Kovitz Investment Group Partners, LLC Top Holdings and 13F Report (2025) About Kovitz Investment Group Partners, LLCInvestment ActivityKovitz Investment Group Partners, LLC has $30.13 billion in total holdings as of December 31, 2024.Kovitz Investment Group Partners, LLC owns shares of 1,135 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 55.60% of the portfolio was purchased this quarter.About 9.03% of the portfolio was sold this quarter.This quarter, Kovitz Investment Group Partners, LLC has purchased 1,054 new stocks and bought additional shares in 360 stocks.Kovitz Investment Group Partners, LLC sold shares of 546 stocks and completely divested from 115 stocks this quarter.Largest Holdings Amazon.com $1,176,004,731Meta Platforms $1,001,043,768Alphabet $989,470,654Apple $880,850,292Charles Schwab $814,545,225 Largest New Holdings this Quarter ARISTA NETWORKS INC $410,104,719 HoldingZebra Technologies $107,253,680 HoldingCiena $38,071,166 HoldingiShares GNMA Bond ETF $33,387,690 HoldingErie Indemnity $21,778,936 Holding Largest Purchases this Quarter Amazon.com 3,536,276 shares (about $775.82M)Alphabet 3,978,644 shares (about $757.69M)Meta Platforms 1,229,350 shares (about $719.80M)Charles Schwab 8,584,173 shares (about $635.31M)Becton, Dickinson and Company 2,722,829 shares (about $617.73M) Largest Sales this Quarter Kovitz Core Equity ETF 44,235,303 shares (about $1.05B)AON 285,427 shares (about $102.51M)Las Vegas Sands 1,223,249 shares (about $62.83M)Vanguard Total Stock Market ETF 149,269 shares (about $43.26M)Caterpillar 94,025 shares (about $34.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKovitz Investment Group Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$1,176,004,731$775,824,143 ▲193.9%5,360,3353.9%Retail/WholesaleMETAMeta Platforms$1,001,043,768$719,797,318 ▲255.9%1,709,6943.3%Computer and TechnologyGOOGAlphabet$989,470,654$757,693,126 ▲326.9%5,195,7073.3%Computer and TechnologyAAPLApple$880,850,292$296,713,543 ▲50.8%3,517,4902.9%Computer and TechnologySCHWCharles Schwab$814,545,225$635,314,622 ▲354.5%11,005,8812.7%FinanceBDXBecton, Dickinson and Company$775,138,880$617,728,288 ▲392.4%3,416,6652.6%MedicalKEYSKeysight Technologies$747,300,659$586,452,536 ▲364.6%4,652,3112.5%Computer and TechnologyVVisa$746,550,325$557,741,391 ▲295.4%2,362,2022.5%Business ServicesICEIntercontinental Exchange$677,464,604$548,116,021 ▲423.8%4,546,4372.2%FinancePMPhilip Morris International$656,302,926$517,328,146 ▲372.2%5,453,2852.2%Consumer StaplesJJacobs Solutions$619,675,624$480,706,538 ▲345.9%4,637,5962.1%Business ServicesBRK.BBerkshire Hathaway$609,136,737$413,261,147 ▲211.0%1,343,8412.0%FinanceAXPAmerican Express$600,071,571$465,588,332 ▲346.2%2,021,8732.0%FinanceLOWLowe's Companies$585,769,920$455,670,536 ▲350.2%2,373,4601.9%Retail/WholesaleFIFiserv$576,527,422$446,588,187 ▲343.7%2,806,5791.9%Business ServicesPCARPACCAR$557,453,065$438,960,658 ▲370.5%5,359,0951.9%Auto/Tires/TrucksCRMSalesforce$557,440,672$348,415,925 ▲166.7%1,667,3371.9%Computer and TechnologyKMXCarMax$539,212,703$418,844,235 ▲348.0%6,595,0671.8%Retail/WholesalePPGPPG Industries$518,132,318$429,142,760 ▲482.2%4,337,6491.7%Basic MaterialsORCLOracle$512,909,336$373,693,713 ▲268.4%3,077,9471.7%Computer and TechnologyDLTRDollar Tree$488,973,741$387,682,442 ▲382.7%6,524,8701.6%Retail/WholesaleTMOThermo Fisher Scientific$469,888,548$446,457,901 ▲1,905.4%903,2321.6%MedicalMSFTMicrosoft$415,032,286$66,037,769 ▲18.9%984,6541.4%Computer and TechnologyARISTA NETWORKS INC$410,104,719$410,104,719 ▲New Holding3,710,3481.4%COM SHSSPYSPDR S&P 500 ETF Trust$391,115,086$22,409,223 ▼-5.4%1,399,8951.3%FinanceJPMJPMorgan Chase & Co.$377,283,433$182,924,269 ▲94.1%1,573,9151.3%FinanceAMDAdvanced Micro Devices$364,458,948$349,051,579 ▲2,265.5%3,017,2941.2%Computer and TechnologyADIAnalog Devices$335,932,601$252,185,972 ▲301.1%1,581,1571.1%Computer and TechnologyDEODiageo$330,627,359$231,757,307 ▲234.4%2,600,7021.1%Consumer StaplesIVViShares Core S&P 500 ETF$319,291,096$60,447,154 ▲23.4%542,3821.1%ETFAMATApplied Materials$318,754,333$239,383,732 ▲301.6%1,959,9971.1%Computer and TechnologyAMENTUM HLDGS INC$310,977,864$308,138,267 ▲10,851.5%14,787,3451.0%STOCKGOOGLAlphabet$276,841,225$78,079,869 ▲39.3%1,462,4460.9%Computer and TechnologyAVGOBroadcom$273,487,311$209,348,712 ▲326.4%1,179,6370.9%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$258,579,048$474,668 ▼-0.2%643,9040.9%ETFMSIMotorola Solutions$258,527,986$174,936,472 ▲209.3%559,3060.9%Computer and TechnologyNVDANVIDIA$250,694,210$28,471,066 ▲12.8%1,880,1890.8%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$250,542,501$47,269,753 ▲23.3%4,940,6900.8%ETFVTIVanguard Total Stock Market ETF$198,113,448$43,260,009 ▼-17.9%683,5920.7%ETFVTVVanguard Value ETF$194,293,051$2,349,380 ▲1.2%1,147,6240.6%ETFHASHasbro$178,960,054$135,710,265 ▲313.8%3,200,8600.6%Consumer DiscretionaryAPOApollo Global Management$176,334,753$171,082,164 ▲3,257.1%1,067,6590.6%FinanceUNHUnitedHealth Group$170,205,107$78,188,442 ▲85.0%336,4660.6%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$162,783,677$162,584,267 ▲81,532.7%5,840,8210.5%ETFIWDiShares Russell 1000 Value ETF$159,165,143$6,405,883 ▲4.2%859,7460.5%ETFPHParker-Hannifin$146,852,348$125,769,223 ▲596.5%230,8890.5%Industrial ProductsAJGArthur J. Gallagher & Co.$141,081,166$137,782,260 ▲4,176.6%497,0270.5%FinanceBXBlackstone$134,614,927$117,258,430 ▲675.6%780,7380.4%FinanceHAYWHayward$128,942,197$102,384,444 ▲385.5%8,433,1060.4%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$127,730,558$12,609,281 ▼-9.0%1,905,5730.4%ETFMRKMerck & Co., Inc.$123,894,941$101,904,478 ▲463.4%1,245,4250.4%MedicalIEFiShares 7-10 Year Treasury Bond ETF$120,780,893$14,766,779 ▲13.9%1,306,4440.4%ETFLULULululemon Athletica$114,245,991$112,999,714 ▲9,067.0%298,7520.4%Consumer DiscretionaryGXOGXO Logistics$114,035,882$113,631,680 ▲28,112.6%2,621,5150.4%TransportationIVEiShares S&P 500 Value ETF$112,571,191$4,525,387 ▼-3.9%589,7480.4%ETFJPSTJPMorgan Ultra-Short Income ETF$111,208,668$26,415,431 ▲31.2%2,207,8360.4%ETFABTAbbott Laboratories$109,796,529$81,490,277 ▲287.9%970,7050.4%MedicalOEFiShares S&P 100 ETF$107,993,059$504,910 ▼-0.5%373,8720.4%ETFZBRAZebra Technologies$107,253,680$107,253,680 ▲New Holding277,7010.4%Industrial ProductsDGRWWisdomTree U.S. Quality Dividend Growth Fund$106,602,122$2,233,671 ▲2.1%1,317,2120.4%ManufacturingIJRiShares Core S&P Small-Cap ETF$106,447,655$6,493,456 ▲6.5%923,8640.4%ETFSBUXStarbucks$104,450,385$94,876,702 ▲991.0%1,144,6610.3%Retail/WholesaleLRCXLam Research$96,630,884$94,443,976 ▲4,318.6%1,337,8220.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$96,388,127$2,299,050 ▼-2.3%1,864,3720.3%ManufacturingVMBSVanguard Mortgage-Backed Securities ETF$95,862,490$3,548,629 ▲3.8%2,114,3010.3%ETFRTXRTX$89,493,811$80,319,157 ▲875.4%773,3630.3%AerospaceVEAVanguard FTSE Developed Markets ETF$86,467,072$376,248 ▼-0.4%1,808,1760.3%ETFSTZConstellation Brands$83,662,429$74,770,935 ▲840.9%378,5630.3%Consumer StaplesDEDeere & Company$82,841,737$63,767,109 ▲334.3%195,5190.3%Industrial ProductsVOOVanguard S&P 500 ETF$81,437,140$2,489,884 ▼-3.0%151,1400.3%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$79,873,348$5,154,576 ▲6.9%1,807,9050.3%ETFVGITVanguard Intermediate-Term Treasury Index ETF$76,856,421$10,804,428 ▲16.4%1,325,1090.3%ETFMBBiShares MBS ETF$73,246,215$1,653,450 ▼-2.2%798,9330.2%ETFRSPInvesco S&P 500 Equal Weight ETF$72,502,757$4,771,684 ▲7.0%413,7580.2%ETFPNCThe PNC Financial Services Group$68,843,903$55,550,537 ▲417.9%356,9810.2%FinanceVUGVanguard Growth ETF$66,542,360$1,512,886 ▲2.3%162,1240.2%ETFDHRDanaher$66,487,742$55,796,154 ▲521.9%289,6420.2%MedicalIEFAiShares Core MSCI EAFE ETF$64,495,810$5,774,217 ▲9.8%917,6960.2%ETFIWBiShares Russell 1000 ETF$61,083,986$1,401,400 ▼-2.2%189,6070.2%ETFIVWiShares S&P 500 Growth ETF$58,074,713$956,515 ▼-1.6%571,9950.2%ETFQUALiShares MSCI USA Quality Factor ETF$56,723,965$80,136 ▼-0.1%318,5300.2%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$56,621,301$3,240,083 ▲6.1%1,099,2290.2%ManufacturingIWMiShares Russell 2000 ETF$54,309,391$594,604 ▼-1.1%245,7880.2%FinancePRFInvesco FTSE RAFI US 1000 ETF$53,771,277$1,966,697 ▼-3.5%1,332,9510.2%ETFAVUVAvantis U.S. Small Cap Value ETF$53,581,849$1,290,321 ▲2.5%555,0780.2%ETFVGSHVanguard Short-Term Treasury Index ETF$52,255,172$615,312 ▼-1.2%898,1630.2%ETFCRDTSimplify Opportunistic Income ETF$51,124,364$1,010,200 ▲2.0%2,036,8270.2%ETFJNJJohnson & Johnson$50,040,470$11,833,735 ▼-19.1%346,0160.2%MedicalDFIVDimensional International Value ETF$48,835,307$4,207,647 ▲9.4%1,376,4170.2%ETFTSLATesla$48,754,441$8,016,232 ▼-14.1%120,7270.2%Auto/Tires/TrucksSGOViShares 0-3 Month Treasury Bond ETF$45,319,458$12,980,333 ▲40.1%451,7480.2%ETFADBEAdobe$45,236,325$1,002,307 ▲2.3%101,7280.2%Computer and TechnologyPGRProgressive$45,072,432$21,360,087 ▲90.1%188,1070.1%FinanceSCHFSchwab International Equity ETF$43,984,569$43,632,218 ▲12,383.2%2,377,5440.1%ETFEFAiShares MSCI EAFE ETF$42,547,575$5,832,416 ▼-12.1%562,7230.1%FinanceTMUST-Mobile US$42,009,173$2,961,539 ▼-6.6%190,3190.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$41,998,182$15,516,571 ▼-27.0%363,4620.1%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$41,105,174$3,575,903 ▲9.5%1,069,8900.1%ETFIJHiShares Core S&P Mid-Cap ETF$40,907,392$3,296,947 ▲8.8%656,5140.1%ETFSHWSherwin-Williams$40,505,667$7,872,769 ▲24.1%119,1590.1%Basic MaterialsShowing largest 100 holdings. 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