Kovitz Investment Group Partners, LLC

Filing Details

13F-HR/A • 2025-03-31
SEC
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

1,231 positions
Manager:
SEC
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Page 40 of 62
78464A631
78464A631
Shares:
5181(+85.2%)
Value:
$832.5M(+79.5%)
92206C714
92206C714
Shares:
10069(-1.6%)
Value:
$831.1M(-0.0%)
Nuveen Multi-Market Income Fund
JMM|67075J107
Shares:
133441(+0.4%)
Value:
$830.0M(+3.2%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
7491(+10.5%)
Value:
$828.5M(+37.0%)
MSCI Inc.
MSCI|55354G100
Shares:
1456(+14.1%)
Value:
$823.6M(+7.6%)
COCA COLA FEMSA SAB DE CV
KOF|191241108
Shares:
9015(-0.8%)
Value:
$823.0M(+16.3%)
COMMUNITY TRUST BANCORP INC /KY/
CTBI|204149108
Shares:
16170(+30.4%)
Value:
$814.3M(+23.9%)
921910816
MGK|921910816
Shares:
2617
Value:
$808.5M
464288612
464288612
Shares:
7612(-5.4%)
Value:
$807.0M(-3.8%)
FLAGSTAR FINANCIAL, INC.
FLG|649445400
Shares:
69442
Value:
$806.9M
33734K109
33734K109
Shares:
7829(+0.0%)
Value:
$802.1M(-1.7%)
ARGENX SE
ARGX|04016X101
Shares:
1347
Value:
$797.2M
Fortive Corp
FTV|34959J108
Shares:
10818(-7.0%)
Value:
$791.6M(-9.2%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
7260(+62.9%)
Value:
$791.1M(+88.8%)
Toll Brothers, Inc.
TOL|889478103
Shares:
7465(+0.7%)
Value:
$788.3M(-15.6%)
SEMPRA
SRE|816851109
Shares:
11026(+34.6%)
Value:
$786.8M(+9.5%)
Toast, Inc.
TOST|888787108
Shares:
23568
Value:
$781.8M
78468R739
78468R739
Shares:
16378(-23.4%)
Value:
$779.6M(-23.1%)
46137V142
46137V142
Shares:
11892(+150.9%)
Value:
$767.3M(+146.1%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
4221(+22.5%)
Value:
$765.4M(+17.1%)