Kovitz Investment Group Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KI Kovitz Investment Group Partners, LLC | Institutional Filer | ▼ 4.48% | $4.31B | 484 |
Current Portfolio Holdings
Showing all 484 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 453K | $294.7M | 6.83% |
| 2 | AAPL | Apple Inc. | Technology | 995K | $252.6M | 5.86% |
| 3 | NVDA | NVIDIA Corporation | Technology | 993K | $173.2M | 4.01% |
| 4 | MSFT | Microsoft Corporation | Technology | 432K | $159.8M | 3.70% |
| 5 | IVV | ISHARES TRUST | — | 241K | $157.3M | 3.65% |
| 6 | IBTG | ISHARES TRUST | — | 4.5M | $104.2M | 2.42% |
| 7 | SPHQ | INVESCO EXCHANGETRAD | — | 1.4M | $101.5M | 2.35% |
| 8 | GOOGL | Alphabet Inc. | Technology | 348K | $100.2M | 2.32% |
| 9 | MBB | ISHARES TR | — | 710K | $67.4M | 1.56% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 290K | $60.4M | 1.40% |
| 11 | IBTH | ISHARES TRUST | — | 2.6M | $59.2M | 1.37% |
| 12 | AVGO | Broadcom Inc. | Technology | 187K | $57.9M | 1.34% |
| 13 | META | Meta Platforms, Inc. | Technology | 95K | $54.6M | 1.27% |
| 14 | AMD | Advanced Micro Devices, Inc. | Technology | 256K | $52.0M | 1.21% |
| 15 | IEI | ISHARES | — | 390K | $46.3M | 1.07% |
Showing 1 to 15 of 484 holdings