Kovitz Investment Group Partners, LLC
CIK: 0001665198SEC EDGAR →
Portfolio Value
$4.5B
Holdings
471
As of
Q4 2025
New Positions
138
Closed Positions
96
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 465,116 | $317.2M | 7.02% |
| 2 | APPLE INC | 981,399 | $266.8M | 5.91% |
| 3 | MICROSOFT CORP | 455,725 | $220.4M | 4.88% |
| 4 | ISHARES TR | 290,483 | $199.0M | 4.41% |
| 5 | NVIDIA CORPORATION | 905,523 | $168.9M | 3.74% |
| 6 | ALPHABET INC | 368,852 | $115.5M | 2.56% |
| 7 | ISHARES TR | 4,714,898 | $107.9M | 2.39% |
| 8 | INVESCO EXCHANGE TRADED FD T | 1,002,293 | $75.2M | 1.67% |
| 9 | J P MORGAN EXCHANGE TRADED F | 1,348,757 | $68.2M | 1.51% |
| 10 | AMAZON COM INC | 293,339 | $67.7M | 1.50% |
Quarterly Changes
New Positions (16)
$317.2M · 465K shares
$266.8M · 981K shares
$168.9M · 906K shares
$7.5M · 111K shares
$3.6M · 163K shares
$2.1M · 189K shares
$2.0M · 21K shares
$2.0M · 48K shares
$2.0M · 25K shares
$1.9M · 22K shares
$1.3M · 47K shares
$1.1M · 3K shares
$1.0M · 9K shares
$720K · 238K shares
$473K · 9K shares
$242K · 3K shares
Closed Positions (932)
$1.2B · 45.7M shares
$762.3M · 3.0M shares
$705.5M · 2.3M shares
$459.2M · 2.5M shares
$397.0M · 7.8M shares
$181.9M · 5.7M shares
$173.1M · 925K shares
$135.1M · 901K shares
$118.5M · 2.6M shares
$117.3M · 395K shares
$117.3M · 1.2M shares
$115.2M · 1.3M shares
$107.9M · 1.4M shares
$106.7M · 2.3M shares
$83.1M · 686K shares
$79.8M · 266K shares
$75.6M · 801K shares
$73.3M · 1.6M shares
$72.0M · 3.0M shares
$71.1M · 1.5M shares
$70.8M · 398K shares
$58.1M · 1.3M shares
$53.6M · 782K shares
$51.1M · 513K shares
$50.4M · 506K shares
$46.3M · 1.0M shares
$45.0M · 1.1M shares
$42.0M · 803K shares
$40.0M · 2.6M shares
$38.8M · 526K shares
$37.6M · 668K shares
$37.1M · 1.6M shares
$36.8M · 819K shares
$35.9M · 133K shares
$35.9M · 808K shares
$35.4M · 2.2M shares
$33.9M · 1.3M shares
$31.0M · 607K shares
$30.4M · 1.2M shares
$30.1M · 656K shares
$28.8M · 205K shares
$28.5M · 451K shares
$27.8M · 811K shares
$27.5M · 111K shares
$27.2M · 763K shares
$26.9M · 685K shares
$26.8M · 84K shares
$25.0M · 490K shares
$23.8M · 2.7M shares
$22.8M · 55K shares
$22.4M · 273K shares
$21.4M · 1.4M shares
$20.8M · 87K shares
$20.6M · 872K shares
$20.2M · 128K shares
$19.8M · 248K shares
$19.1M · 107K shares
$18.9M · 294K shares
$18.8M · 90K shares
$18.6M · 88K shares
$18.6M · 252K shares
$18.6M · 135K shares
$18.4M · 72K shares
$18.3M · 210K shares
$18.1M · 336K shares
$18.1M · 2.3M shares
$17.7M · 59K shares
$16.9M · 410K shares
$16.7M · 797K shares
$16.7M · 393K shares
$16.6M · 363K shares
$16.5M · 288K shares
$16.0M · 875K shares
$15.8M · 143K shares
$15.3M · 481K shares
$15.1M · 497K shares
$15.0M · 350K shares
$15.0M · 329K shares
$14.5M · 34K shares
$14.4M · 160K shares
$14.3M · 486K shares
$14.2M · 345K shares
$14.2M · 30K shares
$14.1M · 118K shares
$14.1M · 309K shares
$14.0M · 443K shares
$13.9M · 43K shares
$13.6M · 1.0M shares
$13.5M · 302K shares
$13.4M · 311K shares
$13.1M · 331K shares
$13.0M · 209K shares
$13.0M · 134K shares
$12.8M · 93K shares
$12.8M · 292K shares
$12.8M · 244K shares
$12.7M · 281K shares
$12.7M · 234K shares
$12.6M · 111K shares
$12.4M · 224K shares
$12.4M · 39K shares
$12.4M · 87K shares
$12.3M · 201K shares
$12.2M · 729K shares
$12.1M · 68K shares
$11.6M · 297K shares
$11.2M · 396K shares
$11.1M · 434K shares
$10.5M · 81K shares
$10.5M · 89K shares
$10.4M · 216K shares
$10.3M · 606K shares
$10.3M · 173K shares
$10.2M · 267K shares
$10.2M · 35K shares
$10.2M · 129K shares
$10.0M · 209K shares
$9.7M · 93K shares
$9.6M · 140K shares
$9.6M · 233K shares
$9.6M · 177K shares
$9.5M · 98K shares
$9.4M · 84K shares
$9.4M · 72K shares
$9.3M · 1.0M shares
$9.0M · 26K shares
$9.0M · 92K shares
$8.9M · 40K shares
$8.7M · 122K shares
$8.6M · 171K shares
$8.5M · 972K shares
$8.5M · 202K shares
$8.5M · 115K shares
$8.4M · 24K shares
$8.4M · 38K shares
$8.3M · 93K shares
$8.3M · 357K shares
$8.3M · 83K shares
$8.3M · 101K shares
$8.3M · 121K shares
$8.0M · 158K shares
$7.8M · 36K shares
$7.7M · 112K shares
$7.7M · 199K shares
$7.6M · 58K shares
$7.6M · 75K shares
$7.6M · 90K shares
$7.5M · 146K shares
$7.4M · 89K shares
$7.4M · 1.4M shares
$7.4M · 46K shares
$7.4M · 300K shares
$7.4M · 58K shares
$7.3M · 196K shares
$7.2M · 189K shares
$7.1M · 652K shares
$7.0M · 137K shares
$6.8M · 18K shares
$6.8M · 40K shares
$6.8M · 333K shares
$6.8M · 58K shares
$6.7M · 198K shares
$6.7M · 110K shares
$6.7M · 1.4M shares
$6.7M · 318K shares
$6.6M · 67K shares
$6.6M · 127K shares
$6.5M · 30K shares
$6.4M · 138K shares
$6.4M · 705K shares
$6.3M · 77K shares
$6.3M · 165K shares
$6.3M · 56K shares
$6.2M · 73K shares
$6.2M · 79K shares
$6.2M · 675K shares
$6.2M · 178K shares
$6.1M · 206K shares
$6.0M · 229K shares
$6.0M · 552K shares
$6.0M · 266K shares
$6.0M · 47K shares
$5.9M · 86K shares
$5.7M · 124K shares
$5.7M · 131K shares
$5.7M · 120K shares
$5.6M · 105K shares
$5.6M · 327K shares
$5.5M · 118K shares
$5.4M · 91K shares
$5.4M · 636K shares
$5.4M · 247K shares
$5.3M · 71K shares
$5.3M · 467K shares
$5.3M · 178K shares
$5.2M · 57K shares
$5.1M · 138K shares
$5.0M · 36K shares
$4.9M · 39K shares
$4.9M · 346K shares
$4.9M · 199K shares
$4.9M · 200K shares
$4.7M · 57K shares
$4.7M · 83K shares
$4.6M · 57K shares
$4.6M · 48K shares
$4.6M · 37K shares
$4.5M · 112K shares
$4.5M · 116K shares
$4.4M · 30K shares
$4.4M · 86K shares
$4.4M · 93K shares
$4.3M · 44K shares
$4.2M · 16K shares
$4.2M · 83K shares
$4.1M · 178K shares
$4.1M · 64K shares
$4.1M · 220K shares
$4.1M · 70K shares
$4.1M · 163K shares
$4.1M · 102K shares
$4.0M · 29K shares
$4.0M · 36K shares
$4.0M · 86K shares
$4.0M · 125K shares
$3.9M · 55K shares
$3.9M · 168K shares
$3.9M · 110K shares
$3.8M · 14K shares
$3.7M · 108K shares
$3.7M · 147K shares
$3.7M · 203K shares
$3.6M · 74K shares
$3.6M · 360K shares
$3.5M · 83K shares
$3.5M · 107K shares
$3.5M · 382K shares
$3.3M · 24K shares
$3.3M · 154K shares
$3.3M · 383K shares
$3.3M · 26K shares
$3.2M · 34K shares
$3.2M · 17K shares
$3.2M · 39K shares
$3.1M · 15K shares
$3.1M · 35K shares
$3.1M · 42K shares
$3.0M · 65K shares
$3.0M · 104K shares
$3.0M · 330K shares
$3.0M · 18K shares
$3.0M · 155K shares
$2.9M · 178K shares
$2.9M · 39K shares
$2.9M · 58K shares
$2.9M · 40K shares
$2.9M · 21K shares
$2.9M · 103K shares
$2.9M · 23K shares
$2.8M · 57K shares
$2.8M · 202K shares
$2.7M · 9K shares
$2.7M · 24K shares
$2.7M · 59K shares
$2.6M · 33K shares
$2.6M · 9K shares
$2.6M · 18K shares
$2.6M · 61K shares
$2.5M · 96K shares
$2.5M · 104K shares
$2.5M · 23K shares
$2.5M · 15K shares
$2.5M · 22K shares
$2.5M · 160K shares
$2.5M · 11K shares
$2.5M · 82K shares
$2.5M · 46K shares
$2.4M · 30K shares
$2.4M · 39K shares
$2.4M · 29K shares
$2.3M · 178K shares
$2.3M · 23K shares
$2.3M · 20K shares
$2.3M · 239K shares
$2.3M · 23K shares
$2.3M · 62K shares
$2.3M · 29K shares
$2.3M · 54K shares
$2.3M · 119K shares
$2.3M · 56K shares
$2.3M · 64K shares
$2.2M · 5K shares
$2.2M · 8K shares
$2.2M · 5K shares
$2.2M · 29K shares
$2.2M · 218K shares
$2.2M · 95K shares
$2.2M · 56K shares
$2.2M · 14K shares
$2.1M · 270K shares
$2.1M · 70K shares
$2.1M · 49K shares
$2.1M · 7K shares
$2.1M · 237K shares
$2.1M · 79K shares
$2.0M · 27K shares
$2.0M · 41K shares
$2.0M · 111K shares
$2.0M · 9K shares
$2.0M · 58K shares
$2.0M · 85K shares
$2.0M · 36K shares
$2.0M · 11K shares
$1.9M · 6K shares
$1.9M · 71K shares
$1.9M · 10K shares
$1.9M · 733K shares
$1.9M · 14K shares
$1.9M · 152K shares
$1.9M · 6K shares
$1.9M · 26K shares
$1.9M · 64K shares
$1.8M · 14K shares
$1.8M · 125K shares
$1.8M · 27K shares
$1.8M · 6K shares
$1.8M · 9K shares
$1.8M · 16K shares
$1.8M · 20K shares
$1.7M · 81K shares
$1.7M · 25K shares
$1.7M · 46K shares
$1.7M · 8K shares
$1.7M · 82K shares
$1.7M · 33K shares
$1.7M · 49K shares
$1.7M · 47K shares
$1.7M · 17K shares
$1.6M · 12K shares
$1.6M · 37K shares
$1.6M · 38K shares
$1.6M · 62K shares
$1.6M · 122K shares
$1.6M · 21K shares
$1.6M · 55K shares
$1.6M · 35K shares
$1.6M · 5K shares
$1.6M · 91K shares
$1.6M · 62K shares
$1.6M · 62K shares
$1.5M · 9K shares
$1.5M · 9K shares
$1.5M · 6K shares
$1.5M · 49K shares
$1.5M · 14K shares
$1.5M · 16K shares
$1.5M · 30K shares
$1.5M · 12K shares
$1.5M · 29K shares
$1.5M · 8K shares
$1.5M · 5K shares
$1.5M · 59K shares
$1.4M · 21K shares
$1.4M · 11K shares
$1.4M · 10K shares
$1.4M · 22K shares
$1.4M · 11K shares
$1.4M · 19K shares
$1.4M · 21K shares
$1.4M · 17K shares
$1.4M · 48K shares
$1.4M · 10K shares
$1.4M · 132K shares
$1.4M · 71K shares
$1.4M · 26K shares
$1.4M · 80K shares
$1.4M · 5K shares
$1.3M · 52K shares
$1.3M · 12K shares
$1.3M · 41K shares
$1.3M · 49K shares
$1.3M · 48K shares
$1.3M · 58K shares
$1.3M · 19K shares
$1.3M · 59K shares
$1.3M · 81K shares
$1.3M · 22K shares
$1.3M · 44K shares
$1.3M · 75K shares
$1.3M · 62K shares
$1.3M · 26K shares
$1.3M · 82K shares
$1.3M · 22K shares
$1.3M · 4K shares
$1.3M · 7K shares
$1.3M · 4K shares
$1.3M · 10K shares
$1.3M · 67K shares
$1.3M · 14K shares
$1.3M · 231K shares
$1.3M · 82K shares
$1.2M · 18K shares
$1.2M · 5K shares
$1.2M · 5K shares
$1.2M · 102K shares
$1.2M · 33K shares
$1.2M · 4K shares
$1.2M · 41K shares
$1.2M · 34K shares
$1.2M · 59K shares
$1.2M · 10K shares
$1.2M · 4K shares
$1.2M · 19K shares
$1.2M · 72K shares
$1.1M · 11K shares
$1.1M · 12K shares
$1.1M · 13K shares
$1.1M · 7K shares
$1.1M · 124K shares
$1.1M · 4K shares
$1.1M · 42K shares
$1.1M · 25K shares
$1.1M · 3K shares
$1.1M · 4K shares
$1.1M · 25K shares
$1.1M · 59K shares
$1.1M · 35K shares
$1.1M · 25K shares
$1.1M · 16K shares
$1.1M · 12K shares
$1.0M · 7K shares
$1.0M · 12K shares
$1.0M · 104K shares
$1.0M · 36K shares
$1.0M · 9K shares
$1.0M · 11K shares
$1.0M · 34K shares
$999K · 14K shares
$989K · 10K shares
$986K · 156K shares
$977K · 299K shares
$969K · 10K shares
$968K · 8K shares
$957K · 3K shares
$953K · 5K shares
$952K · 3K shares
$948K · 15K shares
$948K · 24K shares
$946K · 17K shares
$945K · 11K shares
$941K · 8K shares
$932K · 38K shares
$928K · 71K shares
$917K · 6K shares
$915K · 8K shares
$897K · 941 shares
$895K · 17K shares
$893K · 11K shares
$883K · 5K shares
$879K · 7K shares
$871K · 9K shares
$868K · 7K shares
$853K · 4K shares
$850K · 20K shares
$849K · 3K shares
$845K · 5K shares
$843K · 7K shares
$839K · 53K shares
$819K · 232K shares
$819K · 6K shares
$818K · 3K shares
$806K · 45K shares
$803K · 19K shares
$800K · 14K shares
$798K · 16K shares
$792K · 4K shares
$775K · 30K shares
$770K · 30K shares
$770K · 7K shares
$768K · 3K shares
$756K · 10K shares
$754K · 3K shares
$754K · 31K shares
$752K · 29K shares
$749K · 4K shares
$748K · 6K shares
$748K · 13K shares
$746K · 20K shares
$743K · 3K shares
$742K · 16K shares
$739K · 3K shares
$735K · 18K shares
$735K · 5K shares
$734K · 5K shares
$732K · 10K shares
$728K · 3K shares
$723K · 73K shares
$720K · 44K shares
$720K · 28K shares
$720K · 55K shares
$720K · 4K shares
$719K · 15K shares
$707K · 5K shares
$705K · 3K shares
$702K · 25K shares
$697K · 19K shares
$695K · 4K shares
$694K · 35K shares
$693K · 19K shares
$692K · 70K shares
$689K · 30K shares
$687K · 9K shares
$686K · 5K shares
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$685K · 8K shares
$672K · 24K shares
$668K · 6K shares
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$665K · 3K shares
$658K · 12K shares
$653K · 3K shares
$653K · 190K shares
$652K · 2K shares
$647K · 6K shares
$647K · 3K shares
$637K · 14K shares
$637K · 136K shares
$635K · 26K shares
$634K · 10K shares
$632K · 7K shares
$629K · 170K shares
$629K · 25K shares
$625K · 10K shares
$619K · 1K shares
$618K · 54K shares
$617K · 6K shares
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$605K · 9K shares
$604K · 27K shares
$603K · 4K shares
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$603K · 3K shares
$602K · 11K shares
$599K · 11K shares
$595K · 12K shares
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$592K · 11K shares
$591K · 4K shares
$590K · 2K shares
$587K · 4K shares
$584K · 12K shares
$583K · 22K shares
$582K · 12K shares
$582K · 8K shares
$581K · 3K shares
$567K · 5K shares
$564K · 80K shares
$564K · 4K shares
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$552K · 16K shares
$550K · 84K shares
$550K · 34K shares
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$548K · 6K shares
$547K · 204K shares
$544K · 12K shares
$539K · 11K shares
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$536K · 19K shares
$536K · 2K shares
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$530K · 28K shares
$528K · 12K shares
$525K · 5K shares
$525K · 14K shares
$523K · 171K shares
$522K · 16K shares
$522K · 6K shares
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$498K · 43K shares
$497K · 6K shares
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$490K · 5K shares
$490K · 79K shares
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$389K · 36K shares
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$382K · 2K shares
$382K · 743 shares
$382K · 18K shares
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$378K · 581 shares
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$312K · 9K shares
$312K · 12K shares
$312K · 5K shares
$312K · 19K shares
$311K · 11K shares
$310K · 7K shares
$308K · 4K shares
$307K · 4K shares
$304K · 28K shares
$304K · 4K shares
$304K · 2K shares
$302K · 5K shares
$302K · 18K shares
$302K · 2K shares
$300K · 5K shares
$300K · 3K shares
$299K · 2K shares
$299K · 9K shares
$299K · 2K shares
$298K · 4K shares
$296K · 11K shares
$295K · 18K shares
$295K · 5K shares
$292K · 9K shares
$291K · 8K shares
$290K · 2K shares
$289K · 5K shares
$288K · 12K shares
$286K · 8K shares
$285K · 3K shares
$285K · 3K shares
$283K · 1K shares
$283K · 23K shares
$283K · 4K shares
$281K · 27K shares
$281K · 2K shares
$281K · 4K shares
$280K · 18K shares
$278K · 3K shares
$278K · 3K shares
$278K · 3K shares
$278K · 7K shares
$277K · 2K shares
$275K · 2K shares
$274K · 7K shares
$274K · 7K shares
$273K · 2K shares
$273K · 9K shares
$272K · 17K shares
$272K · 1K shares
$269K · 1K shares
$268K · 4K shares
$266K · 972 shares
$265K · 3K shares
$264K · 9K shares
$263K · 4K shares
$262K · 3K shares
$262K · 8K shares
$261K · 7K shares
$261K · 6K shares
$261K · 6K shares
$260K · 8K shares
$260K · 4K shares
$256K · 10K shares
$255K · 2K shares
$255K · 866 shares
$254K · 8K shares
$254K · 2K shares
$253K · 20K shares
$253K · 1K shares
$252K · 1K shares
$251K · 7K shares
$250K · 4K shares
$250K · 1K shares
$250K · 84K shares
$249K · 1K shares
$248K · 2K shares
$248K · 3K shares
$248K · 5K shares
$248K · 2K shares
$246K · 7K shares
$246K · 3K shares
$245K · 15K shares
$245K · 3K shares
$244K · 3K shares
$243K · 6K shares
$243K · 5K shares
$242K · 2K shares
$242K · 10K shares
$242K · 702 shares
$242K · 2K shares
$241K · 5K shares
$241K · 10K shares
$241K · 19K shares
$240K · 2K shares
$240K · 7K shares
$238K · 7K shares
$238K · 4K shares
$238K · 8K shares
$237K · 19K shares
$237K · 917 shares
$235K · 3K shares
$235K · 3K shares
$234K · 8K shares
$234K · 3K shares
$232K · 497 shares
$231K · 5K shares
$231K · 15K shares
$231K · 5K shares
$230K · 180 shares
$230K · 12K shares
$230K · 5K shares
$228K · 1K shares
$227K · 4K shares
$226K · 3K shares
$224K · 15K shares
$223K · 8K shares
$221K · 6K shares
$220K · 2K shares
$220K · 2K shares
$220K · 517 shares
$220K · 9K shares
$218K · 24K shares
$218K · 19K shares
$217K · 2K shares
$216K · 3K shares
$216K · 18K shares
$216K · 1K shares
$215K · 1K shares
$215K · 22K shares
$214K · 4K shares
$212K · 26K shares
$211K · 3K shares
$211K · 2K shares
$208K · 109 shares
$208K · 4K shares
$208K · 1K shares
$206K · 66K shares
$206K · 5K shares
$205K · 7K shares
$204K · 2K shares
$203K · 4K shares
$202K · 2K shares
$202K · 2K shares
$201K · 2K shares
$201K · 1K shares
$198K · 13K shares
$197K · 24K shares
$194K · 15K shares
$189K · 12K shares
$186K · 43K shares
$184K · 22K shares
$171K · 79K shares
$168K · 11K shares
$158K · 25K shares
$155K · 19K shares
$155K · 32K shares
$155K · 22K shares
$142K · 11K shares
$142K · 41K shares
$132K · 14K shares
$130K · 19K shares
$127K · 14K shares
$125K · 11K shares
$124K · 14K shares
$123K · 27K shares
$119K · 23K shares
$115K · 27K shares
$105K · 10K shares
$105K · 33K shares
$104K · 13K shares
$100K · 100K shares
$93K · 63K shares
$91K · 10K shares
$90K · 25K shares
$89K · 21K shares
$84K · 48K shares
$82K · 17K shares
$76K · 15K shares
$74K · 11K shares
$71K · 12K shares
$58K · 34K shares
$51K · 40K shares
$39K · 40K shares
$39K · 19K shares
$37K · 19K shares
$37K · 10K shares
$34K · 13K shares
$34K · 10K shares
$28K · 10K shares
$22K · 21K shares
$8K · 12K shares
$7K · 12K shares
$5K · 7K shares
$3K · 2K shares
$3K · 2K shares
$2K · 2K shares
$2K · 2K shares
$1K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 163 | $1.8B | 40.7% |
| Technology | 73 | $1.3B | 27.9% |
| Communication Services | 17 | $300.4M | 6.7% |
| Healthcare | 40 | $279.1M | 6.2% |
| Consumer Cyclical | 34 | $246.8M | 5.5% |
| Unknown | 32 | $169.4M | 3.8% |
| Industrials | 43 | $161.1M | 3.6% |
| Energy | 20 | $83.3M | 1.8% |
| Basic Materials | 13 | $63.3M | 1.4% |
| Utilities | 16 | $56.2M | 1.2% |
| Consumer Defensive | 16 | $54.0M | 1.2% |
| Real Estate | 4 | $4.3M | 0.1% |