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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001665198

Kovitz Investment Group Partners, LLC

CHICAGO, IL · File #028-17471

Latest AUM
$4.52B
Positions
471
Top-10 Concentration
53.3%
Filings
15

Sector Allocation

Technology
25.8%$1.16B
Financials
6.1%$274.7M
Healthcare
5.6%$253.8M
Industrials
3.2%$146.0M
Energy
1.8%$82.2M
Utilities
0.7%$32.7M
Materials
0.5%$24.0M
Real Estate
0.1%$5.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY465,116$317.2M10.53%
2APPLE INCAAPL981,399$266.8M8.86%
3MICROSOFT CORPMSFT455,725$220.4M7.32%
4ISHARES TR464287200290,483$199.0M6.61%
5NVIDIA CORPORATIONNVDA905,523$168.9M5.61%
6ALPHABET INCGOOG368,852$115.5M3.83%
7ISHARES TR46436E8584,714,898$107.9M3.58%
8INVESCO EXCHANGE TRADED FD TIVZ1,002,293$75.2M2.50%
9J P MORGAN EXCHANGE TRADED F46641Q8371,348,757$68.2M2.27%
10AMAZON COM INCAMZN293,339$67.7M2.25%
11BROADCOM INCAVGO182,449$63.1M2.10%
12META PLATFORMS INCMETA93,403$61.7M2.05%
13ISHARES TR464288588646,897$61.6M2.05%
14MICRON TECHNOLOGY INCMU203,377$58.0M1.93%
15LAM RESEARCH CORPLRCX279,906$47.9M1.59%
16GENERAL MTRS CO37045V100587,432$47.8M1.59%
17VERTEX PHARMACEUTICALS INCVRTX98,375$44.6M1.48%
18CITIGROUP INCC-PR378,638$44.2M1.47%
19ISHARES TR46436E8411,940,729$43.6M1.45%
20UNITEDHEALTH GROUP INCUNH128,943$42.6M1.41%