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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
CRMSalesforce Inc
Recent Activity
Increased 3.52%
1.19%
$167.285M
625,205 shares@ $267.57 avg price
BDXBecton Dickinson
Recent Activity
Decreased -7.17%
1.19%
$166.537M
693,836 shares@ $240.03 avg price
VTIVanguard Index Fds
Recent Activity
Increased 73.37%
1.18%
$166.109M
832,861 shares@ $199.45 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -12.38%
1.15%
$161.236M
810,809 shares@ $198.86 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 25.82%
1.14%
$159.156M
1.05M shares@ $151.58 avg price
KEYSKeysight Technologies Inc
Recent Activity
Increased 27.6%
1.13%
$158.692M
1.001M shares@ $158.48 avg price
VVisa Inc
Recent Activity
Decreased -1.86%
1.12%
$156.982M
597,421 shares@ $262.77 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 2.44%
1.11%
$155.202M
2.422M shares@ $64.09 avg price
JJacobs Solutions Inc
Recent Activity
Increased 3.25%
1.02%
$143.263M
1.04M shares@ $137.75 avg price
NVDANvidia Corporation
Recent Activity
Increased 66.79%
1.02%
$143.208M
1.667M shares@ $85.93 avg price