Kovitz Investment Group Partners, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$23.4B
Holdings
1,346
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,346 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | GMGENERAL MTRS CO | 415,503 | $20.4B | 87.39% | |
| 202 | TAT&T INC | 687,179 | $19.9B | 85.00% | |
| 203 | AMTAMERICAN TOWER CORP NEW | 86,028 | $19.0B | 81.27% | |
| 204 | SPYMSPDR SERIES TRUST | 261,000 | $19.0B | 81.09% | |
| 205 | APHAMPHENOL CORP NEW | 192,054 | $19.0B | 81.08% | |
| 206 | CBRECBRE GROUP INC | 135,006 | $18.9B | 80.85% | |
| 207 | VGKVANGUARD INTL EQUITY INDEX F | 239,462 | $18.6B | 79.32% | |
| 208 | NVSNNOVARTIS AG | 152,066 | $18.4B | 78.65% | |
| 209 | AORISHARES TR | 297,853 | $18.3B | 78.38% | |
| 210 | ERIEERIE INDTY CO | 52,796 | $18.3B | 78.26% | |
| 211 | NOWSERVICENOW INC | 17,716 | $18.2B | 77.85% | |
| 212 | WMWASTE MGMT INC DEL | 79,418 | $18.2B | 77.67% | |
| 213 | VBRVANGUARD INDEX FDS | 93,131 | $18.2B | 77.64% | |
| 214 | TFLOISHARES TR | 357,979 | $18.1B | 77.50% | |
| 215 | FDXFEDEX CORP | 78,488 | $17.8B | 76.28% | |
| 216 | HCAHCA HEALTHCARE INC | 46,129 | $17.7B | 75.53% | |
| 217 | AERAERCAP HOLDINGS NV | 150,852 | $17.6B | 75.44% | |
| 218 | VTVANGUARD INTL EQUITY INDEX F | 136,607 | $17.6B | 75.04% | |
| 219 | STXSEAGATE TECHNOLOGY HLDNGS PL | 120,929 | $17.5B | 74.61% | |
| 220 | BILSSPDR SERIES TRUST | 172,723 | $17.2B | 73.40% | |
| 221 | SPXUPROSHARES TR | 1,019,705 | $17.1B | 73.22% | |
| 222 | SPSBSPDR SERIES TRUST | 558,568 | $16.9B | 72.08% | |
| 223 | APDAIR PRODS & CHEMS INC | 59,738 | $16.8B | 72.02% | |
| 224 | BRBROADRIDGE FINL SOLUTIONS IN | 69,053 | $16.8B | 71.89% | |
| 225 | EOIEATON VANCE ENHANCED EQUITY | 802,757 | $16.8B | 71.78% | |
| 226 | XLUSELECT SECTOR SPDR TR | 204,809 | $16.7B | 71.48% | |
| 227 | PJUNINNOVATOR ETFS TRUST | 416,018 | $16.5B | 70.70% | |
| 228 | WELLWELLTOWER INC | 106,218 | $16.3B | 69.79% | |
| 229 | PJANINNOVATOR ETFS TRUST | 370,275 | $16.3B | 69.71% | |
| 230 | EWCISHARES INC | 351,027 | $16.2B | 69.32% | |
| 231 | XLFSELECT SECTOR SPDR TR | 308,047 | $16.1B | 68.95% | |
| 232 | SMMDISHARES TR | 236,044 | $16.0B | 68.38% | |
| 233 | FNCLFIDELITY COVINGTON TRUST | 215,753 | $16.0B | 68.28% | |
| 234 | UNPUNION PAC CORP | 69,172 | $15.9B | 68.03% | |
| 235 | MRSHMARSH & MCLENNAN COS INC | 72,768 | $15.9B | 68.00% | |
| 236 | DGSWISDOMTREE TR | 283,320 | $15.7B | 66.89% | |
| 237 | IBTHISHARES TR | 694,099 | $15.6B | 66.72% | |
| 238 | BTALAGF INVTS TR | 870,936 | $15.4B | 65.89% | |
| 239 | IDV*ISHARES TR | 442,463 | $15.3B | 65.26% | |
| 240 | XFEBFIRST TR EXCH TRADED FD III | 833,923 | $14.8B | 63.44% | |
| 241 | SYKSTRYKER CORPORATION | 36,723 | $14.5B | 62.11% | |
| 242 | ELVELEVANCE HEALTH INC | 37,342 | $14.5B | 62.08% | |
| 243 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 155,878 | $14.5B | 61.77% | |
| 244 | NSCNORFOLK SOUTHN CORP | 56,086 | $14.4B | 61.36% | |
| 245 | VRTXVERTEX PHARMACEUTICALS INC | 32,043 | $14.3B | 60.97% | |
| 246 | CVSCVS HEALTH CORP | 205,887 | $14.2B | 60.70% | |
| 247 | LINLINDE PLC | 30,231 | $14.2B | 60.63% | |
| 248 | DFSVDIMENSIONAL ETF TRUST | 481,819 | $14.2B | 60.61% | |
| 249 | KRKROGER CO | 197,279 | $14.2B | 60.48% | |
| 250 | AIGAMERICAN INTL GROUP INC | 161,627 | $13.8B | 59.13% | |
| 251 | PJULINNOVATOR ETFS TRUST | 314,039 | $13.8B | 58.86% | |
| 252 | NFJVIRTUS DIVIDEND INTEREST & P | 1,108,366 | $13.7B | 58.74% | |
| 253 | CHRCHURCHILL DOWNS INC | 135,608 | $13.7B | 58.54% | |
| 254 | IJSISHARES TR | 136,544 | $13.6B | 58.06% | |
| 255 | SPTSSPDR SERIES TRUST | 461,037 | $13.5B | 57.72% | |
| 256 | SDHYPGIM SHORT DUR HIG YLD OPP F | 791,103 | $13.3B | 56.94% | |
| 257 | WDAYWORKDAY INC | 54,940 | $13.2B | 56.36% | |
| 258 | GILDGILEAD SCIENCES INC | 118,922 | $13.2B | 56.35% | |
| 259 | TFCTRUIST FINL CORP | 305,553 | $13.1B | 56.14% | |
| 260 | VOVANGUARD INDEX FDS | 46,690 | $13.1B | 55.88% | |
| 261 | DDTOINNOVATOR ETFS TRUST | 340,090 | $12.9B | 55.25% | |
| 262 | EWJISHARES INC | 171,954 | $12.9B | 55.10% | |
| 263 | TPRTAPESTRY INC | 146,240 | $12.8B | 54.89% | |
| 264 | TSNTYSON FOODS INC | 226,347 | $12.7B | 54.12% | |
| 265 | MINOPIMCO ETF TR | 284,748 | $12.6B | 53.82% | |
| 266 | PMARINNOVATOR ETFS TRUST | 297,489 | $12.6B | 53.70% | |
| 267 | EWUISHARES TR | 315,342 | $12.5B | 53.54% | |
| 268 | IGFISHARES TR | 211,133 | $12.5B | 53.42% | |
| 269 | DFAEDIMENSIONAL ETF TRUST | 430,492 | $12.5B | 53.26% | |
| 270 | KLACKLA CORP | 13,863 | $12.4B | 53.08% | |
| 271 | TRVTRAVELERS COMPANIES INC | 46,222 | $12.4B | 52.86% | |
| 272 | SBUXSTARBUCKS CORP | 133,838 | $12.3B | 52.42% | |
| 273 | MARMARRIOTT INTL INC NEW | 44,881 | $12.3B | 52.41% | |
| 274 | ADPAUTOMATIC DATA PROCESSING IN | 39,709 | $12.2B | 52.36% | |
| 275 | MMM3M CO | 79,680 | $12.1B | 51.85% | |
| 276 | PFEPFIZER INC | 496,972 | $12.0B | 51.49% | |
| 277 | CAHCARDINAL HEALTH INC | 71,425 | $12.0B | 51.29% | |
| 278 | IWPISHARES TR | 86,439 | $12.0B | 51.24% | |
| 279 | PAAPLAINS ALL AMERN PIPELINE L | 637,545 | $11.7B | 49.92% | |
| 280 | USMVISHARES TR | 123,914 | $11.6B | 49.72% | |
| 281 | ADSKAUTODESK INC | 37,246 | $11.5B | 49.28% | |
| 282 | PMAYINNOVATOR ETFS TRUST | 303,092 | $11.5B | 48.95% | |
| 283 | FITBFIFTH THIRD BANCORP | 273,407 | $11.2B | 48.07% | |
| 284 | VIKVIKING HOLDINGS LTD | 210,494 | $11.2B | 47.94% | |
| 285 | TLHISHARES TR | 109,910 | $11.2B | 47.73% | |
| 286 | GENGEN DIGITAL INC | 379,007 | $11.1B | 47.63% | |
| 287 | IWOISHARES TR | 38,951 | $11.1B | 47.59% | |
| 288 | FQIDIGITAL RLTY TR INC | 63,849 | $11.1B | 47.58% | |
| 289 | DFNMDIMENSIONAL ETF TRUST | 234,555 | $11.1B | 47.55% | |
| 290 | KOCOCA COLA CO | 156,090 | $11.0B | 47.21% | |
| 291 | PRUPRUDENTIAL FINL INC | 101,932 | $11.0B | 46.81% | |
| 292 | COPCONOCOPHILLIPS | 121,851 | $10.9B | 46.74% | |
| 293 | INTCINTEL CORP | 487,859 | $10.9B | 46.71% | |
| 294 | IWNISHARES TR | 69,138 | $10.9B | 46.62% | |
| 295 | HYGISHARES TR | 134,792 | $10.9B | 46.46% | |
| 296 | KMIKINDER MORGAN INC DEL | 367,733 | $10.8B | 46.21% | |
| 297 | SHWSHERWIN WILLIAMS CO | 30,901 | $10.6B | 45.35% | |
| 298 | FLRNSPDR SERIES TRUST | 343,419 | $10.6B | 45.25% | |
| 299 | FUTYFIDELITY COVINGTON TRUST | 200,752 | $10.6B | 45.13% | |
| 300 | RHCRH PLC | 114,634 | $10.5B | 44.98% |