Kovitz Investment Group Partners
$4.3B Assets Reported
528 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE ST SPDR S&P500 | 453,179 | $295M | 6.8% |
| AAPL | APPLE INC | 995,445 | $253M | 5.9% |
| NVDA | NVIDIA CORP | 993,050 | $173M | 4.0% |
| MSFT | MICROSOFT CORP | 431,578 | $160M | 3.7% |
| IVV | ISHARES TRUST | 240,803 | $157M | 3.6% |
| IBTG | ISHARES TRUST | 4,548,891 | $104M | 2.4% |
| SPHQ | INVESCO EXCHANGETRAD | 1,350,198 | $102M | 2.4% |
| GOOGL | ALPHABET INC | 348,439 | $100M | 2.3% |
| MBB | ISHARES TR | 709,796 | $67M | 1.6% |
| AMZN | AMAZON COM INC | 290,004 | $60M | 1.4% |
Track Kovitz Investment Group Partners's 13F portfolio: $4.3B in reported holdings, 528 positions. Top holdings, AUM, and quarterly changes on SentiSense.