Kovitz Investment Group Partners, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$19.9B
Holdings
1,231
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,231 positions)
| Stock | Value |
|---|---|
GUGGUGGENHEIM ACTIVE ALLOC FD | $3.0M |
SAPSAP SE | $2.9M |
XLESELECT SECTOR SPDR TR | $2.9M |
T7DTRANSDIGM GROUP INC | $2.9M |
PWRQUANTA SVCS INC | $2.9M |
NMLNEUBERGER BERMAN ENERGY INFR | $2.9M |
DUKDUKE ENERGY CORP NEW | $2.9M |
FCXFREEPORT-MCMORAN INC | $2.9M |
SLBSCHLUMBERGER LTD | $2.9M |
HEIHEICO CORP NEW | $2.8M |
ROPROPER TECHNOLOGIES INC | $2.8M |
VENVENTAS INC | $2.8M |
CGWINVESCO EXCH TRADED FD TR II | $2.8M |
SMCISUPER MICRO COMPUTER INC | $2.8M |
GPNGLOBAL PMTS INC | $2.8M |
IWSISHARES TR | $2.8M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $2.8M |
REGREGENCY CTRS CORP | $2.8M |
SDYSPDR SER TR | $2.7M |
KTFDWS MUN INCOME TR NEW | $2.7M |
DFCFDIMENSIONAL ETF TRUST | $2.7M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $2.7M |
CCKCROWN HLDGS INC | $2.7M |
XLFSELECT SECTOR SPDR TR | $2.7M |
SXISTANDEX INTL CORP | $2.7M |
VXFVANGUARD INDEX FDS | $2.7M |
CITCINTAS CORP | $2.7M |
PFGCPERFORMANCE FOOD GROUP CO | $2.6M |
FDISFIDELITY COVINGTON TRUST | $2.6M |
FFC0OAKTREE SPECIALTY LENDING CO | $2.6M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $2.6M |
FCOMFIDELITY COVINGTON TRUST | $2.6M |
TBLLINVESCO EXCH TRADED FD TR II | $2.6M |
BOXBOX INC | $2.5M |
CPTCAMDEN PPTY TR | $2.5M |
FUTYFIDELITY COVINGTON TRUST | $2.5M |
CIENCIENA CORP | $2.5M |
TRMBTRIMBLE INC | $2.5M |
AAALCOA CORP | $2.5M |
ABNBAIRBNB INC | $2.5M |
CRWDCROWDSTRIKE HLDGS INC | $2.4M |
PLDPROLOGIS INC. | $2.4M |
TRVTRAVELERS COMPANIES INC | $2.4M |
DOCHEALTHPEAK PROPERTIES INC | $2.4M |
SUBISHARES TR | $2.4M |
AEOAMERICAN EAGLE OUTFITTERS IN | $2.4M |
CARRCARRIER GLOBAL CORPORATION | $2.3M |
BPBP PLC | $2.3M |
DKNGDRAFTKINGS INC NEW | $2.3M |
RCLROYAL CARIBBEAN GROUP | $2.3M |
WCCWESCO INTL INC | $2.3M |
DELLDELL TECHNOLOGIES INC | $2.3M |
MTHMERITAGE HOMES CORP | $2.3M |
PRVSPARNASSUS INCOME FDS | $2.3M |
EFVISHARES TR | $2.3M |
RHPRYMAN HOSPITALITY PPTYS INC | $2.3M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $2.3M |
DGROISHARES TR | $2.3M |
SPUSTIDAL ETF TR | $2.2M |
DVNDEVON ENERGY CORP NEW | $2.2M |
TKRTIMKEN CO | $2.2M |
VCITVANGUARD SCOTTSDALE FDS | $2.2M |
GEVGE VERNOVA INC | $2.2M |
EFXEQUIFAX INC | $2.2M |
CSLCARLISLE COS INC | $2.2M |
TRTXTPG RE FIN TR INC | $2.2M |
WESWESTERN MIDSTREAM PARTNERS L | $2.2M |
TFXTELEFLEX INCORPORATED | $2.2M |
IMAYINNOVATOR ETFS TRUST | $2.2M |
MTCHMATCH GROUP INC NEW | $2.1M |
CCORLISTED FD TR | $2.1M |
PRCTPROCEPT BIOROBOTICS CORP | $2.1M |
RPMRPM INTL INC | $2.1M |
EEMISHARES TR | $2.1M |
BBYBEST BUY INC | $2.1M |
IJTISHARES TR | $2.1M |
HXLHEXCEL CORP NEW | $2.1M |
EQIXEQUINIX INC | $2.1M |
IAPRINNOVATOR ETFS TRUST | $2.1M |
BBNBLACKROCK TAX MUNICPAL BD TR | $2.0M |
FIDUFIDELITY COVINGTON TRUST | $2.0M |
IYY*ISHARES TR | $2.0M |
ELLAUDER ESTEE COS INC | $2.0M |
TCPCBLACKROCK TCP CAPITAL CORP | $2.0M |
LDURPIMCO ETF TR | $1.9M |
BIIBBIOGEN INC | $1.9M |
IJJISHARES TR | $1.9M |
STPZPIMCO ETF TR | $1.9M |
PHGKONINKLIJKE PHILIPS N V | $1.9M |
NECBNORTHEAST CMNTY BANCORP INC | $1.9M |
JCIJOHNSON CTLS INTL PLC | $1.9M |
SPIBSPDR SER TR | $1.9M |
HRLHORMEL FOODS CORP | $1.9M |
CWTCALIFORNIA WTR SVC GROUP | $1.9M |
MTDRMATADOR RES CO | $1.9M |
ASMLASML HOLDING N V | $1.8M |
FTAIFTAI AVIATION LTD | $1.8M |
APAAPA CORPORATION | $1.8M |
CEF/USPROTT PHYSICAL GOLD & SILVE | $1.8M |
CDNSCADENCE DESIGN SYSTEM INC | $1.8M |