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 | Value |
|---|---|
EUHYISHARES INC | $3.4M |
SDYSPDR SERIES TRUST | $3.3M |
DFPFLAHERTY & CRUMRINE DYNAMIC | $3.3M |
HIGHARTFORD INSURANCE GROUP INC | $3.3M |
CITCINTAS CORP | $3.3M |
LNCLINCOLN NATL CORP IND | $3.3M |
TRTXTPG RE FIN TR INC | $3.3M |
IYFISHARES TR | $3.3M |
CTRACOTERRA ENERGY INC | $3.2M |
IJKISHARES TR | $3.2M |
WSMWILLIAMS SONOMA INC | $3.2M |
BIIBBIOGEN INC | $3.2M |
STESTERIS PLC | $3.2M |
TRMBTRIMBLE INC | $3.2M |
VXFVANGUARD INDEX FDS | $3.1M |
EPDENTERPRISE PRODS PARTNERS L | $3.1M |
AVDVAMERICAN CENTY ETF TR | $3.1M |
MTHMERITAGE HOMES CORP | $3.1M |
ELLAUDER ESTEE COS INC | $3.0M |
AMLPALPS ETF TR | $3.0M |
IMAYINNOVATOR ETFS TRUST | $3.0M |
KTFDWS MUN INCOME TR NEW | $3.0M |
NVDLGRANITESHARES ETF TR | $3.0M |
AVYAVERY DENNISON CORP | $3.0M |
INCYINCYTE CORP | $3.0M |
DOCHEALTHPEAK PROPERTIES INC | $3.0M |
FNDFSCHWAB STRATEGIC TR | $3.0M |
BBNBLACKROCK TAX MUNICPAL BD TR | $2.9M |
CPCANADIAN PACIFIC KANSAS CITY | $2.9M |
VTEBVANGUARD MUN BD FDS | $2.9M |
FSTAFIDELITY COVINGTON TRUST | $2.9M |
REGREGENCY CTRS CORP | $2.9M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $2.9M |
SCHASCHWAB STRATEGIC TR | $2.9M |
IWSISHARES TR | $2.9M |
VDEVANGUARD WORLD FD | $2.9M |
BKLNINVESCO EXCH TRADED FD TR II | $2.8M |
SPUSTIDAL TRUST I | $2.8M |
AZNASTRAZENECA PLC | $2.8M |
CFCF INDS HLDGS INC | $2.8M |
CCKCROWN HLDGS INC | $2.8M |
GBDCGOLUB CAP BDC INC | $2.8M |
FMATFIDELITY COVINGTON TRUST | $2.8M |
LEUCENTRUS ENERGY CORP | $2.7M |
CDNSCADENCE DESIGN SYSTEM INC | $2.7M |
JCIJOHNSON CTLS INTL PLC | $2.7M |
IBMPISHARES TR | $2.7M |
TAPMOLSON COORS BEVERAGE CO | $2.7M |
IBMOISHARES TR | $2.7M |
SHOPSHOPIFY INC | $2.7M |
CLCOLGATE PALMOLIVE CO | $2.6M |
BMRNBIOMARIN PHARMACEUTICAL INC | $2.6M |
QDFFLEXSHARES TR | $2.6M |
FDSFACTSET RESH SYS INC | $2.6M |
IJTISHARES TR | $2.6M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $2.6M |
EFXEQUIFAX INC | $2.6M |
AIZASSURANT INC | $2.5M |
PRVSPARNASSUS INCOME FDS | $2.5M |
EWEDWARDS LIFESCIENCES CORP | $2.5M |
OVVOVINTIV INC | $2.5M |
IBDRISHARES TR | $2.5M |
SUBISHARES TR | $2.5M |
FTAIFTAI AVIATION LTD | $2.5M |
PLDPROLOGIS INC. | $2.5M |
GUGGUGGENHEIM ACTIVE ALLOC FD | $2.5M |
NDSNNORDSON CORP | $2.5M |
BBYBEST BUY INC | $2.5M |
IAPRINNOVATOR ETFS TRUST | $2.5M |
EEMISHARES TR | $2.5M |
XELXCEL ENERGY INC | $2.4M |
BITBBITWISE BITCOIN ETF TR | $2.4M |
CLOIVANECK ETF TRUST | $2.4M |
AWMSKYWORKS SOLUTIONS INC | $2.4M |
FFORD MTR CO | $2.4M |
GPNGLOBAL PMTS INC | $2.4M |
VCITVANGUARD SCOTTSDALE FDS | $2.4M |
ATDATI INC | $2.4M |
RJFRAYMOND JAMES FINL INC | $2.4M |
NDAQNASDAQ INC | $2.3M |
BOXBOX INC | $2.3M |
DGROISHARES TR | $2.3M |
FFC0OAKTREE SPECIALTY LENDING CO | $2.3M |
CHRDCHORD ENERGY CORPORATION | $2.3M |
ROPROPER TECHNOLOGIES INC | $2.3M |
RPMRPM INTL INC | $2.3M |
CARRCARRIER GLOBAL CORPORATION | $2.3M |
IYY*ISHARES TR | $2.3M |
SMCISUPER MICRO COMPUTER INC | $2.3M |
NMFCNEW MTN FIN CORP | $2.3M |
MTDRMATADOR RES CO | $2.3M |
IUSVISHARES TR | $2.3M |
CEF/USPROTT ASSET MANAGEMENT LP | $2.3M |
DDDUPONT DE NEMOURS INC | $2.3M |
DVYAISHARES INC | $2.3M |
AITAPPLIED INDL TECHNOLOGIES IN | $2.3M |
FLBRFRANKLIN TEMPLETON ETF TR | $2.3M |
PPCPILGRIMS PRIDE CORP | $2.3M |
IBITISHARES BITCOIN TRUST ETF | $2.3M |
DVNDEVON ENERGY CORP NEW | $2.3M |