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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
ANETArista Networks Inc
Recent Activity
Decreased -5.67%
0.83%
$116.068M
308,114 shares@ $376.71 avg price
KMXCarmax Inc
Recent Activity
Decreased -8.05%
0.81%
$113.504M
1.472M shares@ $77.1 avg price
DEODiageo Plc
Recent Activity
Decreased -3.86%
0.78%
$109.014M
777,708 shares@ $140.18 avg price
AONAon Plc
Recent Activity
Decreased -10.42%
0.73%
$102.545M
301,514 shares@ $340.11 avg price
PPGPpg Inds Inc
Recent Activity
Decreased -7.55%
0.71%
$98.745M
744,994 shares@ $132.55 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -21.71%
0.64%
$89.247M
394,176 shares@ $226.42 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -19.84%
0.57%
$79.857M
180,844 shares@ $441.59 avg price
MBBIshares Tr
Recent Activity
Decreased -0.39%
0.56%
$78.289M
816,968 shares@ $95.83 avg price
LVSLas Vegas Sands Corp
Recent Activity
Decreased -5.87%
0.45%
$62.465M
1.24M shares@ $50.4 avg price
IWFIshares Tr
Recent Activity
Decreased -0.14%
0.45%
$62.298M
645,086 shares@ $96.58 avg price