Kovitz Investment Group Partners, LLC New Holdings in Q3 2025

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
668K
New
$50.98 - $67.62 $34M - $45.2M
668K $37.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
109K
New
$85.01 - $90.35 $9.26M - $9.84M
109K $9.74M
AVPT
Ave Point, Inc.

Technology
400K
New
$14.33 - $19.31 $5.73M - $7.72M
400K $6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
131K
New
$42.75 - $43.37 $5.61M - $5.69M
131K $5.68M
MATW
Matthews International Corp

Industrials
200K
New
$23.04 - $25.89 $4.61M - $5.18M
200K $4.86M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
102K
New
$38.58 - $40.06 $3.94M - $4.09M
102K $4.05M
CWB
Spdr Bloomberg Convertible Sec

ETFs
40.2K
New
$82.29 - $90.77 $3.31M - $3.65M
40.2K $3.64M
HYXU
Ishares Global Ex Usd High Yie

ETFs
61.5K
New
$53.77 - $56.12 $3.3M - $3.45M
61.5K $3.42M
AVDV
American Centy ETF Tr Avantis

ETFs
34.6K
New
$79.24 - $89.03 $2.74M - $3.08M
34.6K $3.08M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
48.8K
New
$52.62 - $61.93 $2.57M - $3.02M
48.8K $2.64M
ATI
Allegheny Technologies Inc

Industrials
29K
New
$71.34 - $95.52 $2.07M - $2.77M
29K $2.36M
AIT
Applied Industrial Technologies Inc

Industrials
8.73K
New
$242.14 - $275.72 $2.11M - $2.41M
8.73K $2.28M
SF
Stifel Financial Corp

Financial Services
19.6K
New
$105.26 - $116.4 $2.07M - $2.29M
19.6K $2.23M
IAUM
I Shares Gold Trust Micro

ETFs
56.3K
New
$32.6 - $38.5 $1.84M - $2.17M
56.3K $2.17M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
152K
New
$12.5 - $14.2 $1.9M - $2.15M
152K $1.9M
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
733K
New
$2.34 - $3.91 $1.72M - $2.87M
733K $1.89M
CLF
Cleveland Cliffs Inc.

Basic Materials
150K
New
$8.12 - $12.84 $1.22M - $1.92M
150K $1.83M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
36.9K
New
$40.04 - $45.11 $1.48M - $1.66M
36.9K $1.63M
FCF
First Commonwealth Financial Corp

Financial Services
80.2K
New
$16.07 - $18.02 $1.29M - $1.44M
80.2K $1.37M
BSJR
Invesco Indx Tr

ETFs
58.1K
New
$22.64 - $22.85 $1.32M - $1.33M
58.1K $1.32M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
59.3K
New
$21.89 - $22.2 $1.3M - $1.32M
59.3K $1.31M
HDB
Hdfc Bank LTD

Financial Services
30.6K
New
$34.14 - $78.94 $1.04M - $2.42M
30.6K $1.05M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.97K
New
$110.74 - $122.12 $772K - $851K
6.97K $843K
MHK
Mohawk Industries Inc

Consumer Cyclical
6.35K
New
$107.23 - $139.75 $681K - $888K
6.35K $818K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
18.4K
New
$35.87 - $41.08 $660K - $755K
18.4K $735K
FIVE
Five Below, Inc

Consumer Cyclical
3.9K
New
$128.78 - $155.44 $502K - $606K
3.9K $603K
TECH
Bio Techne Corp

Healthcare
10.8K
New
$49.87 - $58.78 $537K - $633K
10.8K $599K
TNL
Travel & Leisure Co.

Consumer Cyclical
9.96K
New
$53.72 - $63.45 $535K - $632K
9.96K $592K
CYBR
Cyber Ark Software Ltd.

Technology
1.2K
New
$374.8 - $491.1 $449K - $588K
1.2K $578K
G
Genpact LTD

Technology
13.4K
New
$41.06 - $46.13 $551K - $619K
13.4K $561K
RHI
Robert Half International Inc.

Industrials
16.3K
New
$33.49 - $43.03 $544K - $699K
16.3K $552K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
100K
New
$5.28 - $5.81 $528K - $581K
100K $550K
BWA
Borgwarner Inc

Consumer Cyclical
12.4K
New
$34.53 - $44.44 $428K - $550K
12.4K $544K
MTG
Mgic Investment Corp

Financial Services
18.9K
New
$25.06 - $28.92 $473K - $546K
18.9K $535K
CGNX
Cognex Corp

Technology
11.7K
New
$31.85 - $46.54 $371K - $543K
11.7K $528K
UBSI
United Bankshares Inc

Financial Services
14.1K
New
$35.03 - $38.73 $494K - $546K
14.1K $524K
BYD
Boyd Gaming Corp

Consumer Cyclical
6.03K
New
$79.66 - $87.38 $480K - $527K
6.03K $520K
TXG
10x Genomics, Inc.

Healthcare
42.6K
New
$11.34 - $14.64 $483K - $624K
42.6K $498K
GDV
Gabelli Dividend & Income Trust

Financial Services
18.1K
New
$25.8 - $27.4 $466K - $495K
18.1K $490K
VMI
Valmont Industries Inc

Industrials
1.23K
New
$328.58 - $387.73 $405K - $478K
1.23K $477K
EVR
Evercore Inc.

Financial Services
1.37K
New
$276.5 - $362.79 $378K - $496K
1.37K $461K
GTES
Gates Industrial Corp PLC

Industrials
18.5K
New
$23.38 - $26.14 $433K - $485K
18.5K $460K
COLB
Columbia Banking System, Inc.

Financial Services
17.8K
New
$23.26 - $27.31 $414K - $486K
17.8K $457K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.94K
New
$43.07 - $91.37 $213K - $452K
4.94K $451K
AN
Autonation, Inc.

Consumer Cyclical
2.05K
New
$189.27 - $227.18 $387K - $465K
2.05K $447K
MDB
Mongo Db, Inc.

Technology
1.43K
New
$201.0 - $334.87 $287K - $479K
1.43K $443K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
13.3K
New
$31.86 - $39.7 $423K - $527K
13.3K $440K
AWI
Armstrong World Industries Inc

Industrials
2.2K
New
$163.99 - $199.13 $360K - $438K
2.2K $430K
CASH
Meta Financial Group Inc

Financial Services
5.65K
New
$72.32 - $83.85 $409K - $474K
5.65K $418K
Activity Summary
Buys All Purchases 780 New Holdings 138 Increased Positions 642 Sells All Sells 546 Reductions 546 Sold out 0 Options Calls 2 Puts 2
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