Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kovitz Investment Group Partners, LLC (CIK 1665198) reported $4.31B across 484 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($294.7M, 6.83%), AAPL ($252.6M, 5.86%), NVDA ($173.2M, 4.01%), MSFT ($159.8M, 3.70%), IVV ($157.3M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE ST SPDR S&P500 | $294.7M | 6.83% | 453,179 | Trimmed |
| 2 | AAPL | APPLE INC | $252.6M | 5.86% | 995,445 | Added |
| 3 | NVDA | NVIDIA CORP | $173.2M | 4.01% | 993,050 | Added |
| 4 | MSFT | MICROSOFT CORP | $159.8M | 3.70% | 431,578 | Trimmed |
| 5 | IVV | ISHARES TRUST | $157.3M | 3.65% | 240,803 | Trimmed |
| 6 | IBTG | ISHARES TRUST | $104.2M | 2.42% | 4.5M | Trimmed |
| 7 | SPHQ | INVESCO EXCHANGETRAD | $101.5M | 2.35% | 1.4M | Added |
| 8 | GOOGL | ALPHABET INC | $100.2M | 2.32% | 348,439 | Trimmed |
| 9 | MBB | ISHARES TR | $67.4M | 1.56% | 709,796 | Added |
| 10 | AMZN | AMAZON COM INC | $60.4M | 1.40% | 290,004 | Trimmed |
| 11 | IBTH | ISHARES TRUST | $59.2M | 1.37% | 2.6M | Added |
| 12 | AVGO | BROADCOM INC | $57.9M | 1.34% | 186,948 | Added |
| 13 | META | META PLATFORMS INC | $54.6M | 1.27% | 95,398 | Added |
| 14 | AMD | ADV MICRO DEVICES | $52.0M | 1.21% | 255,791 | Added |
| 15 | IEI | ISHARES | $46.3M | 1.07% | 390,414 | Added |
| 16 | LRCX | LAM RESEARCH CORPORA | $44.9M | 1.04% | 210,149 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY | $42.5M | 0.98% | 125,680 | Trimmed |
| 18 | GM | GENERAL MOTORS CO | $41.3M | 0.96% | 554,944 | Trimmed |
| 19 | VRTX | VERTEX PHARMA | $40.6M | 0.94% | 90,885 | Trimmed |
| 20 | GD | GENERAL DYNAMICS | $39.5M | 0.92% | 115,023 | Trimmed |
| 21 | C | CITIGROUP INC | $37.9M | 0.88% | 334,581 | Trimmed |
| 22 | SCHW | SCHWAB CHARLES CORP | $36.6M | 0.85% | 389,565 | Trimmed |
| 23 | TMUS | T-MOBILE US INC | $36.3M | 0.84% | 172,727 | Trimmed |
| 24 | NEM | NEWMONT CORPORATION | $35.1M | 0.81% | 324,579 | Trimmed |
| 25 | UNH | UNITEDHEALTH GRP INC | $34.6M | 0.80% | 127,743 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31