Kovitz Investment Group Partners, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$30.1B

Holdings

1,133

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,133 positions)

StockValue
SXISTANDEX
$2.9M
SYKSTRYKER CORPORATION
$2.9M
NMLNEUBERGER BERMAN ENERGY INFRA COM
$2.9M
TEXTEREX CORP NEW
$2.8M
DFCFDIMENSIONAL CORE FIXED INCOME ETF
$2.8M
VXFVANGUARD INDEX FDS
$2.8M
CEIXEURCONSOL ENERGY DISC
$2.8M
BABOEING CO
$2.8M
KTFDWS MUN INCOME TR NEW
$2.8M
MCHPMICROCHIP TECHNOLOGY INC.
$2.8M
XLEENERGY SELECT SECTOR SPDR
$2.8M
PPCPILGRIMS PRIDE CORP
$2.7M
UPSUNITED PARCEL SERVICE INC
$2.7M
WCCWESCO INTL INC
$2.7M
TRMBTRIMBLE INC
$2.7M
SDYSPDR SER TR
$2.7M
WESWESTERN MIDSTREAM PARTNERS L
$2.7M
BOXBOX INC
$2.7M
FTNTFORTINET INC
$2.6M
RPMRPM INTL INC
$2.6M
FMATFIDELITY CONVINGTON TRUST
$2.6M
RHPRYMAN HOSPITALITY PPTYS INC
$2.6M
CSLCARLISLE COS INC
$2.5M
ELSEQUITY LIFESTYLE PPTYS INC
$2.5M
CCKCROWN HLDGS INC
$2.5M
CVSCVS HEALTH CORP
$2.5M
SLBSCHLUMBERGER LTD
$2.5M
TCPCBLACKROCK TCP CAPITAL CORP
$2.5M
HEIHEICO CORP NEW
$2.4M
HXLHEXCEL CORP NEW
$2.4M
VENVENTAS INC
$2.4M
ADSKAUTODESK INC
$2.4M
CPTCAMDEN PPTY TR
$2.4M
CITCINTAS CORP
$2.4M
VCITVANGUARD SCOTTSDALE FDS
$2.4M
SSNCSS&C TECHNOLOGIES HLDGS INC
$2.4M
CEGCONSTELLATION ENERGY CORP
$2.3M
GUGGUGGENHEIM ACTIVE
$2.3M
EEMISHARES TR
$2.3M
DUKDUKE ENERGY CORP NEW
$2.3M
CTVACORTEVA INC
$2.3M
VONEVANGUARD RUSSELL 1000 ETF
$2.3M
TPRTAPESTRY INC
$2.3M
CARRCARRIER GLOBAL CORPORATION
$2.3M
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM
$2.3M
SCHXSCHWAB STRATEGIC TR
$2.3M
CMACOMERICA INC
$2.3M
TRTXTPG RE FIN TR INC COM
$2.3M
CLMTCALUMET INC
$2.3M
EFXEQUIFAX INC
$2.3M
EFVISHARES TR
$2.2M
DELLDELL TECHNOLOGIES INC
$2.2M
BBYBEST BUY INC
$2.2M
DGROISHARES TR
$2.2M
CDNSCADENCE DESIGN SYSTEM INC
$2.2M
SNASNAP ON INC
$2.2M
IJTISHARES TR
$2.2M
TRVTRAVELERS CO(THE)
$2.2M
HPEHEWLETT PACKARD ENTERPRISE C
$2.2M
CLSKCLEANSPARK INC
$2.1M
GEVGE VERNOVA INC
$2.1M
BITBBITWISE BITCOIN ETF TR
$2.1M
FCXFREEPORT-MCMORAN INC
$2.1M
MTDRMATADOR RES CO
$2.1M
VTEBVANGUARD MUN BD FDS
$2.1M
IJJISHARES TR
$2.1M
IMAYINTRNL DEV May
$2.0M
NTAPNETAPP INC
$2.0M
BBNBLACKROCK TAX MUNICPAL BD TR SHS
$2.0M
NECBNORTHEAST CMNTY BANCORP INC COM
$2.0M
HUMHUMANA INC
$2.0M
CCORLISTED FD TR
$2.0M
SPIBSPDR SER TR
$2.0M
XRTSPDR SER TR
$1.9M
DC4DEXCOM INC
$1.9M
FFORD MTR CO DEL
$1.9M
IPINTERNATIONAL PAPER CO
$1.9M
HESMHESS MIDSTREAM LP
$1.9M
IAPRINTRNL DEV APRL
$1.9M
LENLENNAR CORP
$1.9M
STPZPIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
$1.9M
FITBFIFTH THIRD BANCORP
$1.9M
VEUVANGUARD INTL EQUITY INDEX F
$1.9M
IRENIRIS ENERGY LTD
$1.9M
RSRELIANCE INC
$1.8M
ACIALBERTSONS CO SHS CLASS CLASS A
$1.8M
UEOWESTLAKE CORPORATION
$1.8M
JCIJOHNSON CTLS INTL PLC
$1.8M
LPLALPL FINL HLDGS INC
$1.8M
BWXTBWX TECHNOLOGIES INC
$1.8M
LEUCENTRUS ENERGY CORP
$1.8M
IWSISHARES TR
$1.8M
CEF/USPROTT PHYSICAL GOLD & SILVE
$1.8M
FRELFIDELITY
$1.8M
BSXBOSTON SCIENTIFIC CORP
$1.8M
CFGCITIZENS FINL GROUP INC
$1.8M
XELXCEL ENERGY INC
$1.7M
AFWALIGN TECH INC
$1.7M
ALBALBEMARLE CORP
$1.7M
CWTCALIFORNIA WTR SVC GROUP
$1.7M
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