Institutions / Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC
CIK 1665198 · Institution · as of Dec 31, 2025
Portfolio value
$4.52B
Positions
471
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 471 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $317.17M | 7.0% |
| Apple Inc. | $266.80M | 5.9% |
| Microsoft Corp | $220.40M | 4.9% |
| iShares Tr | $198.96M | 4.4% |
| NVIDIA Corp | $168.88M | 3.7% |
| Alphabet Inc. | $115.45M | 2.6% |
| iShares Tr | $107.85M | 2.4% |
| Invesco Exchange Traded Fd T | $75.22M | 1.7% |
| J P Morgan Exchange Traded F | $68.23M | 1.5% |
| Amazon.com Inc | $67.71M | 1.5% |
| Broadcom Inc. | $63.15M | 1.4% |
| Meta Platforms Inc | $61.65M | 1.4% |
| iShares Tr | $61.60M | 1.4% |
| Micron Technology Inc | $58.05M | 1.3% |
| Lam Research Corp | $47.91M | 1.1% |
| General Motors Co | $47.77M | 1.1% |
| Vertex Pharmaceuticals Inc / Ma | $44.60M | 1.0% |
| Citigroup Inc | $44.18M | 1.0% |
| iShares Tr | $43.61M | 1.0% |
| Unitedhealth Group Inc | $42.57M | 0.9% |
| Schwab Charles Corp | $41.34M | 0.9% |
| General Dynamics Corp | $40.81M | 0.9% |
| Qualcomm INC/DE | $39.45M | 0.9% |
| Travelers Companies, Inc. | $38.47M | 0.9% |
| Bank of America Corp /De | $38.29M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.