Kovitz Investment Group Partners, LLC Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$6.0B

Holdings

410

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (410 positions)

StockValue
VRSKVERISK ANALYTICS INC
$820K
EQIXEQUINIX INC
$809K
FLCHFRANKLIN TEMPLETON ETF TR
$773K
EFXEQUIFAX INC
$705K
MGKVANGUARD WORLD FD
$683K
SCHMSCHWAB STRATEGIC TR
$678K
PSXPHILLIPS 66
$677K
OHIOMEGA HEALTHCARE INVS INC
$662K
VWOVANGUARD INTL EQUITY INDEX F
$655K
IGSBISHARES TR
$632K
CITHE CIGNA GROUP
$630K
SPYGSPDR SER TR
$628K
SCHDSCHWAB STRATEGIC TR
$602K
BRXBRIXMOR PPTY GROUP INC
$598K
JCIJOHNSON CTLS INTL PLC
$592K
0VVBVIACOMCBS INC
$586K
VNQIVANGUARD INTL EQUITY INDEX F
$583K
BABAALIBABA GROUP HLDG LTD
$574K
FMUSDISHARES INC
$566K
PDBCINVESCO ACTIVLY MANGD ETC FD
$562K
SCHGSCHWAB STRATEGIC TR
$558K
EGPEASTGROUP PPTYS INC
$550K
ALKALASKA AIR GROUP INC
$544K
QUALISHARES TR
$543K
PHOINVESCO EXCHANGE TRADED FD T
$536K
NEENEXTERA ENERGY INC
$533K
IBBISHARES TR
$509K
PKNPERKINELMER INC
$507K
ULUNILEVER PLC
$495K
TSHATAYSHA GENE THERAPIES INC
$491K
VBRVANGUARD INDEX FDS
$489K
SBRSABINE RTY TR
$476K
EMBISHARES TR
$474K
RSGREPUBLIC SVCS INC
$466K
NVSNNOVARTIS
$463K
AQLTISHARES TR
$458K
SCHVSCHWAB STRATEGIC TR
$441K
VCRVANGUARD WORLD FDS
$438K
BKLNINVESCO EXCHANGE-TRADED FD T
$433K
SUISUN CMNTYS INC
$418K
EXPEEXPEDIA GROUP INC
$409K
DHID R HORTON INC
$405K
XARSPDR SER TR
$397K
USIGISHARES TR
$393K
IVEISHARES TR
$382K
VRCAVERRICA PHARMACEUTICALS INC
$366K
CMECME GROUP INC
$366K
IWMISHARES TR
$365K
SCHJSCHWAB STRATEGIC TR
$359K
DFUSDIMENSIONAL ETF TRUST
$356K
VCSHVANGUARD SCOTTSDALE FDS
$353K
LBRDALIBERTY BROADBAND CORP
$347K
VUGVANGUARD INDEX FDS
$342K
MBBISHARES TR
$342K
DFACDIMENSIONAL ETF TRUST
$337K
DGRWWISDOM TREE TR
$332K
UPSUNITED PARCEL SERVICE INC
$327K
IWDISHARES TR
$318K
SSNCSS&C TECHNOLOGIES HLDGS INC
$299K
URIUNITED RENTALS INC
$298K
NOWSERVICENOW INC
$292K
FELGFIDELITY COVINGTON TRUST
$288K
DFUVDIMENSIONAL ETF TRUST
$282K
PANWPALO ALTO NETWORKS INC
$281K
TSLATESLA INC
$280K
AMDADVANCED MICRO DEVICES INC
$280K
COPCONOCOPHILLIPS
$279K
IRTINDEPENDENCE RLTY TR INC
$275K
MGVVANGUARD WORLD FDS
$271K
IBDQISHARES TR
$269K
ROSTROSS STORES INC
$267K
CEGCONSTELLATION ENERGY CORP
$266K
IJSISHARES TR
$263K
IAU*ISHARES GOLD TR
$256K
SPGIS&P GLOBAL INC
$254K
FDNFIRST TR EXCHANGE-TRADED FD
$250K
TEXTEREX CORP NEW
$249K
PEOEXELON CORP
$249K
VMCVULCAN MATLS CO
$249K
ORIOLD REP INTL CORP
$247K
VOXVANGUARD WORLD FDS
$243K
WEAWESTERN ALLIANCE BANCORP
$242K
IXNISHARES TR
$242K
IBDSISHARES TR
$241K
SPDWSPDR INDEX SHS FDS
$232K
VLOVALERO ENERGY CORP
$232K
IBHGISHARES TR
$230K
CLMBCLIMB GLOBAL SOLUTIONS INC
$225K
IRMIRON MTN INC DEL
$223K
EWEDWARDS LIFESCIENCES CORP
$221K
HASIHANNON ARMSTRONG SUST INFR C
$220K
ETDETHAN ALLEN INTERIORS INC
$219K
PPLPEMBINA PIPELINE CORP
$219K
AWCAMERICAN WTR WKS CO INC NEW
$217K
REGNREGENERON PHARMACEUTICALS
$210K
ACWXISHARES TR
$204K
RRYDER SYS INC
$204K
DGXQUEST DIAGNOSTICS INC
$202K
RQICOHEN & STEERS QUALITY INCOM
$190K
VTRSVIATRIS INC
$185K
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