Kovitz Investment Group Partners, LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$2.8T

Holdings

350

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (350 positions)

#StockSharesValue% PortfolioType
201
TPRTAPESTRY INC
113,402$1.5B0.05%
202
VPVINVESCO PA VALUE MUN INC TR
120,100$1.5B0.05%
203
NEENEXTERA ENERGY INC
5,918$1.4B0.05%
204
COSTCOSTCO WHSL CORP NEW
4,995$1.4B0.05%
205
GDGENERAL DYNAMICS CORP
10,709$1.4B0.05%
206
INGING GROEP N.V.
273,298$1.4B0.05%
207
VLOVALERO ENERGY CORP
31,012$1.4B0.05%
208
FOCUS FINL PARTNERS INC
60,927$1.4B0.05%
209
MAMASTERCARD INC
5,636$1.4B0.05%
210
TELTE CONNECTIVITY LTD
21,599$1.4B0.05%
211
AMLPUSDALPS ETF TR
393,534$1.4B0.05%
212
WESTROCK CO
45,835$1.3B0.05%
213
HBC2HSBC HLDGS PLC
46,190$1.3B0.05%
214
UNPUNION PAC CORP
8,836$1.2B0.05%
215
MUBISHARES TR
11,000$1.2B0.04%
216
KEYKEYCORP
119,238$1.2B0.04%
217
UPSUNITED PARCEL SERVICE INC
13,220$1.2B0.04%
218
IWPISHARES TR
10,122$1.2B0.04%
219
FDNFIRST TR EXCHANGE-TRADED FD
9,774$1.2B0.04%
220
PSCHINVESCO EXCHANGE-TRADED FD T
11,690$1.2B0.04%
221
REGNREGENERON PHARMACEUTICALS
2,437$1.2B0.04%
222
SPIBSPDR SER TR
34,885$1.2B0.04%
223
VBKVANGUARD INDEX FDS
7,730$1.2B0.04%
224
EFAISHARES TR
21,582$1.2B0.04%
225
WMWASTE MGMT INC DEL
12,245$1.1B0.04%
226
CGWINVESCO EXCHANGE-TRADED FD T
34,080$1.1B0.04%
227
PPGPPG INDS INC
13,441$1.1B0.04%
228
ITMVANECK VECTORS ETF TR
22,637$1.1B0.04%
229
KLACKLA CORPORATION
7,589$1.1B0.04%
230
DISCAUSDDISCOVERY INC
55,535$1.1B0.04%
231
FRANKLIN TEMPLETON ETF TR
47,933$1.1B0.04%
232
VCRVANGUARD WORLD FDS
7,683$1.1B0.04%
233
EWGISHARES INC
49,066$1.1B0.04%
234
EWTISHARES INC
31,780$1.0B0.04%
235
EWNISHARES INC
39,984$1.0B0.04%
236
SPDR DOW JONES INDL AVRG ETF
4,700$1.0B0.04%
237
AEPAMERICAN ELEC PWR CO INC
12,715$1.0B0.04%
238
KKRKKR & CO INC
41,837$982.0M0.04%
239
FRANKLIN TEMPLETON ETF TR
45,006$978.0M0.04%
240
PAYXPAYCHEX INC
15,428$971.0M0.04%
241
KMBKIMBERLY CLARK CORP
7,533$964.0M0.03%
242
FRANKLIN TEMPLETON ETF TR
49,046$963.0M0.03%
243
HMCHONDA MOTOR LTD
41,968$943.0M0.03%
244
PKNPERKINELMER INC
12,373$931.0M0.03%
245
R6C2ROYAL DUTCH SHELL PLC
28,222$921.0M0.03%
246
NVSNNOVARTIS A G
11,116$916.0M0.03%
247
VXUSVANGUARD STAR FDS
21,727$912.0M0.03%
248
VOEVANGUARD INDEX FDS
11,139$906.0M0.03%
249
MOSMOSAIC CO NEW
83,229$901.0M0.03%
250
TAPMOLSON COORS BEVERAGE CO
22,958$896.0M0.03%
251
IWNISHARES TR
10,911$895.0M0.03%
252
ALXNALEXION PHARMACEUTICALS INC
9,960$894.0M0.03%
253
EWIISHARES INC
42,517$883.0M0.03%
254
TDCTERADATA CORP DEL
42,806$877.0M0.03%
255
EWSISHARES INC
50,319$873.0M0.03%
256
CSDINVESCO EXCHANGE TRADED FD T
30,390$865.0M0.03%
257
MGKVANGUARD WORLD FD
6,490$825.0M0.03%
258
MDLZMONDELEZ INTL INC
16,284$816.0M0.03%
259
NYCBEURNEW YORK CMNTY BANCORP INC
86,831$815.0M0.03%
260
FRANKLIN TEMPLETON ETF TR
57,095$813.0M0.03%
261
GQ9SPDR GOLD TRUST
5,480$811.0M0.03%
262
PHOINVESCO EXCHANGE TRADED FD T
24,863$779.0M0.03%
263
FRANKLIN TEMPLETON ETF TR
49,159$777.0M0.03%
264
SYNCHRONY FINL
46,508$748.0M0.03%
265
SCHLSCHOLASTIC CORP
29,064$741.0M0.03%
266
FMXFOMENTO ECONOMICO MEXICANO S
12,235$740.0M0.03%
267
GLOBAL X FDS
137,499$737.0M0.03%
268
HPEHEWLETT PACKARD ENTERPRISE C
74,573$724.0M0.03%
269
CVXCHEVRON CORP NEW
9,779$708.0M0.03%
270
WISDOMTREE TR
21,190$700.0M0.03%
271
DLSWISDOMTREE TR
14,345$689.0M0.02%
272
VGMINVESCO TR INVT GRADE MUNS
56,500$683.0M0.02%
273
HPQHP INC
39,240$681.0M0.02%
274
MBBISHARES TR
6,110$675.0M0.02%
275
MCKMCKESSON CORP
4,912$664.0M0.02%
276
LLYLILLY ELI & CO
4,647$645.0M0.02%
277
STZCONSTELLATION BRANDS INC
4,482$643.0M0.02%
278
ISHARES TR
43,370$639.0M0.02%
279
XLVSELECT SECTOR SPDR TR
7,018$622.0M0.02%
280
BHPBHP GROUP LTD
16,788$616.0M0.02%
281
ALKALASKA AIR GROUP INC
21,621$615.0M0.02%
282
TOTLSSGA ACTIVE ETF TR
12,709$610.0M0.02%
283
VIGVANGUARD SPECIALIZED FUNDS
5,804$600.0M0.02%
284
CCLCARNIVAL CORP
45,448$598.0M0.02%
285
XLCSELECT SECTOR SPDR TR
13,353$591.0M0.02%
286
RLRALPH LAUREN CORP
8,012$535.0M0.02%
287
BKRBAKER HUGHES COMPANY
50,289$528.0M0.02%
288
VFHVANGUARD WORLD FDS
10,416$528.0M0.02%
289
AQLTISHARES TR
10,514$525.0M0.02%
290
FMUSDISHARES INC
24,455$522.0M0.02%
291
CHANGE HEALTHCARE INC
52,019$520.0M0.02%
292
IJHISHARES TR
3,607$519.0M0.02%
293
CPRICAPRI HOLDINGS LIMITED
47,930$517.0M0.02%
294
IJTISHARES TR
3,600$496.0M0.02%
295
PDBCINVESCO ACTIVELY MANAGD ETF
41,791$494.0M0.02%
296
CREE INC
13,770$488.0M0.02%
297
KOCOCA COLA CO
10,178$450.0M0.02%
298
IWDISHARES TR
4,525$449.0M0.02%
299
KMTKENNAMETAL INC
23,100$430.0M0.02%
300
UTXZUNITED TECHNOLOGIES CORP
4,562$430.0M0.02%
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