Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC is a Chicago-based investment adviser founded in 2015, specializing in investment management, wealth management, and financial planning services. They have over 390 employees and serve high-net-worth individuals, families, institutions, and financial professionals with customized asset management and advisory strategies. Kovitz operates nationally with additional offices in several states and is a partner firm of Focus Financial Partners.
Investment Strategy
Kovitz employs a disciplined, patient, and perspective-driven investment approach, focused on intrinsic value. The firm does not attempt to predict market movements but instead assesses the fundamental value of companies and assets, investing when there is a meaningful gap between price and value. Their philosophy emphasizes long-term value creation, avoiding short-term speculation, and making investment decisions that minimize downside risk and position clients for future growth.
Top Holdings
Equity Positions (1,332)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQTY | VALUED ADVISERS TR | 4.89% | $1.15B | 45,737,485 | $16.40 | $25.04 | +$83.3M |
M MSFT | MICROSOFT CORP | 3.44% | $805.1M | 1,618,560 | $404.67 | $497.41 | +$261.2M |
A AAPL | APPLE INC | 2.51% | $587.9M | 2,865,448 | $172.14 | $205.17 | +$36.6M |
A AMZN | AMAZON COM INC | 2.24% | $525.2M | 2,393,995 | $172.61 | $219.39 | +$110.3M |
S SPY | SPDR S&P 500 ETF TR | 1.99% | $464.6M | 751,664 | $547.63 | $617.85 | +$61.8M |
Options Positions (8)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $3.8M | 7,380 | $617.85 | $593.06 | +3,427.05 | -$2.7M |
A AAPL | APPLE INC | Bought | Put | $866.2K | 446 | $205.17 | $248.01 | +23.73 | -$483.9K |
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $624.2K | 25 | $617.85 | $617.85 | +25.17 | +$624.2K |
A AMZN | AMAZON COM INC | Bought | Put | $285.3K | 104 | $219.39 | $190.76 | +1.78 | +$73.3K |
M META | META PLATFORMS INC | New | Put | $203.8K | 27 | $738.09 | $738.09 | +26.53 | +$203.8K |