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 |
|---|---|---|---|---|---|---|---|---|---|
| ROSS STORES INC | COM | 601 | $267,369 | 1,932 | 0.00 | 0.00 | 150 | 8.42 | 12-31-2023 |
| CONSTELLATION ENERGY CORP | COM | 602 | $266,860 | 2,283 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LIBERTY MEDIA CORP DEL | COM LBTY SRM S A | Liquidated | $0 | 0 | 0.00 | 10,383 | +Inf | 12-31-2023 | |
| ISHARES TR | SP SMCP600VL ETF | 604 | $263,662 | 2,558 | 0.00 | 2,558 | +Inf | 12-31-2023 |
