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 |
|---|---|---|---|---|---|
| 401 | CVNACARVANA CO | 18,812 | $6.3B | 27.09% | |
| 402 | BSVVANGUARD BD INDEX FDS | 80,142 | $6.3B | 26.96% | |
| 403 | HPEHEWLETT PACKARD ENTERPRISE C | 306,266 | $6.3B | 26.78% | |
| 404 | AREALEXANDRIA REAL ESTATE EQ IN | 86,065 | $6.3B | 26.72% | |
| 405 | DASHDOORDASH INC | 25,311 | $6.2B | 26.67% | |
| 406 | MOALTRIA GROUP INC | 105,660 | $6.2B | 26.67% | |
| 407 | TTENTOTALENERGIES SE | 101,245 | $6.2B | 26.58% | |
| 408 | GLPIGAMING & LEISURE PPTYS INC | 132,514 | $6.2B | 26.44% | |
| 409 | OREALTY INCOME CORP | 107,212 | $6.2B | 26.40% | |
| 410 | BTTBLACKROCK MUN TARGET TERM TR | 280,289 | $6.1B | 26.22% | |
| 411 | PHMPULTE GROUP INC | 57,852 | $6.1B | 26.08% | |
| 412 | UPSUNITED PARCEL SERVICE INC | 59,753 | $6.0B | 25.78% | |
| 413 | XLCSELECT SECTOR SPDR TR | 55,431 | $6.0B | 25.71% | |
| 414 | SPOTSPOTIFY TECHNOLOGY S A | 7,809 | $6.0B | 25.61% | |
| 415 | DUKDUKE ENERGY CORP NEW | 50,595 | $6.0B | 25.52% | |
| 416 | IGMISHARES TR | 52,832 | $5.9B | 25.37% | |
| 417 | ANFABERCROMBIE & FITCH CO | 71,047 | $5.9B | 25.16% | |
| 418 | ZBHZIMMER BIOMET HOLDINGS INC | 64,389 | $5.9B | 25.10% | |
| 419 | CIIBLACKROCK ENHANCED LARGE CAP | 274,690 | $5.9B | 25.07% | |
| 420 | OZKBANK OZK LITTLE ROCK ARK | 124,167 | $5.8B | 24.98% | |
| 421 | LITELUMENTUM HLDGS INC | 61,227 | $5.8B | 24.88% | |
| 422 | ACWXISHARES TR | 95,253 | $5.8B | 24.81% | |
| 423 | ORLYOREILLY AUTOMOTIVE INC | 64,374 | $5.8B | 24.80% | |
| 424 | MOSMOSAIC CO NEW | 158,334 | $5.8B | 24.69% | |
| 425 | PSXPHILLIPS 66 | 48,077 | $5.7B | 24.51% | |
| 426 | XYLXYLEM INC | 44,288 | $5.7B | 24.49% | |
| 427 | TTCTORO CO | 80,175 | $5.7B | 24.23% | |
| 428 | HUBSHUBSPOT INC | 10,177 | $5.7B | 24.21% | |
| 429 | FLINFRANKLIN TEMPLETON ETF TR | 141,451 | $5.6B | 24.08% | |
| 430 | GDLGDL FD | 675,249 | $5.6B | 24.08% | |
| 431 | GDDYGODADDY INC | 31,210 | $5.6B | 24.02% | |
| 432 | IPINTERNATIONAL PAPER CO | 118,603 | $5.6B | 23.74% | |
| 433 | CECELANESE CORP DEL | 99,347 | $5.5B | 23.49% | |
| 434 | GBXGREENBRIER COS INC | 118,391 | $5.5B | 23.30% | |
| 435 | SPYVSPDR SERIES TRUST | 104,077 | $5.4B | 23.28% | |
| 436 | OSEAHARBOR ETF TRUST | 185,201 | $5.4B | 23.17% | |
| 437 | EPDENTERPRISE PRODS PARTNERS L | 174,633 | $5.4B | 23.15% | |
| 438 | KKRKKR & CO INC | 40,638 | $5.4B | 23.11% | |
| 439 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 69,103 | $5.4B | 23.05% | |
| 440 | BABOEING CO | 25,669 | $5.4B | 22.99% | |
| 441 | CITHE CIGNA GROUP | 16,059 | $5.3B | 22.69% | |
| 442 | KIMKIMCO RLTY CORP | 252,379 | $5.3B | 22.67% | |
| 443 | DTFDTF TAX-FREE INCOME 2028 TER | 471,444 | $5.3B | 22.55% | |
| 444 | NOCNORTHROP GRUMMAN CORP | 10,532 | $5.3B | 22.51% | |
| 445 | OXYOCCIDENTAL PETE CORP | 124,500 | $5.2B | 22.36% | |
| 446 | DSIISHARES TR | 44,763 | $5.2B | 22.22% | |
| 447 | DONSPDR DOW JONES INDL AVERAGE | 11,732 | $5.2B | 22.10% | |
| 448 | CLOIVANECK ETF TRUST | 97,391 | $5.2B | 22.04% | |
| 449 | BKRBAKER HUGHES COMPANY | 133,850 | $5.1B | 21.93% | |
| 450 | HASHASBRO INC | 69,440 | $5.1B | 21.91% | |
| 451 | ETENERGY TRANSFER L P | 280,228 | $5.1B | 21.72% | |
| 452 | AQLTISHARES TR | 36,744 | $4.9B | 20.86% | |
| 453 | SCHXSCHWAB STRATEGIC TR | 198,879 | $4.9B | 20.77% | |
| 454 | WENWENDYS CO | 421,643 | $4.8B | 20.58% | |
| 455 | NVRNVR INC | 648 | $4.8B | 20.46% | |
| 456 | PDXPIMCO DYNAMIC INCOME STRATEG | 193,870 | $4.8B | 20.43% | |
| 457 | ALBALBEMARLE CORP | 75,921 | $4.8B | 20.34% | |
| 458 | JEPIJ P MORGAN EXCHANGE TRADED F | 83,660 | $4.8B | 20.33% | |
| 459 | SMCISUPER MICRO COMPUTER INC | 96,918 | $4.7B | 20.30% | |
| 460 | NVDLGRANITESHARES ETF TR | 67,076 | $4.7B | 20.19% | |
| 461 | EAELECTRONIC ARTS INC | 28,988 | $4.6B | 19.79% | |
| 462 | ASMLASML HOLDING N V | 5,695 | $4.6B | 19.51% | |
| 463 | SWSMURFIT WESTROCK PLC | 104,908 | $4.5B | 19.35% | |
| 464 | IWRISHARES TR | 48,913 | $4.5B | 19.23% | |
| 465 | LLOEWS CORP | 48,977 | $4.5B | 19.11% | |
| 466 | PODDINSULET CORP | 14,061 | $4.4B | 18.88% | |
| 467 | IUSBISHARES TR | 95,449 | $4.4B | 18.86% | |
| 468 | CFGCITIZENS FINL GROUP INC | 98,290 | $4.4B | 18.80% | |
| 469 | PEOEXELON CORP | 98,539 | $4.3B | 18.29% | |
| 470 | FCOMFIDELITY COVINGTON TRUST | 65,963 | $4.3B | 18.27% | |
| 471 | NTRNUTRIEN LTD | 73,389 | $4.3B | 18.27% | |
| 472 | FDSFACTSET RESH SYS INC | 9,502 | $4.2B | 18.16% | |
| 473 | AEPAMERICAN ELEC PWR CO INC | 40,746 | $4.2B | 18.07% | |
| 474 | GEVGE VERNOVA INC | 7,942 | $4.2B | 17.96% | |
| 475 | DFACDIMENSIONAL ETF TRUST | 116,745 | $4.2B | 17.88% | |
| 476 | GTGOODYEAR TIRE & RUBR CO | 402,323 | $4.2B | 17.83% | |
| 477 | CAGCONAGRA BRANDS INC | 202,859 | $4.2B | 17.75% | |
| 478 | GPCGENUINE PARTS CO | 34,199 | $4.2B | 17.74% | |
| 479 | MOATVANECK ETF TRUST | 44,105 | $4.1B | 17.68% | |
| 480 | RPRXROYALTY PHARMA PLC | 113,939 | $4.1B | 17.55% | |
| 481 | KEYKEYCORP | 235,652 | $4.1B | 17.55% | |
| 482 | EVLNMORGAN STANLEY ETF TRUST | 81,672 | $4.1B | 17.40% | |
| 483 | ISHGISHARES TR | 53,183 | $4.1B | 17.40% | |
| 484 | DKNGDRAFTKINGS INC NEW | 94,137 | $4.0B | 17.26% | |
| 485 | FCXFREEPORT-MCMORAN INC | 91,248 | $4.0B | 16.91% | |
| 486 | MPLXMPLX LP | 76,633 | $3.9B | 16.87% | |
| 487 | HOODROBINHOOD MKTS INC | 42,119 | $3.9B | 16.86% | |
| 488 | VSTVISTRA CORP | 20,326 | $3.9B | 16.84% | |
| 489 | BSJQINVESCO EXCH TRD SLF IDX FD | 167,926 | $3.9B | 16.74% | |
| 490 | BDJBLACKROCK ENHANCED EQUITY DI | 437,874 | $3.9B | 16.64% | |
| 491 | FBTCFIDELITY WISE ORIGIN BITCOIN | 41,295 | $3.9B | 16.59% | |
| 492 | LQDISHARES TR | 35,159 | $3.9B | 16.47% | |
| 493 | GSYINVESCO ACTIVELY MANAGED EXC | 76,694 | $3.8B | 16.44% | |
| 494 | ITWILLINOIS TOOL WKS INC | 15,497 | $3.8B | 16.43% | |
| 495 | PBRPETROLEO BRASILEIRO SA PETRO | 301,240 | $3.8B | 16.11% | |
| 496 | CSXCSX CORP | 114,926 | $3.8B | 16.03% | |
| 497 | PFFISHARES TR | 121,143 | $3.7B | 15.89% | |
| 498 | USBUS BANCORP DEL | 81,402 | $3.7B | 15.77% | |
| 499 | UCONFIRST TR EXCHNG TRADED FD VI | 148,140 | $3.7B | 15.76% | |
| 500 | HALHALLIBURTON CO | 179,782 | $3.7B | 15.66% |