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
Search and click to pin securities to the top
Page 5 of 62
464288661
464288661
Shares:
473839(+30.4%)
Value:
$56.0B(+33.3%)
Amentum Holdings, Inc.
AMTM|023939101
Shares:
3075305(-79.2%)
Value:
$56.0B(-82.0%)
25434V807
25434V807
Shares:
1417716(+3.0%)
Value:
$55.8B(+14.3%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
362863(+59.8%)
Value:
$55.7B(+59.8%)
464287622
IWB|464287622
Shares:
180704(-4.7%)
Value:
$55.4B(-9.3%)
82889N558
82889N558
Shares:
2131225(+4.6%)
Value:
$54.4B(+6.4%)
46137V613
PRF|46137V613
Shares:
1342570(+0.7%)
Value:
$54.3B(+0.9%)
464287309
IVW|464287309
Shares:
581067(+1.6%)
Value:
$53.9B(-7.1%)
922908736
VUG|922908736
Shares:
145080(-10.5%)
Value:
$53.8B(-19.1%)
464287465
EFA|464287465
Shares:
625053(+11.1%)
Value:
$51.1B(+20.1%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
415247(+27.2%)
Value:
$49.4B(+40.6%)
Walmart Inc.
WMT|931142103
Shares:
560157(+127.0%)
Value:
$49.2B(+120.6%)
025072877
025072877
Shares:
557406(+0.4%)
Value:
$48.6B(-9.3%)
HASBRO, INC.
HAS|418056107
Shares:
788957(-75.3%)
Value:
$48.5B(-72.9%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
1152105(+147.2%)
Value:
$48.1B(+134.7%)
464287655
IWM|464287655
Shares:
240582(-2.1%)
Value:
$48.0B(-11.6%)
CHEVRON CORP
CVX|166764100
Shares:
286142(+9.3%)
Value:
$47.9B(+26.2%)
464288638
464288638
Shares:
870995(-20.8%)
Value:
$45.7B(-19.2%)
46434G103
IEMG|46434G103
Shares:
814577(+5.2%)
Value:
$44.0B(+8.7%)
47103U746
47103U746
Shares:
799032(+25.9%)
Value:
$41.8B(+27.2%)