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KOVITZ CORE EQUITY ETF (EQTY) is an ETF managed by Independent / Boutique. Its largest position is Alphabet Inc. (GOOG), representing 4.97% of fund assets.

KOVITZ CORE EQUITY ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
EQTY
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
Jun 25, 2026
Showing 40 out of 40 holdings
Holding Weight Market Value Shares
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Alphabet Inc.
4.97% $65,244,900.50 170,825
-
Intercontinental Exchange, Inc.
4.39% $57,697,000.67 364,963
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SCHWAB CHARLES CORP
4.08% $53,544,427.24 584,291
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MICROSOFT CORP
4.04% $53,091,732.66 130,197
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Philip Morris International Inc.
3.90% $51,206,529.77 310,211
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VISA INC.
3.81% $50,044,974.00 151,725
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Aon plc
3.65% $47,879,412.80 153,632
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Sunbelt Rentals Holdings, Inc.
3.62% $47,571,507.18 621,606
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AMAZON COM INC
3.54% $46,479,596.30 175,355
-
Motorola Solutions, Inc.
3.50% $45,915,074.49 104,583
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WATERS CORP /DE/
3.39% $44,448,101.74 143,738
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BECTON DICKINSON & CO
3.23% $42,343,307.28 284,107
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CARRIER GLOBAL Corp
2.97% $38,958,196.98 579,994
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Keysight Technologies, Inc.
2.90% $38,138,090.54 108,994
-
Meta Platforms, Inc.
2.90% $38,079,159.30 62,230
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ALCON INC
2.77% $36,375,290.02 485,846
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THERMO FISHER SCIENTIFIC INC.
2.66% $34,929,115.92 72,927
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ADVANCED MICRO DEVICES INC
2.59% $34,029,622.04 95,996
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Salesforce, Inc.
2.49% $32,707,654.93 185,281
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PACCAR INC
2.37% $31,144,370.40 262,158
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JACOBS SOLUTIONS INC.
2.36% $31,037,306.17 239,837
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Universal Music Group N.V./ADR
2.29% $30,006,424.89 2,849,613
-
APPLIED MATERIALS INC /DE
2.28% $29,903,890.93 29,903,891
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COPART INC
2.28% $29,892,270.87 902,817
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APPLIED MATERIALS INC /DE
2.22% $29,164,251.21 73,929
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ANALOG DEVICES INC
2.20% $28,881,463.48 71,798
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LOWES COMPANIES INC
2.03% $26,602,877.53 111,407
-
COOPER COMPANIES, INC.
1.94% $25,433,803.70 404,353
-
Arista Networks, Inc.
1.89% $24,799,774.32 143,592
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Floor & Decor Holdings, Inc.
1.77% $23,236,791.60 480,099
-
BERKSHIRE HATHAWAY INC
1.60% $21,032,576.00 44,410
-
Apple Inc.
1.47% $19,278,332.10 71,046
-
EOG RESOURCES INC
1.47% $19,248,109.53 136,929
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CARMAX INC
1.34% $17,590,517.42 447,482
-
Hayward Holdings, Inc.
1.24% $16,342,017.42 1,088,742
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NIKE, Inc.
1.17% $15,340,575.20 345,820
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Amentum Holdings, Inc.
1.13% $14,801,562.77 564,299
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RYAN SPECIALTY HOLDINGS, INC.
1.11% $14,534,868.33 418,029
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Alphabet Inc.
0.70% $9,154,392.00 23,790
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ABBOTT LABORATORIES
0.04% $523,858.30 5,770
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