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Home > Institutional Investor > Kovitz Investment Group Partners, Llc > Profile

Instuitional Investor - Kovitz Investment Group Partners, Llc

Fund Profile
Filing Period:
Fund Name: Kovitz Investment Group Partners, Llc
Portfolio Value $23,396,404,369
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Valued Advisers Tr
 45,737,485 $1,145,179,122 4.89%
2.
Microsoft Corp
 MSFT 1,618,560 $805,084,447 3.44%
3.
Apple Inc.
 AAPL 2,865,448 $587,905,505 2.51%
4.
Amazon Com Inc
 AMZN 2,393,995 $525,218,502 2.24%
5.
Spdr S & P 500 Etf Trust
 SPY 751,664 $464,647,111 1.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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