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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PG&E Corp

PCG|69331C108

1919829(+18.7%)

Value:

$33.0B(+1.1%)

25434V104

845722(+5.1%)

Value:

$32.5B(-0.2%)

Zoetis Inc.

ZTS|98978V103

196490(+23.7%)

Value:

$32.4B(+25.0%)

46429B655

623289(+10.7%)

Value:

$31.8B(+11.0%)

78468R663

343541(+16.8%)

Value:

$31.5B(+17.2%)

84741T401

1295974(-0.7%)

Value:

$31.3B(-0.1%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

684597(+34.2%)

Value:

$31.1B(+52.3%)

MICRON TECHNOLOGY INC

MU|595112103

353272(+65.5%)

Value:

$30.7B(+70.9%)

AUTOZONE INC

AZO|053332102

7832(+3.3%)

Value:

$29.9B(+23.0%)

33738D309

641010(+9.8%)

Value:

$29.3B(+8.4%)

AMGEN INC

AMGN|031162100

93911(+590.5%)

Value:

$29.3B(+19576.9%)

NEWMONT Corp /DE/

NEM|651639106

602259(+2991.2%)

Value:

$29.1B(+3909.8%)

COPART INC

CPRT|217204106

510641(+0.1%)

Value:

$28.9B(-1.3%)

COMCAST CORP

CMCSA|20030N101

781041(+66.7%)

Value:

$28.8B(+63.9%)

81752T528

1079563(+34.2%)

Value:

$28.7B(+32.3%)

MORGAN STANLEY

MS|617446448

239375(+7.2%)

Value:

$27.9B(-0.5%)

PEPSICO INC

PEP|713448108

182836(+56.8%)

Value:

$27.4B(+54.6%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

58384(-10.6%)

Value:

$27.4B(-18.0%)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

150738(+115.7%)

Value:

$27.0B(+116.9%)

INTUIT INC.

INTU|461202103

43900(-2.5%)

Value:

$27.0B(-4.7%)

Instrument	Shares		Other Manager	Value
Pg&E Corp(PCGcusip69331C108)	1.9M	QoQ +18.72% (+302.8K) YoY +21.86% (+344.4K)	All Managers (Combined)	$33.0M	QoQ +1.07% (+$351.0K) YoY +24.91% (+$6.6M)
(cusip25434V104)✕	845.7K	QoQ +5.14% (-41.4K) YoY NEW(+845.7K)	All Managers (Combined)	$32.5M	QoQ -0.17% (-$58.0K) YoY NEW(+$32.5M)
Zoetis Inc.(ZTScusip98978V103)	196.5K	QoQ +23.74% (+37.7K) YoY +632.43% (+169.7K)	All Managers (Combined)	$32.4M	QoQ +25.04% (+$6.5M) YoY +612.69% (+$27.8M)
(cusip46429B655)✕	623.3K	QoQ +10.66% (+60.0K) YoY +14.47% (+78.8K)	All Managers (Combined)	$31.8M	QoQ +11.03% (+$3.2M) YoY +14.44% (+$4.0M)
(cusip78468R663)✕	343.5K	QoQ +16.84% (+49.5K) YoY +71.54% (+143.3K)	All Managers (Combined)	$31.5M	QoQ +17.22% (+$4.6M) YoY +71.41% (+$13.1M)
(cusip84741T401)✕	1.3M	QoQ -0.66% (-8.7K) YoY NEW(+1.3M)	All Managers (Combined)	$31.3M	QoQ -0.08% (-$27.8K) YoY NEW(+$31.3M)
Verizon Communications Inc(VZcusip92343V104)	684.6K	QoQ +34.24% (+174.6K) YoY +210.32% (+464.0K)	All Managers (Combined)	$31.1M	QoQ +52.27% (+$10.7M) YoY +235.46% (+$21.8M)
Micron Technology Inc(MUcusip595112103)	353.3K	QoQ +65.51% (+139.8K) YoY +360.04% (+276.5K)	All Managers (Combined)	$30.7M	QoQ +70.88% (+$12.7M) YoY +239.07% (+$21.6M)
Autozone Inc(AZOcusip053332102)	7.8K	QoQ +3.28% (+249) YoY +52.37% (+2.7K)	All Managers (Combined)	$29.9M	QoQ +22.99% (+$5.6M) YoY +84.34% (+$13.7M)
(cusip33738D309)✕	641.0K	QoQ +9.76% (+57.0K) YoY +33.94% (+162.4K)	All Managers (Combined)	$29.3M	QoQ +8.36% (+$2.3M) YoY +32.31% (+$7.1M)
Amgen Inc(AMGNcusip031162100)	93.9K	QoQ +590.52% (+80.3K) YoY +39.73% (+26.7K)	All Managers (Combined)	$29.3M	QoQ +19576.87% (+$29.1M) YoY +53.11% (+$10.1M)
Newmont Corp /De/(NEMcusip651639106)	602.3K	QoQ +2991.20% (+582.8K) YoY +638.81% (+520.7K)	All Managers (Combined)	$29.1M	QoQ +3909.80% (+$28.4M) YoY +895.25% (+$26.2M)
Copart Inc(CPRTcusip217204106)	510.6K	QoQ +0.06% (-338) YoY -36.80% (-297.4K)	All Managers (Combined)	$28.9M	QoQ -1.32% (-$389.1K) YoY -38.25% (-$17.9M)
Comcast Corp(CMCSAcusip20030N101)	781.0K	QoQ +66.65% (+312.4K) YoY +159.45% (+480.0K)	All Managers (Combined)	$28.8M	QoQ +63.85% (+$11.2M) YoY +120.84% (+$15.8M)
(cusip81752T528)✕	1.1M	QoQ +34.16% (+274.9K) YoY NEW(+1.1M)	All Managers (Combined)	$28.7M	QoQ +32.27% (+$7.0M) YoY NEW(+$28.7M)
Morgan Stanley(MScusip617446448)	239.4K	QoQ +7.20% (-16.1K) YoY +112.17% (+126.6K)	All Managers (Combined)	$27.9M	QoQ -0.51% (-$143.6K) YoY +162.90% (+$17.3M)
Pepsico Inc(PEPcusip713448108)	182.8K	QoQ +56.79% (+66.2K) YoY +203.55% (+122.6K)	All Managers (Combined)	$27.4M	QoQ +54.60% (+$9.7M) YoY +160.07% (+$16.9M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	58.4K	QoQ -10.59% (-6.9K) YoY +500.72% (+48.7K)	All Managers (Combined)	$27.4M	QoQ -17.99% (-$6.0M) YoY +534.43% (+$23.1M)
Capital One Financial Corp(COFcusip14040H105)	150.7K	QoQ +115.67% (+80.8K) YoY +50.44% (+50.5K)	All Managers (Combined)	$27.0M	QoQ +116.86% (+$14.6M) YoY +81.17% (+$12.1M)
Intuit Inc.(INTUcusip461202103)	43.9K	QoQ -2.47% (-1.1K) YoY +920.69% (+39.6K)	All Managers (Combined)	$27.0M	QoQ -4.72% (-$1.3M) YoY +864.13% (+$24.2M)