Kovitz Investment Group Partners, LLC Q1 2022 Filing

Filed April 22, 2022

Portfolio Value

$5.2B

Holdings

405

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (405 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE COMPUTER INC
1,289,496$225.2B4290.70%
2
GOOGALPHABET INC - CL C
80,009$223.5B4258.42%
3
BRK/BBERKSHIRE HATHAWAY - CL B
529,374$186.8B3560.12%
4
4I1PHILIP MORRIS INTERNATIONAL
1,633,574$153.5B2924.35%
5
METAFACEBOOK INC
666,948$148.3B2826.11%
6
BDXBECTON, DICKINSON & CO
554,290$147.4B2809.68%
7
AMZNAMAZON.COM INC
45,020$146.8B2796.76%
8
MSIMOTOROLA SOLUTIONS INC
573,310$138.9B2646.09%
9
VVISA INC
543,487$120.5B2296.84%
10
DISWALT DISNEY CO
834,922$114.5B2182.29%
11
SCHWTHE CHARLES SCHWAB CORP
1,326,581$111.8B2131.34%
12
CRMSALESFORCE COM INC
487,435$103.5B1972.18%
13
BKNGBOOKING HOLDINGS INC
43,537$102.2B1948.40%
14
GMGENERAL MTRS CO
2,294,558$100.4B1912.57%
15
PWRQUANTA SVCS INC
693,613$91.3B1739.58%
16
ADSKAUTODESK INC
396,389$85.0B1619.14%
17
JPMJP MORGAN SECURITIES
614,619$83.8B1596.63%
18
GOOGLALPHABET INC - CL A
29,733$82.7B1575.92%
19
BXBLACKSTONE GROUP INC
648,829$82.4B1569.52%
20
GDDYGODADDY INC.
982,039$82.2B1566.37%
21
GILGILDAN ACTIVEWEAR INC
2,179,980$81.7B1557.02%
22
AXPAMERICAN EXPRESS CO
429,910$80.4B1532.00%
23
CHTRCHARTER COMMUNICATIONS INC CL
144,541$78.8B1502.59%
24
AONAON PLC
239,235$77.9B1484.53%
25
DLTRDOLLAR TREE INC
475,240$76.1B1450.38%
26
SSNCSS&C TECHNOLOGIES HLDGS INC
976,584$73.3B1396.12%
27
ANETEURARISTA NETWORKS INC
502,218$69.8B1330.09%
28
SPLKCHFSPLUNK INC
459,782$68.3B1302.08%
29
HASHASBRO INC
829,032$67.9B1294.19%
30
LVSLAS VEGAS SANDS CORP
1,715,651$66.7B1270.81%
31
MSFTMICROSOFT CORP
203,753$62.8B1197.10%
32
NTRSNORTHERN TR CORP COM
537,197$62.6B1192.11%
33
LOWLOWE`S COMPANIES INC
308,858$62.4B1190.03%
34
EXPEEXPEDIA GROUP INC
288,196$56.4B1074.61%
35
KMXCARMAX INC
583,118$56.3B1072.09%
36
JECUSDJACOBS ENGR GROUP INC
398,195$54.9B1045.72%
37
KEYSKEYSIGHT TECHNOLOGIES INC
251,790$39.8B757.97%
38
TRVCCITIGROUP INC
733,841$39.2B746.76%
39
SPOTSPOTIFY TECHNOLOGY S A
194,890$29.4B560.87%
40
JNJJOHNSON & JOHNSON
153,160$27.1B517.28%
41
CVETUSDCOVETRUS INC
1,371,034$23.0B438.68%
42
SPYSPDR - S&P 500 INDEX
108,156$22.8B434.12%Put
43
QCOMQUALCOMM INC.
138,412$21.2B403.08%
44
IVWISHARES S&P 500 GROWTH ETF
250,105$19.1B364.03%
45
BACBANK OF AMERICA CORP.
428,217$17.7B336.36%
46
CATCATERPILLAR INC.
74,373$16.6B315.80%
47
EOGEOG RES INC
130,932$16.5B313.55%Call
48
VOVANGUARD MID-CAP ETF
68,105$16.2B308.67%
49
CMCSACOMCAST CORP
341,995$16.0B305.13%
50
BMYBRISTOL MYERS SQUIB
211,628$15.8B301.64%Call
51
FITBFIFTH THIRD BANCORP COM
359,584$15.5B294.93%
52
GSGOLDMAN SACHS GROUP INC
46,095$15.2B289.96%
53
HAYWHAYWARD HLDGS INC
914,020$15.2B289.48%
54
LMTLOCKHEED MARTIN
34,261$15.1B288.19%
55
FDXFEDERAL EXPRESS
61,330$14.2B270.43%
56
DEDEERE & CO COM
33,104$13.8B262.08%
57
AVGOBROADCOM LTD
21,600$13.6B259.19%
58
NSCNORFOLK SOUTHERN CORP
46,789$13.3B254.31%
59
CSCOCISCO SYSTEMS INC
236,337$13.2B251.12%
60
VBVANGUARD SMALL-CAP ETF
61,219$13.0B247.92%
61
VTVG - TOTAL WORLD STOCK INDEX
124,311$12.6B239.94%
62
ABTABBOTT LABORATORIES
105,352$12.5B237.61%
63
LLYLILLY ELI & CO COM
42,825$12.3B233.71%
64
PSECPROSPECT CAP CORP
11,479,000$12.1B230.77%
65
AMGNAMGEN INCORPORATED
49,189$11.9B226.68%
66
CVSCVS HEALTH CORP
113,610$11.7B223.13%Call
67
PRUPRUDENTIAL FINL INC
97,988$11.6B220.65%
68
ADMARCHER DANIELS MIDLAND CO
127,012$11.5B218.46%
69
GLWCORNING INC
308,883$11.4B217.26%
70
WMTWAL MART STORES INC COM
75,593$11.3B214.52%
71
VTIVANGUARD TOTAL STOCK MARKET ET
48,948$11.1B212.36%
72
COSTCOSTCO WHOLESALE CORP
19,133$11.0B209.96%
73
INTCINTEL CORP
221,307$11.0B209.01%
74
STXSEAGATE TECHNOLOGY HLDNGS PL
121,802$10.9B208.67%
75
IVEISHARES S&P 500 VALUE ETF
69,821$10.9B207.18%
76
NVDANVIDIA CORPORATION
36,981$10.1B192.30%
77
CECELANESE CORP DEL
70,390$10.1B191.65%
78
ELVANTHEM INC
20,310$10.0B190.12%
79
ETNEATON CORP
64,538$9.8B186.64%
80
MDC1USDM D C HLDGS INC COM
249,259$9.4B179.74%
81
DYHTARGET CORPORATION
43,961$9.3B177.78%
82
MAMASTERCARD INC
26,097$9.3B177.74%
83
CMACOMERICA INC
101,158$9.1B174.33%
84
ORCLORACLE CORP
107,221$8.9B169.03%
85
XOMEXXON MOBIL
106,205$8.8B167.14%
86
PNCPNC BANK CORPORATION
47,547$8.8B167.12%
87
MANMANPOWERGROUP INCORPORATED
92,235$8.7B165.08%
88
PFEPFIZER INC
167,109$8.7B164.86%
89
NTAPNETAPP INC
104,201$8.6B164.82%
90
NKENIKE INC
64,062$8.6B164.27%
91
MRKMERCK & CO INC
104,782$8.6B163.83%
92
PEPPEPSICO INC
50,434$8.4B160.87%
93
WHRWHIRLPOOL CORP
48,793$8.4B160.64%
94
PNWPINNACLE WEST CAPITAL CORP USD
105,240$8.2B156.62%
95
TSNTYSON FOODS INC CL A
91,225$8.2B155.82%
96
LRCXEURLAM RESEARCH CORPORATION
15,073$8.1B154.43%
97
CMICUMMINS INC COM
39,238$8.0B153.37%
98
FQIDIGITAL REALTY TRUST INC
55,968$7.9B151.23%
99
HDHOME DEPOT INC
25,775$7.7B147.02%
100
AREALEXANDRIA REAL ESTATE EQ IN
38,327$7.7B146.98%
Page 1 of 5Next