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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 251 | $2,871,982 | 35,413 | 0.00 | 0.00 | 96 | 0.27 | 12-31-2023 |
| MEDTRONIC PLC | COM | 252 | $2,846,684 | 34,556 | 0.00 | 0.00 | -29,396 | -45.97 | 12-31-2023 |
| KROGER CO | COM | 253 | $2,821,406 | 61,724 | 0.00 | 0.00 | 20,184 | 48.59 | 12-31-2023 |
| TECHNOLOGY SELECT SECTOR SPDR | COM | 254 | $2,759,891 | 14,338 | 0.00 | 0.00 | 551 | 4.00 | 12-31-2023 |
