Stock Taper 
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Plexus Corp. | PLXS | 1.2K | $360.8K |
 GE Vernova Inc. | GEV | 1.21K | $1.43M |
 Equinix, Inc. | EQIX | 1.24K | $1.29M |
 Arm Holdings plc American Depositary Shares | ARM | 1.35K | $478.31K |
 Cencora, Inc. | COR | 1.44K | $406.57K |
 Phillips 66 | PSX | 1.44K | $243.04K |
 DT Midstream, Inc. | DTM | 1.47K | $216.33K |
 Waste Management, Inc. | WM | 1.52K | $338.32K |
 American Electric Power Company, Inc. | AEP | 1.53K | $209.18K |
 Kulicke and Soffa Industries, Inc. | KLIC | 1.59K | $212.82K |
 Cirrus Logic, Inc. | CRUS | 1.61K | $239.62K |
 Tyler Technologies, Inc. | TYL | 1.64K | $478.7K |
 Lowe's Companies, Inc. | LOW | 1.67K | $367.51K |
 CrowdStrike Holdings, Inc. | CRWD | 1.75K | $1.33M |
 Domino's Pizza, Inc. | DPZ | 1.89K | $558.33K |
 Intuitive Surgical, Inc. | ISRG | 1.89K | $752.49K |
 Alnylam Pharmaceuticals, Inc. | ALNY | 1.95K | $587.22K |
 Yum! Brands, Inc. | YUM | 1.95K | $312.38K |
 Entegris, Inc. | ENTG | 2.02K | $363.2K |
 Axon Enterprise, Inc. | AXON | 2.07K | $1.16M |