Kovitz Investment Group Partners, LLC

Q4 2024 13F-HR/A Holdings

Location
Chicago, IL
Holdings as of
12/31/2024
Date filed
8/25/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,225
Total value ($000)
$20,400,786
Net value change ($000)
+6,322,804 (44.9%)
New positions
207
Sold out positions
45
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/15/2024 Next filing: 5/19/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 256,570 675.0%
AAPL 246,014 56.1%
TMO 224,122 939.9%
GOOGL 201,716 126.7%
JAAA 200,015 395.8%
IWF 196,297 315.1%
AMZN 186,203 60.3%
MSFT 174,771 57.4%
APO 172,507 4500.6%
SCHG 162,789 25199.5%
Top Reduces (Value $000, Stocks/ETFs)
ANET -116,068 -100.0%
LVS -60,604 -97.0%
DEO -32,783 -30.1%
IDXX -24,772 -83.1%
LRCX -22,973 -100.0%
CAT -21,624 -51.8%
BLK -18,510 -100.0%
EA -17,952 -96.1%
IEI -17,547 -29.4%
TLT -14,720 -62.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 10,982 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type