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
PNCPNC FINL SVCS GROUP INC
$75K
AMTMAMENTUM HOLDINGS INC
$71K
UAUNDER ARMOUR INC
$71K
OXLCLOXFORD LANE CAP CORP
$70K
IEIISHARES TR
$69K
JNJJOHNSON & JOHNSON
$68K
AQLTISHARES TR
$68K
HLLYHOLLEY INC
$67K
AEFABRDN EMERGING MARKETS EX CH
$67K
MBBISHARES TR
$66K
DFIVDIMENSIONAL ETF TRUST
$65K
AVTEAEROVATE THERAPEUTICS INC
$65K
VGITVANGUARD SCOTTSDALE FDS
$65K
MAMASTERCARD INCORPORATED
$64K
VGSHVANGUARD SCOTTSDALE FDS
$64K
TMUST-MOBILE US INC
$64K
QUALISHARES TR
$63K
IWBISHARES TR
$63K
VUGVANGUARD INDEX FDS
$62K
UNHUNITEDHEALTH GROUP INC
$61K
PNBKPATRIOT NATL BANCORP INC
$60K
NFLXNETFLIX INC
$60K
QCOMQUALCOMM INC
$59K
CEGCONSTELLATION ENERGY CORP
$58K
YB4PSAVARA INC
$57K
NPWRNET POWER INC
$57K
PRFINVESCO EXCHANGE TRADED FD T
$56K
BACBANK AMERICA CORP
$55K
GSGOLDMAN SACHS GROUP INC
$55K
EFAISHARES TR
$55K
XOMEXXON MOBIL CORP
$54K
WMTWALMART INC
$53K
IEMGISHARES INC
$53K
IGIBISHARES TR
$52K
LLYELI LILLY & CO
$52K
PPGPPG INDS INC
$49K
TRVCCITIGROUP INC
$48K
CPRTCOPART INC
$47K
TSLATESLA INC
$46K
ITOTISHARES TR
$46K
IWMISHARES TR
$45K
AVUVAMERICAN CENTY ETF TR
$45K
PDECINNOVATOR ETFS TRUST
$44K
CSCOCISCO SYS INC
$43K
IYWISHARES TR
$43K
URCURANIUM RTY CORP
$43K
JSIJANUS DETROIT STR TR
$42K
IAU*ISHARES GOLD TR
$42K
PGRPROGRESSIVE CORP
$42K
DISDISNEY WALT CO
$41K
AGGISHARES TR
$41K
UBERUBER TECHNOLOGIES INC
$41K
HDHOME DEPOT INC
$41K
FNDFLOOR & DECOR HLDGS INC
$40K
COSTCOSTCO WHSL CORP NEW
$40K
ABNB 0 03/15/26AIRBNB INC
$39K
DFAUDIMENSIONAL ETF TRUST
$38K
SHYISHARES TR
$38K
MNKDMANNKIND CORP
$38K
AQLTISHARES TR
$37K
HAYWHAYWARD HLDGS INC
$37K
INTUINTUIT
$36K
BMYBRISTOL-MYERS SQUIBB CO
$36K
BRK-BBERKSHIRE HATHAWAY INC DEL
$36K
DWDMORGAN STANLEY
$36K
GNMAISHARES TR
$35K
CMECME GROUP INC
$35K
NDQINVESCO QQQ TR
$34K
SABSSAB BIOTHERAPEUTICS INC
$34K
ABBVABBVIE INC
$34K
IJHISHARES TR
$34K
ZTSZOETIS INC
$33K
SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC
$32K
FLOTISHARES TR
$32K
ALSALLSTATE CORP
$31K
NEMNEWMONT CORP
$31K
CLOZSERIES PORTFOLIOS TR
$31K
HWMHOWMET AEROSPACE INC
$31K
CVXCHEVRON CORP NEW
$30K
BACVERIZON COMMUNICATIONS INC
$30K
IBMINTERNATIONAL BUSINESS MACHS
$30K
FTSLFIRST TR EXCHANGE-TRADED FD
$30K
RIGTRANSOCEAN LTD
$30K
BILSPDR SERIES TRUST
$30K
CMCSACOMCAST CORP NEW
$30K
EZUISHARES INC
$30K
CBCHUBB LIMITED
$30K
TELTE CONNECTIVITY PLC
$29K
SCHBSCHWAB STRATEGIC TR
$29K
PCGPG&E CORP
$29K
PGPROCTER AND GAMBLE CO
$28K
AZOAUTOZONE INC
$28K
PYPLPAYPAL HLDGS INC
$28K
DIBS1STDIBS COM INC
$28K
CATCATERPILLAR INC
$28K
CMICUMMINS INC
$28K
EOGEOG RES INC
$28K
RUNNSTRATEGIC TRUST
$27K
ACNACCENTURE PLC IRELAND
$27K
CRDTSIMPLIFY EXCHANGE TRADED FUN
$27K
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