Kovitz Investment Group Partners, LLC

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 1,231
Total Value: 19518982788
Accession Number: 0001665198-25-000006
Form Type: 13F-HR/A
CIK: 0001665198
Manager Name: Kovitz Investment Group Partners, LLC

Data Enrichment

76% identified

937 identified294 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,231 positions • $19,518,982.788K total value

1,231 positions

Manager:

SEC FilingSEC DataHachi Filing

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NetApp, Inc.

NTAP|64110D104

85903(+391.6%)

Value:

$7.5B(+272.0%)

CARDINAL HEALTH INC

CAH|14149Y108

54465(+461.0%)

Value:

$7.5B(+553.5%)

BENCHMARK ELECTRONICS INC

BHE|08160H101

197280(+520.4%)

Value:

$7.5B(+419.7%)

EnerSys

ENS|29275Y102

81830(+660.1%)

Value:

$7.5B(+653.1%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

17759(+906.7%)

Value:

$7.5B(+922.6%)

EMERSON ELECTRIC CO

EMR|291011104

67265(+15.8%)

Value:

$7.4B(+2.4%)

TCW STRATEGIC INCOME FUND INC

TSI|872340104

1513568(-7.6%)

Value:

$7.4B(-6.6%)

COMERICA INC /NEW/

CMA|200340107

124326(+235.5%)

Value:

$7.3B(+220.4%)

DIGITAL REALTY TRUST, INC.

DLR|253868103

51166(+480.0%)

Value:

$7.3B(+368.7%)

ROCKWELL AUTOMATION, INC

ROK|773903109

28204(-5.4%)

Value:

$7.3B(-14.5%)

CDW Corp

CDW|12514G108

45336(+3.2%)

Value:

$7.3B(-5.0%)

46138G508

350141(-44.1%)

Value:

$7.2B(-45.1%)

NIKE, Inc.

NKE|654106103

113373(+98.9%)

Value:

$7.2B(+66.9%)

N20944109

584483(+1.9%)

Value:

$7.2B(+10.5%)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

63069(+346.8%)

Value:

$7.1B(+378.7%)

464287242

65524(+62.9%)

Value:

$7.1B(+65.8%)

WILLIS TOWERS WATSON PLC

WTW|G96629103

20917(+1022.1%)

Value:

$7.1B(+1110.6%)

Palo Alto Networks Inc

PANW|697435105

41050(+108.7%)

Value:

$7.0B(+95.7%)

PAYCHEX INC

PAYX|704326107

45400(+0.5%)

Value:

$7.0B(+10.6%)

AFLAC INC

AFL|001055102

62802(-11.1%)

Value:

$7.0B(-4.4%)

Instrument	Shares		Other Manager	Value
Netapp, Inc.(NTAPcusip64110D104)	85.9K	QoQ +391.57% (+68.4K) YoY +12.34% (-9.4K)	All Managers (Combined)	$7.5M	QoQ +271.99% (+$5.5M) YoY -5.98% (-$480.7K)
Cardinal Health Inc(CAHcusip14149Y108)	54.5K	QoQ +461.03% (+44.8K) YoY +3.70% (+1.9K)	All Managers (Combined)	$7.5M	QoQ +553.52% (+$6.4M) YoY +27.68% (+$1.6M)
Benchmark Electronics Inc(BHEcusip08160H101)	197.3K	QoQ +520.41% (+165.5K) YoY -14.41% (-33.2K)	All Managers (Combined)	$7.5M	QoQ +419.70% (+$6.1M) YoY +8.45% (-$585.0K)
Enersys(ENScusip29275Y102)	81.8K	QoQ +660.14% (+71.1K) YoY +7.67% (+5.8K)	All Managers (Combined)	$7.5M	QoQ +653.15% (+$6.5M) YoY +4.39% (+$315.3K)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	17.8K	QoQ +906.74% (+16.0K) YoY +165.65% (+11.1K)	All Managers (Combined)	$7.5M	QoQ +922.59% (+$6.7M) YoY +106.62% (+$3.8M)
Emerson Electric Co(EMRcusip291011104)	67.3K	QoQ +15.78% (+9.2K) YoY +1548.65% (+63.2K)	All Managers (Combined)	$7.4M	QoQ +2.42% (+$174.7K) YoY +1493.49% (+$6.9M)
Tcw Strategic Income Fund Inc(TSIcusip872340104)	1.5M	QoQ -7.58% (-124.2K) YoY NEW(+1.5M)	All Managers (Combined)	$7.4M	QoQ -6.62% (-$521.9K) YoY NEW(+$7.4M)
Comerica Inc /New/(CMAcusip200340107)	124.3K	QoQ +235.54% (+87.3K) YoY +14.21% (+15.5K)	All Managers (Combined)	$7.3M	QoQ +220.40% (+$5.1M) YoY +22.67% (+$1.4M)
Digital Realty Trust, Inc.(DLRcusip253868103)	51.2K	QoQ +480.04% (+42.3K) YoY -4.87% (-2.6K)	All Managers (Combined)	$7.3M	QoQ +368.72% (+$5.8M) YoY -5.37% (-$416.4K)
Rockwell Automation, Inc(ROKcusip773903109)	28.2K	QoQ -5.43% (-1.6K) YoY +1197.33% (+26.0K)	All Managers (Combined)	$7.3M	QoQ -14.50% (-$1.2M) YoY +1050.59% (+$6.7M)
Cdw Corp(CDWcusip12514G108)	45.3K	QoQ +3.18% (-1.4K) YoY +8.46% (-3.5K)	All Managers (Combined)	$7.3M	QoQ -4.98% (-$380.9K) YoY -32.03% (-$3.4M)
(cusip46138G508)✕	350.1K	QoQ -44.14% (-276.7K) YoY +1707.92% (+330.8K)	All Managers (Combined)	$7.2M	QoQ -45.12% (-$6.0M) YoY +1669.45% (+$6.8M)
Nike, Inc.(NKEcusip654106103)	113.4K	QoQ +98.94% (+56.4K) YoY -12.30% (-15.9K)	All Managers (Combined)	$7.2M	QoQ +66.89% (+$2.9M) YoY -40.76% (-$5.0M)
(cusipN20944109)✕	584.5K	QoQ +1.92% (+11.1K) YoY NEW(+584.5K)	All Managers (Combined)	$7.2M	QoQ +10.47% (+$680.6K) YoY NEW(+$7.2M)
Zimmer Biomet Holdings, Inc.(ZBHcusip98956P102)	63.1K	QoQ +346.75% (+49.0K) YoY -1.17% (-747)	All Managers (Combined)	$7.1M	QoQ +378.67% (+$5.6M) YoY -15.25% (-$1.3M)
(cusip464287242)✕	65.5K	QoQ +62.93% (+25.3K) YoY +633.83% (+56.6K)	All Managers (Combined)	$7.1M	QoQ +65.76% (+$2.8M) YoY +632.28% (+$6.1M)
Willis Towers Watson Plc(WTWcusipG96629103)	20.9K	QoQ +1022.15% (+19.1K) YoY -15.14% (-3.7K)	All Managers (Combined)	$7.1M	QoQ +1110.62% (+$6.5M) YoY +4.28% (-$290.5K)
Palo Alto Networks Inc(PANWcusip697435105)	41.0K	QoQ +108.66% (+21.4K) YoY +3940.35% (+40.0K)	All Managers (Combined)	$7.0M	QoQ +95.67% (+$3.4M) YoY +2326.50% (+$6.7M)
Paychex Inc(PAYXcusip704326107)	45.4K	QoQ +0.52% (+239) YoY NEW(+45.4K)	All Managers (Combined)	$7.0M	QoQ +10.60% (+$671.7K) YoY NEW(+$7.0M)
Aflac Inc(AFLcusip001055102)	62.8K	QoQ -11.06% (-7.8K) YoY +946.70% (+56.8K)	All Managers (Combined)	$7.0M	QoQ -4.40% (-$321.8K) YoY +1255.48% (+$6.5M)