Seizert Capital Partners, LLC Top Holdings and 13F Report (2025) About Seizert Capital Partners, LLCInvestment ActivitySeizert Capital Partners, LLC has $2.18 billion in total holdings as of March 31, 2025.Seizert Capital Partners, LLC owns shares of 156 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 11.67% of the portfolio was purchased this quarter.About 11.97% of the portfolio was sold this quarter.This quarter, Seizert Capital Partners, LLC has purchased 160 new stocks and bought additional shares in 42 stocks.Seizert Capital Partners, LLC sold shares of 66 stocks and completely divested from 22 stocks this quarter.Largest Holdings Berkshire Hathaway $76,956,212Acuity Brands $73,750,904Cisco Systems $70,978,287JPMorgan Chase & Co. $68,218,911LKQ $64,004,663 Largest New Holdings this Quarter 525327102 - Leidos $16,561,321 Holding29084Q100 - EMCOR Group $7,709,743 Holding83444M101 - SOLVENTUM CORP $4,452,142 HoldingG3198U102 - Essent Group $4,169,751 Holding257651109 - Donaldson $3,912,951 Holding Largest Purchases this Quarter Dropbox 1,578,566 shares (about $42.16M)QUALCOMM 255,109 shares (about $39.19M)United Therapeutics 81,752 shares (about $25.20M)WESCO International 121,255 shares (about $18.83M)Regeneron Pharmaceuticals 28,368 shares (about $17.99M) Largest Sales this Quarter Meta Platforms 60,897 shares (about $35.10M)Apple 157,880 shares (about $35.07M)The Goldman Sachs Group 21,370 shares (about $11.67M)Expedia Group 64,868 shares (about $10.90M)Liberty Broadband 90,792 shares (about $7.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeizert Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$76,956,212$63,377 ▲0.1%144,4973.5%FinanceAYIAcuity Brands$73,750,904$84,799 ▼-0.1%280,0493.4%ConstructionCSCOCisco Systems$70,978,287$213,455 ▲0.3%1,150,1913.3%Computer and TechnologyJPMJPMorgan Chase & Co.$68,218,911$1,670,493 ▼-2.4%278,1043.1%FinanceLKQLKQ$64,004,663$1,112,676 ▲1.8%1,504,5762.9%Auto/Tires/TrucksWFCWells Fargo & Company$60,252,127$1,306,219 ▼-2.1%839,2832.8%FinanceELVElevance Health$58,187,209$1,528,449 ▲2.7%133,7762.7%MedicalALSNAllison Transmission$57,989,988$2,519,469 ▼-4.2%606,1462.7%Auto/Tires/TrucksGSThe Goldman Sachs Group$55,509,619$11,674,217 ▼-17.4%101,6122.5%FinanceAMGNAmgen$54,485,733$4,790,393 ▼-8.1%174,8862.5%MedicalREGNRegeneron Pharmaceuticals$52,433,063$17,991,837 ▲52.2%82,6722.4%MedicalSIRIUSXM HOLDINGS INC$51,428,865$260,372 ▲0.5%2,281,1652.4%COMMON STOCKDBXDropbox$50,198,080$42,163,498 ▲524.8%1,879,3742.3%Computer and TechnologyCIThe Cigna Group$49,669,459$5,100,816 ▲11.4%150,9712.3%MedicalQCOMQUALCOMM$49,570,715$39,187,293 ▲377.4%322,7052.3%Computer and TechnologyDOXAmdocs$49,220,961$170,190 ▲0.3%537,9342.3%Computer and TechnologyMTCHMatch Group$47,671,229$1,433,858 ▲3.1%1,527,9242.2%Retail/WholesaleACIAlbertsons Companies$47,627,921$7,917,873 ▲19.9%2,165,8902.2%Consumer StaplesWCCWESCO International$45,721,718$18,830,902 ▲70.0%294,4092.1%Computer and TechnologyPYPLPayPal$44,427,159$5,240,293 ▲13.4%680,8762.0%Computer and TechnologyBMYBristol-Myers Squibb$42,913,845$67,943 ▼-0.2%703,6212.0%MedicalMASMasco$41,292,296$152,293 ▲0.4%593,7921.9%ConstructionSYYSysco$41,046,055$128,919 ▲0.3%546,9891.9%Consumer StaplesJNJJohnson & Johnson$40,656,505$561,368 ▲1.4%245,1551.9%MedicalLBRDALiberty Broadband$40,343,380$4,312,305 ▲12.0%474,6281.8%Consumer DiscretionaryWMTWalmart$40,298,156$4,457,186 ▼-10.0%459,0291.8%Retail/WholesaleBACBank of America$39,901,183$383,874 ▲1.0%956,1751.8%FinanceCVSCVS Health$39,575,553$990,099 ▲2.6%584,1411.8%MedicalNTAPNetApp$39,205,979$26,967 ▼-0.1%446,3341.8%Computer and TechnologyEXPEExpedia Group$38,151,808$10,904,311 ▼-22.2%226,9591.7%Retail/WholesaleUTHRUnited Therapeutics$37,599,692$25,201,689 ▲203.3%121,9701.7%MedicalBLDRBuilders FirstSource$37,255,984$4,245,461 ▲12.9%298,1911.7%Retail/WholesaleCOFCapital One Financial$33,697,642$5,943,616 ▼-15.0%187,9401.5%FinanceRHIRobert Half$33,019,770$961,826 ▲3.0%605,3121.5%Business ServicesPRGSProgress Software$31,808,661$1,975,512 ▲6.6%617,5241.5%Computer and TechnologyCHKPCheck Point Software Technologies$23,105,846$141,994 ▼-0.6%101,3771.1%Computer and TechnologyLDOSLeidos$16,561,321$16,561,321 ▲New Holding122,7310.8%AerospaceGOOGLAlphabet$15,271,319$191,599 ▼-1.2%98,7540.7%Computer and TechnologyEXELExelixis$13,938,334$1,554,590 ▼-10.0%377,5280.6%MedicalMETAMeta Platforms$13,314,492$35,098,594 ▼-72.5%23,1010.6%Computer and TechnologyFFIVF5$12,623,861$4,849,842 ▼-27.8%47,4100.6%Computer and TechnologyTROWT. Rowe Price Group$12,465,932$625,359 ▲5.3%135,6910.6%FinanceAITApplied Industrial Technologies$12,099,857$82,249 ▼-0.7%53,6960.6%IndustrialsGHCGraham$11,811,852$287,297 ▼-2.4%12,2930.5%Consumer DiscretionaryMSFTMicrosoft$11,218,530$75,829 ▼-0.7%29,8850.5%Computer and TechnologyMKLMarkel Group$10,737,170$2,780,110 ▼-20.6%5,7430.5%Multi-Sector ConglomeratesBKNGBooking$9,176,965$87,531 ▼-0.9%1,9920.4%Retail/WholesaleFOXAFOX$9,077,565$3,556,971 ▼-28.2%160,3810.4%Consumer DiscretionaryAAPLApple$8,573,996$35,069,885 ▼-80.4%38,5990.4%Computer and TechnologyAZOAutoZone$8,540,627$64,817 ▼-0.8%2,2400.4%Retail/WholesaleADSKAutodesk$8,531,277$30,892 ▼-0.4%32,5870.4%Computer and TechnologyEMEEMCOR Group$7,709,743$7,709,743 ▲New Holding20,8580.4%ConstructionAOSA. O. Smith$7,557,446$1,171,513 ▲18.3%115,6280.3%IndustrialsCMICummins$7,422,573$56,733 ▼-0.8%23,6810.3%Auto/Tires/TrucksLAM RESEARCH CORP$6,970,912$24,282 ▼-0.3%95,8860.3%COM NEWBIIBBiogen$6,904,536$1,475,956 ▲27.2%50,4570.3%MedicalAXPAmerican Express$6,505,629$2,855,428 ▼-30.5%24,1800.3%FinanceLEN.BLennar$6,311,554$1,164,213 ▲22.6%57,8670.3%ConstructionZBRAZebra Technologies$6,082,387$22,322 ▼-0.4%21,5260.3%IndustrialsACIWACI Worldwide$6,082,111$26,316 ▼-0.4%111,1700.3%Computer and TechnologyCRD.ACrawford & Company$6,002,032$24,587 ▼-0.4%525,5720.3%Business ServicesNOMDNomad Foods$5,901,268$25,761 ▼-0.4%300,3190.3%Consumer StaplesITRNIturan Location and Control$5,695,815$24,842 ▼-0.4%157,5170.3%IndustrialsSAICScience Applications International$5,426,907$24,250 ▼-0.4%48,3380.2%Computer and TechnologyGTXGarrett Motion$5,377,382$23,478 ▼-0.4%642,4590.2%Auto/Tires/TrucksENREnergizer$5,301,106$23,128 ▼-0.4%177,1760.2%Consumer StaplesGILDGilead Sciences$5,295,371$6,499 ▲0.1%47,2590.2%MedicalSPNSSapiens International$5,107,603$22,295 ▼-0.4%188,5420.2%Computer and TechnologyBRCBrady$4,995,166$3,707,399 ▼-42.6%70,7130.2%IndustrialsTGTTarget$4,964,823$181,482 ▲3.8%47,5740.2%Retail/WholesaleGILGildan Activewear$4,952,419$21,579 ▼-0.4%111,9950.2%Consumer DiscretionarySNASnap-on$4,841,486$102,114 ▼-2.1%14,3660.2%Consumer DiscretionaryPBHPrestige Consumer Healthcare$4,824,035$20,805 ▼-0.4%56,1130.2%MedicalCNCCentene$4,626,527$135,565 ▼-2.8%76,2070.2%MedicalSTRLSterling Infrastructure$4,464,889$19,359 ▼-0.4%39,4390.2%ConstructionSOLVENTUM CORP$4,452,142$4,452,142 ▲New Holding58,5500.2%COM SHSALRMAlarm.com$4,430,686$1,571,389 ▲55.0%79,6170.2%IndustrialsMLIMueller Industries$4,341,503$1,204,763 ▼-21.7%57,0200.2%IndustrialsCRTOCriteo$4,281,459$700,268 ▲19.6%120,9110.2%Computer and TechnologyCTSHCognizant Technology Solutions$4,274,514$142,520 ▼-3.2%55,8760.2%Computer and TechnologyUFPIUFP Industries$4,210,847$18,304 ▼-0.4%39,3390.2%ConstructionESNTEssent Group$4,169,751$4,169,751 ▲New Holding72,2410.2%FinanceGDDYGoDaddy$4,165,197$768,117 ▼-15.6%23,1220.2%Computer and TechnologyVIRTVirtu Financial$4,139,413$1,700,266 ▼-29.1%108,5890.2%FinanceEAElectronic Arts$4,081,823$136,138 ▼-3.2%28,2440.2%Consumer DiscretionaryPRDOPerdoceo Education$4,080,343$2,297,826 ▼-36.0%162,0470.2%Consumer DiscretionaryZIONZions Bancorporation, National Association$3,986,905$130,334 ▼-3.2%79,9620.2%FinanceVNTVontier$3,938,781$17,016 ▼-0.4%119,9020.2%Business ServicesDCIDonaldson$3,912,951$3,912,951 ▲New Holding58,3500.2%IndustrialsLIVNLivaNova$3,895,948$3,895,948 ▲New Holding99,1840.2%MedicalCATCaterpillar$3,760,050$47,161 ▼-1.2%11,4010.2%IndustrialsCWCOConsolidated Water$3,687,116$3,687,116 ▲New Holding150,5560.2%UtilitiesVCTRVictory Capital$3,437,073$1,408,498 ▲69.4%59,3930.2%FinanceIMXIInternational Money Express$3,434,344$1,241,732 ▲56.6%272,1350.2%Business ServicesICFIICF International$3,367,191$1,877,412 ▲126.0%39,6280.2%Business ServicesALNTAllient$3,312,166$3,312,166 ▲New Holding150,6900.2%Computer and TechnologyAMALAmalgamated Financial$3,227,906$14,145 ▼-0.4%112,2750.1%FinancePFEPfizer$3,097,359$3,097,359 ▲New Holding122,2320.1%MedicalINCYIncyte$3,062,316$182,134 ▲6.3%50,5750.1%MedicalGTESGates Industrial$3,032,587$1,132,914 ▼-27.2%164,7250.1%IndustrialsShowing largest 100 holdings. 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