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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Kovitz Investment Group Partners, LLC's latest available filing here is Q3 2025.
Kovitz Investment Group Partners, LLC
•CIK: 1665198•Filing: Q3 2025
**Kovitz Investment Group Partners, LLC** manages $25.1B across a diversified portfolio of 1,387 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including MSFT at $881.0M and AAPL at $762.1M. Notable allocations also include substantial positions in POWL ($705.5M), AMZN ($530.0M), and GOOGL ($479.1M). This concentration suggests a conviction in established, high-growth technology and market infrastructure names.
Total AUM
$25.1B
+ $2.0M in options
QoQ Performance
+28.8%
Positions
1,021
+ 4 options
Top 10 Concentration
29.3%
Latest Filing
Q3 2025
Top Holdings Allocation
EQTY4.7%
MSFT3.5%
AAPL3.0%
POWL2.8%
AMZN2.1%
GOOGL1.9%
NVDA1.8%
AVGO1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.7%
Technology23.1%
Financial5.7%
Consumer4.9%
Healthcare4.0%
ETF2.3%
Consumer Staples1.5%
Industrial1.3%
🚪 Exited Positionssold since Q2 2025
+1244 more exited positions
Changes from Q2 2025
NEW1 new position
↑134 increased
↓65 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022