Kovitz Investment Group Partners, LLC Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$3.4T

Holdings

361

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (361 positions)

#StockSharesValue% PortfolioType
101
MDTMEDTRONIC PLC
44,565$5.1B0.15%
102
NETAPP INC
80,107$5.0B0.15%
103
JBLJabil Inc
117,803$4.9B0.14%
104
GBXGREENBRIER COS INC
147,164$4.8B0.14%
105
SLBSCHLUMBERGER LTD
118,412$4.8B0.14%
106
COHUCOHU INC
206,639$4.7B0.14%
107
PKWINVESCO EXCHANGE TRADED FD T
68,140$4.7B0.14%
108
PFEPFIZER INC
188,905$4.7B0.14%
109
KSSKOHLS CORP
90,882$4.6B0.13%
110
IPINTL PAPER CO
100,285$4.6B0.13%
111
SNYSANOFI
91,372$4.6B0.13%
112
HFCUSDHOLLYFRONTIER CORP
89,894$4.6B0.13%
113
TJXTJX COS INC NEW
73,881$4.5B0.13%
114
SJMSMUCKER J M CO
43,296$4.5B0.13%
115
VANGUARD WORLD FDS
29,065$4.5B0.13%
116
BPBP PLC
117,681$4.4B0.13%
117
AMTAMERICAN TOWER CORP NEW
18,996$4.4B0.13%
118
CMACOMERICA INC
60,197$4.3B0.13%
119
UALUNITED AIRLINES HLDGS INC
48,959$4.3B0.13%
120
LUVSOUTHWEST AIRLS CO
79,904$4.3B0.13%
121
BPYPNBROOKFIELD PROPERTY REIT INC
231,597$4.3B0.12%
122
JUNIPER NETWORKS INC
170,985$4.2B0.12%
123
HCAHCA HEALTHCARE INC
28,180$4.2B0.12%
124
MGVVANGUARD WORLD FD
47,195$4.1B0.12%
125
VOEVANGUARD INDEX FDS
34,474$4.1B0.12%
126
AXSAXIS CAPITAL HOLDINGS LTD
68,524$4.1B0.12%
127
IQVIQVIA HLDGS INC
25,576$4.0B0.12%
128
KLMNINVESCO EXCHNG TRADED FD TR
54,150$3.9B0.11%
129
XBISPDR SERIES TRUST
40,540$3.9B0.11%
130
PHYSICIANS RLTY TR
202,746$3.8B0.11%
131
INGING GROEP N V
318,444$3.8B0.11%
132
REGREGENCY CTRS CORP
60,567$3.8B0.11%
133
TTETOTAL S A
68,732$3.8B0.11%
134
TPRTAPESTRY INC
140,174$3.8B0.11%
135
DISCKUSDDISCOVERY INC
121,185$3.7B0.11%
136
PEPPEPSICO INC
26,229$3.6B0.10%
137
SCHPSCHWAB STRATEGIC TR
62,305$3.5B0.10%
138
VGITVANGUARD SCOTTSDALE FDS
38,499$3.5B0.10%
139
WSMWILLIAMS SONOMA INC
47,810$3.5B0.10%
140
SHVISHARES TR
31,560$3.5B0.10%
141
DDDUPONT DE NEMOURS INC
54,168$3.5B0.10%
142
GTGOODYEAR TIRE & RUBR CO
223,591$3.5B0.10%
143
CMCDN IMPERIAL BK COMM TORONTO
41,716$3.5B0.10%
144
KIMKIMCO RLTY CORP
163,757$3.4B0.10%
145
XARSPDR SERIES TRUST
31,001$3.4B0.10%
146
LBTYBLIBERTY GLOBAL PLC
152,634$3.3B0.10%
147
AVGOBROADCOM INC
10,508$3.3B0.10%
148
PSCFINVESCO EXCHNG TRADED FD TR
58,508$3.3B0.10%
149
R6C2ROYAL DUTCH SHELL PLC
54,977$3.3B0.10%
150
ALLERGAN PLC
16,838$3.2B0.09%
151
ALSALLSTATE CORP
28,586$3.2B0.09%
152
IBBISHARES TR
26,602$3.2B0.09%
153
NKENIKE INC
31,540$3.2B0.09%
154
SFL CORPORATION LTD
213,992$3.1B0.09%
155
NEMNEWMONT GOLDCORP CORPORATION
71,214$3.1B0.09%
156
BRK-BBERKSHIRE HATHAWAY INC DEL
9$3.1B0.09%
157
WOOFOOT LOCKER INC
75,774$3.0B0.09%
158
NXPINXP SEMICONDUCTORS N V
23,070$2.9B0.09%
159
LBRDALIBERTY BROADBAND CORP
23,504$2.9B0.09%
160
WFCWELLS FARGO CO NEW
53,995$2.9B0.08%
161
ABBVABBVIE INC
32,567$2.9B0.08%
162
TAT&T INC
73,631$2.9B0.08%
163
MCDMCDONALDS CORP
14,413$2.8B0.08%
164
WBAWALGREENS BOOTS ALLIANCE INC
48,179$2.8B0.08%
165
UNHUNITEDHEALTH GROUP INC
9,590$2.8B0.08%
166
SHYISHARES TR
32,572$2.8B0.08%
167
CAHCARDINAL HEALTH INC
54,211$2.7B0.08%
168
PYPLPAYPAL HLDGS INC
25,129$2.7B0.08%
169
KLICKULICKE & SOFFA INDS INC
99,930$2.7B0.08%
170
PGPROCTER & GAMBLE CO
21,672$2.7B0.08%
171
WHWYNDHAM HOTELS & RESORTS INC
42,840$2.7B0.08%
172
ASHRDBX ETF TR
88,480$2.6B0.08%
173
RDS/AROYAL DUTCH SHELL PLC
44,419$2.6B0.08%
174
IWSISHARES TR
27,624$2.6B0.08%
175
TORTOISE MIDSTRM ENERGY FD I
227,420$2.5B0.07%
176
KBWRINVESCO EXCHNG TRADED FD TR
45,940$2.5B0.07%
177
KEYKEYCORP NEW
122,336$2.5B0.07%
178
VLOVALERO ENERGY CORP NEW
25,802$2.4B0.07%
179
NTRNutrien Ltd
49,964$2.4B0.07%
180
VVISA INC
12,741$2.4B0.07%
181
COPCONOCOPHILLIPS
36,763$2.4B0.07%
182
KRKROGER CO
82,154$2.4B0.07%
183
CCLCARNIVAL CORP
45,894$2.3B0.07%
184
ELVANTHEM INC
7,610$2.3B0.07%
185
MOSMOSAIC CO NEW
105,037$2.3B0.07%
186
IUSVISHARES TR
36,053$2.3B0.07%
187
TAKTAKEDA PHARMACEUTICAL CO LTD
114,130$2.3B0.07%
188
DWDMORGAN STANLEY
42,013$2.1B0.06%
189
TELTE Connectivity Ltd
22,084$2.1B0.06%
190
MOOVANECK VECTORS ETF TRUST
30,775$2.1B0.06%
191
VCRVANGUARD WORLD FDS
11,096$2.1B0.06%
192
LQDISHARES TR
16,410$2.1B0.06%
193
DISCAUSDDISCOVERY INC
63,460$2.1B0.06%
194
TSAKOS ENERGY NAVIGATION LTD
476,681$2.1B0.06%
195
XNEAXNUVEEN AMT FREE QLTY MUN INC
141,929$2.0B0.06%
196
NADNUVEEN QUALITY MUNCP INCOME
138,374$2.0B0.06%
197
UPSUNITED PARCEL SERVICE INC
17,092$2.0B0.06%
198
VPVINVESCO PA VALUE MUN INCOME
147,890$2.0B0.06%
199
WESTROCK CO
45,373$1.9B0.06%
200
VSSVANGUARD INTL EQUITY INDEX F
16,992$1.9B0.05%
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