Stock Taper 
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vistra Corp. | VST | 10.31K | $1.64M |
 Thermo Fisher Scientific Inc. | TMO | 10.58K | $5.3M |
 QUALCOMM Incorporated | QCOM | 10.9K | $2.02M |
 Prologis, Inc. | PLD | 11.33K | $1.53M |
 Seagate Technology Holdings plc | STX | 11.39K | $10.99M |
 Pfizer Inc. | PFE | 11.51K | $277.12K |
 Kinder Morgan, Inc. | KMI | 11.68K | $373.48K |
 KB Home | KBH | 11.71K | $732.99K |
 The Boeing Company | BA | 11.8K | $2.56M |
 Comcast Corporation | CMCSA | 11.85K | $290.89K |
 O'Reilly Automotive, Inc. | ORLY | 12.05K | $1.11M |
 L3Harris Technologies, Inc. | LHX | 12.12K | $3.52M |
 Ares Capital Corporation | ARCC | 12.23K | $226.72K |
 Rambus Inc. | RMBS | 12.29K | $1.63M |
 ProShares UltraPro QQQ | TQQQ | 12.42K | $1.01M |
 Archer Aviation Inc. | ACHR | 12.64K | $59.79K |
 Annaly Capital Management, Inc. | NLY | 12.79K | $285.91K |
 Old Republic International Corporation | ORI | 12.8K | $523.65K |
 Comfort Systems USA, Inc. | FIX | 12.84K | $25.45M |
 3M Company | MMM | 12.93K | $2.09M |