Kovitz Investment Group Partners, LLC 13F Holdings · Q2 2026
Kovitz Investment Group Partners, LLC reported 478 securities worth $4.52B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.85%), SPY (5.45%), NVDA (4.01%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $264.3M | 5.85% | 913,249 | Trimmed |
| 2 | SPY | STATE ST SPDR S&P500 | $246.2M | 5.45% | 329,739 | Trimmed |
| 3 | NVDA | NVIDIA CORP | $181.2M | 4.01% | 905,564 | Trimmed |
| 4 | IVV | ISHARES TRUST | $171.1M | 3.79% | 228,483 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $150.3M | 3.33% | 403,049 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $127.9M | 2.83% | 357,905 | Added |
| 7 | SPHQ | INVESCO EXCHANGETRAD | $113.5M | 2.51% | 1.3M | Trimmed |
| 8 | AMD | ADV MICRO DEVICES | $85.2M | 1.89% | 146,710 | Trimmed |
| 9 | IBTG | ISHARES TRUST | $79.2M | 1.75% | 3.5M | Trimmed |
| 10 | AMZN | AMAZON COM INC | $73.0M | 1.62% | 306,315 | Added |
| 11 | IBTH | ISHARES TRUST | $72.9M | 1.62% | 3.3M | Added |
| 12 | AVGO | BROADCOM INC | $68.6M | 1.52% | 181,657 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY | $67.3M | 1.49% | 58,337 | Trimmed |
| 14 | MBB | ISHARES TR | $66.2M | 1.47% | 700,621 | Trimmed |
| 15 | LRCX | LAM RESEARCH CORPORA | $58.1M | 1.29% | 134,134 | Trimmed |
| 16 | UNH | UNITEDHEALTH GRP INC | $52.5M | 1.16% | 126,388 | Trimmed |
| 17 | META | META PLATFORMS INC | $51.1M | 1.13% | 90,691 | Trimmed |
| 18 | JPST | J P MORGAN EXCHANGE | $50.7M | 1.12% | 1.0M | Added |
| 19 | VRTX | VERTEX PHARMA | $47.3M | 1.05% | 95,246 | Added |
| 20 | IEI | ISHARES | $45.4M | 1.00% | 386,170 | Trimmed |
| 21 | GM | GENERAL MOTORS CO | $43.0M | 0.95% | 558,020 | Added |
| 22 | FTEC | FIDELITY COVINGTON T | $42.4M | 0.94% | 148,363 | Added |
| 23 | GD | GENERAL DYNAMICS | $41.6M | 0.92% | 117,321 | Added |
| 24 | RTX | RTX CORPORATION | $41.7M | 0.92% | 219,999 | Added |
| 25 | GOOG | ALPHABET INC | $39.4M | 0.87% | 111,632 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR