Kovitz Investment Group Partners, LLC

RIA/Wealth

Kovitz Investment Group Partners, LLC is a RIA/Wealth based in Chicago, IL led by Mitchell Armin Kovitz, reporting $31.7B in AUM as of Q3 2025 with 34% ETF concentration.

CEOMitchell Armin Kovitz

Portfolio Value: $25.6B
Positions: 1,377
Top Holding: EQTY at 4.59%
Last Reported: Q3 2025

Address71 S Wacker Drive, Suite 1860, Chicago, IL, 60606, United States

Top Holdings

Largest long holdings in Kovitz Investment Group Partners, LLC's portfolio (24.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 EQTY Kovitz Core Equity EQTY	ETF ETF	$1.2B	4.59%	-$420.7K Sold	— 45.7M shares	Q4 2022 Held for 2y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$881.0M	3.44%	+$42.7M Bought	0.02% 1.7M shares	Q1 2016 Held for 9y 8m
3 Apple AAPL	Consumer Electronics Technology	$762.1M	2.98%	+$32.5M Bought	0.02% 3.0M shares	Q1 2016 Held for 9y 8m
4 Powell Industries POWL	Electrical Equipment & Parts Industrials	$705.5M	2.76%	+$209.3M Bought	19.18% 2.3M shares	Q2 2025 Held for 5 months
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$530.0M	2.07%	+$4.4M Bought	0.02% 2.4M shares	Q3 2017 Held for 8y 2m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$528.2M	2.07%	+$27.3M Bought	— 792.6K shares	Q1 2016 Held for 9y 8m
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$479.1M	1.87%	-$16.0M Sold	0.02% 2.0M shares	Q1 2016 Held for 9y 8m
8 Nvidia NVDA	Semiconductors Technology	$459.1M	1.80%	+$9.2M Bought	0.01% 2.5M shares	Q2 2020 Held for 5y 5m
9 Broadcom Inc. AVGO	Semiconductors Technology	$420.8M	1.65%	-$39.1M Sold	0.03% 1.3M shares	Q2 2019 Held for 6y 5m
10 Janus Henderson AAA CLO JAAA	ETF ETF	$397.0M	1.55%	+$13.0M Bought	— 7.8M shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Kovitz Investment Group Partners, LLC's latest filing

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Market Value

$25.6B

Prior: $23.3B

Q/Q Change

+9.64%

+$2.2B

Net Flows % of MV

+2.33%

Turnover Ratio

6.33%

New Purchases

104 stocks

$114.9M

Added To

641 stocks

+$1.8B

Sold Out Of

97 stocks

$92.6M

Reduced Holdings

541 stocks

-$1.2B

Increased Positions

Position	Shares Δ	Change
1 Ryan Specialty Holdings RYAN	New	0 → 667.8K +$37.6M
2 AvePoint, Inc. AVPT	New	0 → 400.0K +$6.0M
3 iShares 0-5 Year High Yield Corporate Bond SHYG	New	0 → 131.3K +$5.7M
4 Matthews International MATW	New	0 → 200.2K +$4.9M
5 iShares J.P. Morgan EM High Yield Bond EMHY	New	0 → 102.2K +$4.1M

Decreased Positions

Position	Shares Δ	Change
1 ProShares UltraPro Short S&P 500 SPXU	Sold	1.0M → 0 −$17.1M
2 Ansys ANSS	Sold	26.9K → 0 −$9.4M
3 Juniper Networks JNPR	Sold	164.0K → 0 −$6.5M
4 Goodyear Tire & Rubber Company GT	Sold	402.3K → 0 −$4.2M
5 Invesco Ultra Short Duration GSY	Sold	76.7K → 0 −$3.8M

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Analytics

Portfolio insights and performance metrics for Kovitz Investment Group Partners, LLC

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Sector Allocation

ETF

33.90%

Technology

21.50%

Financial Services

11.00%

Industrials

8.80%

Healthcare

6.30%

Consumer Cyclical

5.80%

Communication Services

5.10%

Consumer Defensive

2.50%

Energy

1.30%

Basic Materials

0.70%

Utilities

0.60%

Real Estate

0.50%

Market Cap Distribution

Mega Cap (> $200B)

27.31%

Large Cap ($10B - $200B)

31.15%

Mid Cap ($2B - $10B)

5.44%

Small Cap ($300M - $2B)

0.39%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.10%

N/A (ETF or Unknown)

35.58%

Portfolio Concentration

Top 10 Holdings %

24.78%

Top 20 Holdings %

36.58%

Top 50 Holdings %

55.56%

Top 100 Holdings %

71.05%