Kovitz Investment Group Partners, LLC 13F Holdings

CIK 0001665198 · Chicago, IL

As of Sep 30, 2025, Kovitz Investment Group Partners, LLC reported 1,394 positions worth $21.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KOVITZ CORE EQUITY ETFEQTY—45,721,097 .2B5.42%
MICROSOFT CORPMSFTTechnology1,700,950$881.0M4.07%
APPLE INCAAPLTechnology2,993,014$762.1M3.52%
POWELL INDUSTRIES INCPOWLIndustrials2,314,474$705.5M3.26%
AMAZON.COM INCAMZNEquity2,413,888$530.0M2.45%
SPDR S&P 500 ETF TRUSTSPY—792,599$528.2M2.44%
ALPHABET INCGOOGLEquity1,970,832$479.1M2.21%
NVIDIA CORPNVDATechnology2,460,746$459.1M2.12%
BROADCOM INCAVGOTechnology1,275,551$420.8M1.95%
JANUS HENDERSON AAA CLO ETFJAAA—7,818,805$397.0M1.84%
ISHARES CORE S&P 500 ETFIVV—572,969$383.5M1.77%
THERMO FISHER SCIENTIFIC INCTMOHealthcare717,840$348.2M1.61%
LAM RESEARCH CORPLRCXTechnology2,377,790$318.5M1.47%
META PLATFORMS INCMETACommunication Services399,390$293.3M1.36%
ADVANCED MICRO DEVICES INCAMDEquity1,805,893$292.2M1.35%
ISHARES RUSSELL 1000 GROWTH ETFIWF—623,541$292.1M1.35%
VANGUARD TOTAL STOCK MKT ETFVTI—886,410$291.1M1.35%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology1,660,090$290.4M1.34%
ALPHABET INCGOOGEquity1,059,087$257.9M1.19%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services1,491,417$251.3M1.16%
SCHWAB CHARLES CORPSCHWEquity2,330,400$222.5M1.03%
ADOBE INCADBETechnology590,982$208.5M0.96%
VANGUARD VALUE INDEX FUNDVTV—1,106,265$206.3M0.95%
JPMORGAN CHASE & COJPMFinancial Services636,914$200.9M0.93%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive1,179,050 91.2M0.88%