Fund Holdings — Kovitz Investment Group Partners, LLC

Total Portfolio Value
$4.52B
Total Bought
$444.02M
Total Sold
$21.19B
Net Transaction
-$20.74B
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ISHARES TR3,9314,714,898+4,710,967203107,8532.39%+107,651
ISHARES TR3,9311,940,729+1,936,79820343,6080.97%+43,406
BLACKROCK ETF TRUST
ISHARES US EQUIT
3,923544,131+540,20823233,0890.73%+32,856
GENERAL DYNAMICS CORP(GD)39,230121,207+81,97713,37840,8060.90%+27,428
GENERAL MTRS CO(GM)404,933587,432+182,49924,68947,7701.06%+23,081
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
28,112243,359+215,2472,36520,3810.45%+18,017
ISHARES INC190,706399,572+208,86611,81225,6130.57%+13,800
VERTEX PHARMACEUTICALS INC(VRTX)80,58798,375+17,78831,56144,6000.99%+13,039
COLGATE PALMOLIVE CO(CL)33,093181,063+147,9702,64514,3080.32%+11,662
CENCORA INC4,11234,067+29,9551,28511,5060.25%+10,221
VANGUARD WHITEHALL FDS0111,490+111,49007,5180.17%+7,518
SPDR INDEX SHS FDS
ST STR INFRA ETF
7,520114,951+107,4315238,0200.18%+7,497
DOMINOS PIZZA INC(DPZ)1,37512,647+11,2725945,2710.12%+4,678
VERALTO CORP(VLTO)7,05952,438+45,3797535,2320.12%+4,479
ISHARES TR58,10398,891+40,7885,98410,0540.22%+4,070
ISHARES TR107,854143,479+35,62511,99515,7700.35%+3,774
FIDELITY COVINGTON TRUST70,128113,720+43,5924,6898,4470.19%+3,758
ISHARES TR
MORTGE REL ETF
0163,402+163,40203,6240.08%+3,624
ISHARES TR
0-5 YR TIPS ETF
52,63479,493+26,8595,4408,1390.18%+2,699
SPDR SERIES TRUST
ST STR CONV ETF
40,24970,276+30,0273,6436,2690.14%+2,626
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)2,71612,803+10,0877023,2780.07%+2,576
FIDELITY COVINGTON TRUST52,60196,473+43,8722,7585,1240.11%+2,366
GRAYSCALE BITCOIN TRUST ETF(GBTC)23,10264,222+41,1202,0744,3900.10%+2,316
OLD DOMINION FREIGHT LINE IN(ODFL)5,49519,300+13,8057743,0260.07%+2,253
CONSTELLATION BRANDS INC(STZ)2,34118,321+15,9803152,5280.06%+2,212
FORTINET INC(FTNT)20,87948,964+28,0851,7553,8880.09%+2,133
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)47,602123,145+75,5431,2583,2240.07%+1,966
BLOOM ENERGY CORP022,016+22,01601,9130.04%+1,913
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)78,77784,637+5,8605,2847,0250.16%+1,741
KINROSS GOLD CORP(KGC)047,167+47,16701,3280.03%+1,328
FIDELITY COVINGTON TRUST89,595104,850+15,2556,3597,6830.17%+1,325
ZSCALER INC(ZS)9456,785+5,8402831,5260.03%+1,243
PDD HOLDINGS INC(PDD)08,847+8,84701,0030.02%+1,003
INTUITIVE SURGICAL INC3,9311,937-1,9942031,0970.02%+895
LAUDER ESTEE COS INC(EL)34,58137,494+2,9133,0473,9260.09%+879
STREAMEX CORP(STEX)0237,913+237,91307210.02%+721
HILTON WORLDWIDE HLDGS INC(HLT)76,21571,265-4,95019,77320,4710.45%+698
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)129,768131,358+1,5905,4966,1060.14%+610
EQT CORP(EQT)486,796504,556+17,76026,49627,0440.60%+548
BIOGEN INC(BIIB)22,94921,133-1,8163,2153,7190.08%+505
NUCOR CORP(NUE)88,10976,111-11,99811,93512,4150.27%+480
ISHARES INC08,779+8,77904730.01%+473
DIREXION SHS ETF TR
DAI SEM BUL ETF
5,89315,993+10,1002056720.01%+467
ALIGN TECHNOLOGY INC5,0386,905+1,8676311,0780.02%+447
SHELL PLC(SHEL)15,37620,637+5,2611,1001,5160.03%+417
DIREXION SHS ETF TR
DA TE BU 3X ETF
2,3566,006+3,6502937060.02%+413
BLACKROCK ETF TRUST II171,071177,583+6,5128,8909,1890.20%+299
ISHARES TR
MSCI UK ETF NEW
232,878228,553-4,3259,77410,0520.22%+278
NATERA INC(NTRA)1,5432,252+7092485160.01%+268
ISHARES TR644,563646,897+2,33461,33061,5981.36%+267
GLOBAL X FDS
GLOBAL X SILVER
02,899+2,89902420.01%+242
INCYTE CORP(INCY)35,05532,412-2,6432,9733,2010.07%+228
ROYAL BK CDA(RY)10,08810,053-351,4861,7140.04%+228
VODAFONE GROUP PLC NEW(VOD)113,425114,566+1,1411,3161,5130.03%+198
AURORA INNOVATION INC35,025100,000+64,9751893840.01%+195
LUMEN TECHNOLOGIES INC(LUMN)25,76241,301+15,5391583210.01%+163
INVESCO EXCH TRADED FD TR II
SR LN ETF
135,377142,122+6,7452,8332,9850.07%+151
ISHARES INC5,7576,264+5074616090.01%+148
DIGITALOCEAN HLDGS INC(DOCN)13,20911,988-1,2214515770.01%+126
HDFC BANK LTD(HDB)30,60731,513+9061,0461,1520.03%+106
ARGENX SE(ARGX)2,0791,947-1321,5331,6380.04%+104
TKO GROUP HOLDINGS INC(TKO)17,83917,673-1663,6033,6940.08%+91
ISHARES TR3,2014,025+8243544430.01%+90
ISHARES INC10,01610,621+6055536370.01%+84
ORIGIN BANCORP INC(OBK)25,19725,19708709480.02%+78
ATLASSIAN CORPORATION6,9827,300+3181,1151,1840.03%+69
ISHARES INC13,65114,804+1,1536006660.01%+66
ISHARES TR
ULTRA SHORT DUR
7,7908,885+1,0953954490.01%+54
ZETA GLOBAL HOLDINGS CORP(ZETA)92,02092,02001,8281,8730.04%+44
ISHARES INC
MSCI TAIWAN ETF
6,8597,533+6744364790.01%+42
ISHARES TR105,155107,967+2,8125,4205,4470.12%+27
GOLDMAN SACHS ETF TR7,4947,519+251,1491,1650.03%+16
UIPATH INC(PATH)14,43512,626-1,8091932070.00%+14
ISHARES TR
IBONDS DEC 26
104,008104,430+4222,6692,6770.06%+8
ISHARES TR
IBONDS DEC 27
105,078105,520+4422,6772,6790.06%+2
ISHARES TR
MSCI INTL MOMENT
5,7655,76502762770.01%+1
DUFF & PHELPS UTLITY AND INF(DPG)10,00010,00001291270.00%-2
CINCINNATI FINL CORP(CINF)7,0376,777-2601,1131,1070.02%-6
ISHARES INC61,45064,008+2,5583,4173,4110.08%-6
BAIDU INC2,7192,629-903583440.01%-15
AGILON HEALTH INC(AGL)21,2080-21,208220—-22
KT CORP(KT)56,68557,065+3801,1051,0830.02%-23
CGI INC(GIB)9,6329,000-6328588310.02%-28
DENISON MINES CORP(DNN)10,1250-10,125280—-28
ONE GAS INC(OGS)2,9402,675-2652382070.00%-31
STANDARD LITHIUM LTD(SLI)10,0000-10,000340—-34
1STDIBS COM INC(DIBS)13,1200-13,120340—-34
LIGHTWAVE LOGIC INC(LWLG)10,0000-10,000370—-37
BUTTERFLY NETWORK INC(BFLY)19,2500-19,250370—-37
SAB BIOTHERAPEUTICS INC(SABS)19,2010-19,201390—-39
AIRBNB INC(ABNB)40,0000-40,000390—-39
FOX CORP(FOX)8,1106,425-1,6854654170.01%-47
PATRIOT NATL BANCORP INC(PNBK)39,5200-39,520510—-51
NET POWER INC(NPWR)38,50026,380-12,120116600.00%-56
UNITED MARITIME CORPORATION(USEA)34,2500-34,250580—-58
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Kovitz Investment Group Partners, LLC — 13F Holdings — Q4 2025 | TickerTrail