Kovitz Investment Group Partners, LLC Top Holdings and 13F Report (2025) About Kovitz Investment Group Partners, LLCInvestment ActivityKovitz Investment Group Partners, LLC has $19.93 billion in total holdings as of March 31, 2025.Kovitz Investment Group Partners, LLC owns shares of 1,231 different stocks, but just 143 companies or ETFs make up 80% of its holdings.Approximately 22.70% of the portfolio was purchased this quarter.About 65.23% of the portfolio was sold this quarter.This quarter, Kovitz Investment Group Partners, LLC has purchased 1,133 new stocks and bought additional shares in 615 stocks.Kovitz Investment Group Partners, LLC sold shares of 405 stocks and completely divested from 74 stocks this quarter.Largest Holdings Kovitz Core Equity ETF $1,061,902,141Apple $552,692,981Microsoft $544,879,898Amazon.com $415,099,697SPDR S&P 500 ETF Trust $409,390,433 Largest New Holdings this Quarter 46435G334 - iShares MSCI United Kingdom ETF $15,278,762 Holding092528504 - iShares AAA CLO Active ETF $8,567,880 Holding00162Q452 - Alerian MLP ETF $6,540,527 Holding78464A870 - SPDR S&P Biotech ETF $5,771,370 HoldingH5919C104 - ON $5,686,131 Holding Largest Purchases this Quarter Kovitz Core Equity ETF 44,176,796 shares (about $1.02B)Apple 2,480,399 shares (about $543.08M)Microsoft 468,702 shares (about $175.72M)LAM RESEARCH CORP 2,317,530 shares (about $168.48M)AON 311,236 shares (about $124.21M) Largest Sales this Quarter Meta Platforms 1,312,278 shares (about $756.34M)Philip Morris International 4,245,561 shares (about $673.90M)Charles Schwab 8,324,072 shares (about $651.61M)Alphabet 4,066,992 shares (about $635.39M)Becton, Dickinson and Company 2,670,406 shares (about $611.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKovitz Investment Group Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEQTYKovitz Core Equity ETF$1,061,902,141$1,024,414,210 ▲2,732.7%45,793,4245.3%ETFAAPLApple$552,692,981$543,081,116 ▲5,650.1%2,524,2992.8%Computer and TechnologyMSFTMicrosoft$544,879,898$175,721,776 ▲47.6%1,453,3562.7%Computer and TechnologyAMZNAmazon.com$415,099,697$600,528,333 ▼-59.1%2,190,8352.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$409,390,433$104,372,537 ▼-20.3%1,115,5022.1%FinanceJAAAJanus Henderson AAA CLO ETF$329,140,234$78,597,781 ▲31.4%6,490,6361.7%ETFTMOThermo Fisher Scientific$314,155,077$135,292,162 ▼-30.1%631,3421.6%MedicalGOOGLAlphabet$298,890,126$72,737,534 ▲32.2%1,932,8131.5%Computer and TechnologyICEIntercontinental Exchange$258,255,165$526,004,899 ▼-67.1%1,497,1321.3%FinanceVTIVanguard Total Stock Market ETF$248,345,001$60,360,379 ▲32.1%903,0881.2%ETFIVViShares Core S&P 500 ETF$246,338,228$58,426,396 ▼-19.2%438,4021.2%ETFKEYSKeysight Technologies$243,120,571$453,655,986 ▼-65.1%1,623,2931.2%Computer and TechnologyBRK.BBerkshire Hathaway$230,848,454$484,856,208 ▼-67.7%433,4521.2%FinanceIWFiShares Russell 1000 Growth ETF$229,610,632$2,897,030 ▼-1.2%635,8811.2%ETFMETAMeta Platforms$229,054,290$756,343,241 ▼-76.8%397,4161.1%Computer and TechnologyLOWLowe's Companies$226,470,601$327,091,653 ▼-59.1%971,0181.1%Retail/WholesaleNVDANVIDIA$221,661,733$17,601,368 ▲8.6%2,042,3661.1%Computer and TechnologyVVisa$217,341,114$610,515,591 ▼-73.7%620,1601.1%Business ServicesSCHWCharles Schwab$209,932,093$651,608,618 ▼-75.6%2,681,8091.1%FinanceUNHUnitedHealth Group$199,212,336$22,988,879 ▲13.0%380,3591.0%MedicalAVGOBroadcom$194,834,685$3,179,440 ▼-1.6%1,160,6961.0%Computer and TechnologyPMPhilip Morris International$191,701,934$673,897,558 ▼-77.9%1,207,7241.0%Consumer StaplesVTVVanguard Value ETF$186,613,573$11,627,321 ▼-5.9%1,080,3130.9%ETFAMDAdvanced Micro Devices$184,107,170$125,889,560 ▼-40.6%1,791,9720.9%Computer and TechnologyIWDiShares Russell 1000 Value ETF$177,103,250$15,333,011 ▲9.5%941,2350.9%ETFGOOGAlphabet$176,339,290$635,386,685 ▼-78.3%1,128,7150.9%Computer and TechnologyLAM RESEARCH CORP$172,896,884$168,484,501 ▲3,818.4%2,378,2230.9%COM NEWBDXBecton, Dickinson and Company$170,938,007$611,682,914 ▼-78.2%746,2590.9%MedicalAJGArthur J. Gallagher & Co.$168,638,540$2,954,906 ▼-1.7%488,4680.8%FinanceAPOApollo Global Management$160,865,289$14,659,983 ▲10.0%1,174,7130.8%FinanceFIFiserv$151,558,212$468,218,355 ▼-75.5%686,3120.8%Business ServicesPHParker-Hannifin$142,726,159$2,380,340 ▲1.7%234,8050.7%IndustrialsJJacobs Solutions$142,440,685$418,198,246 ▼-74.6%1,178,2670.7%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$137,418,488$8,835,664 ▼-6.0%5,487,9590.7%ETFABTAbbott Laboratories$136,633,411$7,869,332 ▲6.1%1,030,0290.7%MedicalMRKMerck & Co., Inc.$135,349,601$23,560,287 ▲21.1%1,507,9060.7%MedicalIEFiShares 7-10 Year Treasury Bond ETF$130,743,947$6,148,226 ▲4.9%1,370,9110.7%ETFAONAON$130,631,588$124,211,415 ▲1,934.7%327,3230.7%FinanceJPMJPMorgan Chase & Co.$130,609,519$255,473,353 ▼-66.2%532,4460.7%FinanceRTXRTX$130,365,783$27,926,035 ▲27.3%984,1890.7%AerospaceGXOGXO Logistics$130,143,239$27,694,464 ▲27.0%3,330,1760.7%TransportationPCARPACCAR$122,875,224$398,939,979 ▼-76.5%1,261,9410.6%Auto/Tires/TrucksORCLOracle$121,803,427$308,524,753 ▼-71.7%871,2060.6%Computer and TechnologyKMXCarMax$119,703,849$394,183,558 ▼-76.7%1,536,2410.6%Retail/WholesaleBXBlackstone$117,440,110$8,308,395 ▲7.6%840,1770.6%FinanceIVEiShares S&P 500 Value ETF$112,990,736$596,516 ▲0.5%592,8780.6%ETFADBEAdobe$110,455,543$71,439,920 ▲183.1%287,9980.6%Computer and TechnologyPPGPPG Industries$108,649,912$365,671,878 ▼-77.1%993,5980.5%Basic MaterialsDLTRDollar Tree$105,755,298$384,066,971 ▼-78.4%1,408,7550.5%Retail/WholesaleIBTGiShares iBonds Dec 2026 Term Treasury ETF$105,101,631$103,400,240 ▲6,077.4%4,581,5880.5%ManufacturingCRMSalesforce$104,913,281$342,533,643 ▼-76.6%390,9420.5%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$104,700,468$6,787,063 ▲6.9%2,260,8580.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$102,714,260$2,478,459 ▼-2.4%1,286,1770.5%ManufacturingZBRAZebra Technologies$101,602,307$23,135,371 ▲29.5%359,5790.5%IndustrialsOEFiShares S&P 100 ETF$101,096,634$159,248 ▼-0.2%373,2840.5%ETFVEAVanguard FTSE Developed Markets ETF$99,986,684$8,077,044 ▲8.8%1,967,0790.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$96,468,137$1,169,056 ▼-1.2%1,842,0490.5%ManufacturingDEDeere & Company$96,233,351$4,466,343 ▲4.9%205,0350.5%IndustrialsAMATApplied Materials$94,786,083$189,648,935 ▼-66.7%653,1560.5%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$93,675,856$11,958,523 ▲14.6%2,072,4740.5%ETFSPHQInvesco S&P 500 Quality ETF$93,543,428$32,872,259 ▼-26.0%1,410,0610.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$90,554,057$45,076,493 ▲99.1%899,5120.5%ETFIJRiShares Core S&P Small-Cap ETF$88,220,868$8,387,786 ▼-8.7%843,6520.4%ETFLULULululemon Athletica$87,958,985$3,394,175 ▲4.0%310,7430.4%Consumer DiscretionaryAXPAmerican Express$85,956,155$458,029,162 ▼-84.2%319,4800.4%FinanceMSIMotorola Solutions$77,888,645$166,981,294 ▼-68.2%177,9050.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$77,460,024$34,322,672 ▼-30.7%1,529,9240.4%ETFJNJJohnson & Johnson$76,439,849$19,056,396 ▲33.2%460,9240.4%MedicalVOOVanguard S&P 500 ETF$75,291,477$2,381,477 ▼-3.1%146,5060.4%ETFRSPInvesco S&P 500 Equal Weight ETF$72,834,355$1,159,082 ▲1.6%420,4490.4%ETFVGITVanguard Intermediate-Term Treasury ETF$72,286,224$6,425,432 ▼-8.2%1,216,9370.4%ETFMBBiShares MBS ETF$71,872,300$3,051,600 ▼-4.1%766,3930.4%ETFPNCThe PNC Financial Services Group$70,981,837$8,235,344 ▲13.1%403,8340.4%FinanceSBUXStarbucks$68,339,710$43,940,112 ▼-39.1%696,7040.3%Retail/WholesaleARISTA NETWORKS INC$67,115,394$220,362,245 ▼-76.7%866,2290.3%COM SHSBLDRBuilders FirstSource$66,091,351$59,839,095 ▲957.1%528,9840.3%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$63,622,141$9,188,433 ▲16.9%372,2980.3%ETFDHRDanaher$62,506,747$3,129,755 ▲5.3%304,9090.3%MedicalIEFAiShares Core MSCI EAFE ETF$60,434,955$8,988,905 ▼-12.9%798,8740.3%ETFVGSHVanguard Short-Term Treasury ETF$59,708,453$6,995,210 ▲13.3%1,017,3520.3%ETFTMUST-Mobile US$58,148,497$7,388,415 ▲14.6%218,0210.3%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$55,977,176$13,039,435 ▲30.4%473,8390.3%ETFAMENTUM HOLDINGS INC$55,970,555$213,159,143 ▼-79.2%3,075,3050.3%COMDFIVDimensional International Value ETF$55,801,361$1,625,530 ▲3.0%1,417,7160.3%ETFQCOMQUALCOMM$55,739,369$20,865,915 ▲59.8%362,8630.3%Computer and TechnologyIWBiShares Russell 1000 ETF$55,429,531$2,730,925 ▼-4.7%180,7040.3%ETFCRDTSimplify Opportunistic Income ETF$54,410,165$2,409,981 ▲4.6%2,131,2250.3%ETFPRFInvesco RAFI US 1000 ETF$54,253,270$388,704 ▲0.7%1,342,5700.3%ETFIVWiShares S&P 500 Growth ETF$53,940,491$842,154 ▲1.6%581,0670.3%ETFVUGVanguard Growth ETF$53,798,583$6,320,258 ▼-10.5%145,0800.3%ETFEFAiShares MSCI EAFE ETF$51,085,683$5,094,241 ▲11.1%625,0530.3%FinanceXOMExxon Mobil$49,385,341$10,561,344 ▲27.2%415,2470.2%EnergyWMTWalmart$49,176,169$27,516,539 ▲127.0%560,1570.2%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$48,589,278$202,933 ▲0.4%557,4060.2%ETFHASHasbro$48,513,006$148,308,038 ▼-75.4%788,9570.2%Consumer DiscretionaryBACBank of America$48,077,328$28,630,277 ▲147.2%1,152,1050.2%FinanceIWMiShares Russell 2000 ETF$47,993,551$1,038,542 ▼-2.1%240,5820.2%FinanceCVXChevron$47,868,996$4,062,161 ▲9.3%286,1420.2%EnergyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$45,744,679$11,986,855 ▼-20.8%870,9950.2%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$43,962,789$2,162,419 ▲5.2%814,5770.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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