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)

#StockSharesValue% PortfolioType
101
BKNGBOOKING HOLDINGS INC
1,786$9.6M0.21%
102
FUTYFIDELITY COVINGTON TRUST
170,774$9.4M0.21%
103
VVISA INC
26,402$9.3M0.21%
104
CLOABLACKROCK ETF TRUST II
177,583$9.2M0.20%
105
IGIBISHARES TR
170,442$9.2M0.20%
106
CVXCHEVRON CORP NEW
60,167$9.2M0.20%
107
LLYELI LILLY & CO
8,339$9.0M0.20%
108
IWDISHARES TR
41,442$8.7M0.19%
109
FHLCFIDELITY COVINGTON TRUST
113,720$8.4M0.19%
110
NFLXNETFLIX INC
88,704$8.3M0.18%
111
FDXFEDEX CORP
28,671$8.3M0.18%
112
DWDMORGAN STANLEY
46,436$8.2M0.18%
113
IJRISHARES TR
68,017$8.2M0.18%
114
STIPISHARES TR
79,493$8.1M0.18%
115
GIISPDR INDEX SHS FDS
114,951$8.0M0.18%
116
ADIANALOG DEVICES INC
29,280$7.9M0.18%
117
VGSHVANGUARD SCOTTSDALE FDS
133,927$7.9M0.17%
118
FCOMFIDELITY COVINGTON TRUST
104,850$7.7M0.17%
119
VWOBVANGUARD WHITEHALL FDS
111,490$7.5M0.17%
120
PANWPALO ALTO NETWORKS INC
39,055$7.2M0.16%
121
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
84,637$7.0M0.16%
122
UPSUNITED PARCEL SERVICE INC
69,043$6.8M0.15%
123
FLRNSPDR SERIES TRUST
218,943$6.7M0.15%
124
TMOTHERMO FISHER SCIENTIFIC INC
11,432$6.6M0.15%
125
BKBANK NEW YORK MELLON CORP
56,999$6.6M0.15%
126
NOWSERVICENOW INC
43,164$6.6M0.15%
127
XLCSELECT SECTOR SPDR TR
55,068$6.5M0.14%
128
PFEPFIZER INC
256,537$6.4M0.14%
129
AQLTISHARES TR
45,010$6.4M0.14%
130
JNJJOHNSON & JOHNSON
30,622$6.3M0.14%
131
WFCWELLS FARGO CO NEW
67,364$6.3M0.14%
132
CWBSPDR SERIES TRUST
70,276$6.3M0.14%
133
ONONON HLDG AG
131,358$6.1M0.14%
134
KRKROGER CO
95,265$6.0M0.13%
135
TTCTORO CO
75,296$5.9M0.13%
136
PCGPG&E CORP
360,463$5.8M0.13%
137
IBMINTERNATIONAL BUSINESS MACHS
18,815$5.6M0.12%
138
IGLBISHARES TR
107,967$5.4M0.12%
139
DPZDOMINOS PIZZA INC
12,647$5.3M0.12%
140
VLTOVERALTO CORP
52,438$5.2M0.12%
141
ETNEATON CORP PLC
16,265$5.2M0.11%
142
APPAPPLOVIN CORP
7,683$5.2M0.11%
143
SHWSHERWIN WILLIAMS CO
15,869$5.1M0.11%
144
FMATFIDELITY COVINGTON TRUST
96,473$5.1M0.11%
145
AVPTAVEPOINT INC
360,000$5.0M0.11%
146
BKRBAKER HUGHES COMPANY
108,757$5.0M0.11%
147
ADBEADOBE INC
13,901$4.9M0.11%
148
DASHDOORDASH INC
21,173$4.8M0.11%
149
SNOWSNOWFLAKE INC
21,091$4.6M0.10%
150
SYYSYSCO CORP
61,194$4.5M0.10%
151
MRKMERCK & CO INC
41,902$4.4M0.10%
152
GBTCGRAYSCALE BITCOIN TRUST ETF
64,222$4.4M0.10%
153
ICEINTERCONTINENTAL EXCHANGE IN
26,931$4.4M0.10%
154
PEPPEPSICO INC
30,331$4.4M0.10%
155
8CWCROWN CASTLE INC
47,585$4.2M0.09%
156
MOALTRIA GROUP INC
73,162$4.2M0.09%
157
FISFIDELITY NATL INFORMATION SV
61,232$4.1M0.09%
158
ELLAUDER ESTEE COS INC
37,494$3.9M0.09%
159
FTNTFORTINET INC
48,964$3.9M0.09%
160
CVSCVS HEALTH CORP
48,191$3.8M0.08%
161
RTXRTX CORPORATION
20,692$3.8M0.08%
162
DUKDUKE ENERGY CORP NEW
32,357$3.8M0.08%
163
PCARPACCAR INC
34,559$3.8M0.08%
164
ISHGISHARES TR
49,622$3.7M0.08%
165
BIIBBIOGEN INC
21,133$3.7M0.08%
166
TKOTKO GROUP HOLDINGS INC
17,673$3.7M0.08%
167
REMISHARES TR
163,402$3.6M0.08%
168
PGPROCTER AND GAMBLE CO
24,945$3.6M0.08%
169
DELLDELL TECHNOLOGIES INC
28,181$3.5M0.08%
170
TSMTAIWAN SEMICONDUCTOR MFG LTD
11,388$3.5M0.08%
171
EUHYISHARES INC
64,008$3.4M0.08%
172
ADSKAUTODESK INC
11,481$3.4M0.08%
173
VOOVANGUARD INDEX FDS
5,397$3.4M0.07%
174
CITHE CIGNA GROUP
12,263$3.4M0.07%
175
MPCMARATHON PETE CORP
20,493$3.3M0.07%
176
CHDCHURCH & DWIGHT CO INC
39,740$3.3M0.07%
177
STXSEAGATE TECHNOLOGY HLDNGS PL
12,049$3.3M0.07%
178
APOAPOLLO GLOBAL MGMT INC
22,881$3.3M0.07%
179
MINTPIMCO ETF TR
32,922$3.3M0.07%
180
TTWOTAKE-TWO INTERACTIVE SOFTWAR
12,803$3.3M0.07%
181
COSTCOSTCO WHSL CORP NEW
3,784$3.3M0.07%
182
FBTCFIDELITY WISE ORIGIN BITCOIN
42,765$3.3M0.07%
183
XYLXYLEM INC
23,868$3.3M0.07%
184
SOFISOFI TECHNOLOGIES INC
123,145$3.2M0.07%
185
INCYINCYTE CORP
32,412$3.2M0.07%
186
4I1PHILIP MORRIS INTL INC
19,317$3.1M0.07%
187
PODDINSULET CORP
10,672$3.0M0.07%
188
ODFLOLD DOMINION FREIGHT LINE IN
19,300$3.0M0.07%
189
CTRACOTERRA ENERGY INC
113,844$3.0M0.07%
190
BKLNINVESCO EXCH TRADED FD TR II
142,122$3.0M0.07%
191
ABNBAIRBNB INC
21,703$2.9M0.07%
192
VTIVANGUARD INDEX FDS
8,660$2.9M0.06%
193
FNDFSCHWAB STRATEGIC TR
63,117$2.9M0.06%
194
MUBISHARES TR
26,391$2.8M0.06%
195
DRIDARDEN RESTAURANTS INC
15,335$2.8M0.06%
196
IWFISHARES TR
5,874$2.8M0.06%
197
EOGEOG RES INC
25,720$2.7M0.06%
198
IBMPISHARES TR
105,520$2.7M0.06%
199
IBMOISHARES TR
104,430$2.7M0.06%
200
FSTAFIDELITY COVINGTON TRUST
53,623$2.6M0.06%
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