Kovitz Investment Group Partners, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$25.6B
Holdings
1,387
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,387 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COOCOOPER COS INC | 782,340 | $53.6B | 209.11% | |
| 102 | CEGCONSTELLATION ENERGY CORP | 162,208 | $53.4B | 208.10% | |
| 103 | IYWISHARES TR | 268,224 | $52.5B | 204.81% | |
| 104 | BILSSPDR SERIES TRUST | 513,072 | $51.1B | 199.07% | |
| 105 | IGIBISHARES TR | 940,501 | $50.9B | 198.33% | |
| 106 | NEMNEWMONT CORP | 599,294 | $50.5B | 196.99% | |
| 107 | AVUVAMERICAN CENTY ETF TR | 505,994 | $50.4B | 196.34% | |
| 108 | ORCLORACLE CORP | 179,028 | $50.4B | 196.30% | |
| 109 | ITOTISHARES TR | 340,808 | $49.6B | 193.52% | |
| 110 | IWMISHARES TR | 204,808 | $49.6B | 193.20% | |
| 111 | UBERUBER TECHNOLOGIES INC | 493,972 | $48.4B | 188.67% | |
| 112 | HDHOME DEPOT INC | 114,217 | $46.3B | 180.43% | |
| 113 | DFAUDIMENSIONAL ETF TRUST | 1,011,270 | $46.3B | 180.41% | |
| 114 | AGGISHARES TR | 460,569 | $46.2B | 180.01% | |
| 115 | IAU*ISHARES GOLD TR | 628,271 | $45.7B | 178.24% | |
| 116 | JNJJOHNSON & JOHNSON | 246,055 | $45.6B | 177.86% | |
| 117 | ABBVABBVIE INC | 196,294 | $45.5B | 177.20% | |
| 118 | PDECINNOVATOR ETFS TRUST | 1,071,452 | $45.0B | 175.53% | |
| 119 | CSCOCISCO SYS INC | 645,928 | $44.2B | 172.30% | |
| 120 | BACBANK AMERICA CORP | 829,728 | $42.8B | 166.89% | |
| 121 | JSIJANUS DETROIT STR TR | 803,375 | $42.0B | 163.71% | |
| 122 | HAYWHAYWARD HLDGS INC | 2,648,798 | $40.0B | 156.14% | |
| 123 | BRK-BBERKSHIRE HATHAWAY INC DEL | 53 | $40.0B | 155.84% | |
| 124 | DISDISNEY WALT CO | 347,334 | $39.8B | 155.05% | |
| 125 | COSTCOSTCO WHSL CORP NEW | 42,608 | $39.4B | 153.77% | |
| 126 | IJHISHARES TR | 599,496 | $39.1B | 152.53% | |
| 127 | FNDFLOOR & DECOR HLDGS INC | 526,068 | $38.8B | 151.16% | |
| 128 | SHYISHARES TR | 461,199 | $38.3B | 149.17% | |
| 129 | MCKMCKESSON CORP | 48,912 | $37.8B | 147.40% | |
| 130 | TRVTRAVELERS COMPANIES INC | 135,330 | $37.8B | 147.32% | |
| 131 | RYANRYAN SPECIALTY HOLDINGS INC | 667,783 | $37.6B | 146.73% | |
| 132 | CMICUMMINS INC | 88,581 | $37.4B | 145.86% | |
| 133 | CAHCARDINAL HEALTH INC | 236,505 | $37.1B | 144.72% | |
| 134 | NDQINVESCO QQQ TR | 61,748 | $37.1B | 144.59% | |
| 135 | AQLTISHARES TR | 1,603,899 | $37.1B | 144.57% | |
| 136 | CPRTCOPART INC | 818,685 | $36.8B | 143.53% | |
| 137 | WDAYWORKDAY INC | 152,053 | $36.6B | 142.71% | |
| 138 | SCHBSCHWAB STRATEGIC TR | 1,414,828 | $36.4B | 141.82% | |
| 139 | STXSEAGATE TECHNOLOGY HLDNGS PL | 153,437 | $36.3B | 141.39% | |
| 140 | DWDMORGAN STANLEY | 227,304 | $36.1B | 140.87% | |
| 141 | CMECME GROUP INC | 132,928 | $35.9B | 140.02% | |
| 142 | BMYBRISTOL-MYERS SQUIBB CO | 795,782 | $35.9B | 139.92% | |
| 143 | GNMAISHARES TR | 808,423 | $35.9B | 139.78% | |
| 144 | BTALAGF INVTS TR | 2,221,703 | $35.4B | 137.89% | |
| 145 | CVXCHEVRON CORP NEW | 227,402 | $35.3B | 137.67% | |
| 146 | INTUINTUIT | 51,593 | $35.2B | 137.36% | |
| 147 | BKBANK NEW YORK MELLON CORP | 317,617 | $34.6B | 134.92% | |
| 148 | AZOAUTOZONE INC | 7,994 | $34.3B | 133.72% | |
| 149 | HUBSHUBSPOT INC | 72,767 | $34.0B | 132.71% | |
| 150 | CLOZSERIES PORTFOLIOS TR | 1,262,458 | $33.9B | 132.01% | |
| 151 | BILSPDR SERIES TRUST | 360,903 | $33.1B | 129.10% | |
| 152 | CATCATERPILLAR INC | 68,999 | $32.9B | 128.36% | |
| 153 | CSLCARLISLE COS INC | 99,164 | $32.6B | 127.18% | |
| 154 | BACVERIZON COMMUNICATIONS INC | 728,644 | $32.0B | 124.82% | |
| 155 | FTECFIDELITY COVINGTON TRUST | 142,224 | $31.6B | 123.19% | |
| 156 | VRTXVERTEX PHARMACEUTICALS INC | 80,587 | $31.6B | 123.05% | |
| 157 | PCGPG&E CORP | 2,085,460 | $31.4B | 122.61% | |
| 158 | PYPLPAYPAL HLDGS INC | 463,701 | $31.1B | 121.23% | |
| 159 | FLOTISHARES TR | 607,095 | $31.0B | 120.91% | |
| 160 | TJXTJX COS INC NEW | 213,883 | $30.9B | 120.53% | |
| 161 | MRKMERCK & CO INC | 367,253 | $30.9B | 120.33% | |
| 162 | PLTRPALANTIR TECHNOLOGIES INC | 168,014 | $30.6B | 119.49% | |
| 163 | SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC | 1,217,502 | $30.4B | 118.48% | |
| 164 | FTSLFIRST TR EXCHANGE-TRADED FD | 655,855 | $30.1B | 117.21% | |
| 165 | IBMINTERNATIONAL BUSINESS MACHS | 106,002 | $29.9B | 116.60% | |
| 166 | BKNGBOOKING HOLDINGS INC | 5,523 | $29.8B | 116.27% | |
| 167 | CBCHUBB LIMITED | 102,237 | $28.9B | 112.69% | |
| 168 | VYMVANGUARD WHITEHALL FDS | 204,576 | $28.8B | 112.42% | |
| 169 | PGPROCTER AND GAMBLE CO | 186,710 | $28.7B | 111.84% | |
| 170 | WMBWILLIAMS COS INC | 450,591 | $28.5B | 111.29% | |
| 171 | SLVISHARES SILVER TR | 664,230 | $28.1B | 109.72% | |
| 172 | RUNNSTRATEGIC TRUST | 811,261 | $27.8B | 108.39% | |
| 173 | CMCSACOMCAST CORP NEW | 877,995 | $27.6B | 107.55% | |
| 174 | AMGNAMGEN INC | 110,789 | $27.5B | 107.17% | Put |
| 175 | VCSHVANGUARD SCOTTSDALE FDS | 341,054 | $27.3B | 106.28% | |
| 176 | COFCAPITAL ONE FINL CORP | 128,198 | $27.3B | 106.25% | |
| 177 | DISVDIMENSIONAL ETF TRUST | 763,386 | $27.2B | 106.22% | |
| 178 | GQ9SPDR GOLD TR | 76,484 | $27.2B | 106.00% | |
| 179 | CMGCHIPOTLE MEXICAN GRILL INC | 685,163 | $26.9B | 104.69% | |
| 180 | ERIEERIE INDTY CO | 84,154 | $26.8B | 104.38% | |
| 181 | EOGEOG RES INC | 237,989 | $26.7B | 104.03% | |
| 182 | EQTEQT CORP | 486,796 | $26.5B | 103.30% | |
| 183 | CBOECBOE GLOBAL MKTS INC | 106,679 | $26.2B | 102.00% | |
| 184 | TELTE CONNECTIVITY PLC | 118,375 | $26.0B | 101.31% | |
| 185 | ALSALLSTATE CORP | 120,270 | $25.8B | 100.67% | |
| 186 | IBTHISHARES TR | 1,132,878 | $25.5B | 99.46% | |
| 187 | GEGE AEROSPACE | 84,363 | $25.4B | 99.04% | |
| 188 | PGRPROGRESSIVE CORP | 102,377 | $25.3B | 98.57% | |
| 189 | LMTLOCKHEED MARTIN CORP | 50,262 | $25.1B | 97.82% | |
| 190 | JMTGJ P MORGAN EXCHANGE TRADED F | 490,440 | $25.0B | 97.52% | |
| 191 | GMGENERAL MTRS CO | 404,933 | $24.7B | 96.25% | |
| 192 | BLKBLACKROCK INC | 21,058 | $24.6B | 95.72% | |
| 193 | APHAMPHENOL CORP NEW | 195,284 | $24.2B | 94.23% | |
| 194 | VGTVANGUARD WORLD FD | 32,177 | $24.0B | 93.66% | |
| 195 | APPAPPLOVIN CORP | 33,426 | $24.0B | 93.64% | |
| 196 | NUVNUVEEN MUN VALUE FD INC | 2,653,343 | $23.8B | 92.89% | |
| 197 | A4SAMERIPRISE FINL INC | 48,194 | $23.7B | 92.30% | |
| 198 | ETNEATON CORP PLC | 62,579 | $23.4B | 91.31% | |
| 199 | BINCBLACKROCK ETF TRUST II | 435,163 | $23.2B | 90.32% | |
| 200 | METMETLIFE INC | 279,731 | $23.0B | 89.83% |