Kovitz Investment Group Partners, LLC
Top Portfolio Positions
331 positions ·
$3,181,731,837 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
465,116 | $317,171,902 | 9.97% |
| AAPL |
Apple Inc.
Technology
|
981,399 | $266,803,132 | 8.39% |
| MSFT |
Microsoft Corp
Technology
|
455,725 | $220,397,724 | 6.93% |
| NVDA |
Nvidia Corp
Technology
|
905,523 | $168,880,039 | 5.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
368,852 | $115,450,676 | 3.63% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
293,339 | $67,708,507 | 2.13% |
| AVGO |
Broadcom Inc.
Technology
|
182,449 | $63,145,598 | 1.98% |
| META |
Meta Platforms, Inc.
Communication Services
|
93,403 | $61,654,386 | 1.94% |
| MU |
Micron Technology Inc
Technology
|
203,377 | $58,045,829 | 1.82% |
| LRCX |
Lam Research Corp
Technology
|
279,906 | $47,914,309 | 1.51% |
Portfolio Trend
Holdings in BBDC
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $8,517,540 | 972,322 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,510,590 | 1,040,546 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,237,755 | 1,073,140 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $10,207,362 | 1,066,600 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $10,614,566 | 1,083,119 | Shares | Sole | 2024-11-15 | |
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