KOVITZ INVESTMENT GROUP PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GXO | 3.49M | $184.54M |
 | AMTM | 3.01M | $72.04M |
 | AAPL | 2.99M | $762.11M |
 | HAYW | 2.65M | $40.05M |
 | NVDA | 2.46M | $459.13M |
 | AMZN | 2.41M | $530.02M |
 | LRCX | 2.38M | $318.46M |
 | SCHW | 2.33M | $222.48M |
 | POWL | 2.31M | $705.47M |
 | PCG | 2.09M | $31.45M |
 | GOOGL | 1.97M | $479.11M |
 | AMD | 1.81M | $292.18M |
 | MSFT | 1.70M | $881.01M |
 | KEYS | 1.66M | $290.38M |
 | KMX | 1.63M | $73.29M |
 | ICE | 1.49M | $251.27M |
 | ALC | 1.45M | $107.93M |
 | FI | 1.40M | $180.10M |
 | APO | 1.30M | $172.83M |
 | AVGO | 1.28M | $420.82M |
GXO Logistics, Inc.
GXO
Shares Held
3.49M
Value
$184.54M
Amentum Holdings, Inc.
AMTM
Shares Held
3.01M
Value
$72.04M
Apple Inc.
AAPL
Shares Held
2.99M
Value
$762.11M
Hayward Holdings, Inc.
HAYW
Shares Held
2.65M
Value
$40.05M
NVIDIA Corporation
NVDA
Shares Held
2.46M
Value
$459.13M
Amazon.com, Inc.
AMZN
Shares Held
2.41M
Value
$530.02M
Lam Research Corporation
LRCX
Shares Held
2.38M
Value
$318.46M
The Charles Schwab Corporation
SCHW
Shares Held
2.33M
Value
$222.48M
Powell Industries, Inc.
POWL
Shares Held
2.31M
Value
$705.47M
Pacific Gas & Electric Co.
PCG
Shares Held
2.09M
Value
$31.45M
Alphabet Inc.
GOOGL
Shares Held
1.97M
Value
$479.11M
Advanced Micro Devices, Inc.
AMD
Shares Held
1.81M
Value
$292.18M
Microsoft Corporation
MSFT
Shares Held
1.70M
Value
$881.01M
Keysight Technologies, Inc.
KEYS
Shares Held
1.66M
Value
$290.38M
CarMax, Inc.
KMX
Shares Held
1.63M
Value
$73.29M
Intercontinental Exchange, Inc.
ICE
Shares Held
1.49M
Value
$251.27M
Alcon Inc.
ALC
Shares Held
1.45M
Value
$107.93M
Fiserv, Inc.
FI
Shares Held
1.40M
Value
$180.10M
Apollo Global Management, Inc.
APO
Shares Held
1.30M
Value
$172.83M
Broadcom Inc.
AVGO
Shares Held
1.28M
Value
$420.82M