Stock Taper

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Natera, Inc.NTRA2.11K$571.95K
Deere & CompanyDE2.15K$1.36M
Corning IncGLW2.23K$570.54K
Entergy CorporationETR2.25K$258.55K
Fortinet, Inc.FTNT2.28K$350.14K
Steel Dynamics, Inc.STLD2.35K$539.84K
Interactive Brokers Group, Inc.IBKR2.43K$211.33K
Ares Management CorporationARES2.52K$280.97K
Baidu, Inc.BIDU2.63K$300.47K
Roku, Inc.ROKU2.65K$365.88K
Broadridge Financial Solutions, Inc.BR2.71K$370.96K
Cameco CorporationCCJ2.79K$284.29K
Lockheed Martin CorporationLMT2.8K$1.43M
Nebius Group N.V.NBIS2.81K$774.93K
Agilysys, Inc.AGYS2.85K$298.05K
Carrier Global CorporationCARR2.85K$209.21K
Union Pacific CorporationUNP3K$815.22K
TD Synnex CorpSNX3.04K$812.71K
The PNC Financial Services Group, Inc.PNC3.04K$749.2K
Western Digital CorporationWDC3.04K$1.94M