Kovitz Investment Group Partners, LLC

Est. AUM

$4.15B

13F long equity, this entity only

Positions

482

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE ST SPDR S&P500	UNITS SER 1 S&P	$294.7M	453179	7.10%	SOLE
2	APPLE INC	COMMON	$252.6M	995445	6.09%	SOLE
3	NVIDIA CORP	COMMON	$173.2M	993050	4.17%	SOLE
4	MICROSOFT CORP	COMMON	$159.8M	431578	3.85%	SOLE
5	ISHARES TRUST	CORE S&P 500 ETF	$157.3M	240803	3.79%	SOLE
6	INVESCO EXCHANGETRAD	S&P 500 QUALITY ETF	$101.5M	1350198	2.45%	SOLE
7	ALPHABET INC	CLASS A	$100.2M	348439	2.41%	SOLE
8	ISHARES TR	MBS FIXED BDFD	$67.4M	709796	1.62%	SOLE
9	AMAZON COM INC	COMMON	$60.4M	290004	1.46%	SOLE
10	BROADCOM INC	COMMON	$57.9M	186948	1.39%	SOLE
11	META PLATFORMS INC	COM USD0.000006 CL A	$54.6M	95398	1.31%	SOLE
12	ADV MICRO DEVICES	COMMON	$52.0M	255791	1.25%	SOLE
13	ISHARES	3-7 YR TR BD ETF	$46.3M	390414	1.12%	SOLE
14	LAM RESEARCH CORPORA	COMMON	$44.9M	210149	1.08%	SOLE
15	MICRON TECHNOLOGY	COMMON	$42.5M	125680	1.02%	SOLE
16	GENERAL MOTORS CO	COMMON	$41.3M	554944	1.00%	SOLE
17	VERTEX PHARMA	COMMON	$40.6M	90885	0.98%	SOLE
18	GENERAL DYNAMICS	COMMON	$39.5M	115023	0.95%	SOLE
19	CITIGROUP INC	COMMON	$37.9M	334581	0.91%	SOLE
20	SCHWAB CHARLES CORP	COM	$36.6M	389565	0.88%	SOLE
21	T-MOBILE US INC	COMMON	$36.3M	172727	0.87%	SOLE
22	NEWMONT CORPORATION	COM	$35.1M	324579	0.85%	SOLE
23	UNITEDHEALTH GRP INC	COMMON	$34.6M	127743	0.83%	SOLE
24	STRYKER CORP	COMMON	$33.7M	102543	0.81%	SOLE
25	ALPHABET INC	CLASS C	$33.6M	117277	0.81%	SOLE
26	SALESFORCE INC	COMMON	$33.0M	176960	0.80%	SOLE
27	BANK OF AMERICA CORP	COMMON	$33.0M	676605	0.79%	SOLE
28	BRISTOL MYERS SQUIBB	COMMON	$33.0M	543470	0.79%	SOLE
29	EQT CORP	COM	$31.5M	494278	0.76%	SOLE
30	ISHARES TR	ISHS 1-5YR INVS	$30.6M	582929	0.74%	SOLE
31	TESLA INC	COM	$29.6M	79492	0.71%	SOLE
32	QUALCOMM INC	COMMON	$27.5M	213244	0.66%	SOLE
33	FEDEX CORP	COMMON	$26.8M	75157	0.64%	SOLE
34	ISHARES INC	CORE MSCI EMKT	$26.7M	383067	0.64%	SOLE
35	MARVELL TECHNOLOGY	COMMON	$26.5M	267109	0.64%	SOLE
36	ISHARES TR	ISHS 5-10YR INVT	$26.1M	491205	0.63%	SOLE
37	COGNIZANT TECH SOLNS	CLASS A	$25.7M	419035	0.62%	SOLE
38	MCKESSON CORP	COMMON	$25.7M	29663	0.62%	SOLE
39	JPMORGAN CHASE & CO	COMMON	$25.3M	86090	0.61%	SOLE
40	CARDINAL HEALTH INC	COMMON	$25.3M	119549	0.61%	SOLE
41	ISHARES INC	MSCI EUROZONE	$24.3M	387476	0.58%	SOLE
42	ALLSTATE CORP	COMMON	$24.1M	116282	0.58%	SOLE
43	BLACKROCK ETFTRUSTII	ISHARES FLEXIBLE INC	$23.2M	446029	0.56%	SOLE
44	INTUIT	COMMON	$23.0M	53181	0.55%	SOLE
45	RTX CORPORATION	COM USD1	$22.8M	118368	0.55%	SOLE
46	SCHWAB STRATEGIC TR	FUNDAMENTAL US LRG C	$22.7M	813606	0.55%	SOLE
47	DOLLAR GEN CORP	COMMON	$22.3M	187652	0.54%	SOLE
48	CBOE GLOBAL MARKET	COMMON	$22.2M	79047	0.54%	SOLE
49	TAIWAN SEMICONDUCTOR	SP ADR (5 ORD)	$21.7M	64149	0.52%	SOLE
50	ISHARES	7-10 Y TR BD ETF	$21.6M	226426	0.52%	SOLE

1–50 of 482

1 / 10

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.