Kovitz Investment Group Partners, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$25.6B
Holdings
1,387
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,387 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EQTYVALUED ADVISERS TR | 45,721,097 | $1.2T | 4575.67% | |
| 2 | MSFTMICROSOFT CORP | 1,700,950 | $881.0B | 3434.75% | |
| 3 | AAPLAPPLE INC | 3,036,114 | $762.3B | 2971.97% | Put |
| 4 | POWLPOWELL INDS INC | 2,314,474 | $705.5B | 2750.41% | |
| 5 | SPYSPDR S&P 500 ETF TR | 1,404,770 | $535.1B | 2086.30% | Put |
| 6 | AMZNAMAZON COM INC | 2,413,888 | $530.0B | 2066.38% | |
| 7 | GOOGLALPHABET INC | 1,970,832 | $479.1B | 1867.89% | |
| 8 | NVDANVIDIA CORPORATION | 2,470,746 | $459.2B | 1790.32% | Put |
| 9 | AVGOBROADCOM INC | 1,275,551 | $420.8B | 1640.63% | |
| 10 | JAAAJANUS DETROIT STR TR | 7,818,805 | $397.0B | 1547.92% | |
| 11 | IVVISHARES TR | 572,969 | $383.5B | 1495.08% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 717,840 | $348.2B | 1357.40% | |
| 13 | LRCXLAM RESEARCH CORP | 2,377,790 | $318.5B | 1241.56% | |
| 14 | METAMETA PLATFORMS INC | 399,390 | $293.3B | 1143.50% | |
| 15 | AMDADVANCED MICRO DEVICES INC | 1,805,893 | $292.2B | 1139.10% | |
| 16 | IWFISHARES TR | 623,541 | $292.1B | 1138.70% | |
| 17 | VTIVANGUARD INDEX FDS | 886,410 | $291.1B | 1134.97% | |
| 18 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,660,090 | $290.4B | 1132.11% | |
| 19 | GOOGALPHABET INC | 1,059,087 | $257.9B | 1005.63% | |
| 20 | ICEINTERCONTINENTAL EXCHANGE IN | 1,491,417 | $251.3B | 979.63% | |
| 21 | SCHWSCHWAB CHARLES CORP | 2,330,400 | $222.5B | 867.39% | |
| 22 | ADBEADOBE INC | 590,982 | $208.5B | 812.75% | |
| 23 | VTVVANGUARD INDEX FDS | 1,106,265 | $206.3B | 804.39% | |
| 24 | JPMJPMORGAN CHASE & CO. | 636,914 | $200.9B | 783.25% | |
| 25 | 4I1PHILIP MORRIS INTL INC | 1,179,050 | $191.2B | 745.59% | |
| 26 | IWDISHARES TR | 916,955 | $186.7B | 727.82% | |
| 27 | LOWLOWES COS INC | 737,139 | $185.3B | 722.23% | |
| 28 | GXOGXO LOGISTICS INCORPORATED | 3,489,066 | $184.5B | 719.45% | |
| 29 | VVISA INC | 533,768 | $182.2B | 710.41% | |
| 30 | SCHGSCHWAB STRATEGIC TR | 5,701,018 | $181.9B | 709.24% | |
| 31 | FISVFISERV INC | 1,396,866 | $180.1B | 702.14% | |
| 32 | CRMSALESFORCE INC | 747,205 | $177.1B | 690.49% | |
| 33 | PHPARKER-HANNIFIN CORP | 231,444 | $175.5B | 684.09% | |
| 34 | BDXBECTON DICKINSON & CO | 924,571 | $173.1B | 674.67% | |
| 35 | APOAPOLLO GLOBAL MGMT INC | 1,296,857 | $172.8B | 673.81% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 319,933 | $160.8B | 627.08% | |
| 37 | BXBLACKSTONE INC | 927,062 | $158.4B | 617.51% | |
| 38 | AMATAPPLIED MATLS INC | 741,586 | $151.8B | 591.94% | |
| 39 | IVEISHARES TR | 717,964 | $148.3B | 578.04% | |
| 40 | ABTABBOTT LABS | 1,073,559 | $143.8B | 560.60% | |
| 41 | AJGGALLAGHER ARTHUR J & CO | 445,096 | $137.9B | 537.48% | |
| 42 | JJACOBS SOLUTIONS INC | 901,284 | $135.1B | 526.58% | |
| 43 | AONAON PLC | 358,759 | $127.9B | 498.74% | |
| 44 | VEAVANGUARD TAX-MANAGED FDS | 2,134,598 | $127.9B | 498.66% | |
| 45 | RTXRTX CORPORATION | 759,786 | $127.1B | 495.66% | |
| 46 | PCARPACCAR INC | 1,249,428 | $122.8B | 478.93% | |
| 47 | ANETARISTA NETWORKS INC | 838,641 | $122.2B | 476.41% | |
| 48 | IEFISHARES TR | 1,265,159 | $122.0B | 475.78% | |
| 49 | PEPPEPSICO INC | 857,288 | $120.4B | 469.39% | |
| 50 | JMBSJANUS DETROIT STR TR | 2,594,064 | $118.5B | 461.88% | |
| 51 | OEFISHARES TR | 354,424 | $118.0B | 459.91% | |
| 52 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 394,743 | $117.3B | 457.32% | |
| 53 | SGOVISHARES TR | 1,164,581 | $117.3B | 457.21% | |
| 54 | DGRWWISDOMTREE TR | 1,294,595 | $115.2B | 449.00% | |
| 55 | IBTGISHARES TR | 4,993,207 | $114.6B | 446.76% | |
| 56 | ACNACCENTURE PLC IRELAND | 459,617 | $113.3B | 441.88% | |
| 57 | VOOVANGUARD INDEX FDS | 179,827 | $110.2B | 429.67% | |
| 58 | ALCALCON AG | 1,448,704 | $107.9B | 420.78% | |
| 59 | IVWISHARES TR | 892,589 | $107.8B | 420.09% | |
| 60 | VMBSVANGUARD SCOTTSDALE FDS | 2,271,932 | $106.7B | 415.95% | |
| 61 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,964,991 | $99.7B | 388.64% | |
| 62 | IJRISHARES TR | 831,644 | $98.8B | 385.28% | |
| 63 | IGSBISHARES TR | 1,789,994 | $94.9B | 370.07% | |
| 64 | PNCPNC FINL SVCS GROUP INC | 436,509 | $87.7B | 341.94% | |
| 65 | SPHQINVESCO EXCHANGE TRADED FD T | 1,196,553 | $87.7B | 341.90% | |
| 66 | ADIANALOG DEVICES INC | 346,528 | $85.1B | 331.94% | |
| 67 | BLDRBUILDERS FIRSTSOURCE INC | 685,587 | $83.1B | 324.09% | |
| 68 | AXPAMERICAN EXPRESS CO | 249,449 | $82.9B | 323.03% | |
| 69 | WATWATERS CORP | 266,223 | $79.8B | 311.18% | |
| 70 | MUMICRON TECHNOLOGY INC | 460,009 | $77.0B | 300.08% | |
| 71 | DLTRDOLLAR TREE INC | 800,705 | $75.6B | 294.59% | |
| 72 | DHRDANAHER CORPORATION | 379,781 | $75.3B | 293.56% | |
| 73 | RSPINVESCO EXCHANGE TRADED FD T | 387,864 | $73.6B | 286.86% | |
| 74 | KMXCARMAX INC | 1,633,409 | $73.3B | 285.74% | |
| 75 | DEDEERE & CO | 158,100 | $72.3B | 281.87% | |
| 76 | AMTMAMENTUM HOLDINGS INC | 3,007,750 | $72.0B | 280.84% | |
| 77 | DFIVDIMENSIONAL ETF TRUST | 1,542,252 | $71.1B | 277.31% | |
| 78 | LULULULULEMON ATHLETICA INC | 397,874 | $70.8B | 276.00% | |
| 79 | TSLATESLA INC | 157,409 | $70.0B | 272.92% | |
| 80 | MAMASTERCARD INCORPORATED | 119,724 | $68.1B | 265.50% | |
| 81 | QUALISHARES TR | 349,534 | $68.0B | 265.05% | |
| 82 | AQLTISHARES TR | 775,348 | $67.7B | 263.92% | |
| 83 | TRVCCITIGROUP INC | 663,416 | $67.3B | 262.52% | |
| 84 | VUGVANGUARD INDEX FDS | 139,773 | $67.0B | 261.38% | |
| 85 | TMUST-MOBILE US INC | 276,906 | $66.3B | 258.43% | |
| 86 | IEMGISHARES INC | 993,835 | $65.5B | 255.42% | |
| 87 | IWBISHARES TR | 178,035 | $65.1B | 253.68% | |
| 88 | QCOMQUALCOMM INC | 388,251 | $64.6B | 251.81% | |
| 89 | VGITVANGUARD SCOTTSDALE FDS | 1,056,794 | $63.4B | 247.33% | |
| 90 | VGSHVANGUARD SCOTTSDALE FDS | 1,069,672 | $63.0B | 245.42% | |
| 91 | MBBISHARES TR | 644,563 | $61.3B | 239.11% | |
| 92 | EFAISHARES TR | 648,662 | $60.6B | 236.13% | |
| 93 | GSGOLDMAN SACHS GROUP INC | 73,273 | $58.4B | 227.49% | |
| 94 | PRFINVESCO EXCHANGE TRADED FD T | 1,284,595 | $58.1B | 226.42% | |
| 95 | NFLXNETFLIX INC | 48,201 | $57.8B | 225.30% | |
| 96 | UNHUNITEDHEALTH GROUP INC | 166,206 | $57.4B | 223.75% | |
| 97 | XOMEXXON MOBIL CORP | 506,317 | $57.1B | 222.56% | |
| 98 | WMTWALMART INC | 545,911 | $56.3B | 219.35% | |
| 99 | IEIISHARES TR | 465,686 | $55.7B | 216.98% | |
| 100 | LLYELI LILLY & CO | 71,907 | $54.9B | 213.90% |
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