CIK 1665198
Kovitz Investment Group Partners, LLC
Institutional 13F holdings & portfolio
Holdings
471
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 471
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 465K | $1M+ | SH |
| AAPL | APPLE INC | 981K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 456K | $1M+ | SH |
| IVV | ISHARES TR | 290K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 906K | $1M+ | SH |
| GOOGL | ALPHABET INC | 369K | $1M+ | SH |
| IBTG | ISHARES TR | 4.7M | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 1.0M | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.3M | $1M+ | SH |
| AMZN | AMAZON COM INC | 293K | $1M+ | SH |
| AVGO | BROADCOM INC | 182K | $1M+ | SH |
| META | META PLATFORMS INC | 93K | $1M+ | SH |
| MBB | ISHARES TR | 647K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 203K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 280K | $1M+ | SH |
| GM | GENERAL MTRS CO | 587K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 98K | $1M+ | SH |
| C | CITIGROUP INC | 379K | $1M+ | SH |
| IBTH | ISHARES TR | 1.9M | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 129K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 414K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 121K | $1M+ | SH |
| QCOM | QUALCOMM INC | 231K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 133K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 696K | $1M+ | SH |
| GOOG | ALPHABET INC | 122K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 186K | $1M+ | SH |
| CRM | SALESFORCE INC | 142K | $1M+ | SH |
| NEM | NEWMONT CORP | 348K | $1M+ | SH |
| TSLA | TESLA INC | 77K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 544K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 575K | $1M+ | SH |
| WDAY | WORKDAY INC | 144K | $1M+ | SH |
| IEI | ISHARES TR | 253K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 136K | $1M+ | SH |
| EQT | EQT CORP | 505K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 120K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 82K | $1M+ | SH |
| EZU | ISHARES INC | 400K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 93K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 69K | $1M+ | SH |
| INTU | INTUIT | 37K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 94K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 431K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 169K | $1M+ | SH |
| DIS | DISNEY WALT CO | 194K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 231K | $1M+ | SH |
| IEF | ISHARES TR | 223K | $1M+ | SH |
| MCK | MCKESSON CORP | 25K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 42K | $1M+ | SH |