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JEREMY WILSON

@Kovitz Investment Group Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$14.078BTotal holdings1053
Assets growth rate20.28%Assets growth rate (2-Q avg)34.49%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kovitz Investment Group Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1053 positions.

Assets under management

The assets under management (AUM) of Kovitz Investment Group Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.078B in assets, with a quarterly growth rate of 20.28% and a 2-quarter average growth rate of 34.49%. The portfolio is managed by JEREMY WILSON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGAlphabet Inc
Recent Activity
Decreased -0.3%
1.35%
$189.64M
1.217M shares@ $155.82 avg price
BRK.BBerkshire Hathaway
Recent Activity
Decreased -17.04%
1.31%
$184.104M
432,129 shares@ $426.04 avg price
BDXBecton Dickinson
Recent Activity
Decreased -7.17%
1.19%
$166.537M
693,836 shares@ $240.03 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -12.38%
1.15%
$161.236M
810,809 shares@ $198.86 avg price
VVisa Inc
Recent Activity
Decreased -1.86%
1.12%
$156.982M
597,421 shares@ $262.77 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -5.52%
0.99%
$139.043M
527,145 shares@ $263.77 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -6.98%
0.98%
$137.326M
868,053 shares@ $158.21 avg price
ORCLOracle Corp
Recent Activity
Decreased -3.12%
0.98%
$136.781M
835,427 shares@ $163.73 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -24.73%
0.97%
$136.336M
1.155M shares@ $118.07 avg price
AXPAmerican Express Co
Recent Activity
Decreased -35.4%
0.86%
$119.959M
453,126 shares@ $264.74 avg price