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 $4.31 billion in total holdings as of March 31, 2026.
Kovitz Investment Group Partners, LLC owns shares of 484 different stocks, but just 90 companies or ETFs make up 80% of its holdings.
Approximately 15.04% of the portfolio was purchased this quarter.
About 15.09% of the portfolio was sold this quarter.
This quarter, Kovitz Investment Group Partners, LLC has purchased 471 new stocks and bought additional shares in 173 stocks.
Kovitz Investment Group Partners, LLC sold shares of 215 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $294,720,681
Apple: $252,634,096
NVIDIA: $173,188,031
Microsoft: $159,757,392
iShares Core S&P 500 ETF: $157,295,156

Largest New Holdings this Quarter

808524771 - Schwab Fundamental U.S. Large Company ETF: $22,658,940 Holding
256677105 - Dollar General: $22,279,962 Holding
95040Q104 - Welltower: $15,935,454 Holding
00162Q452 - Alerian MLP ETF: $8,419,111 Holding
464288372 - iShares Global Infrastructure ETF: $8,413,243 Holding

Largest Purchases this Quarter

Advanced Micro Devices: 170,976 shares (about $34.78M)
Invesco S&P 500 Quality ETF: 347,905 shares (about $26.16M)
Marvell Technology: 263,715 shares (about $26.12M)
Schwab Fundamental U.S. Large Company ETF: 813,606 shares (about $22.66M)
Dollar General: 187,652 shares (about $22.28M)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF: 1,121,757 shares (about $56.77M)
iShares Core S&P 500 ETF: 49,680 shares (about $32.45M)
Micron Technology: 77,697 shares (about $26.25M)
Travelers Companies: 81,826 shares (about $23.87M)
iShares U.S. Equity Factor Rotation Active ETF: 334,360 shares (about $19.45M)

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
SPY SPDR S&P 500 ETF Trust	$294,720,681	$7,763,115 â–¼	-2.6%	453,179	6.8%	Finance
AAPL Apple	$252,634,096	$3,564,736 â–²	1.4%	995,445	5.9%	Computer and Technology
NVDA NVIDIA	$173,188,031	$15,264,719 â–²	9.7%	993,050	4.0%	Computer and Technology
MSFT Microsoft	$159,757,392	$8,938,504 â–¼	-5.3%	431,578	3.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$157,295,156	$32,451,520 â–¼	-17.1%	240,803	3.6%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$104,237,842	$3,804,051 â–¼	-3.5%	4,548,891	2.4%	Manufacturing
SPHQ Invesco S&P 500 Quality ETF	$101,521,447	$26,158,992 â–²	34.7%	1,350,198	2.4%	ETF
GOOGL Alphabet	$100,197,330	$5,869,975 â–¼	-5.5%	348,439	2.3%	Computer and Technology
MBB iShares MBS ETF	$67,395,190	$5,972,265 â–²	9.7%	709,796	1.6%	ETF
AMZN Amazon.com	$60,399,225	$694,582 â–¼	-1.1%	290,004	1.4%	Retail/Wholesale
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$59,157,944	$15,627,387 â–²	35.9%	2,637,447	1.4%	Manufacturing
AVGO Broadcom	$57,862,411	$1,392,489 â–²	2.5%	186,948	1.3%	Computer and Technology
META Meta Platforms	$54,580,423	$1,141,407 â–²	2.1%	95,398	1.3%	Computer and Technology
AMD Advanced Micro Devices	$52,035,647	$34,781,704 â–²	201.6%	255,791	1.2%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$46,303,119	$16,278,212 â–²	54.2%	390,414	1.1%	ETF
LAM RESEARCH CORPORA	$44,900,507	$14,904,304 â–¼	-24.9%	210,149	1.0%	COMMON
MU Micron Technology	$42,459,947	$26,249,288 â–¼	-38.2%	125,680	1.0%	Computer and Technology
GM General Motors	$41,343,361	$2,420,358 â–¼	-5.5%	554,944	1.0%	Auto/Tires/Trucks
VRTX Vertex Pharmaceuticals	$40,583,810	$3,344,586 â–¼	-7.6%	90,885	0.9%	Medical
GD General Dynamics	$39,478,361	$2,122,481 â–¼	-5.1%	115,023	0.9%	Aerospace
C Citigroup	$37,944,890	$4,996,512 â–¼	-11.6%	334,581	0.9%	Financial Services
SCHW Charles Schwab	$36,611,394	$2,274,509 â–¼	-5.8%	389,565	0.8%	Finance
TMUS T-Mobile US	$36,277,877	$2,835,827 â–¼	-7.3%	172,727	0.8%	Computer and Technology
NEM Newmont	$35,135,682	$2,488,127 â–¼	-6.6%	324,579	0.8%	Basic Materials
UNH UnitedHealth Group	$34,566,179	$324,710 â–¼	-0.9%	127,743	0.8%	Medical
SYK Stryker	$33,694,609	$21,390,555 â–²	173.8%	102,543	0.8%	Medical
GOOG Alphabet	$33,642,088	$1,218,868 â–¼	-3.5%	117,277	0.8%	Computer and Technology
CRM Salesforce	$33,033,193	$6,473,356 â–²	24.4%	176,960	0.8%	Computer and Technology
BAC Bank of America	$32,984,507	$952,185 â–¼	-2.8%	676,605	0.8%	Finance
BMY Bristol Myers Squibb	$32,961,489	$1,921,819 â–¼	-5.5%	543,470	0.8%	Medical
EQT EQT	$31,455,899	$654,093 â–¼	-2.0%	494,278	0.7%	Energy
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$30,638,776	$15,839,759 â–²	107.0%	582,929	0.7%	Manufacturing
TSLA Tesla	$29,551,504	$874,366 â–²	3.0%	79,492	0.7%	Auto/Tires/Trucks
QCOM Qualcomm	$27,461,639	$2,239,233 â–¼	-7.5%	213,244	0.6%	Computer and Technology
FDX FedEx	$26,769,649	$16,557,525 â–²	162.1%	75,157	0.6%	Transportation
IEMG iShares Core MSCI Emerging Markets ETF	$26,718,933	$10,221,727 â–²	62.0%	383,067	0.6%	ETF
MRVL Marvell Technology	$26,457,154	$26,120,978 â–²	7,770.0%	267,109	0.6%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$26,141,963	$17,071,028 â–²	188.2%	491,205	0.6%	Manufacturing
CTSH Cognizant Technology Solutions	$25,707,825	$20,515,339 â–²	395.1%	419,035	0.6%	Computer and Technology
MCK McKesson	$25,669,762	$3,648,441 â–²	16.6%	29,663	0.6%	Medical
JPM JPMorgan Chase & Co.	$25,324,465	$1,208,420 â–²	5.0%	86,090	0.6%	Finance
CAH Cardinal Health	$25,261,998	$3,481,346 â–¼	-12.1%	119,549	0.6%	Medical
EZU iShares MSCI Eurozone ETF	$24,271,545	$757,695 â–¼	-3.0%	387,476	0.6%	ETF
ALL Allstate	$24,110,033	$5,931,820 â–²	32.6%	116,282	0.6%	Finance
BINC iShares Flexible Income Active ETF	$23,162,290	$775,263 â–²	3.5%	446,029	0.5%	ETF
INTU Intuit	$22,994,777	$7,160,762 â–²	45.2%	53,181	0.5%	Computer and Technology
RTX RTX	$22,833,338	$18,841,825 â–²	472.0%	118,368	0.5%	Aerospace
FNDX Schwab Fundamental U.S. Large Company ETF	$22,658,940	$22,658,940 â–²	New Holding	813,606	0.5%	ETF
DG Dollar General	$22,279,962	$22,279,962 â–²	New Holding	187,652	0.5%	Retail/Wholesale
CBOE Cboe Global Markets	$22,218,003	$4,222,846 â–¼	-16.0%	79,047	0.5%	Financial Services
TSM Taiwan Semiconductor Manufacturing	$21,679,348	$17,830,739 â–²	463.3%	64,149	0.5%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$21,610,177	$329,078 â–²	1.5%	226,426	0.5%	ETF
NOW ServiceNow	$21,462,673	$16,949,872 â–²	375.6%	205,286	0.5%	Computer and Technology
APH Amphenol	$20,390,644	$2,091,601 â–²	11.4%	161,382	0.5%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$20,076,965	$290,069 â–¼	-1.4%	243,150	0.5%	Manufacturing
HWM Howmet Aerospace	$19,793,934	$3,514,548 â–¼	-15.1%	85,888	0.5%	Aerospace
CVS CVS Health	$19,461,251	$16,000,166 â–²	462.3%	270,972	0.5%	Medical
FIX Comfort Systems USA	$19,000,797	$18,420,209 â–²	3,172.7%	13,778	0.4%	Construction
HLT Hilton Worldwide	$18,266,401	$3,403,874 â–¼	-15.7%	60,071	0.4%	Consumer Discretionary
BRK.B Berkshire Hathaway	$18,190,871	$393,912 â–²	2.2%	37,960	0.4%	Finance
IWD iShares Russell 1000 Value ETF	$17,938,870	$9,083,857 â–²	102.6%	83,955	0.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$17,746,130	$3,441,475 â–²	24.1%	262,788	0.4%	ETF
PH Parker-Hannifin	$17,700,521	$1,239,063 â–²	7.5%	19,771	0.4%	Industrials
STIP iShares 0-5 Year TIPS Bond ETF	$17,420,473	$9,198,480 â–²	111.9%	168,427	0.4%	ETF
PDD PDD	$17,277,377	$16,373,387 â–²	1,811.2%	169,087	0.4%	Retail/Wholesale
VEEV Veeva Systems	$17,107,937	$16,824,245 â–²	5,930.5%	97,392	0.4%	Medical
CL Colgate-Palmolive	$16,783,393	$1,351,327 â–²	8.8%	196,918	0.4%	Consumer Staples
TXN Texas Instruments	$16,647,571	$1,082,335 â–¼	-6.1%	85,750	0.4%	Computer and Technology
WELL Welltower	$15,935,454	$15,935,454 â–²	New Holding	80,600	0.4%	Finance
AMP Ameriprise Financial	$15,879,578	$2,942,868 â–¼	-15.6%	35,732	0.4%	Finance
TE CONNECTIVITY	$15,829,362	$2,871,947 â–¼	-15.4%	75,731	0.4%	COMMON
UBER Uber Technologies	$15,280,969	$462,223 â–²	3.1%	212,442	0.4%	Computer and Technology
MA Mastercard	$15,120,324	$712,520 â–²	4.9%	30,261	0.4%	Business Services
TRV Travelers Companies	$14,818,467	$23,867,407 â–¼	-61.7%	50,803	0.3%	Finance
PALANTIR TECH INC	$14,797,992	$57,342 â–²	0.4%	101,162	0.3%	COM USD0.001 CLASS A
TIP iShares TIPS Bond ETF	$14,797,670	$1,036,725 â–¼	-6.5%	134,085	0.3%	ETF
EWJ iShares MSCI Japan ETF	$14,045,144	$32,003 â–¼	-0.2%	166,332	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$13,978,747	$5,523,501 â–²	65.3%	112,450	0.3%	ETF
NEE NextEra Energy	$13,887,041	$326,382 â–¼	-2.3%	149,515	0.3%	Utilities
ZS Zscaler	$13,869,920	$12,918,052 â–²	1,357.1%	98,866	0.3%	Computer and Technology
ORCL Oracle	$13,781,522	$352,478 â–²	2.6%	93,681	0.3%	Computer and Technology
XOM ExxonMobil	$13,533,518	$1,364,244 â–¼	-9.2%	79,768	0.3%	Energy
MET MetLife	$13,386,604	$3,338,978 â–²	33.2%	189,290	0.3%	Finance
AMAT Applied Materials	$13,375,702	$9,635,810 â–¼	-41.9%	39,134	0.3%	Computer and Technology
CI Cigna Group	$12,231,408	$8,960,221 â–²	273.9%	45,853	0.3%	Medical
DYNF iShares U.S. Equity Factor Rotation Active ETF	$12,204,520	$19,453,134 â–¼	-61.4%	209,771	0.3%	ETF
AIG American International Group	$12,153,401	$1,041,918 â–²	9.4%	161,506	0.3%	Finance
CVX Chevron	$12,107,920	$340,768 â–¼	-2.7%	58,520	0.3%	Energy
EWC iShares MSCI Canada ETF	$12,057,269	$110,073 â–¼	-0.9%	220,063	0.3%	ETF
COR Cencora	$12,045,199	$1,343,277 â–²	12.6%	38,343	0.3%	Medical
TLH iShares 10-20 Year Treasury Bond ETF	$11,951,692	$1,991,344 â–²	20.0%	118,662	0.3%	ETF
NUE Nucor	$11,856,106	$1,014,445 â–¼	-7.9%	70,112	0.3%	Basic Materials
PGR Progressive	$11,510,267	$9,516 â–²	0.1%	58,062	0.3%	Finance
JPST JPMorgan Ultra-Short Income ETF	$11,488,499	$56,772,265 â–¼	-83.2%	227,000	0.3%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$11,467,694	$3,273,478 â–¼	-22.2%	122,087	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$11,089,175	$541,023 â–²	5.1%	111,707	0.3%	Finance
PYPL PayPal	$10,526,804	$223,120 â–¼	-2.1%	232,739	0.2%	Business Services
OKE ONEOK	$10,502,420	$2,642,101 â–¼	-20.1%	116,190	0.2%	Energy
EWU iShares MSCI United Kingdom ETF	$10,360,952	$51,938 â–¼	-0.5%	227,413	0.2%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$10,276,634	$14,758,865 â–¼	-59.0%	49,395	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