Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Kovitz Investment Group Partners, LLC manages $4.5B across 471 positions as of Q4 2025. Top holdings: SPY (7.0%), AAPL (5.9%), MSFT (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 11 new positions, 927 exits, 62 increased. No standout high-conviction moves this quarter. Portfolio: $4.5B across 471 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile