Fund HoldingsKovitz Investment Group Partners, LLC

Total Portfolio Value
$4.52B
Total Bought
$347.38M
Total Sold
$21.37B
Net Transaction
-$21.02B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BLACKROCK ETF TRUST
ISHARES US EQUIT
0544,131+544,131033,0890.73%+33,089
GENERAL DYNAMICS CORP(GD)0121,207+121,207040,8060.90%+40,806
GENERAL MTRS CO(GM)0587,432+587,432047,7701.06%+47,770
ISHARES TR1,132,8781,940,729+807,85125,51243,6080.97%+18,096
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0243,359+243,359020,3810.45%+20,381
ISHARES INC0399,572+399,572025,6130.57%+25,613
ISHARES INC
MSCI JAPAN ETF
0166,711+166,711013,4600.30%+13,460
VERTEX PHARMACEUTICALS INC(VRTX)80,58798,375+17,78831,56144,6000.99%+13,039
COLGATE PALMOLIVE CO(CL)0181,063+181,063014,3080.32%+14,308
CENCORA INC034,067+34,067011,5060.25%+11,506
VANGUARD WHITEHALL FDS0111,490+111,49007,5180.17%+7,518
SPDR INDEX SHS FDS
ST STR INFRA ETF
0114,951+114,95108,0200.18%+8,020
SPDR SERIES TRUST
ST STR RATE ETF
0218,943+218,94306,7280.15%+6,728
SELECT SECTOR SPDR TR
ST STR SVC ETF
055,068+55,06806,4830.14%+6,483
SPDR SERIES TRUST
ST STR CONV ETF
070,276+70,27606,2690.14%+6,269
DOMINOS PIZZA INC(DPZ)012,647+12,64705,2710.12%+5,271
VERALTO CORP(VLTO)052,438+52,43805,2320.12%+5,232
ISHARES TR098,891+98,891010,0540.22%+10,054
ISHARES TR0143,479+143,479015,7700.35%+15,770
FIDELITY COVINGTON TRUST0113,720+113,72008,4470.19%+8,447
ISHARES TR
MORTGE REL ETF
0163,402+163,40203,6240.08%+3,624
ISHARES INC064,008+64,00803,4110.08%+3,411
ISHARES TR
0-5 YR TIPS ETF
079,493+79,49308,1390.18%+8,139
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)012,803+12,80303,2780.07%+3,278
FIDELITY COVINGTON TRUST096,473+96,47305,1240.11%+5,124
GRAYSCALE BITCOIN TRUST ETF(GBTC)064,222+64,22204,3900.10%+4,390
OLD DOMINION FREIGHT LINE IN(ODFL)019,300+19,30003,0260.07%+3,026
CONSTELLATION BRANDS INC(STZ)018,321+18,32102,5280.06%+2,528
FORTINET INC(FTNT)048,964+48,96403,8880.09%+3,888
AMEREN CORP(AEE)020,527+20,52702,0500.05%+2,050
OGE ENERGY CORP(OGE)047,913+47,91302,0460.05%+2,046
NATIONAL FUEL GAS CO(NFG)024,806+24,80601,9860.04%+1,986
SOFI TECHNOLOGIES INC(SOFI)0123,145+123,14503,2240.07%+3,224
BLOOM ENERGY CORP022,016+22,01601,9130.04%+1,913
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)084,637+84,63707,0250.16%+7,025
KINROSS GOLD CORP(KGC)047,167+47,16701,3280.03%+1,328
FIDELITY COVINGTON TRUST0104,850+104,85007,6830.17%+7,683
ZSCALER INC(ZS)06,785+6,78501,5260.03%+1,526
PDD HOLDINGS INC(PDD)08,847+8,84701,0030.02%+1,003
SPDR SERIES TRUST
ST STR P500VAL
016,012+16,01209100.02%+910
LAUDER ESTEE COS INC(EL)037,494+37,49403,9260.09%+3,926
STREAMEX CORP0237,913+237,91307210.02%+721
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,906+4,90607060.02%+706
HILTON WORLDWIDE HLDGS INC(HLT)071,265+71,265020,4710.45%+20,471
TRAVELERS COMPANIES INC(TRV)135,330132,629-2,70137,78738,4710.85%+684
ISHARES TR108,965119,017+10,0529,73810,3740.23%+635
ON HLDG AG(ONON)0131,358+131,35806,1060.14%+6,106
EQT CORP(EQT)486,796504,556+17,76026,49627,0440.60%+548
BIOGEN INC(BIIB)021,133+21,13303,7190.08%+3,719
NUCOR CORP(NUE)076,111+76,111012,4150.27%+12,415
ISHARES INC08,779+8,77904730.01%+473
DIREXION SHS ETF TR
DAI SEM BUL ETF
015,993+15,99306720.01%+672
ALIGN TECHNOLOGY INC06,905+6,90501,0780.02%+1,078
ISHARES TR04,025+4,02504430.01%+443
SHELL PLC(SHEL)020,637+20,63701,5160.03%+1,516
DIREXION SHS ETF TR
DA TE BU 3X ETF
06,006+6,00607060.02%+706
SPDR SERIES TRUST
ST STR P500ETF
04,157+4,15703340.01%+334
SPDR SERIES TRUST
ST STR BLO 1 ETF
03,296+3,29603010.01%+301
BLACKROCK ETF TRUST II0177,583+177,58309,1890.20%+9,189
ISHARES TR
MSCI UK ETF NEW
0228,553+228,553010,0520.22%+10,052
NATERA INC(NTRA)02,252+2,25205160.01%+516
ISHARES TR0646,897+646,897061,5981.36%+61,598
GLOBAL X FDS
GLOBAL X SILVER
02,899+2,89902420.01%+242
INCYTE CORP(INCY)032,412+32,41203,2010.07%+3,201
ROYAL BK CDA(RY)010,053+10,05301,7140.04%+1,714
VODAFONE GROUP PLC NEW(VOD)0114,566+114,56601,5130.03%+1,513
AURORA INNOVATION INC0100,000+100,00003840.01%+384
LUMEN TECHNOLOGIES INC(LUMN)041,301+41,30103210.01%+321
INVESCO EXCH TRADED FD TR II
SR LN ETF
0142,122+142,12202,9850.07%+2,985
ISHARES INC06,264+6,26406090.01%+609
DIGITALOCEAN HLDGS INC(DOCN)011,988+11,98805770.01%+577
HDFC BANK LTD(HDB)031,513+31,51301,1520.03%+1,152
ARGENX SE(ARGX)01,947+1,94701,6380.04%+1,638
TKO GROUP HOLDINGS INC(TKO)017,673+17,67303,6940.08%+3,694
ISHARES INC010,621+10,62106370.01%+637
ORIGIN BANCORP INC(OBK)025,197+25,19709480.02%+948
ATLASSIAN CORPORATION07,300+7,30001,1840.03%+1,184
ISHARES INC014,804+14,80406660.01%+666
ISHARES TR
ULTRA SHORT DUR
08,885+8,88504490.01%+449
ZETA GLOBAL HOLDINGS CORP(ZETA)092,020+92,02001,8730.04%+1,873
ISHARES INC
MSCI TAIWAN ETF
07,533+7,53304790.01%+479
ISHARES TR0107,967+107,96705,4470.12%+5,447
GOLDMAN SACHS ETF TR07,519+7,51901,1650.03%+1,165
UIPATH INC(PATH)012,626+12,62602070.00%+207
ISHARES TR
IBONDS DEC 26
0104,430+104,43002,6770.06%+2,677
ISHARES TR
IBONDS DEC 27
0105,520+105,52002,6790.06%+2,679
ISHARES TR
MSCI INTL MOMENT
05,765+5,76502770.01%+277
DUFF & PHELPS UTLITY AND INF010,000+10,00001270.00%+127
CINCINNATI FINL CORP(CINF)06,777+6,77701,1070.02%+1,107
RITHM CAPITAL CORP(RITM)(Put)000000
BAIDU INC02,629+2,62903440.01%+344
AGILON HEALTH INC(AGL)000000
KT CORP(KT)057,065+57,06501,0830.02%+1,083
CGI INC(GIB)09,000+9,00008310.02%+831
DENISON MINES CORP(DNN)000000
ONE GAS INC(OGS)02,675+2,67502070.00%+207
STANDARD LITHIUM LTD000000
1STDIBS COM INC000000
LIGHTWAVE LOGIC INC(LWLG)000000
BUTTERFLY NETWORK INC(BFLY)000000
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