Kovitz Investment Group Partners, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$4.5B

Total Positions

471

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

SPY7.02%

AAPL5.91%

MSFT4.88%

IVV4.41%

NVDA3.74%

GOOGL2.56%

IBTG2.39%

SPHQ1.67%

JPST1.51%

AMZN1.50%

Other15.80%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE16Q held

Lumentum Holdings Inc

Avg $67.29 · $300,853 est. P&L

Est. P&L

+451.63%

PLTR8Q held

Palantir Technologies Inc

Avg $59.06 · $12.3M est. P&L

Est. P&L

+206.18%

GOOG29Q held

Alphabet Inc

Avg $107.31 · $25.2M est. P&L

Est. P&L

+193.11%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 471 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPY SPDR S&P 500 ETF TR	465,116	$317.2M	7.0%	—	$543.43	+26.42%	29 qtrs	Decreased 0
AAPL Apple Inc	981,399	$266.8M	5.9%	—	$185.85	+46.80%	29 qtrs	Decreased 0
MSFT Microsoft Corp	455,725	$220.4M	4.9%	—	$405.09	+20.34%	29 qtrs	Decreased 0
IVV ISHARES TR	290,483	$199M	4.4%	—	$572.50	+20.51%	24 qtrs	Decreased 0
NVDA NVIDIA Corp	905,523	$168.9M	3.7%	—	$130.31	+43.92%	23 qtrs	Decreased 0
GOOGL Alphabet Inc	368,852	$115.5M	2.6%	—	$157.75	+98.95%	29 qtrs	Decreased 0
IBTG ISHARES TR	4.7M	$107.9M	2.4%	—	$22.11	+3.05%	6 qtrs	Decreased 0
SPHQ INVESCO EXCHANGE TRADED FD T	1M	$75.2M	1.7%	—	$63.35	+19.57%	7 qtrs	Decreased 0
JPST J P MORGAN EXCHANGE TRADED F	1.3M	$68.2M	1.5%	—	$47.98	+5.12%	7 qtrs	Decreased 0
AMZN Amazon.com Inc	293,339	$67.7M	1.5%	—	$163.34	+42.36%	29 qtrs	Decreased 0
AVGO Broadcom Inc	182,449	$63.1M	1.4%	—	$226.83	+54.23%	27 qtrs	Decreased 0
META Meta Platforms Inc	93,403	$61.7M	1.4%	—	$287.81	+131.38%	29 qtrs	Decreased 0
MBB ISHARES TR	646,897	$61.6M	1.4%	—	$85.74	+10.95%	24 qtrs	Increased 46
MU Micron Technology Inc	203,377	$58M	1.3%	—	$126.55	+131.24%	29 qtrs	Decreased 0
LRCX Lam Research Corp	279,906	$47.9M	1.1%	—	$72.67	+139.15%	5 qtrs	Decreased 0
GM General Motors Co	587,432	$47.8M	1.1%	—	$50.05	+64.50%	29 qtrs	Increased 63
VRTX Vertex Pharmaceuticals Inc	98,375	$44.6M	1.0%	—	$422.96	+7.28%	8 qtrs	Increased 50
C Citigroup Inc	378,638	$44.2M	1.0%	—	$66.13	+76.33%	29 qtrs	Decreased 0
IBTH ISHARES TR	1.9M	$43.6M	1.0%	—	$22.07	+1.48%	6 qtrs	Increased 61
UNH UnitedHealth Group Inc	128,943	$42.6M	0.9%	—	$493.17	-32.65%	28 qtrs	Decreased 0
SCHW Charles Schwab Corp/The	413,767	$41.3M	0.9%	—	$56.05	+78.80%	29 qtrs	Decreased 0
GD General Dynamics Corp	121,207	$40.8M	0.9%	—	$314.19	+7.61%	25 qtrs	Increased 66
QCOM QUALCOMM Inc	230,632	$39.4M	0.9%	—	$137.69	+26.11%	29 qtrs	Decreased 0
TRV Travelers Cos Inc/The	132,629	$38.5M	0.9%	—	$267.58	+9.27%	8 qtrs	Decreased 0
BAC Bank of America Corp	696,137	$38.3M	0.8%	—	$34.70	+59.30%	29 qtrs	Decreased 0
Showing 25 of 471 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

GBTCGRAYSCALE BITCOIN TRUST ETF S

Q4 2024 → Q4 2025+47,243 shares+$3.8M

TQQQPROSHARES TR

Q1 2025 → Q4 2025+14,955 shares+$642,315

VODVODAFONE GROUP PLC NEW S

Q1 2025 → Q4 2025+23,441 shares+$739,776

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer