Kovitz Investment Group Partners, LLC Portfolio Holdings
Q3 2025•1,377 long positions•$25.6B portfolio value
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Holding1,474 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $1.2B 4.59% | -$420.7K Sold | — 45.7M shares | 45.7M → 45.7M −$420.7K | -0.04% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $881.0M 3.44% | +$42.7M Bought | 0.023% 1.7M shares | 1.6M → 1.7M +$42.7M | +5.09% | $3.85T Mega Cap | Q1 2016 Held for 9y 8m | |
Consumer Electronics Technology | $762.1M 2.98% | +$32.5M Bought | 0.02% 3.0M shares | 2.9M → 3.0M +$32.5M | +4.45% | $3.78T Mega Cap | Q1 2016 Held for 9y 8m | |
Electrical Equipment & Parts Industrials | $705.5M 2.76% | +$209.3M Bought | 19.18% 2.3M shares | 1.6M → 2.3M +$209.3M | +42.18% | $3.7B Mid Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $530.0M 2.07% | +$4.4M Bought | 0.023% 2.4M shares | 2.4M → 2.4M +$4.4M | +0.83% | $2.34T Mega Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $528.2M 2.07% | +$27.3M Bought | — 792.6K shares | 751.7K → 792.6K +$27.3M | +5.45% | — — | Q1 2016 Held for 9y 8m | |
Internet Content & Information Communication Services | $479.1M 1.87% | -$16.0M Sold | 0.016% 2.0M shares | 2.0M → 2.0M −$16.0M | -3.23% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
Semiconductors Technology | $459.1M 1.8% | +$9.2M Bought | 0.01% 2.5M shares | 2.4M → 2.5M +$9.2M | +2.05% | $4.54T Mega Cap | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $420.8M 1.65% | -$39.1M Sold | 0.027% 1.3M shares | 1.4M → 1.3M −$39.1M | -8.51% | $1.56T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $397.0M 1.55% | +$13.0M Bought | — 7.8M shares | 7.6M → 7.8M +$13.0M | +3.38% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $383.5M 1.5% | +$63.7M Bought | — 573.0K shares | 477.8K → 573.0K +$63.7M | +19.92% | — — | Q1 2020 Held for 5y 8m | |
Medical - Diagnostics & Research Healthcare | $348.2M 1.36% | +$3.4M Bought | 0.19% 717.8K shares | 710.8K → 717.8K +$3.4M | +0.99% | $183.15B Large Cap | Q2 2018 Held for 7y 5m | |
Semiconductors Technology | $318.5M 1.25% | -$7.3M Sold | 0.189% 2.4M shares | 2.4M → 2.4M −$7.3M | -2.25% | $168.85B Large Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $293.3M 1.15% | -$11.9M Sold | 0.016% 399.4K shares | 415.5K → 399.4K −$11.9M | -3.89% | $1.84T Mega Cap | Q1 2017 Held for 8y 8m | |
Semiconductors Technology | $292.2M 1.14% | -$6.1M Sold | 0.111% 1.8M shares | 1.8M → 1.8M −$6.1M | -2.05% | $262.56B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $292.1M 1.14% | -$2.9M Sold | — 623.5K shares | 629.7K → 623.5K −$2.9M | -0.97% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $291.1M 1.14% | +$3.0M Bought | — 886.4K shares | 877.3K → 886.4K +$3.0M | +1.04% | — — | Q1 2016 Held for 9y 8m | |
Hardware, Equipment & Parts Technology | $290.4M 1.14% | +$4.4M Bought | 0.966% 1.7M shares | 1.6M → 1.7M +$4.4M | +1.54% | $30.1B Large Cap | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $257.9M 1.01% | +$83.8K Bought | 0.009% 1.1M shares | 1.1M → 1.1M +$83.8K | +0.03% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
Financial - Data & Stock Exchanges Financial Services | $251.3M 0.982% | +$2.1M Bought | 0.261% 1.5M shares | 1.5M → 1.5M +$2.1M | +0.85% | $96.4B Large Cap | Q2 2022 Held for 3y 5m | |
Financial - Capital Markets Financial Services | $222.5M 0.87% | -$31.9M Sold | 0.128% 2.3M shares | 2.7M → 2.3M −$31.9M | -12.54% | $173.30B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $208.5M 0.815% | +$8.6M Bought | 0.141% 591.0K shares | 566.5K → 591.0K +$8.6M | +4.32% | $147.66B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $206.3M 0.807% | -$1.6M Sold | — 1.1M shares | 1.1M → 1.1M −$1.6M | -0.75% | — — | Q2 2021 Held for 4y 5m | |
Banks - Diversified Financial Services | $200.9M 0.786% | +$1.0M Bought | 0.023% 636.9K shares | 633.6K → 636.9K +$1.0M | +0.52% | $867.35B Mega Cap | Q1 2016 Held for 9y 8m | |
Tobacco Consumer Defensive | $191.2M 0.748% | +$1.0M Bought | 0.076% 1.2M shares | 1.2M → 1.2M +$1.0M | +0.55% | $252.48B Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $186.7M 0.73% | -$807.2K Sold | — 917.0K shares | 920.9K → 917.0K −$807.2K | -0.43% | — — | Q1 2016 Held for 9y 8m | |
Home Improvement Consumer Cyclical | $185.3M 0.724% | -$35.3M Sold | 0.131% 737.1K shares | 877.6K → 737.1K −$35.3M | -16.0% | $140.94B Large Cap | Q3 2018 Held for 7y 2m | |
Integrated Freight & Logistics Industrials | $184.5M 0.722% | +$15.1K Bought | 3.05% 3.5M shares | 3.5M → 3.5M +$15.1K | +0.01% | $6.1B Mid Cap | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $182.2M 0.712% | -$303.5K Sold | 0.028% 533.8K shares | 534.7K → 533.8K −$303.5K | -0.17% | $662.60B Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $181.9M 0.711% | +$2.8M Bought | — 5.7M shares | 5.6M → 5.7M +$2.8M | +1.59% | — — | Q1 2023 Held for 2y 8m | |
Information Technology Services Technology | $180.1M 0.704% | +$72.7M Bought | 0.257% 1.4M shares | 833.2K → 1.4M +$72.7M | +67.65% | $70.1B Large Cap | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $177.1M 0.693% | +$52.4M Bought | 0.078% 747.2K shares | 525.9K → 747.2K +$52.4M | +42.07% | $225.62B Mega Cap | Q1 2021 Held for 4y 8m | |
Industrial - Machinery Industrials | $175.5M 0.686% | +$199.4K Bought | 0.183% 231.4K shares | 231.2K → 231.4K +$199.4K | +0.11% | $95.9B Large Cap | Q2 2023 Held for 2y 5m | |
Medical - Instruments & Supplies Healthcare | $173.1M 0.677% | -$43.2K Sold | 0.323% 924.6K shares | 924.8K → 924.6K −$43.2K | -0.02% | $53.6B Large Cap | Q1 2020 Held for 5y 8m | |
Asset Management - Global Financial Services | $172.8M 0.676% | +$6.4M Bought | 0.227% 1.3M shares | 1.2M → 1.3M +$6.4M | +3.83% | $76.2B Large Cap | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $160.8M 0.629% | -$7.8M Sold | 0.015% 319.9K shares | 335.4K → 319.9K −$7.8M | -4.62% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Asset Management Financial Services | $158.4M 0.619% | +$1.1M Bought | 0.119% 927.1K shares | 920.5K → 927.1K +$1.1M | +0.71% | $133.37B Large Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $151.8M 0.594% | +$4.1M Bought | 0.093% 741.6K shares | 721.7K → 741.6K +$4.1M | +2.75% | $163.10B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $148.3M 0.58% | +$739.9K Bought | — 718.0K shares | 714.4K → 718.0K +$739.9K | +0.5% | — — | Q1 2020 Held for 5y 8m | |
Medical - Devices Healthcare | $143.8M 0.562% | +$7.9M Bought | 0.062% 1.1M shares | 1.0M → 1.1M +$7.9M | +5.79% | $233.12B Mega Cap | Q1 2016 Held for 9y 8m | |
Insurance - Brokers Financial Services | $137.9M 0.539% | +$1.4M Bought | 0.174% 445.1K shares | 440.5K → 445.1K +$1.4M | +1.03% | $79.4B Large Cap | Q3 2024 Held for 1y 2m | |
Engineering & Construction Industrials | $135.1M 0.528% | -$38.4M Sold | 0.754% 901.3K shares | 1.2M → 901.3K −$38.4M | -22.14% | $17.9B Large Cap | Q1 2016 Held for 9y 8m | |
Insurance - Brokers Financial Services | $127.9M 0.5% | +$15.2M Bought | 0.166% 358.8K shares | 316.0K → 358.8K +$15.2M | +13.53% | $76.9B Large Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $127.9M 0.5% | +$4.3M Bought | — 2.1M shares | 2.1M → 2.1M +$4.3M | +3.46% | — — | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $127.1M 0.497% | +$471.5K Bought | 0.057% 759.8K shares | 757.0K → 759.8K +$471.5K | +0.37% | $223.98B Mega Cap | Q1 2024 Held for 1y 8m | |
Agricultural - Machinery Industrials | $122.8M 0.48% | -$772.6K Sold | 0.238% 1.2M shares | 1.3M → 1.2M −$772.6K | -0.62% | $51.6B Large Cap | Q2 2022 Held for 3y 5m | |
Computer Hardware Technology | $122.2M 0.478% | -$49.2M Sold | 0.067% 838.6K shares | 1.2M → 838.6K −$49.2M | -28.69% | $183.14B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $122.0M 0.477% | -$2.0M Sold | — 1.3M shares | 1.3M → 1.3M −$2.0M | -1.61% | — — | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $120.4M 0.471% | +$4.2M Bought | 0.063% 857.3K shares | 827.4K → 857.3K +$4.2M | +3.62% | $192.27B Large Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $118.5M 0.463% | +$5.7M Bought | — 2.6M shares | 2.5M → 2.6M +$5.7M | +5.09% | — — | Q3 2024 Held for 1y 2m |
