Stock Taper 
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 59.52K | $28.43M |
 Global Payments Inc. | GPN | 61.37K | $4.45M |
 APA Corporation | APA | 64.91K | $2.11M |
 Nucor Corporation | NUE | 67.57K | $15.05M |
 The Toro Company | TTC | 71.52K | $6.97M |
 FedEx Corporation | FDX | 71.55K | $22.4M |
 Ciena Corporation | CIEN | 71.55K | $35.1M |
 Devon Energy Corporation | DVN | 72.41K | $2.99M |
 Oscar Health, Inc. | OSCR | 73.7K | $2.1M |
 TE Connectivity plc | TEL | 74.78K | $15.08M |
 Tesla, Inc. | TSLA | 79.33K | $33.37M |
 Vipshop Holdings Limited | VIPS | 79.56K | $1.05M |
 Texas Instruments Incorporated | TXN | 80.18K | $23.9M |
 Exxon Mobil Corporation | XOM | 81.88K | $11.19M |
 Howmet Aerospace Inc. | HWM | 83.21K | $22.37M |
 Welltower Inc. | WELL | 83.65K | $18.99M |
 Netflix, Inc. | NFLX | 86.77K | $6.2M |
 Oracle Corporation | ORCL | 87.53K | $12.83M |
 Meta Platforms, Inc. | META | 90.69K | $51.09M |
 Zeta Global Holdings Corp. | ZETA | 92.02K | $1.81M |