Managed by Kovitz Investment Group Partners, Llc • Latest filing Q3 2024
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $1.1B | 45.76M | 0.00% | — |
| 2 | ? N/A — | $1.1B | 45.85M | 0.00% | — |
| 3 | ? N/A — | $973.6M | 44.95M | 0.00% | — |
| 4 | ? N/A — | $969.3M | 44.18M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $863.5M |
| 43.43M |
| 0.00% |
| — |
| 6 | ? N/A — | $809.4M | 43.52M | 0.00% | — |
| 7 | ? N/A — | $792.6M | 43.86M | 0.00% | — |
| 8 | ? N/A — | $749M | 43.64M | 0.00% | — |
| 9 | A AAPL — | $684.5M | 2.73M | 0.00% | — |
| 10 | A AMZN — | $494.7M | 2.26M | 0.00% | — |
| 11 | M MSFT — | $479.2M | 1.14M | 0.00% | — |
| 12 | A AAPL — | $438.5M | 2.33M | 0.00% | — |
| 13 | A AAPL — | $405.4M | 1.92M | 0.00% | — |
| 14 | S SPY — | $397.1M | 677.5K | 0.00% | — |
| 15 | G | $360.9M | 1.91M | 0.00% | — |
| 16 | S SPY — | $350.6M | 732.2K | 0.00% | — |
| 17 | S SPY — | $334.4M | 614.1K | 0.00% | — |
| 18 | A AMZN — | $324.6M | 1.68M | 0.00% | — |
| 19 | I IAU — | $324.4M | 550.6K | 0.00% | — |
| 20 | A AMZN — | $308.5M | 1.82M | 0.00% | — |