Kovitz Investment Group Partners, LLC

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
2/20/2026
Form type
13F-HR
Num holdings
471
Total value ($000)
$4,516,404
Net value change ($000)
-21,133,370 (-82.4%)
New positions
11
Sold out positions
923
Turnover %
161.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DYNF 32,857 14162.5%
GD 27,428 205.0%
GM 23,081 93.5%
IBTH 18,096 70.9%
VCIT 18,016 761.8%
EZU 13,801 116.8%
VRTX 13,039 41.3%
CL 11,663 440.9%
COR 10,221 795.4%
VWOB 7,518 NEW
Top Reduces (Value $000, Stocks/ETFs)
EQTY -1,173,649 -100.0%
POWL -705,475 -100.0%
MSFT -660,607 -75.0%
AAPL -495,308 -65.0%
AMZN -462,315 -87.2%
JAAA -397,039 -100.0%
GOOGL -363,658 -75.9%
AVGO -357,671 -85.0%
TMO -341,546 -98.1%
NVDA -290,252 -63.2%
Instrument mix + QoQ Δ (ex-options)
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