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 |
|---|---|---|---|---|---|
| 201 | PWRQUANTA SVCS INC | 55,111 | $22.8B | 89.04% | |
| 202 | BSXBOSTON SCIENTIFIC CORP | 232,114 | $22.7B | 88.35% | |
| 203 | HWMHOWMET AEROSPACE INC | 114,156 | $22.4B | 87.33% | |
| 204 | GLWCORNING INC | 273,040 | $22.4B | 87.32% | |
| 205 | SPYMSPDR SERIES TRUST | 284,370 | $22.3B | 86.85% | |
| 206 | NEENEXTERA ENERGY INC | 293,966 | $22.2B | 86.52% | |
| 207 | TXNTEXAS INSTRS INC | 120,635 | $22.2B | 86.41% | |
| 208 | WFCWELLS FARGO CO NEW | 261,583 | $21.9B | 85.48% | |
| 209 | SPESPECIAL OPPORTUNITIES FD INC | 1,383,383 | $21.4B | 83.60% | |
| 210 | BRBROADRIDGE FINL SOLUTIONS IN | 87,207 | $20.8B | 81.16% | |
| 211 | NVSNNOVARTIS AG | 161,147 | $20.7B | 80.57% | |
| 212 | CRDTSIMPLIFY EXCHANGE TRADED FUN | 872,251 | $20.6B | 80.46% | |
| 213 | MUBISHARES TR | 191,235 | $20.4B | 79.39% | |
| 214 | CBRECBRE GROUP INC | 127,905 | $20.2B | 78.57% | |
| 215 | ZTSZOETIS INC | 136,044 | $19.9B | 77.61% | |
| 216 | CVSCVS HEALTH CORP | 262,363 | $19.8B | 77.11% | |
| 217 | HLTHILTON WORLDWIDE HLDGS INC | 76,215 | $19.8B | 77.09% | |
| 218 | VGKVANGUARD INTL EQUITY INDEX F | 247,752 | $19.8B | 77.08% | |
| 219 | TAT&T INC | 678,261 | $19.2B | 74.68% | |
| 220 | WELLWELLTOWER INC | 107,042 | $19.1B | 74.34% | |
| 221 | AORISHARES TR | 293,944 | $18.9B | 73.78% | |
| 222 | AERAERCAP HOLDINGS NV | 155,892 | $18.9B | 73.54% | |
| 223 | VBRVANGUARD INDEX FDS | 90,078 | $18.8B | 73.30% | |
| 224 | HONHONEYWELL INTL INC | 88,381 | $18.6B | 72.53% | |
| 225 | IGOVISHARES TR | 436,593 | $18.6B | 72.51% | |
| 226 | SMMDISHARES TR | 252,256 | $18.6B | 72.51% | |
| 227 | VTVANGUARD INTL EQUITY INDEX F | 134,740 | $18.6B | 72.39% | |
| 228 | VBVANGUARD INDEX FDS | 72,463 | $18.4B | 71.86% | |
| 229 | XLUSELECT SECTOR SPDR TR | 210,224 | $18.3B | 71.48% | |
| 230 | XLFSELECT SECTOR SPDR TR | 335,995 | $18.1B | 70.57% | |
| 231 | BRWSABA CAPITAL INCOME & OPRNT | 2,323,938 | $18.1B | 70.40% | |
| 232 | EWCISHARES INC | 356,111 | $18.0B | 70.18% | |
| 233 | INTCINTEL CORP | 529,673 | $17.8B | 69.29% | |
| 234 | FDXFEDEX CORP | 75,202 | $17.7B | 69.17% | |
| 235 | NSCNORFOLK SOUTHN CORP | 58,864 | $17.7B | 68.94% | |
| 236 | UNPUNION PAC CORP | 73,649 | $17.4B | 67.87% | |
| 237 | AMTAMERICAN TOWER CORP NEW | 88,975 | $17.1B | 66.71% | |
| 238 | EMBISHARES TR | 178,237 | $17.0B | 66.15% | |
| 239 | PJUNINNOVATOR ETFS TRUST | 410,285 | $16.9B | 65.82% | |
| 240 | EOIEATON VANCE ENHANCED EQUITY | 797,177 | $16.7B | 65.27% | |
| 241 | PAUGINNOVATOR ETFS TRUST | 392,648 | $16.7B | 65.01% | |
| 242 | PJANINNOVATOR ETFS TRUST | 362,975 | $16.6B | 64.81% | |
| 243 | WMWASTE MGMT INC DEL | 75,084 | $16.6B | 64.64% | |
| 244 | DGSWISDOMTREE TR | 288,183 | $16.5B | 64.15% | |
| 245 | NOWSERVICENOW INC | 17,583 | $16.2B | 63.08% | |
| 246 | XFEBFIRST TR EXCH TRADED FD III | 874,693 | $16.0B | 62.20% | |
| 247 | IJSISHARES TR | 142,815 | $15.8B | 61.58% | |
| 248 | KRKROGER CO | 232,919 | $15.7B | 61.21% | |
| 249 | FNCLFIDELITY COVINGTON TRUST | 205,354 | $15.7B | 61.12% | |
| 250 | MCDMCDONALDS CORP | 51,582 | $15.7B | 61.11% | |
| 251 | KLACKLA CORP | 14,518 | $15.7B | 61.05% | |
| 252 | MRSHMARSH & MCLENNAN COS INC | 77,667 | $15.7B | 61.02% | |
| 253 | OKEONEOK INC NEW | 210,824 | $15.4B | 59.98% | |
| 254 | APDAIR PRODS & CHEMS INC | 56,310 | $15.4B | 59.87% | |
| 255 | DFSVDIMENSIONAL ETF TRUST | 481,236 | $15.3B | 59.74% | |
| 256 | SPSBSPDR SERIES TRUST | 497,285 | $15.1B | 58.72% | |
| 257 | PJULINNOVATOR ETFS TRUST | 329,274 | $15.0B | 58.54% | |
| 258 | PSEPINNOVATOR ETFS TRUST | 349,585 | $15.0B | 58.54% | |
| 259 | HCAHCA HEALTHCARE INC | 34,090 | $14.5B | 56.64% | |
| 260 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 159,632 | $14.4B | 56.27% | |
| 261 | SPTSSPDR SERIES TRUST | 486,182 | $14.3B | 55.57% | |
| 262 | SYKSTRYKER CORPORATION | 38,413 | $14.2B | 55.38% | |
| 263 | LINLINDE PLC | 29,790 | $14.2B | 55.17% | |
| 264 | RHCRH PLC | 117,862 | $14.1B | 55.09% | |
| 265 | TFCTRUIST FINL CORP | 308,820 | $14.1B | 55.05% | |
| 266 | DFAEDIMENSIONAL ETF TRUST | 443,333 | $14.0B | 54.50% | |
| 267 | ELVELEVANCE HEALTH INC FORMERLY | 42,972 | $13.9B | 54.13% | |
| 268 | FIXCOMFORT SYS USA INC | 16,774 | $13.8B | 53.96% | |
| 269 | PFEPFIZER INC | 537,002 | $13.7B | 53.34% | |
| 270 | EWJISHARES INC | 169,872 | $13.6B | 53.12% | |
| 271 | NFJVIRTUS DIVIDEND INTEREST & P | 1,044,538 | $13.6B | 52.98% | |
| 272 | AIGAMERICAN INTL GROUP INC | 172,583 | $13.6B | 52.85% | |
| 273 | FITBFIFTH THIRD BANCORP | 302,482 | $13.5B | 52.56% | |
| 274 | TFLOISHARES TR | 265,981 | $13.5B | 52.46% | |
| 275 | POCTINNOVATOR ETFS TRUST | 310,793 | $13.4B | 52.22% | |
| 276 | GDGENERAL DYNAMICS CORP | 39,230 | $13.4B | 52.16% | |
| 277 | GILDGILEAD SCIENCES INC | 119,028 | $13.2B | 51.51% | |
| 278 | COPCONOCOPHILLIPS | 139,211 | $13.2B | 51.34% | |
| 279 | DDTOINNOVATOR ETFS TRUST | 330,755 | $13.1B | 51.18% | |
| 280 | VIKVIKING HOLDINGS LTD | 208,915 | $13.0B | 50.63% | |
| 281 | CHRCHURCHILL DOWNS INC | 133,847 | $13.0B | 50.62% | |
| 282 | ACWIISHARES TR | 92,706 | $12.8B | 49.96% | |
| 283 | PMARINNOVATOR ETFS TRUST | 291,828 | $12.8B | 49.96% | |
| 284 | ADSKAUTODESK INC | 40,303 | $12.8B | 49.92% | |
| 285 | DINOHF SINCLAIR CORP | 244,411 | $12.8B | 49.87% | |
| 286 | MINOPIMCO ETF TR | 281,260 | $12.7B | 49.68% | |
| 287 | TSNTYSON FOODS INC | 234,486 | $12.7B | 49.64% | |
| 288 | ADPAUTOMATIC DATA PROCESSING IN | 42,887 | $12.6B | 49.12% | |
| 289 | TPRTAPESTRY INC | 111,162 | $12.6B | 49.07% | |
| 290 | IDV*ISHARES TR | 340,512 | $12.4B | 48.52% | |
| 291 | NVONOVO-NORDISK A S | 224,199 | $12.4B | 48.50% | |
| 292 | IWOISHARES TR | 38,803 | $12.4B | 48.42% | |
| 293 | IWPISHARES TR | 86,808 | $12.4B | 48.20% | |
| 294 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 44,059 | $12.3B | 48.07% | |
| 295 | IGFISHARES TR | 201,182 | $12.3B | 47.94% | |
| 296 | SDHYPGIM SHORT DUR HIG YLD OPP F | 728,757 | $12.2B | 47.50% | |
| 297 | IWNISHARES TR | 68,394 | $12.1B | 47.15% | |
| 298 | TIPISHARES TR | 107,854 | $12.0B | 46.77% | |
| 299 | NUENUCOR CORP | 88,109 | $11.9B | 46.53% | |
| 300 | EZUISHARES INC | 190,706 | $11.8B | 46.05% |