Kovitz Investment Group Partners, LLC Top Holdings and 13F Report (2026)

About Kovitz Investment Group Partners, LLC

Investment Activity

Kovitz Investment Group Partners, LLC has $4.52 billion in total holdings as of June 30, 2026.
Kovitz Investment Group Partners, LLC owns shares of 478 different stocks, but just 85 companies or ETFs make up 80% of its holdings.
Approximately 8.68% of the portfolio was purchased this quarter.
About 18.94% of the portfolio was sold this quarter.
This quarter, Kovitz Investment Group Partners, LLC has purchased 484 new stocks and bought additional shares in 143 stocks.
Kovitz Investment Group Partners, LLC sold shares of 265 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

Apple: $264,257,731
SPDR S&P 500 ETF Trust: $246,239,858
NVIDIA: $181,194,500
iShares Core S&P 500 ETF: $171,109,335
Microsoft: $150,345,598

Largest New Holdings this Quarter

46431W812 - iShares Interest Rate Hedged Long-Term Corporate Bond ETF: $6,372,230 Holding
37940X102 - Global Payments: $4,453,232 Holding
464287739 - iShares U.S. Real Estate ETF: $3,678,517 Holding
316092204 - Fidelity MSCI Consumer Discretionary Index ETF: $3,441,815 Holding
550021109 - lululemon athletica: $3,208,988 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF: 775,831 shares (about $39.23M)
Ciena: 70,636 shares (about $34.65M)
Fidelity MSCI Information Technology Index ETF: 98,968 shares (about $28.26M)
Booking: 134,146 shares (about $23.91M)
RTX: 101,631 shares (about $19.28M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 123,440 shares (about $92.18M)
Marvell Technology: 263,406 shares (about $78.48M)
Micron Technology: 67,343 shares (about $77.73M)
Advanced Micro Devices: 109,081 shares (about $63.37M)
Qualcomm: 202,339 shares (about $37.39M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$264,257,731	$23,784,235 â–¼	-8.3%	913,249	5.9%	Technology
SPY SPDR S&P 500 ETF Trust	$246,239,858	$92,181,538 â–¼	-27.2%	329,739	5.5%	ETF
NVDA NVIDIA	$181,194,500	$17,505,093 â–¼	-8.8%	905,564	4.0%	Technology
IVV iShares Core S&P 500 ETF	$171,109,335	$9,226,363 â–¼	-5.1%	228,483	3.8%	ETF
MSFT Microsoft	$150,345,598	$10,641,906 â–¼	-6.6%	403,049	3.3%	Technology
GOOGL Alphabet	$127,904,527	$3,382,865 â–²	2.7%	357,905	2.8%	Communication Services
SPHQ Invesco S&P 500 Quality ETF	$113,547,680	$8,105,220 â–¼	-6.7%	1,260,240	2.5%	ETF
AMD Advanced Micro Devices	$85,225,394	$63,366,309 â–¼	-42.6%	146,710	1.9%	Technology
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$79,189,128	$24,934,994 â–¼	-23.9%	3,459,551	1.8%	ETF
AMZN Amazon.com	$73,007,159	$3,887,566 â–²	5.6%	306,315	1.6%	Consumer Discretionary
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$72,922,944	$13,923,247 â–²	23.6%	3,259,854	1.6%	ETF
AVGO Broadcom	$68,621,108	$1,998,680 â–¼	-2.8%	181,657	1.5%	Technology
MU Micron Technology	$67,338,575	$77,734,228 â–¼	-53.6%	58,337	1.5%	Technology
MBB iShares MBS ETF	$66,222,780	$867,222 â–¼	-1.3%	700,621	1.5%	ETF
LAM RESEARCH CORPORA	$58,124,564	$32,939,737 â–¼	-36.2%	134,134	1.3%	COMMON
UNH UnitedHealth Group	$52,530,694	$563,179 â–¼	-1.1%	126,388	1.2%	Healthcare
META Meta Platforms	$51,085,470	$2,651,413 â–¼	-4.9%	90,691	1.1%	Communication Services
JPST JPMorgan Ultra-Short Income ETF	$50,713,183	$39,233,789 â–²	341.8%	1,002,831	1.1%	ETF
VRTX Vertex Pharmaceuticals	$47,311,794	$2,166,251 â–²	4.8%	95,246	1.0%	Healthcare
IEI iShares 3-7 Year Treasury Bond ETF	$45,355,779	$498,459 â–¼	-1.1%	386,170	1.0%	ETF
GM General Motors	$43,012,233	$237,098 â–²	0.6%	558,020	1.0%	Consumer Discretionary
FTEC Fidelity MSCI Information Technology Index ETF	$42,369,638	$28,263,370 â–²	200.4%	148,363	0.9%	ETF
RTX RTX	$41,740,541	$19,282,510 â–²	85.9%	219,999	0.9%	Industrials
GD General Dynamics	$41,560,101	$814,050 â–²	2.0%	117,321	0.9%	Industrials
GOOG Alphabet	$39,442,994	$1,994,551 â–¼	-4.8%	111,632	0.9%	Communication Services
C Citigroup	$38,447,941	$8,380,124 â–¼	-17.9%	274,706	0.9%	Finance
BAC Bank of America	$38,141,119	$411,852 â–¼	-1.1%	669,377	0.8%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$37,191,129	$5,457,835 â–²	17.2%	448,951	0.8%	ETF
SCHW Charles Schwab	$35,712,361	$232,890 â–¼	-0.6%	387,041	0.8%	Finance
CIEN Ciena	$35,101,040	$34,651,196 â–²	7,702.9%	71,553	0.8%	Technology
TSLA Tesla	$33,367,743	$66,876 â–¼	-0.2%	79,333	0.7%	Consumer Discretionary
BMY Bristol Myers Squibb	$31,211,028	$103,716 â–¼	-0.3%	541,670	0.7%	Healthcare
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$30,853,012	$301,672 â–²	1.0%	588,685	0.7%	ETF
NEM Newmont	$30,252,530	$63,232 â–¼	-0.2%	323,902	0.7%	Materials
TMUS T-Mobile US	$29,711,897	$740,361 â–²	2.6%	177,141	0.7%	Communication Services
SHY iShares 1-3 Year Treasury Bond ETF	$29,173,044	$9,207,985 â–²	46.1%	355,292	0.6%	ETF
TSM Taiwan Semiconductor Manufacturing	$28,425,067	$2,210,679 â–¼	-7.2%	59,520	0.6%	Technology
FNDX Schwab Fundamental U.S. Large Company ETF	$27,781,359	$2,478,204 â–²	9.8%	893,291	0.6%	ETF
APH Amphenol	$27,660,934	$793,970 â–¼	-2.8%	156,879	0.6%	Technology
CAH Cardinal Health	$27,526,061	$874,228 â–¼	-3.1%	115,869	0.6%	Healthcare
CVS CVS Health	$27,425,055	$607,046 â–¼	-2.2%	265,104	0.6%	Healthcare
ALL Allstate	$27,124,020	$544,170 â–¼	-2.0%	113,995	0.6%	Finance
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$26,127,935	$10,528 â–²	0.0%	491,403	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$25,902,108	$5,638,517 â–²	27.8%	335,911	0.6%	ETF
FIX Comfort Systems USA	$25,449,885	$1,859,189 â–¼	-6.8%	12,840	0.6%	Industrials
EQT EQT	$25,338,279	$942,492 â–¼	-3.6%	476,552	0.6%	Energy
MS Morgan Stanley	$24,380,578	$14,271,808 â–²	141.2%	116,631	0.5%	Finance
BKNG Booking	$24,340,945	$23,910,315 â–²	5,552.4%	136,562	0.5%	Consumer Discretionary
TXN Texas Instruments	$23,898,298	$1,661,459 â–¼	-6.5%	80,176	0.5%	Technology
AMAT Applied Materials	$23,697,523	$4,596,926 â–¼	-16.2%	32,776	0.5%	Technology
STIP iShares 0-5 Year TIPS Bond ETF	$23,572,597	$6,366,024 â–²	37.0%	230,741	0.5%	ETF
UBER Uber Technologies	$23,304,420	$7,974,566 â–²	52.0%	322,954	0.5%	Industrials
FDX FedEx	$22,404,022	$1,130,096 â–¼	-4.8%	71,548	0.5%	Industrials
HWM Howmet Aerospace	$22,371,747	$720,282 â–¼	-3.1%	83,209	0.5%	Industrials
NOW ServiceNow	$22,360,241	$1,979,445 â–²	9.7%	225,224	0.5%	Technology
MCK McKesson	$22,218,222	$195,705 â–¼	-0.9%	29,404	0.5%	Healthcare
PH Parker-Hannifin	$20,012,765	$673,939 â–²	3.5%	20,460	0.4%	Industrials
IEF iShares 7-10 Year Treasury Bond ETF	$19,830,412	$1,582,726 â–¼	-7.4%	209,690	0.4%	ETF
DG Dollar General	$19,632,363	$1,968,267 â–¼	-9.1%	170,553	0.4%	Consumer Staples
HLT Hilton Worldwide	$19,489,426	$361,858 â–¼	-1.8%	58,976	0.4%	Consumer Discretionary
BINC iShares Flexible Income Active ETF	$19,439,273	$3,905,933 â–¼	-16.7%	371,403	0.4%	ETF
WELL Welltower	$18,985,974	$692,037 â–²	3.8%	83,649	0.4%	Real Estate
BRK.B Berkshire Hathaway	$18,269,914	$725,072 â–¼	-3.8%	36,511	0.4%	Finance
IWD iShares Russell 1000 Value ETF	$18,241,772	$2,111,580 â–¼	-10.4%	75,245	0.4%	ETF
CL Colgate-Palmolive	$17,601,518	$451,984 â–¼	-2.5%	191,988	0.4%	Consumer Staples
TRV Travelers Companies	$17,380,191	$609,073 â–²	3.6%	52,648	0.4%	Finance
VEEV Veeva Systems	$16,868,552	$415,635 â–¼	-2.4%	95,050	0.4%	Healthcare
DYNF iShares U.S. Equity Factor Rotation Active ETF	$16,864,661	$2,598,121 â–²	18.2%	247,973	0.4%	ETF
GILD Gilead Sciences	$16,616,711	$15,891,768 â–²	2,192.1%	131,523	0.4%	Healthcare
MET MetLife	$16,247,215	$231,325 â–²	1.4%	192,024	0.4%	Finance
FIDU Fidelity MSCI Industrials Index ETF	$16,113,556	$10,135,644 â–²	169.6%	161,766	0.4%	ETF
AMP Ameriprise Financial	$15,974,298	$418,396 â–¼	-2.6%	34,820	0.4%	Finance
IJR iShares Core S&P Small-Cap ETF	$15,942,514	$735,028 â–¼	-4.4%	107,494	0.4%	ETF
EWJ iShares MSCI Japan ETF	$15,392,414	$121,438 â–¼	-0.8%	165,030	0.3%	ETF
MA Mastercard	$15,316,957	$225,476 â–¼	-1.5%	29,822	0.3%	Finance
TE CONNECTIVITY	$15,076,909	$191,329 â–¼	-1.3%	74,782	0.3%	COMMON
NUE Nucor	$15,050,840	$566,679 â–¼	-3.6%	67,568	0.3%	Materials
ICE Intercontinental Exchange	$15,029,429	$12,624,839 â–²	525.0%	122,081	0.3%	Finance
TLH iShares 10-20 Year Treasury Bond ETF	$14,588,520	$2,680,757 â–²	22.5%	145,376	0.3%	ETF
TIP iShares TIPS Bond ETF	$14,281,209	$391,761 â–¼	-2.7%	130,505	0.3%	ETF
PANW Palo Alto Networks	$13,320,362	$1,513,802 â–²	12.8%	39,060	0.3%	Technology
NEE NextEra Energy	$13,251,748	$128,759 â–²	1.0%	150,982	0.3%	Utilities
INTU Intuit	$12,956,459	$923,951 â–¼	-6.7%	49,641	0.3%	Technology
CI Cigna Group	$12,839,821	$199,041 â–²	1.6%	46,575	0.3%	Healthcare
ORCL Oracle	$12,827,669	$901,283 â–¼	-6.6%	87,531	0.3%	Technology
PGR Progressive	$12,677,057	$6,772 â–¼	-0.1%	58,031	0.3%	Finance
EZU iShares MSCI Eurozone ETF	$12,511,367	$14,418,315 â–¼	-53.5%	180,019	0.3%	ETF
EWC iShares MSCI Canada ETF	$12,502,576	$181,913 â–¼	-1.4%	216,907	0.3%	ETF
AIG American International Group	$12,474,665	$437,568 â–²	3.6%	167,377	0.3%	Finance
CBOE Cboe Global Markets	$12,375,596	$6,806,978 â–¼	-35.5%	50,997	0.3%	Finance
XOM ExxonMobil	$11,194,353	$288,346 â–²	2.6%	81,877	0.2%	Energy
STX Seagate Technology	$10,994,030	$485,428 â–¼	-4.2%	11,392	0.2%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$10,843,208	$213,600 â–¼	-1.9%	109,549	0.2%	ETF
DELL Dell Technologies	$10,676,041	$2,740,743 â–¼	-20.4%	24,743	0.2%	Technology
UPS United Parcel Service	$10,332,997	$253,057 â–²	2.5%	96,120	0.2%	Industrials
JPM JPMorgan Chase & Co.	$10,144,573	$18,036,069 â–¼	-64.0%	30,991	0.2%	Finance
CLOA iShares AAA CLO Active ETF	$10,061,360	$284,156 â–²	2.9%	193,823	0.2%	ETF
OKE ONEOK	$10,016,015	$85,549 â–¼	-0.8%	115,206	0.2%	Energy
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$9,618,318	$2,155,835 â–¼	-18.3%	99,733	0.2%	ETF
QQQ Invesco QQQ	$9,609,223	$3,145,386 â–¼	-24.7%	13,048	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Kovitz Investment Group Partners, LLC Top Holdings and 13F Report (2026)

About Kovitz Investment Group Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Kovitz Investment Group Partners, LLC Top Holdings and 13F Report (2026)

About Kovitz Investment Group Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKovitz Investment Group Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools