Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS LLC | 02-07-2024 | 12-31-2023 | 411 | 6,034,157,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VALUED ADVISERS TR | KOVITZ CORE EQT | 1 | $863,487,688 | 43,429,751 | 0.01 | 0.01 | -431,471 | -0.98 | 12-31-2023 |
| AMAZON.COM INC | COM | 2 | $174,115,102 | 1,145,946 | 0.00 | 0.00 | 3,563 | 0.31 | 12-31-2023 |
| FACEBOOK INC | COM | 3 | $170,172,019 | 480,766 | 0.00 | 0.00 | -29,209 | -5.73 | 12-31-2023 |
| APPLE COMPUTER INC | COM | 4 | $166,663,347 | 865,649 | 0.00 | 0.00 | -74,972 | -7.97 | 12-31-2023 |
