Kovitz Investment Group Partners, LLC Q4 2025 Filing
Filed February 20, 2026
Portfolio Value
$4.5B
Holdings
471
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (471 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 465,116 | $317.2M | 7.02% | |
| 2 | AAPLAPPLE INC | 981,399 | $266.8M | 5.91% | |
| 3 | MSFTMICROSOFT CORP | 455,725 | $220.4M | 4.88% | |
| 4 | IVVISHARES TR | 290,483 | $199.0M | 4.41% | |
| 5 | NVDANVIDIA CORPORATION | 905,523 | $168.9M | 3.74% | |
| 6 | GOOGLALPHABET INC | 368,852 | $115.5M | 2.56% | |
| 7 | IBTGISHARES TR | 4,714,898 | $107.9M | 2.39% | |
| 8 | SPHQINVESCO EXCHANGE TRADED FD T | 1,002,293 | $75.2M | 1.67% | |
| 9 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,348,757 | $68.2M | 1.51% | |
| 10 | AMZNAMAZON COM INC | 293,339 | $67.7M | 1.50% | |
| 11 | AVGOBROADCOM INC | 182,449 | $63.1M | 1.40% | |
| 12 | METAMETA PLATFORMS INC | 93,403 | $61.7M | 1.37% | |
| 13 | MBBISHARES TR | 646,897 | $61.6M | 1.36% | |
| 14 | MUMICRON TECHNOLOGY INC | 203,377 | $58.0M | 1.29% | |
| 15 | LRCXLAM RESEARCH CORP | 279,906 | $47.9M | 1.06% | |
| 16 | GMGENERAL MTRS CO | 587,432 | $47.8M | 1.06% | |
| 17 | VRTXVERTEX PHARMACEUTICALS INC | 98,375 | $44.6M | 0.99% | |
| 18 | TRVCCITIGROUP INC | 378,638 | $44.2M | 0.98% | |
| 19 | IBTHISHARES TR | 1,940,729 | $43.6M | 0.97% | |
| 20 | UNHUNITEDHEALTH GROUP INC | 128,943 | $42.6M | 0.94% | |
| 21 | SCHWSCHWAB CHARLES CORP | 413,767 | $41.3M | 0.92% | |
| 22 | GDGENERAL DYNAMICS CORP | 121,207 | $40.8M | 0.90% | |
| 23 | QCOMQUALCOMM INC | 230,632 | $39.4M | 0.87% | |
| 24 | TRVTRAVELERS COMPANIES INC | 132,629 | $38.5M | 0.85% | |
| 25 | BACBANK AMERICA CORP | 696,137 | $38.3M | 0.85% | |
| 26 | GOOGALPHABET INC | 121,526 | $38.1M | 0.84% | |
| 27 | TMUST-MOBILE US INC | 186,229 | $37.8M | 0.84% | |
| 28 | CRMSALESFORCE INC | 142,282 | $37.7M | 0.83% | |
| 29 | NEMNEWMONT CORP | 347,564 | $34.7M | 0.77% | |
| 30 | TSLATESLA INC | 77,140 | $34.7M | 0.77% | |
| 31 | DYNFBLACKROCK ETF TRUST | 544,131 | $33.1M | 0.73% | |
| 32 | BMYBRISTOL-MYERS SQUIBB CO | 575,157 | $31.0M | 0.69% | |
| 33 | WDAYWORKDAY INC | 143,532 | $30.8M | 0.68% | |
| 34 | IEIISHARES TR | 253,161 | $30.2M | 0.67% | |
| 35 | CAHCARDINAL HEALTH INC | 136,024 | $28.0M | 0.62% | |
| 36 | EQTEQT CORP | 504,556 | $27.0M | 0.60% | |
| 37 | FTECFIDELITY COVINGTON TRUST | 120,334 | $27.0M | 0.60% | |
| 38 | JPMJPMORGAN CHASE & CO. | 81,982 | $26.4M | 0.58% | |
| 39 | EZUISHARES INC | 399,572 | $25.6M | 0.57% | |
| 40 | ACNACCENTURE PLC IRELAND | 93,084 | $25.0M | 0.55% | |
| 41 | CEGCONSTELLATION ENERGY CORP | 68,981 | $24.4M | 0.54% | |
| 42 | INTUINTUIT | 36,620 | $24.3M | 0.54% | |
| 43 | CBOECBOE GLOBAL MKTS INC | 94,071 | $23.6M | 0.52% | |
| 44 | BINCBLACKROCK ETF TRUST II | 431,100 | $22.7M | 0.50% | |
| 45 | ANETARISTA NETWORKS INC | 169,040 | $22.1M | 0.49% | |
| 46 | DISDISNEY WALT CO | 194,217 | $22.1M | 0.49% | |
| 47 | BSXBOSTON SCIENTIFIC CORP | 230,570 | $22.0M | 0.49% | |
| 48 | IEFISHARES TR | 222,978 | $21.4M | 0.47% | |
| 49 | MCKMCKESSON CORP | 25,447 | $20.9M | 0.46% | |
| 50 | A4SAMERIPRISE FINL INC | 42,354 | $20.8M | 0.46% | |
| 51 | HWMHOWMET AEROSPACE INC | 101,138 | $20.7M | 0.46% | |
| 52 | HLTHILTON WORLDWIDE HLDGS INC | 71,265 | $20.5M | 0.45% | |
| 53 | SHYISHARES TR | 246,663 | $20.4M | 0.45% | |
| 54 | VCITVANGUARD SCOTTSDALE FDS | 243,359 | $20.4M | 0.45% | |
| 55 | TELTE CONNECTIVITY PLC | 89,471 | $20.4M | 0.45% | |
| 56 | APHAMPHENOL CORP NEW | 144,828 | $19.6M | 0.43% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 37,138 | $18.7M | 0.41% | |
| 58 | ALSALLSTATE CORP | 87,673 | $18.2M | 0.40% | |
| 59 | AMDADVANCED MICRO DEVICES INC | 84,815 | $18.2M | 0.40% | |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 100,770 | $17.9M | 0.40% | |
| 61 | ORCLORACLE CORP | 91,285 | $17.8M | 0.39% | |
| 62 | AMATAPPLIED MATLS INC | 67,326 | $17.3M | 0.38% | |
| 63 | UBERUBER TECHNOLOGIES INC | 206,016 | $16.8M | 0.37% | |
| 64 | MAMASTERCARD INCORPORATED | 28,835 | $16.5M | 0.36% | |
| 65 | PHPARKER-HANNIFIN CORP | 18,387 | $16.2M | 0.36% | |
| 66 | IEMGISHARES INC | 236,519 | $15.9M | 0.35% | |
| 67 | TXNTEXAS INSTRS INC | 91,325 | $15.8M | 0.35% | |
| 68 | TIPISHARES TR | 143,479 | $15.8M | 0.35% | |
| 69 | VCSHVANGUARD SCOTTSDALE FDS | 193,488 | $15.4M | 0.34% | |
| 70 | EMBISHARES TR | 156,937 | $15.1M | 0.33% | |
| 71 | IGSBISHARES TR | 281,564 | $14.9M | 0.33% | |
| 72 | FNCLFIDELITY COVINGTON TRUST | 189,496 | $14.7M | 0.33% | |
| 73 | CLCOLGATE PALMOLIVE CO | 181,063 | $14.3M | 0.32% | |
| 74 | IJHISHARES TR | 211,826 | $14.0M | 0.31% | |
| 75 | PYPLPAYPAL HLDGS INC | 237,672 | $13.9M | 0.31% | |
| 76 | EWJISHARES INC | 166,711 | $13.5M | 0.30% | |
| 77 | PGRPROGRESSIVE CORP | 58,014 | $13.2M | 0.29% | |
| 78 | SYKSTRYKER CORPORATION | 37,445 | $13.2M | 0.29% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 321,072 | $13.1M | 0.29% | |
| 80 | AIGAMERICAN INTL GROUP INC | 147,660 | $12.6M | 0.28% | |
| 81 | NUENUCOR CORP | 76,111 | $12.4M | 0.27% | |
| 82 | AZOAUTOZONE INC | 3,625 | $12.3M | 0.27% | |
| 83 | NEENEXTERA ENERGY INC | 153,029 | $12.3M | 0.27% | |
| 84 | EWCISHARES INC | 222,072 | $12.0M | 0.27% | |
| 85 | TFLOISHARES TR | 236,310 | $11.9M | 0.26% | |
| 86 | ABGCENCORA INC | 34,067 | $11.5M | 0.25% | |
| 87 | METMETLIFE INC | 142,076 | $11.2M | 0.25% | |
| 88 | IGOVISHARES TR | 268,837 | $11.2M | 0.25% | |
| 89 | NDQINVESCO QQQ TR | 17,863 | $11.0M | 0.24% | |
| 90 | FIDUFIDELITY COVINGTON TRUST | 129,994 | $10.7M | 0.24% | |
| 91 | OKEONEOK INC NEW | 145,420 | $10.7M | 0.24% | |
| 92 | AGGISHARES TR | 106,257 | $10.6M | 0.23% | |
| 93 | XOMEXXON MOBIL CORP | 87,809 | $10.6M | 0.23% | |
| 94 | TLTISHARES TR | 119,017 | $10.4M | 0.23% | |
| 95 | VGITVANGUARD SCOTTSDALE FDS | 168,785 | $10.1M | 0.22% | |
| 96 | TLHISHARES TR | 98,891 | $10.1M | 0.22% | |
| 97 | EWUISHARES TR | 228,553 | $10.1M | 0.22% | |
| 98 | IDV*ISHARES TR | 253,096 | $10.0M | 0.22% | |
| 99 | HYGISHARES TR | 123,091 | $9.9M | 0.22% | |
| 100 | AXPAMERICAN EXPRESS CO | 26,288 | $9.7M | 0.22% |
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