Kovitz Investment Group Partners, LLC Q4 2021 Filing

Filed February 4, 2022

Portfolio Value

$4.2T

Holdings

391

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (391 positions)

#StockSharesValue% PortfolioType
101
ZBHZIMMER BIOMET HLDGS INC
40,921$6.3B0.15%
102
IJRISHARES CORE S&P SMALL-CAP ETF
68,486$6.3B0.15%
103
PEPPEPSICO INC
42,141$6.3B0.15%
104
GENNORTONLIFELOCK INC
296,838$6.2B0.15%
105
SPLKCHFSPLUNK INC
52,844$6.1B0.14%
106
PGPROCTER & GAMBLE CO
43,553$6.1B0.14%
107
PFEPFIZER INC
163,539$6.0B0.14%
108
BACVERIZON COMMUNICATIONS COM
100,949$5.9B0.14%
109
EOGEOG RES INC
115,458$5.9B0.14%Call
110
NKENIKE INC
41,755$5.9B0.14%
111
TSNTYSON FOODS INC CL A
89,837$5.8B0.14%
112
SCHPSCHW - U.S. TIPS ETF
91,815$5.7B0.13%
113
TFCTRUIST FINL CORP COM
118,426$5.7B0.13%
114
BHEBENCHMARK ELECTRONICS INC
208,449$5.6B0.13%
115
BAMBROOKFIELD ASSET MANAGEMENT INC
131,991$5.4B0.13%
116
XLUSPDR - UTILITIES SECTOR
86,811$5.4B0.13%
117
GDGENERAL DYNAMICS CORP COM
35,477$5.3B0.12%
118
CMACOMERICA INC
93,683$5.2B0.12%
119
MCDMCDONALD`S CORP
23,951$5.1B0.12%
120
GBXGREENBRIER COS INC
141,054$5.1B0.12%
121
COHUCOHU INC
133,086$5.1B0.12%
122
GILDGILEAD SCIENCES INC
84,177$4.9B0.12%
123
SLQDIS-0-5 INVESTMENT GRADE CORP BONDS
93,186$4.9B0.11%
124
WOOFOOT LOCKER INC
118,319$4.8B0.11%
125
AYIACUITY BRANDS INC
39,474$4.8B0.11%
126
BLKCHFBLACKROCK INC.
6,581$4.7B0.11%
127
ON1OLD NATL BANCORP
284,240$4.7B0.11%
128
HONHONEYWELL INTL
22,060$4.7B0.11%
129
XOMEXXON MOBIL
113,649$4.7B0.11%
130
PNWPINNACLE WEST CAPITAL CORP USD
58,521$4.7B0.11%
131
KSSKOHLS CORP
114,620$4.7B0.11%
132
JBLJABIL INC
108,798$4.6B0.11%
133
IPINTERNATIONAL PAPER CO
92,150$4.6B0.11%
134
RCLROYAL CARIBEEAN CRUISES LTD
61,185$4.6B0.11%
135
MUBIS - INTERMEDIATE MUNICIPAL BONDS
38,945$4.6B0.11%
136
METMETLIFE INC COM
96,716$4.5B0.11%
137
WMWASTE MANAGEMENT
38,206$4.5B0.11%
138
SJMJ M SMUCKER CO
38,059$4.4B0.10%
139
XBISPDR - S&P BIOTECH
31,100$4.4B0.10%
140
STZCONSTELLATION BRANDS INC
19,546$4.3B0.10%
141
VHTVG - HEALTH CARE ETF
18,959$4.2B0.10%
142
UNHUNITEDHEALTH GROUP
11,966$4.2B0.10%
143
EBAEBAY INC.
81,759$4.1B0.10%
144
BKBANK OF NEW YORK MELLON
96,540$4.1B0.10%
145
SPSBSPDR - SHORT-TERM CORPORATES
130,480$4.1B0.10%
146
VOOVANGUARD INDEX FDS
11,772$4.1B0.10%
147
SNASNAP ON INC
22,825$3.9B0.09%
148
BIIBBIOGEN IDEC INC COM
15,868$3.9B0.09%
149
SNYSANOFI AVENTIS SPONSORED ADR
79,360$3.9B0.09%
150
VCITVG - U.S. INTERM-TERM CORP BONDS
38,280$3.7B0.09%
151
DDDUPONT DE NEMOURS INC
51,892$3.7B0.09%
152
MDLZMONDELEZ INTERNATIONAL INC
62,312$3.6B0.09%
153
HCAHCA HEALTHCARE INC
22,145$3.6B0.09%
154
MBBIS - BARCLAYS MBS (MORTGAGE BONDS)
32,650$3.6B0.08%
155
DOCUSDPHYSICIANS RLTY TR
197,908$3.5B0.08%
156
AMATAPPLIED MATERIALS
40,313$3.5B0.08%
157
VCRVG - CONSUMER DURABLES ETF
12,613$3.5B0.08%
158
PYPLPAYPAL HOLDINGS INC
14,758$3.5B0.08%
159
NEMNEWMONT CORP
56,910$3.4B0.08%
160
AZOAUTOZONE INC
2,850$3.4B0.08%
161
DISCKUSDDISCOVERY INC - C
142,044$3.4B0.08%
162
ELVANTHEM INC
10,479$3.4B0.08%
163
AMTAMERICAN TOWER CORP
14,897$3.3B0.08%
164
JNPJUNIPER NETWORKS INC
148,157$3.3B0.08%
165
KIMKIMCO RLTY CORP
216,764$3.3B0.08%
166
LQDIS - INVESTMENT GRADE CORP BONDS
23,500$3.2B0.08%
167
DWDMORGAN STANLEY
23,647$3.2B0.07%Call
168
SHVISHARES TR
28,484$3.1B0.07%
169
TTENTOTALENERGIES SE
74,243$3.1B0.07%
170
CICIGNA CORP NEW
14,769$3.1B0.07%
171
BABOEING CO
14,291$3.1B0.07%
172
VWOVG - FTSE EMERGING MARKETS
60,666$3.0B0.07%
173
KLICKULICKE & SOFFA INDS INC
95,185$3.0B0.07%
174
LBTYBLIBERTY GLOBAL CL C
126,710$3.0B0.07%
175
SBUXSTARBUCKS CORP.
27,602$3.0B0.07%
176
RPRXROYALTY PHARMA PLC
58,305$2.9B0.07%
177
CAHCARDINAL HEALTH INC COM
54,234$2.9B0.07%
178
MAMASTERCARD INC
8,121$2.9B0.07%
179
TJXTJX COMPANIES
42,181$2.9B0.07%
180
KDPKEURIG DR PEPPER INC
87,916$2.8B0.07%
181
VMWEURVMWARE INC
20,001$2.8B0.07%
182
BRK-BBERKSHIRE HATHAWAY INC DEL CL
8$2.8B0.07%
183
TPRTAPESTRY INC
87,625$2.7B0.06%
184
AXSAXIS CAP HLDGS LTD
53,748$2.7B0.06%
185
VSSVG - ALL-WORLD EX-US SMALL-CAP
22,085$2.7B0.06%
186
CHKPCHECK POINT SOFTWARE TECH LT
20,095$2.7B0.06%
187
2JEFOCUS FINL PARTNERS INC CL A
61,067$2.7B0.06%
188
ALSALLSTATE CORP COM
24,145$2.7B0.06%
189
XLFSPDR - FINANCIAL SECTOR
89,683$2.6B0.06%
190
AQLTIS - FLOATING RATE BOND FUND
51,717$2.6B0.06%
191
SHYISHARES TR
29,980$2.6B0.06%
192
XLKTECHNOLOGY SELECT SECTOR SPDR
19,650$2.6B0.06%
193
UPSUNITED PARCEL SERVICE
10,790$2.5B0.06%Call
194
VEUVANGUARD FTSE ALL-WORLD EX-US
43,656$2.5B0.06%
195
KRKROGER CO
79,744$2.5B0.06%
196
HFCUSDHOLLYFRONTIER CORP
97,622$2.5B0.06%
197
LHXL3HARRIS TECHNOLOGIES INC
13,326$2.5B0.06%
198
FLT1EURFLEETCOR TECHNOLOGIES INC
9,131$2.5B0.06%
199
IBBIS - NASDAQ BIOTECH
16,137$2.4B0.06%
200
NTRNUTRIEN LTD REGISTERED SHS
50,011$2.4B0.06%
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