Kovitz Investment Group Partners, LLC Q3 2020 Filing

Filed November 10, 2020

Portfolio Value

$3.6T

Holdings

391

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (391 positions)

#StockSharesValue% PortfolioType
101
NKENIKE INC
45,752$5.7B0.16%
102
ZBHZIMMER BIOMET HLDGS INC
42,014$5.7B0.16%
103
TSNTYSON FOODS INC CL A
91,363$5.4B0.15%
104
MCDMCDONALD`S CORP
24,361$5.3B0.15%
105
MUBIS - INTERMEDIATE MUNICIPAL BONDS
45,578$5.3B0.15%
106
GILDGILEAD SCIENCES INC
83,277$5.3B0.15%
107
XLUSPDR - UTILITIES SECTOR
86,392$5.1B0.14%
108
SLQDIS-0-5 INVESTMENT GRADE CORP BONDS
98,311$5.1B0.14%
109
HONHONEYWELL INTL
30,609$5.0B0.14%
110
FOCUS FINL PARTNERS INC CL A
148,912$4.9B0.14%
111
MUMICRON TECHNOLOGY INC
103,602$4.9B0.14%
112
BAMBROOKFIELD ASSET MANAGEMENT INC
146,168$4.8B0.14%
113
BIIBBIOGEN IDEC INC COM
16,971$4.8B0.13%
114
IJRISHARES CORE S&P SMALL-CAP ETF
68,250$4.8B0.13%
115
TFCTRUIST FINL CORP COM
119,902$4.6B0.13%
116
SJMJ M SMUCKER CO
38,947$4.5B0.13%
117
NETAPP INC
101,865$4.5B0.12%
118
BENCHMARK ELECTRONICS INC
216,482$4.4B0.12%
119
WMWASTE MANAGEMENT
37,865$4.3B0.12%
120
GBXGREENBRIER COS INC
145,607$4.3B0.12%
121
PNWPINNACLE WEST CAPITAL CORP USD
55,734$4.2B0.12%
122
STZCONSTELLATION BRANDS INC
21,788$4.1B0.12%
123
RCLROYAL CARIBEEAN CRUISES LTD
63,684$4.1B0.12%
124
SNYSANOFI AVENTIS SPONSORED ADR
82,081$4.1B0.12%
125
XOMEXXON MOBIL
119,110$4.1B0.11%
126
MDLZMONDELEZ INTERNATIONAL INC
70,281$4.0B0.11%
127
GDGENERAL DYNAMICS CORP COM
28,715$4.0B0.11%
128
VHTVG - HEALTH CARE ETF
19,279$3.9B0.11%
129
BLKCHFBLACKROCK INC.
6,962$3.9B0.11%
130
EBAEBAY INC.
73,209$3.8B0.11%
131
JBLJABIL INC
110,721$3.8B0.11%
132
CMACOMERICA INC
98,693$3.8B0.11%
133
IPINTERNATIONAL PAPER CO
92,739$3.8B0.11%
134
MBBIS - BARCLAYS MBS (MORTGAGE BONDS)
33,950$3.7B0.10%
135
ON1OLD NATL BANCORP
296,520$3.7B0.10%
136
AMTAMERICAN TOWER CORP
15,398$3.7B0.10%
137
XBISPDR - S&P BIOTECH
33,240$3.7B0.10%
138
UNHUNITEDHEALTH GROUP
11,786$3.7B0.10%
139
NEMNEWMONT CORP
57,739$3.7B0.10%
140
METMETLIFE INC COM
96,901$3.6B0.10%
141
VCITVG - U.S. INTERM-TERM CORP BONDS
37,280$3.6B0.10%
142
VOOVANGUARD INDEX FDS
11,598$3.6B0.10%
143
PHYSICIANS RLTY TR
198,827$3.6B0.10%
144
COHUCOHU INC
204,945$3.5B0.10%
145
BKBANK OF NEW YORK MELLON
101,099$3.5B0.10%
146
SNASNAP ON INC
23,463$3.5B0.10%
147
AYIACUITY BRANDS INC
33,707$3.5B0.10%
148
JUNIPER NETWORKS INC
158,588$3.4B0.10%
149
VCRVG - CONSUMER DURABLES ETF
14,529$3.4B0.10%
150
SHVISHARES TR
28,933$3.2B0.09%
151
LQDIS - INVESTMENT GRADE CORP BONDS
23,750$3.2B0.09%
152
WOOFOOT LOCKER INC
95,268$3.1B0.09%
153
ELVANTHEM INC
11,591$3.1B0.09%
154
TJXTJX COMPANIES
55,714$3.1B0.09%
155
VWOVG - FTSE EMERGING MARKETS
69,173$3.0B0.08%
156
PYPLPAYPAL HOLDINGS INC
15,079$3.0B0.08%
157
HCAHCA HEALTHCARE INC
23,420$2.9B0.08%
158
SUBIS - SHORT-TERM AMT MUNI
26,795$2.9B0.08%
159
BPBP PLC
160,245$2.8B0.08%
160
CICIGNA CORP NEW
16,469$2.8B0.08%
161
KRKROGER CO
79,623$2.7B0.08%
162
UPSUNITED PARCEL SERVICE
10,861$2.7B0.08%Call
163
SBUXSTARBUCKS CORP.
31,182$2.7B0.07%
164
AQLTIS - FLOATING RATE BOND FUND
52,632$2.7B0.07%
165
AMATAPPLIED MATERIALS
44,690$2.7B0.07%
166
SHYISHARES TR
30,483$2.6B0.07%
167
VMWEURVMWARE INC
18,260$2.6B0.07%
168
BRK-BBERKSHIRE HATHAWAY INC DEL CL
8$2.6B0.07%
169
ALSALLSTATE CORP COM
24,431$2.5B0.07%Call
170
TTETOTAL S A SPONSORED ADR
72,960$2.5B0.07%
171
CAHCARDINAL HEALTH INC COM
53,286$2.5B0.07%
172
AXSAXIS CAPITAL HOLDINGS SHS
56,286$2.5B0.07%
173
VSSVG - ALL-WORLD EX-US SMALL-CAP
23,405$2.5B0.07%
174
LBTYBLIBERTY GLOBAL CL C
117,920$2.4B0.07%
175
BABOEING CO
14,562$2.4B0.07%
176
WFCWELLS FARGO & CO
102,122$2.4B0.07%
177
TAT & T INC
82,865$2.4B0.07%
178
DDDUPONT DE NEMOURS INC
42,365$2.4B0.07%
179
DALDELTA AIR LINES INC NEW
76,788$2.3B0.07%
180
MMM3M CO.
14,630$2.3B0.07%
181
XLFSPDR - FINANCIAL SECTOR
96,252$2.3B0.06%
182
MAMASTERCARD INC
6,814$2.3B0.06%
183
XLKTECHNOLOGY SELECT SECTOR SPDR
19,650$2.3B0.06%
184
JWNUSDNORDSTROM INC
191,903$2.3B0.06%
185
KIMKIMCO RLTY CORP
201,873$2.3B0.06%
186
IBBIS - NASDAQ BIOTECH
16,728$2.3B0.06%
187
VEUVANGUARD FTSE ALL-WORLD EX-US
43,831$2.2B0.06%
188
AZOAUTOZONE INC
1,857$2.2B0.06%
189
EOGEOG RES INC
60,401$2.2B0.06%
190
LBRDALIBERTY BROADBAND - CL A
15,247$2.2B0.06%
191
KLICKULICKE & SOFFA INDS INC
96,389$2.2B0.06%
192
BSVVG - SHORT-TERM BONDS
25,205$2.1B0.06%
193
KSSKOHLS CORP
112,576$2.1B0.06%
194
WBAWALGREENS BOOTS ALLIANCE INC
52,450$2.0B0.06%Call
195
HFCUSDHOLLYFRONTIER CORP
100,845$2.0B0.06%
196
VGTVG - INFORMATION TECHNOLOGY ETF
6,244$1.9B0.05%
197
TPRTAPESTRY INC
123,760$1.9B0.05%
198
NTRNUTRIEN LTD REGISTERED SHS
49,280$1.9B0.05%
199
SPIBSPDR - INTERMEDIATE CORP
52,505$1.9B0.05%
200
PKWIV - BUYBACK ACHIEVERS
30,215$1.8B0.05%
PreviousPage 2 of 4Next