§ 13F · FUND PROFILE
Kovitz Investment Group Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $25649.8T (13F)Positions · 1394Turnover · 99% · Q4Filed · Feb 20, 2026
CONCENTRATION
36%
Top 10 holdings
NEW BUYS
+11
+$22.9T deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → TECHNOLOGY
-4pp · +6pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 465K | $317.2T | 7.0% | −41% |
| 2 | AAPL | APPLE INC | 981K | $266.8T | 5.9% | −67% |
| 3 | MSFT | MICROSOFT CORP | 456K | $220.4T | 4.9% | −73% |
| 4 | IVV | ISHARES TR | 290K | $199.0T | 4.4% | −49% |
| 5 | NVDA | NVIDIA CORPORATION | 906K | $168.9T | 3.7% | −63% |
| 6 | GOOGL | ALPHABET INC | 369K | $115.5T | 2.6% | −81% |
| 7 | IBTG | ISHARES TR | 4.71M | $107.9T | 2.4% | −6% |
| 8 | SPHQ | INVESCO EXCHANGE TRADED FD T | 1.00M | $75.2T | 1.7% | −16% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 1.35M | $68.2T | 1.5% | −31% |
| 10 | AMZN | AMAZON COM INC | 293K | $67.7T | 1.5% | −88% |
§ 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 $25649773.6 trillion in assets. The fund runs a massive portfolio of 1,394 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
2 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed