINVESCO EXCH TRADED FD TR II | $2.9M |
GUGGUGGENHEIM ACTIVE ALLOC FD | $2.9M |
TAPMOLSON COORS BEVERAGE CO | $2.8M |
BBNBLACKROCK TAX MUNICPAL BD TR | $2.8M |
NMLNEUBERGER BERMAN ENERGY INFR | $2.8M |
PFGCPERFORMANCE FOOD GROUP CO | $2.8M |
ROPROPER TECHNOLOGIES INC | $2.8M |
FRELFIDELITY COVINGTON TRUST | $2.8M |
XLESELECT SECTOR SPDR TR | $2.8M |
NEOGNEOGEN CORP | $2.8M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $2.8M |
TRGPTARGA RES CORP | $2.8M |
FMATFIDELITY COVINGTON TRUST | $2.7M |
EPPISHARES INC | $2.7M |
GBDCGOLUB CAP BDC INC | $2.7M |
REGREGENCY CTRS CORP | $2.7M |
BKLNINVESCO EXCH TRADED FD TR II | $2.7M |
MKSIMKS INC. | $2.7M |
VXFVANGUARD INDEX FDS | $2.7M |
SUBISHARES TR | $2.7M |
BOXBOX INC | $2.7M |
JCIJOHNSON CTLS INTL PLC | $2.7M |
WSMWILLIAMS SONOMA INC | $2.6M |
TRTXTPG RE FIN TR INC | $2.6M |
PPCPILGRIMS PRIDE CORP | $2.6M |
VDEVANGUARD WORLD FD | $2.6M |
CIENCIENA CORP | $2.6M |
SCHASCHWAB STRATEGIC TR | $2.6M |
VENVENTAS INC | $2.5M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $2.5M |
AXONAXON ENTERPRISE INC | $2.5M |
QDFFLEXSHARES TR | $2.5M |
EFVISHARES TR | $2.5M |
IAPRINNOVATOR ETFS TRUST | $2.4M |
EWEDWARDS LIFESCIENCES CORP | $2.4M |
OVVOVINTIV INC | $2.4M |
PRVSPARNASSUS INCOME FDS | $2.4M |
SCHMSCHWAB STRATEGIC TR | $2.4M |
BITBBITWISE BITCOIN ETF TR | $2.4M |
IJTISHARES TR | $2.4M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.4M |
APPAPPLOVIN CORP | $2.4M |
DFCFDIMENSIONAL ETF TRUST | $2.4M |
CDNSCADENCE DESIGN SYSTEM INC | $2.4M |
PLDPROLOGIS INC. | $2.4M |
RHPRYMAN HOSPITALITY PPTYS INC | $2.3M |
LEUCENTRUS ENERGY CORP | $2.3M |
MTHMERITAGE HOMES CORP | $2.3M |
EFXEQUIFAX INC | $2.3M |
CSLCARLISLE COS INC | $2.3M |
EWGISHARES INC | $2.3M |
CHRDCHORD ENERGY CORPORATION | $2.3M |