HoldingsChannel.com
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VALUED ADVISERS TR |
45,721,097 | -16,388 | $1,173,649 |
| EQTY | 45,721,097 | -16,388 | $1,173,649 |
| MICROSOFT CORP |
1,700,950 | +82,390 | $881,005 |
| MSFT | 1,700,950 | +82,390 | $881,005 |
 APPLE INC |
$761,919 | ||
| AAPL | 2,993,014 | +127,566 | $762,111 |
| Put | 43,100 | -1,500 | $192 |
| POWELL INDS INC |
2,314,474 | +686,588 | $705,475 |
| POWL | 2,314,474 | +686,588 | $705,475 |
| AMAZON COM INC |
2,413,888 | +30,271 | $530,023 |
| AMZN | 2,413,888 | +19,893 | $530,023 |
| SPDR S&P 500 ETF TR (SPY) |
$524,522 | ||
| SPY | 792,599 | +40,935 | $528,248 |
| Put | 603,180 | -134,814 | $5,304 |
| Call | 8,991 | +6,474 | $1,578 |
| ALPHABET INC |
1,970,832 | -65,749 | $479,109 |
| GOOGL | 1,970,832 | -65,749 | $479,109 |
| NVIDIA CORPORATION |
$459,052 | ||
| NVDA | 2,460,746 | +49,398 | $459,132 |
| Put | 10,000 | UNCH | $80 |
| BROADCOM INC |
1,275,551 | -118,588 | $420,817 |
| AVGO | 1,275,551 | -118,588 | $420,817 |
| JANUS DETROIT STR TR |
7,818,805 | +255,398 | $397,039 |
| JAAA | 7,818,805 | +255,398 | $397,039 |
| ISHARES TR (IVV) |
572,969 | +95,158 | $383,484 |
| IVV | 572,969 | +95,158 | $383,484 |
| THERMO FISHER SCIENTIFIC INC |
717,840 | +7,033 | $348,170 |
| TMO | 717,840 | +7,033 | $348,170 |
| LAM RESEARCH CORP |
2,377,790 | -54,714 | $318,458 |
| LRCX | 2,377,790 | -54,714 | $318,458 |
| META PLATFORMS INC |
399,390 | -13,504 | $293,304 |
| META | 399,390 | -16,157 | $293,304 |
| ADVANCED MICRO DEVICES INC |
1,805,893 | -37,819 | $292,175 |
| AMD | 1,805,893 | -37,819 | $292,175 |
| ISHARES TR (IWF) |
623,541 | -6,119 | $292,073 |
| IWF | 623,541 | -6,119 | $292,073 |
| VANGUARD INDEX FDS (VTI) |
886,410 | +9,150 | $291,118 |
| VTI | 886,410 | +9,150 | $291,118 |
| KEYSIGHT TECHNOLOGIES INC |
1,660,090 | +25,135 | $290,383 |
| KEYS | 1,660,090 | +25,135 | $290,383 |
| ALPHABET INC |
1,059,087 | +344 | $257,941 |
| GOOG | 1,059,087 | +344 | $257,941 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
1,491,417 | +12,528 | $251,274 |
| ICE | 1,491,417 | +12,528 | $251,274 |
| SCHWAB CHARLES CORP |
2,330,400 | -334,258 | $222,483 |
| SCHW | 2,330,400 | -334,258 | $222,483 |
| ADOBE INC |
590,982 | +24,451 | $208,469 |
| ADBE | 590,982 | +24,451 | $208,469 |
| VANGUARD INDEX FDS (VTV) |
1,106,265 | -8,316 | $206,324 |
| VTV | 1,106,265 | -8,316 | $206,324 |
| JPMORGAN CHASE & CO. |
636,914 | +3,291 | $200,902 |
| JPM | 636,914 | +3,291 | $200,902 |
| BERKSHIRE HATHAWAY INC DEL |
$200,817 | ||
| BRK.B | 319,933 | -15,508 | $160,844 |
| BRK.A | 53 | +4 | $39,973 |
| PHILIP MORRIS INTL INC |
1,179,050 | +6,417 | $191,242 |
| PM | 1,179,050 | +6,417 | $191,242 |
| ISHARES TR (IWD) |
916,955 | -3,965 | $186,683 |
| IWD | 916,955 | -3,965 | $186,683 |
| LOWES COS INC |
737,139 | -140,449 | $185,250 |
| LOW | 737,139 | -140,449 | $185,250 |
| GXO LOGISTICS INCORPORATED |
3,489,066 | +285 | $184,537 |
| GXO | 3,489,066 | +285 | $184,537 |
| VISA INC |
533,768 | -889 | $182,217 |
| V | 533,768 | -889 | $182,217 |
| SCHWAB STRATEGIC TR |
5,701,018 | +89,055 | $181,919 |
| SCHG | 5,701,018 | +89,055 | $181,919 |
| FISERV INC |
1,396,866 | +563,641 | $180,098 |
| FI | 1,396,866 | +563,641 | $180,098 |
| SALESFORCE INC |
747,205 | +221,268 | $177,110 |
| CRM | 747,205 | +221,268 | $177,110 |
| PARKER HANNIFIN CORP |
231,444 | +263 | $175,468 |
| PH | 231,444 | +263 | $175,468 |
| BECTON DICKINSON & CO |
924,571 | -231 | $173,052 |
| BDX | 924,571 | -231 | $173,052 |
| APOLLO GLOBAL MGMT INC |
1,296,857 | +47,808 | $172,832 |
| APO | 1,296,857 | +47,808 | $172,832 |
| BLACKSTONE INC |
927,062 | +6,527 | $158,389 |
| BX | 927,062 | +6,527 | $158,389 |
| APPLIED MATLS INC |
741,586 | +19,840 | $151,832 |
| AMAT | 741,586 | +19,840 | $151,832 |
| ISHARES TR (IVE) |
717,964 | +3,583 | $148,267 |
| IVE | 717,964 | +3,583 | $148,267 |
| ABBOTT LABS |
1,073,559 | +58,788 | $143,793 |
| ABT | 1,073,559 | +58,788 | $143,793 |
| GALLAGHER ARTHUR J & CO |
445,096 | +4,557 | $137,864 |
| AJG | 445,096 | +4,557 | $137,864 |
| JACOBS SOLUTIONS INC |
901,284 | -256,230 | $135,067 |
| J | 901,284 | -256,230 | $135,067 |
| AON PLC |
358,759 | +42,758 | $127,926 |
| AON | 358,759 | +42,758 | $127,926 |
| VANGUARD TAX MANAGED FDS (VEA) |
2,134,598 | +71,436 | $127,905 |
| VEA | 2,134,598 | +71,436 | $127,905 |
| RTX CORPORATION |
759,786 | +2,818 | $127,135 |
| RTX | 759,786 | +2,818 | $127,135 |
| PACCAR INC |
1,249,428 | -7,858 | $122,844 |
| PCAR | 1,249,428 | -7,858 | $122,844 |
| ARISTA NETWORKS INC |
838,641 | -337,462 | $122,198 |
| ANET | 838,641 | -337,462 | $122,198 |
| ISHARES TR (IEF) |
1,265,159 | -20,659 | $122,037 |
| IEF | 1,265,159 | -20,659 | $122,037 |
| PEPSICO INC |
857,288 | +29,936 | $120,398 |
| PEP | 857,288 | +29,936 | $120,398 |
| JANUS DETROIT STR TR |
2,594,064 | +125,616 | $118,471 |
| JMBS | 2,594,064 | +125,616 | $118,471 |
See Full List: All Stocks Held By Kovitz Investment Group Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kovitz Investment Group Partners LLC
|
Size ($ in 1000's)
At 09/30/2025: $25,649,976 At 06/30/2025: $23,393,801 Kovitz Investment Group Partners LLC AUM history Kovitz Investment Group Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kovitz Investment Group Partners LLC 13F filings. Link to 13F filings: SEC filings |
