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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
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
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
SPHQInvesco Exchangetrad
Recent Activity
Increased 10.41%
1.01%
$140.888M
2.094M shares@ $67.3 avg price
IEFIshares Tr
Recent Activity
Increased 607.92%
0.8%
$112.353M
1.147M shares@ $97.98 avg price
PCARPaccar Inc
Recent Activity
Increased 14.71%
0.8%
$111.442M
1.139M shares@ $97.84 avg price
FIFiserv Inc
Recent Activity
Increased 788.71%
0.78%
$109.7M
632,554 shares@ $173.43 avg price
DGRWWisdom Tree Tr
Recent Activity
Increased 27124.24%
0.76%
$106.388M
1.29M shares@ $82.5 avg price