Kovitz Investment Group Partners, LLC
CIK Number: 0001665198
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EQTY | Kovitz Core Equ... | 25.97 | +0.32% | 45.74M | -0.12% | 1.15B | 16.4 | 4.89% | Share |
| 2 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 1.62M | +11.72% | 805.08M | 404.67 | 3.44% | Share |
| 3 | AAPL | Apple Inc. | 258.02 | +0.35% | 2.87M | +15.45% | 587.91M | 172.14 | 2.51% | Share |
| 4 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 2.39M | +9.78% | 525.22M | 172.61 | 2.24% | Share |
| 5 | SPY | SPDR S&P 500 ET... | 669.25 | 0.00% | 751.66K | +4.37% | 464.65M | 547.63 | 1.99% | Share |
| 6 | AVGO | Broadcom Inc. | 338.37 | +0.06% | 1.39M | +20.13% | 384.29M | 217.77 | 1.64% | Share |
| 7 | JAAA | Janus Henderson... | 50.59 | +0.01% | 7.56M | +16.53% | 383.84M | 50.74 | 1.64% | Share |
| 8 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 2.41M | +18.71% | 380.98M | 122.17 | 1.63% | Share |
| 9 | GOOGL | Alphabet Inc. | 245.35 | -0.14% | 2.04M | +5.37% | 358.91M | 149.97 | 1.53% | Share |
| 10 | POWL | Powell Industri... | 304.06 | -1.13% | 1.63M | +100.00% | 342.59M | 210.45 | 1.46% | Share |
| 11 | META | Meta Platforms,... | 710.56 | -2.27% | 415.55K | +4.56% | 306.71M | 292.98 | 1.31% | Share |
| 12 | IVV | iShares Core S&... | 672.49 | 0.00% | 477.81K | +8.99% | 296.67M | 564.65 | 1.27% | Share |
| 13 | TMO | Thermo Fisher S... | 543.55 | +3.54% | 710.81K | +12.59% | 288.21M | 506.25 | 1.23% | Share |
| 14 | ICE | Intercontinenta... | 162.59 | +1.00% | 1.48M | -1.22% | 271.33M | 129.69 | 1.16% | Share |
| 15 | KEYS | Keysight Techno... | 173.32 | -1.05% | 1.63M | +0.72% | 267.9M | 153.31 | 1.15% | Share |
| 16 | IWF | iShares Russell... | 469.99 | -0.37% | 629.66K | -0.98% | 267.34M | 360.29 | 1.14% | Share |
| 17 | VTI | Vanguard Total ... | 329.96 | +0.05% | 877.26K | -2.84% | 266.86M | 258.43 | 1.14% | Share |
| 18 | AMD | Advanced Micro ... | 164.67 | -2.98% | 1.84M | +2.89% | 261.62M | 120.9 | 1.12% | Share |
| 19 | SCHW | The Charles Sch... | 94.07 | +1.48% | 2.66M | -0.64% | 243.12M | 58.74 | 1.04% | Share |
| 20 | LRCX | Lam Research Co... | 145.81 | -0.8% | 2.43M | +2.28% | 236.84M | 73.21 | 1.01% | Share |
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