Stock Taper

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cirrus Logic, Inc.CRUS1.61K$239.62K
Kulicke and Soffa Industries, Inc.KLIC1.59K$212.82K
American Electric Power Company, Inc.AEP1.53K$209.18K
Waste Management, Inc.WM1.52K$338.32K
DT Midstream, Inc.DTM1.47K$216.33K
Phillips 66PSX1.44K$243.04K
Cencora, Inc.COR1.44K$406.57K
Arm Holdings plc American Depositary SharesARM1.35K$478.31K
Equinix, Inc.EQIX1.24K$1.29M
GE Vernova Inc.GEV1.21K$1.43M
Plexus Corp.PLXS1.2K$360.8K
The Hershey CompanyHSY1.2K$210.51K
Motorola Solutions, Inc.MSI1.17K$484.19K
EA ELECTRONIC ARTS INCEA1.03K$211.57K
Sandisk CorporationSNDK1.02K$2.32M
Valero Energy CorporationVLO954$248.6K
The Goldman Sachs Group, Inc.GS929$940.29K
Stryker CorporationSYK908$286.04K
Air Products and Chemicals, Inc.APD870$255.08K
HCA Healthcare, Inc.HCA863$336.72K