Kovitz Investment Group Partners, LLC released its second-quarter 2025 investor letter, showing a 7.9% return for the Kovitz Core Equity Strategy compared to the S&P 500’s 10.9% return. The S&P 500 experienced volatility after the President’s tariff announcement, dropping 11% initially but rallying 25% after the tariffs were postponed. The letter highlights top holdings like Analog Devices, Inc. (NASDAQ:ADI), which closed at $220.68 per share on August 5th. Kovitz reestablished a position in Analog Devices, Inc. (NASDAQ:ADI) due to its technology leadership and competitive advantages. The company is not among the 30 most popular stocks among hedge funds, but offers potential as an investment option.

Read more at Yahoo Finance: Will Choosing Analog Devices (ADI) Prove to Be a Wise Investment Decision?