Kovitz Investment Group Partners, LLC

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
1,394
Total value ($000)
$25,649,774
Net value change ($000)
+2,253,370 (9.6%)
New positions
138
Sold out positions
97
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
POWL 362,886 105.9%
AAPL 174,205 29.6%
GOOGL 120,200 33.5%
ALC 106,998 11480.5%
IVV 86,811 29.3%
ACN 86,533 322.8%
LRCX 81,617 34.5%
WAT 79,426 20365.6%
NVDA 78,155 20.5%
MSFT 75,921 9.4%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -123,135 -71.0%
MRK -72,384 -70.1%
PPG -43,007 -88.3%
KMX -36,672 -33.3%
JPST -24,331 -19.6%
DHR -24,310 -24.4%
JNJ -22,690 -33.2%
PM -22,373 -10.5%
SCHW -20,640 -8.5%
SPHQ -20,384 -18.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,571 (0.0% 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