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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
67
20
16
4
8
1
35
15
5
KOVITZ INVESTMENT GROUP PARTNERS LLC

Time Period2018-12-31

Total Holdings253

Total Value ($x1000)2,529,685
Activities
New116

Increased64

Unchanged4

Decreased69

Sold Out14

Top 10 Stock Holdingstotal 32.65%
BRK.B5.35

AAPL4.04

PWR3.48

GOOG3.27

CBS3.15

 
KMX2.82

GM2.76

JPM2.75

JEC2.58

UHAL2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
5.35%
CL B NEW
AAPL
4.04%
COM
PWR
3.48%
COM
GOOG
3.27%
CAP STK CL C
CBS
3.15%
CL B
KMX
2.82%
COM
GM
2.76%
COM
JPM
2.75%
COM
JEC
2.58%
COM
UHAL
2.45%
COM
CBG
2.38%
CL A
BA
2.3%
COM
BAC
2.28%
COM
MHK
2.24%
COM
AON
2.2%
SHS CL A
DIS
2.13%
COM DISNEY
FB
2.13%
CL A
SBUX
2%
COM
AAL
2%
COM
ADI
1.98%
COM
EXPE
1.85%
COM NEW
AXP
1.78%
COM
PPG
1.75%
COM
DAL
1.51%
COM NEW
C
1.44%
COM NEW
UPS
1.43%
CL B
GS
1.43%
COM
BX
1.37%
COM UNIT LTD
USFD
1.22%
COM
VMI
1.01%
COM
GOOGL
0.83%
CAP STK CL A
SCHW
0.82%
COM
WBA
0.79%
COM
RHI
0.71%
COM
SPY
0.64%
PUT
MSFT
0.59%
COM
HOG
0.58%
COM
CSCO
0.56%
COM
INTC
0.5%
COM
SPY
0.48%
TR UNIT
ABT
0.47%
COM
HAL
0.46%
COM
JNJ
0.46%
COM
AMGN
0.46%
COM
GLW
0.43%
COM
NSC
0.39%
COM
QCOM
0.37%
COM
CMCSA
0.37%
CL A
DE
0.37%
COM
WMT
0.35%
COM
BK
0.34%
COM
RCL
0.32%
COM
MDC
0.31%
COM
ETN
0.31%
SHS
CAT
0.3%
COM
CE
0.3%
COM SER A
DLR
0.29%
COM
ADM
0.28%
COM
ORCL
0.28%
COM
IBM
0.28%
COM
PRU
0.28%
COM
CMI
0.28%
COM
PNC
0.25%
COM
KMB
0.25%
COM
KSS
0.25%
COM
FDX
0.24%
COM
TPR
0.23%
COM
WFC
0.23%
COM
MAN
0.23%
COM
XOM
0.23%
COM
COF
0.23%
COM
BIIB
0.22%
COM
STX
0.22%
SHS
PFE
0.22%
COM
SHPG
0.22%
SPONSORED ADR
ONB
0.22%
COM
WHR
0.21%
COM
LOW
0.21%
COM
CVS
0.21%
COM
FITB
0.21%
COM
BBT
0.2%
COM
VZ
0.2%
COM
GHY
0.2%
COM
ZMH
0.2%
COM
MRVL
0.19%
ORD
AXS
0.19%
SHS
TGT
0.19%
COM
GT
0.19%
COM
JNPR
0.18%
COM
HFC
0.18%
COM
SYMC
0.18%
COM
MET
0.18%
COM
TSN
0.17%
CL A
SNY
0.17%
SPONSORED ADR
MOS
0.17%
COM
FLOT
0.16%
FLTG RATE BD ETF
GILD
0.16%
COM
MRK
0.16%
COM
LRCX
0.16%
COM
SHV
0.15%
SHRT TRS BD ETF
ISD
0.15%
COM
MU
0.15%
COM
BHE
0.15%
COM
REG
0.15%
COM
TOT
0.15%
SPONSORED ADR
IP
0.15%
COM
SJM
0.15%
COM NEW
BRK.A
0.15%
CL A
ING
0.14%
SPONSORED ADR
MCD
0.14%
COM
NKE
0.14%
CL B
CM
0.13%
COM
COHU
0.13%
COM
SLB
0.13%
COM
SHY
0.12%
1-3 YR TR BD ETF
IWB
0.12%
RUS 1000 ETF
JBL
0.12%
COM
MCR
0.12%
SH BEN INT
DOC
0.12%
COM
ALL
0.12%
COM
RDS/A
0.12%
SPONS ADR A
SJNK
0.11%
SHT TRM HGH YLD
SPY
0.11%
CALL
HD
0.11%
COM
DSU
0.1%
COM NEW
NEM
0.1%
COM
CAH
0.1%
COM
TRN
0.1%
COM
KIM
0.1%
COM
FL
0.1%
COM
NOV
0.1%
COM
SFL
0.09%
SHS
MDT
0.09%
SHS
MIN
0.09%
SH BEN INT
WSM
0.09%
COM
KR
0.09%
COM
CCL
0.09%
PAIRED CTF
AVX
0.09%
COM
NTR
0.09%
COM
PEP
0.09%
COM
NEE
0.09%
COM
DSW
0.09%
CL A
TPC
0.09%
COM
HIO
0.08%
COM
VTI
0.08%
TOTAL STK MKT
VEU
0.08%
ALLWRLD EX US
T
0.08%
COM
EMB
0.08%
JP MOR EM MK ETF
HBC
0.08%
SPON ADR NEW
BKLN
0.08%
SR LN ETF
EVG
0.08%
COM
JEF
0.07%
COM
KEY
0.07%
COM
KLIC
0.07%
COM
VWO
0.07%
FTSE EMR MKT ETF
WRK
0.07%
COM
GFY
0.06%
COM
EPU
0.06%
ALL PERU CAP ETF
EWM
0.06%
MSCI MLY ETF NEW
TDC
0.05%
COM
FLR
0.05%
COM
THD
0.05%
MSCI THI CAP ETF
TNP
0.05%
SHS
HMC
0.05%
AMERN SHS
EWY
0.05%
MSCI STH KOR ETF
FLIN
0.05%
FRANKLIN INDIA
EIDO
0.05%
MSCI INDONIA ETF
EDEN
0.05%
MSCI DENMRK ETF
SCHL
0.05%
COM
ECH
0.05%
MSCI CH CAP ETF
EWH
0.05%
MSCI HONG KG ETF
EWT
0.05%
MSCI TAIWAN ETF
ANH
0.05%
COM
FLAU
0.05%
FTSE AUSTRALIA
FLJP
0.05%
FTSE JAPAN ETF
PG
0.05%
COM
NORW
0.05%
GLOB X NOR ETF
GXG
0.05%
FTSE COLOMBIA20
CMA
0.05%
COM
ABBV
0.05%
COM
EWX
0.05%
S&P EMKTSC ETF
EFA
0.05%
MSCI EAFE ETF
TAP
0.05%
CL B
ERC
0.04%
COM SHS
VNQI
0.04%
GLB EX US ETF
BP
0.04%
SPONSORED ADR
FOXA
0.04%
CL A
HOLX
0.04%
COM
HPE
0.04%
COM
ACA
0.04%
COM
VCSH
0.04%
SHRT TRM CORP BD
SYF
0.04%
COM
MCK
0.04%
COM
QRTEA
0.04%
COM SER A
IAGG
0.04%
CORE INTL AGGR
ALK
0.04%
COM
AUY
0.04%
COM
NTRS
0.04%
COM
CAKE
0.04%
COM
UL
0.04%
SPON ADR NEW
UTX
0.04%
COM
KO
0.04%
COM
BHP
0.04%
SPONSORED ADR
DISCK
0.04%
COM SER C
BMY
0.03%
COM
RL
0.03%
CL A
NYCB
0.03%
COM
KMT
0.03%
COM
OMC
0.03%
COM
AMZN
0.03%
COM
NTAP
0.03%
COM
VAR
0.03%
COM
LM
0.03%
COM
OAK
0.03%
UNIT 99/99/9999
HSIC
0.03%
COM
SHW
0.03%
COM
AGN
0.03%
SHS
CREE
0.02%
COM
BHGE
0.02%
CL A
IWW
0.02%
RUS 3000 VAL ETF
LLY
0.02%
COM
MMM
0.02%
COM
AGCO
0.02%
COM
VOO
0.02%
SHS
MAT
0.02%
COM
CVX
0.02%
COM
ROST
0.02%
COM
VNQ
0.02%
REIT ETF
VB
0.02%
SMALL CP ETF
HPQ
0.02%
COM
ED
0.02%
COM
PPR
0.01%
SH BEN INT
DO
0.01%
COM
MA
0.01%
CL A
FTI
0.01%
COM
QQQ
0.01%
UNIT SER 1
DFS
0.01%
COM
MS
0.01%
COM NEW
GWW
0.01%
COM
MU
0.01%
PUT
IWM
0.01%
RUSSELL 2000 ETF
CB
0.01%
COM
TMO
0.01%
COM
DIA
0.01%
UT SER 1
TJX
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
MKC
0.01%
COM NON VTG
IYJ
0.01%
U.S. INDS ETF
GE
0.01%
COM
OIH
0.01%
OIL SVCS ETF
V
0.01%
COM CL A
NWSA
0.01%
CL A
LOV
0.01%
SPONSORED ADR
LGF/B
0.03%
CL B NON VTG
IJJ
0.02%
S&P MC 400VL ETF
KMM
0.02%
SHS
BAX
0.01%
COM
UNP
0.01%
COM
CAT
0.01%
CALL
BX
0.01%
CALL
IVV
0.01%
CORE S&P500 ETF
IWD
0.01%
RUS 1000 VAL ETF
VOYA
0.01%
COM
PSX
0.01%
COM
GRMN
0.01%
SHS
QCOM
0.01%
CALL
EMN
0.01%
COM