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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Portfolio Manager • Kovitz Core Equity
Value
$10000.0B
Stocks
44 Stocks
Turnover
0.0%
Top Holdings
AAPL(10.03%) SPY(9.34%) IDV(6.87%) IVV(6.49%) MSFT(5.70%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| AAPL | None | Apple | Information Technology | $264.3M | 0 | 10.0% | 0 | No Change |
| SPY | None | SPDR S&P 500 ETF Trust | General | $246.2M | 0 | 9.3% | 0 | No Change |
| IDV | None | NVIDIA Corp | General | $181.2M | 0 | 6.9% | 0 | No Change |
| IVV | None | ISHARES TR | General | $171.1M | 0 | 6.5% | 0 | No Change |
| MSFT | None | Microsoft Corp. | Information Technology | $150.3M | 0 | 5.7% | 0 | No Change |
| SPHQ | None | Invesco Exchange-Traded Fund Trust - Invesco S&P 5 | General | $113.5M | 0 | 4.3% | 0 | No Change |
| AMD | None | Advanced Micro Devices, Inc. | Information Technology | $85.2M | 0 | 3.2% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $73.0M | 0 | 2.8% | 0 | No Change |
| ESGD | None | iShares Trust iShares ESG Aware MSCI EAFE ETF - US | General | $72.9M | 0 | 2.8% | 0 | No Change |
| AVGO | None | Broadcom | Information Technology | $68.6M | 0 | 2.6% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 12 | $1034.5M | 39.3% |
| Information Technology | 10 | $770.3M | 29.2% |
| Industrials | 6 | $228.0M | 8.7% |
| Health Care | 5 | $186.0M | 7.1% |
| Consumer Discretionary | 3 | $140.4M | 5.3% |
| Communication Services | 3 | $120.2M | 4.6% |
| Financials | 3 | $101.0M | 3.8% |
| Materials | 1 | $30.3M | 1.1% |
| Energy | 1 | $25.3M | 1.0% |