§ 13F · FUND PROFILE
Kovitz Investment Group Partners, LLC.
AUM · $25.6B (13F)Positions · 1387Turnover · 99% · Q2Filed · Aug 12, 2026
CONCENTRATION
36%
Top 10 holdings
NEW BUYS
+11
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → TECHNOLOGY
-4pp · +6pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 913K | $264M | 5.9% | −8% |
| 2 | SPY | STATE ST SPDR S&P500 | 330K | $246M | 5.5% | −27% |
| 3 | NVDA | NVIDIA CORP | 906K | $181M | 4.0% | −9% |
| 4 | IVV | ISHARES TRUST | 228K | $171M | 3.8% | −5% |
| 5 | MSFT | MICROSOFT CORP | 403K | $150M | 3.3% | −7% |
| 6 | GOOGL | ALPHABET INC | 358K | $128M | 2.8% | +3% |
| 7 | SPHQ | INVESCO EXCHANGETRAD | 1.26M | $114M | 2.5% | −7% |
| 8 | AMD | ADV MICRO DEVICES | 147K | $85M | 1.9% | −43% |
| 9 | IBTG | ISHARES TRUST | 3.46M | $79M | 1.8% | −24% |
| 10 | AMZN | AMAZON COM INC | 306K | $73M | 1.6% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other26.3% (−4pp)
Technology16.0% (+6pp)
Semiconductors9.9% (+2pp)
Media5.6%
Financial Services4.0% (−3pp)
Health Care3.6%
§ 03 · THE KOVITZ SIGNAL
AC read
Kovitz Investment Group Partners, LLC is a Other fund managing $25.6 billion in assets. The fund runs a massive portfolio of 1,387 positions, broad diversification across holdings, with the top 10 accounting for 36%. Trading activity is aggressive at 99% quarterly turnover, with 11 new positions and 0 exits last quarter. Top sector allocations: Other (26%), Technology (16%), Semiconductors (10%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 QUARTERS MEASURED
Q4 2025
Busy quarter
+11 buys · −0 exits · 456 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed