Institutions / Seizert Capital Partners, LLC
Seizert Capital Partners, LLC
CIK 1134283 · Institution · as of Mar 31, 2026
Portfolio value
$2.17B
Positions
170
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.17B-8.2%Positions
170-4.5%Top holdings
Mar 31, 2026View all 170 →
| Company | Value | % of portfolio |
|---|---|---|
| Regeneron Pharmaceuticals, Inc. | $66.20M | 3.0% |
| JPMORGAN CHASE & CO | $66.16M | 3.0% |
| Match Group, Inc. | $64.74M | 3.0% |
| LKQ Corp | $64.15M | 3.0% |
| United Therapeutics Corp | $62.07M | 2.9% |
| Allison Transmission Holdings Inc | $61.29M | 2.8% |
| Expedia Group Inc | $59.34M | 2.7% |
| The Goldman Sachs Group, Inc. | $57.43M | 2.6% |
| Qualcomm INC/DE | $56.35M | 2.6% |
| Wells Fargo & COMPANY/MN | $53.54M | 2.5% |
| NetApp Inc | $50.49M | 2.3% |
| Warren E. Buffett | $50.20M | 2.3% |
| Cigna Group | $49.37M | 2.3% |
| Cisco Systems, Inc. | $48.41M | 2.2% |
| Acuity Inc | $47.85M | 2.2% |
| Capital One Financial Corp | $47.75M | 2.2% |
| Alphabet Inc. | $46.87M | 2.2% |
| Zoom Communications, Inc. | $46.61M | 2.1% |
| Adobe Inc. | $44.33M | 2.0% |
| Bristol Myers Squibb Co | $44.26M | 2.0% |
| Gentex Corp | $43.45M | 2.0% |
| Sirius XM Holdings Inc | $42.49M | 2.0% |
| Johnson & Johnson | $41.88M | 1.9% |
| PayPal Holdings, Inc. | $41.42M | 1.9% |
| Crown Holdings, Inc. | $41.02M | 1.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Zoom Communications, Inc. | $39.63M | +493K +567.74% | 579,842 2.15% of portfolio | medium |
| Q1 2026 as of | Add | Gentex Corp | $37.60M | +1.7M +642.41% | 1,988,653 2.00% of portfolio | medium |
| Q1 2026 as of | Trim | Walmart Inc. | $-37.42M | -301K -84.09% | 56,972 0.33% of portfolio | medium |
| Q1 2026 as of | Add | Snap-on Inc | $33.90M | +93K +676.95% | 107,118 1.79% of portfolio | medium |
| Q1 2026 as of | New | Pultegroup INC/MI | $29.66M | +252K | 252,163 1.36% of portfolio | medium |
| Q1 2026 as of | Trim | The Goldman Sachs Group, Inc. | $-25.42M | -30K -30.68% | 67,886 2.64% of portfolio | medium |
| Q1 2026 as of | Trim | United Therapeutics Corp | $-24.23M | -41K -28.07% | 104,667 2.86% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-21.58M | -75K -31.53% | 162,977 2.16% of portfolio | medium |
| Q1 2026 as of | Trim | Johnson & Johnson | $-14.21M | -58K -25.33% | 171,341 1.93% of portfolio | medium |
| Q1 2026 as of | Exit | Robert Half Inc. | $-14.02M | -516K -100.00% | — | medium |