Kovitz Investment Group Partners, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$30.1B

Holdings

1,133

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,133 positions)

#StockSharesValue% PortfolioType
101
IEMGISHARES INC
774,510$40.4B134.24%
102
APHAMPHENOL CORPORATION
579,335$40.2B133.55%
103
EQTYVALUED ADVISERS TR
1,616,628$38.4B127.50%
104
CIENCIENA CORP
448,900$38.1B126.37%
105
CVXCHEVRON CORP NEW
261,860$37.9B125.89%
106
AQLTISHARES TR
1,562,827$35.9B119.20%
107
XOMEXXON MOBIL CORP
326,444$35.1B116.56%
108
QCOMQUALCOMM INC
227,026$34.9B115.76%
109
UBERUBER TECHNOLOGIES INC
564,276$34.0B112.98%
110
IAU*ISHARES GOLD TR
681,649$33.7B112.02%
111
GNMAISHARES TR
777,724$33.4B110.82%
112
NDQINVESCO QQQ TR
65,304$33.4B110.81%
113
FTECFIDELITY COVINGTON TRUST
179,336$33.2B110.05%
114
JSIJANUS DETROIT STREET (TRUST JANUS HENDERSON SECURITIZED INCOME)
634,747$32.9B109.16%
115
PCGPG&E CORP
1,617,030$32.6B108.31%
116
DFAUDIMENSIONAL ETF (TRUST US CORE EQT MKT)
804,336$32.6B108.10%
117
PGPROCTER AND GAMBLE CO
187,177$31.4B104.16%
118
SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C
1,304,663$31.3B104.02%
119
MAMASTERCARD INCORPORATED
58,060$30.6B101.48%
120
CPRTCOPART INC
510,303$29.3B97.21%
121
HDHOME DEPOT INC
75,218$29.3B97.12%
122
BKBANK OF NEW YORK MEL
380,084$29.2B96.93%
123
FLOTISHARES TR
563,239$28.7B95.12%
124
INTUINTUIT
45,013$28.3B93.90%
125
DWDMORGAN STANLEY
223,286$28.1B93.18%
126
FTSLFIRST TR EXCHANGE-TRADED FD
583,989$27.0B89.63%
127
BILSPDR SER TR
294,018$26.9B89.23%
128
A4SAMERIPRISE FINL INC
50,036$26.6B88.43%
129
KMBKIMBERLY-CLARK CORP
199,225$26.1B86.65%
130
ZTSZOETIS INC
158,790$25.9B85.87%
131
VYMVANGUARD WHITEHALL FDS
202,552$25.8B85.78%
132
VCSHVANGUARD SCOTTSDALE FDS
326,335$25.5B84.50%
133
MCDMCDONALDS CORP
84,872$24.6B81.66%
134
SHYISHARES TR
299,685$24.6B81.55%
135
ACNACCENTURE PLC IRELAND
69,133$24.3B80.72%
136
AZOAUTOZONE INC
7,583$24.3B80.59%
137
HONHONEYWELL INTL INC
107,237$24.2B80.40%
138
BRK-BBERKSHIRE HATHAWAY
35$23.8B79.10%
139
SPSBSPDR SER TR
791,877$23.6B78.48%
140
TXNTEXAS INSTRS INC
121,949$22.9B75.90%
141
SPESPECIAL (OPPORTUNITIES FUND INC COM STK USD0.001)
1,545,405$22.6B75.04%
142
LLYELI LILLY & CO
29,141$22.5B74.67%
143
BTALAGF INVTS TR
1,215,261$22.5B74.54%
144
WMTWALMART INC
246,721$22.3B73.99%
145
ERIEERIE INDTY CO
52,832$21.8B72.29%
146
CLOZPANAGRAM BBB B
804,642$21.7B71.98%
147
SPYMSPDR SER TR
312,025$21.5B71.40%
148
VGTVANGUARD WORLD FD
34,562$21.5B71.33%
149
IJSISHARES TR
195,866$21.3B70.61%
150
CCLCARNIVAL CORP
839,014$20.9B69.40%
151
CBOECBOE GLOBAL MKTS INC
106,878$20.9B69.32%
152
BACBANK OF AMERICA CORP
466,021$20.5B67.98%
153
BACVERIZON COMMUNICATIONS INC
509,963$20.4B67.69%
154
IGLBISHARES TR
401,324$19.8B65.80%
155
CSCOCISCO SYS INC
329,744$19.5B64.79%
156
BRWSABA CAPITAL INCOME & OPRNT FD SHS NEW
2,558,183$19.5B64.70%
157
TFLOISHARES TR
376,617$19.0B63.09%
158
COHRCOHERENT CORP
197,220$18.7B62.01%
159
BILSSPDR SER TR
187,410$18.6B61.68%
160
BPBP PLC
624,510$18.5B61.27%
161
CMECHICAGO MERCANTILE HLDGS INC
79,483$18.5B61.27%
162
NEENEXTERA ENERGY INC
256,050$18.4B60.93%
163
MRSHMARSH & MCLENNAN COS INC
85,809$18.2B60.50%
164
DISVDIMENSIONAL ETF (TRUST INTERNATIONAL SMALL CAP VALUE ETF)
683,943$18.2B60.32%
165
CHRCHURCHILL DOWNS INC
136,047$18.2B60.30%
166
MUMICRON TECHNOLOGY INC
213,433$18.0B59.62%
167
PYPLPAYPAL HLDGS INC
209,410$17.9B59.32%
168
AORGRWT ALLOCAT ETF
310,923$17.8B59.16%
169
PEPPEPSICO INC
116,610$17.7B58.86%
170
ITOTISHARES TR
137,590$17.7B58.74%
171
CMCSACOMCAST CORP NEW
468,671$17.6B58.38%
172
HWMHOWMET AEROSPACE INC
159,610$17.5B57.94%
173
EOIEATON VANCE ENHANCED EQUITY
836,494$17.4B57.67%
174
CIIBLACKROCK ENHANCD CAP & INM
854,390$17.2B57.00%
175
CBCHUBB LIMITED
61,519$17.0B56.42%
176
NUVNUVEEN MUN VALUE FD
1,954,981$16.8B55.74%
177
OKEONEOK INC NEW
163,541$16.4B54.50%
178
WMBWILLIAMS COS INC
301,931$16.3B54.24%
179
SPGIS&P GLOBAL INC
32,258$16.1B53.32%
180
FNCLFIDELITY COVINGTON TRUST
232,385$16.0B52.98%
181
WFCWELLS FARGO CO NEW
240,503$15.9B52.70%Put
182
NOWSERVICENOW INC
28,944$15.8B52.40%
183
PJANUS EQTY PWR BUF
371,922$15.7B52.16%
184
NFJVIRTUS DIVIDEND (INTEREST &PR COM)
1,235,602$15.6B51.80%
185
COSTCOSTCO WHSL CORP NEW
16,165$14.8B49.17%
186
CMGCHIPOTLE MEXICAN GRILL INC
245,617$14.8B49.16%
187
AMGNAMGEN INC
69,444$14.7B48.80%Put
188
METMETLIFE INC
174,934$14.3B47.54%
189
SMMDRUSEL 2500 ETF
208,853$14.2B47.14%
190
TPZTORTOISE CAPITAL SERIES TRUS
702,060$14.1B46.76%
191
CLCOLGATE PALMOLIVE CO
154,856$14.1B46.73%
192
TJXTJX COS INC NEW
116,180$14.0B46.59%
193
LMTLOCKHEED MARTIN CORP
28,494$13.8B45.96%
194
AIGAMERN INTL GROUP INC
188,416$13.7B45.53%
195
VGLTVANGUARD SCOTTSDALE FDS
245,540$13.6B45.11%
196
AKXANSYS INC
39,778$13.4B44.54%
197
TAT&T INC
582,923$13.3B44.06%
198
BKLNINVESCO EXCHNG TRADE
626,862$13.2B43.84%
199
DGSWISDOMTREE EMERGING (MARKETS SMALLCAP DIVIDEND FUND)
266,581$13.0B43.29%
200
USMVISHARES TR
146,357$13.0B43.13%
PreviousPage 2 of 12Next