Kovitz Investment Group Partners, LLC Q4 2025 Filing
Filed February 20, 2026
Portfolio Value
$4.5T
Holdings
471
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (471 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $317.2M |
AAPLAPPLE INC | $266.8M |
MSFTMICROSOFT CORP | $220.4M |
IVVISHARES TR | $199.0M |
NVDANVIDIA CORPORATION | $168.9M |
GOOGLALPHABET INC | $115.5M |
IBTGISHARES TR | $107.9M |
SPHQINVESCO EXCHANGE TRADED FD T | $75.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $68.2M |
AMZNAMAZON COM INC | $67.7M |
AVGOBROADCOM INC | $63.1M |
METAMETA PLATFORMS INC | $61.7M |
MBBISHARES TR | $61.6M |
MUMICRON TECHNOLOGY INC | $58.0M |
LRCXLAM RESEARCH CORP | $47.9M |
GMGENERAL MTRS CO | $47.8M |
VRTXVERTEX PHARMACEUTICALS INC | $44.6M |
TRVCCITIGROUP INC | $44.2M |
IBTHISHARES TR | $43.6M |
UNHUNITEDHEALTH GROUP INC | $42.6M |
SCHWSCHWAB CHARLES CORP | $41.3M |
GDGENERAL DYNAMICS CORP | $40.8M |
QCOMQUALCOMM INC | $39.4M |
TRVTRAVELERS COMPANIES INC | $38.5M |
BACBANK AMERICA CORP | $38.3M |
GOOGALPHABET INC | $38.1M |
TMUST-MOBILE US INC | $37.8M |
CRMSALESFORCE INC | $37.7M |
NEMNEWMONT CORP | $34.7M |
TSLATESLA INC | $34.7M |
DYNFBLACKROCK ETF TRUST | $33.1M |
BMYBRISTOL-MYERS SQUIBB CO | $31.0M |
WDAYWORKDAY INC | $30.8M |
IEIISHARES TR | $30.2M |
CAHCARDINAL HEALTH INC | $28.0M |
EQTEQT CORP | $27.0M |
FTECFIDELITY COVINGTON TRUST | $27.0M |
JPMJPMORGAN CHASE & CO. | $26.4M |
EZUISHARES INC | $25.6M |
ACNACCENTURE PLC IRELAND | $25.0M |
CEGCONSTELLATION ENERGY CORP | $24.4M |
INTUINTUIT | $24.3M |
CBOECBOE GLOBAL MKTS INC | $23.6M |
BINCBLACKROCK ETF TRUST II | $22.7M |
ANETARISTA NETWORKS INC | $22.1M |
DISDISNEY WALT CO | $22.1M |
BSXBOSTON SCIENTIFIC CORP | $22.0M |
IEFISHARES TR | $21.4M |
MCKMCKESSON CORP | $20.9M |
A4SAMERIPRISE FINL INC | $20.8M |
HWMHOWMET AEROSPACE INC | $20.7M |
HLTHILTON WORLDWIDE HLDGS INC | $20.5M |
SHYISHARES TR | $20.4M |
VCITVANGUARD SCOTTSDALE FDS | $20.4M |
TELTE CONNECTIVITY PLC | $20.4M |
APHAMPHENOL CORP NEW | $19.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18.7M |
ALSALLSTATE CORP | $18.2M |
AMDADVANCED MICRO DEVICES INC | $18.2M |
PLTRPALANTIR TECHNOLOGIES INC | $17.9M |
ORCLORACLE CORP | $17.8M |
AMATAPPLIED MATLS INC | $17.3M |
UBERUBER TECHNOLOGIES INC | $16.8M |
MAMASTERCARD INCORPORATED | $16.5M |
PHPARKER-HANNIFIN CORP | $16.2M |
IEMGISHARES INC | $15.9M |
TXNTEXAS INSTRS INC | $15.8M |
TIPISHARES TR | $15.8M |
VCSHVANGUARD SCOTTSDALE FDS | $15.4M |
EMBISHARES TR | $15.1M |
IGSBISHARES TR | $14.9M |
FNCLFIDELITY COVINGTON TRUST | $14.7M |
CLCOLGATE PALMOLIVE CO | $14.3M |
IJHISHARES TR | $14.0M |
PYPLPAYPAL HLDGS INC | $13.9M |
EWJISHARES INC | $13.5M |
PGRPROGRESSIVE CORP | $13.2M |
SYKSTRYKER CORPORATION | $13.2M |
BACVERIZON COMMUNICATIONS INC | $13.1M |
AIGAMERICAN INTL GROUP INC | $12.6M |
NUENUCOR CORP | $12.4M |
AZOAUTOZONE INC | $12.3M |
NEENEXTERA ENERGY INC | $12.3M |
EWCISHARES INC | $12.0M |
TFLOISHARES TR | $11.9M |
ABGCENCORA INC | $11.5M |
METMETLIFE INC | $11.2M |
IGOVISHARES TR | $11.2M |
NDQINVESCO QQQ TR | $11.0M |
FIDUFIDELITY COVINGTON TRUST | $10.7M |
OKEONEOK INC NEW | $10.7M |
AGGISHARES TR | $10.6M |
XOMEXXON MOBIL CORP | $10.6M |
TLTISHARES TR | $10.4M |
VGITVANGUARD SCOTTSDALE FDS | $10.1M |
TLHISHARES TR | $10.1M |
EWUISHARES TR | $10.1M |
IDV*ISHARES TR | $10.0M |
HYGISHARES TR | $9.9M |
AXPAMERICAN EXPRESS CO | $9.7M |
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