Stock Taper 
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ADT Inc. | ADT | 185.73K | $1.21M |
 Broadcom Inc. | AVGO | 181.66K | $68.62M |
 T-Mobile US, Inc. | TMUS | 177.14K | $29.71M |
 Dollar General Corporation | DG | 170.55K | $19.63M |
 Matthews International Corporation | MATW | 170K | $4.58M |
 American International Group, Inc. | AIG | 167.38K | $12.47M |
 Amphenol Corporation | APH | 156.88K | $27.66M |
 NextEra Energy, Inc. | NEE | 150.98K | $13.25M |
 The Kroger Co. | KR | 148.93K | $8.27M |
 Advanced Micro Devices, Inc. | AMD | 146.71K | $85.23M |
 Booking Holdings Inc. | BKNG | 136.56K | $24.34M |
 Lam Research Corporation | LRCX | 134.13K | $58.12M |
 PG&E Corporation | PCG | 132.59K | $2.23M |
 Gilead Sciences, Inc. | GILD | 131.52K | $16.62M |
 On Holding AG | ONON | 131.36K | $4.65M |
 UnitedHealth Group Incorporated | UNH | 126.39K | $52.53M |
 SoFi Technologies, Inc. | SOFI | 125.64K | $2.25M |
 Intercontinental Exchange, Inc. | ICE | 122.08K | $15.03M |
 General Dynamics Corporation | GD | 117.32K | $41.56M |
 Morgan Stanley | MS | 116.63K | $24.38M |