Stock Taper

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Veeva Systems Inc.VEEV95.05K$16.87M
Vertex Pharmaceuticals IncorporatedVRTX95.25K$47.31M
United Parcel Service, Inc.UPS96.12K$10.33M
Wells Fargo & CompanyWFC97.91K$8.09M
Cognizant Technology Solutions CorporationCTSH102.77K$3.98M
Host Hotels & Resorts, Inc.HST106.36K$2.52M
Alphabet Inc.GOOG111.63K$39.44M
The Allstate CorporationALL114K$27.12M
ONEOK, Inc.OKE115.21K$10.02M
Vodafone Group Public Limited CompanyVOD115.81K$1.53M
Cardinal Health, Inc.CAH115.87K$27.53M
Morgan StanleyMS116.63K$24.38M
General Dynamics CorporationGD117.32K$41.56M
Intercontinental Exchange, Inc.ICE122.08K$15.03M
SoFi Technologies, Inc.SOFI125.64K$2.25M
UnitedHealth Group IncorporatedUNH126.39K$52.53M
On Holding AGONON131.36K$4.65M
Gilead Sciences, Inc.GILD131.52K$16.62M
PG&E CorporationPCG132.59K$2.23M
Lam Research CorporationLRCX134.13K$58.12M