Seizert Capital Partners, LLC Top Holdings and 13F Report (2025) About Seizert Capital Partners, LLCInvestment ActivitySeizert Capital Partners, LLC has $2.28 billion in total holdings as of June 30, 2025.Seizert Capital Partners, LLC owns shares of 172 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 11.30% of the portfolio was purchased this quarter.About 10.61% of the portfolio was sold this quarter.This quarter, Seizert Capital Partners, LLC has purchased 156 new stocks and bought additional shares in 70 stocks.Seizert Capital Partners, LLC sold shares of 68 stocks and completely divested from 8 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $80,910,692The Goldman Sachs Group $72,006,485Wells Fargo & Company $67,732,006PayPal $61,966,827QUALCOMM $58,310,979 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $42,085,065 Holding228368106 - Crown $31,513,425 Holding78467J100 - SS&C Technologies $31,500,929 Holding565394103 - MAPLEBEAR INC $6,327,809 Holding00724F101 - Adobe $5,798,557 Holding Largest Purchases this Quarter UnitedHealth Group 134,901 shares (about $42.09M)Alphabet 196,726 shares (about $34.67M)Crown 306,015 shares (about $31.51M)SS&C Technologies 380,446 shares (about $31.50M)PayPal 152,908 shares (about $11.36M) Largest Sales this Quarter Cisco Systems 468,219 shares (about $32.49M)CVS Health 429,981 shares (about $29.66M)Acuity 85,167 shares (about $25.41M)Berkshire Hathaway 32,225 shares (about $15.65M)WESCO International 52,642 shares (about $9.75M) 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 PortfolioSectorJPMJPMorgan Chase & Co.$80,910,692$285,561 ▲0.4%279,0893.6%FinanceGSThe Goldman Sachs Group$72,006,485$90,592 ▲0.1%101,7403.2%FinanceWFCWells Fargo & Company$67,732,006$488,652 ▲0.7%845,3823.0%FinancePYPLPayPal$61,966,827$11,364,123 ▲22.5%833,7842.7%Business ServicesQCOMQUALCOMM$58,310,979$6,916,980 ▲13.5%366,1372.6%Computer and TechnologyAYIAcuity$58,141,096$25,408,723 ▼-30.4%194,8822.6%Business ServicesALSNAllison Transmission$57,990,920$413,112 ▲0.7%610,4952.5%Auto/Tires/TrucksLKQLKQ$56,103,422$419,064 ▲0.8%1,515,8992.5%Auto/Tires/TrucksNTAPNetApp$55,563,588$8,006,700 ▲16.8%521,4792.4%Computer and TechnologyBRK.BBerkshire Hathaway$54,538,369$15,653,938 ▼-22.3%112,2722.4%FinanceMTCHMatch Group$54,530,611$7,333,039 ▲15.5%1,765,3162.4%Computer and TechnologyDBXDropbox$54,484,516$734,419 ▲1.4%1,905,0532.4%Computer and TechnologyGOOGLAlphabet$52,072,440$34,669,023 ▲199.2%295,4802.3%Computer and TechnologyELVElevance Health$52,063,463$29,950 ▲0.1%133,8532.3%MedicalCICigna Group$49,749,315$158,678 ▼-0.3%150,4912.2%MedicalSYYSysco$48,072,935$6,643,988 ▲16.0%634,7102.1%Consumer StaplesCSCOCisco Systems$47,315,217$32,485,034 ▼-40.7%681,9722.1%Computer and TechnologySIRIUSXM HOLDINGS INC$46,901,524$5,496,836 ▼-10.5%2,041,8602.1%COMMON STOCKDOXAmdocs$46,367,347$2,713,751 ▼-5.5%508,1912.0%Computer and TechnologyBACBank of America$45,641,560$395,359 ▲0.9%964,5302.0%FinanceAMGNAmgen$45,493,361$3,336,560 ▼-6.8%162,9362.0%MedicalREGNRegeneron Pharmaceuticals$45,139,500$1,736,700 ▲4.0%85,9802.0%MedicalWMTWalmart$44,846,993$36,863 ▼-0.1%458,6522.0%Retail/WholesaleWCCWESCO International$44,775,248$9,749,298 ▼-17.9%241,7672.0%Computer and TechnologyEXPEExpedia Group$42,256,870$3,973,426 ▲10.4%250,5151.9%Retail/WholesaleUNHUnitedHealth Group$42,085,065$42,085,065 ▲New Holding134,9011.8%MedicalCOFCapital One Financial$40,338,870$352,756 ▲0.9%189,5981.8%FinancePRGSProgress Software$39,537,708$114,976 ▲0.3%619,3251.7%Computer and TechnologyACIAlbertsons Companies$39,225,722$7,362,572 ▼-15.8%1,823,6041.7%Consumer StaplesMASMasco$38,550,803$334,350 ▲0.9%598,9871.7%ConstructionJNJJohnson & Johnson$37,227,314$220,113 ▼-0.6%243,7141.6%MedicalUTHRUnited Therapeutics$36,074,206$1,026,127 ▲2.9%125,5411.6%MedicalBLDRBuilders FirstSource$35,122,523$326,615 ▲0.9%300,9901.5%Retail/WholesaleBMYBristol Myers Squibb$32,994,957$424,340 ▲1.3%712,7881.5%MedicalCCKCrown$31,513,425$31,513,425 ▲New Holding306,0151.4%IndustrialsSSNCSS&C Technologies$31,500,929$31,500,929 ▲New Holding380,4461.4%Computer and TechnologyRHIRobert Half$21,642,504$3,205,553 ▼-12.9%527,2231.0%Business ServicesLDOSLeidos$19,186,456$175,587 ▼-0.9%121,6180.8%Computer and TechnologyCHKPCheck Point Software Technologies$18,212,857$4,216,804 ▼-18.8%82,3180.8%Computer and TechnologyMETAMeta Platforms$17,288,282$237,665 ▲1.4%23,4230.8%Computer and TechnologyEXELExelixis$15,297,948$1,341,599 ▼-8.1%347,0890.7%MedicalMSFTMicrosoft$14,423,895$441,203 ▼-3.0%28,9980.6%Computer and TechnologyBRCBrady$14,169,094$9,362,731 ▲194.8%208,4610.6%IndustrialsFFIVF5$13,598,761$354,950 ▼-2.5%46,2040.6%Computer and TechnologyTROWT. Rowe Price Group$12,105,829$988,353 ▼-7.5%125,4490.5%FinanceGHCGraham$11,618,021$13,246 ▼-0.1%12,2790.5%Consumer DiscretionaryLAM RESEARCH CORP$11,504,712$2,171,169 ▲23.3%118,1910.5%COM NEWEMEEMCOR Group$11,332,180$175,444 ▲1.6%21,1860.5%ConstructionCVSCVS Health$10,633,957$29,660,090 ▼-73.6%154,1600.5%MedicalMKLMarkel Group$10,458,177$1,012,662 ▼-8.8%5,2360.5%Multi-Sector ConglomeratesADSKAutodesk$9,674,063$413,895 ▼-4.1%31,2500.4%Computer and TechnologyDCIDonaldson$9,433,056$5,386,484 ▲133.1%136,0210.4%IndustrialsFOXAFOX$9,156,095$168,344 ▲1.9%163,3850.4%Consumer DiscretionaryBIIBBiogen$8,319,710$1,982,815 ▲31.3%66,2450.4%MedicalAAPLApple$7,607,704$311,653 ▼-3.9%37,0800.3%Computer and TechnologyBKNGBooking$7,421,806$4,110,361 ▼-35.6%1,2820.3%Retail/WholesaleAXPAmerican Express$7,415,647$297,289 ▼-3.9%23,2480.3%FinanceAITApplied Industrial Technologies$7,317,991$5,163,644 ▼-41.4%31,4820.3%IndustrialsAOSA. O. Smith$7,271,713$310,015 ▼-4.1%110,9000.3%IndustrialsZBRAZebra Technologies$6,377,502$260,256 ▼-3.9%20,6820.3%IndustrialsMAPLEBEAR INC$6,327,809$6,327,809 ▲New Holding139,8720.3%COMITRNIturan Location and Control$6,239,597$138,963 ▲2.3%161,1050.3%IndustrialsSTRLSterling Infrastructure$5,913,841$3,185,920 ▼-35.0%25,6310.3%ConstructionADBEAdobe$5,798,557$5,798,557 ▲New Holding14,9880.3%Computer and TechnologyLEN.BLennar$5,716,864$373,637 ▼-6.1%54,3170.3%ConstructionGILGildan Activewear$5,640,245$125,611 ▲2.3%114,5460.2%Consumer DiscretionarySPNSSapiens International$5,639,839$124,985 ▲2.3%192,8150.2%Computer and TechnologyALNTAllient$5,595,807$124,253 ▲2.3%154,1120.2%Computer and TechnologySAICScience Applications International$5,569,128$125,785 ▲2.3%49,4550.2%Computer and TechnologyGTXGarrett Motion$5,427,112$1,325,132 ▼-19.6%516,3760.2%Auto/Tires/TrucksGILDGilead Sciences$5,239,6050.0%47,2590.2%MedicalACIWACI Worldwide$5,221,115$117,300 ▲2.3%113,7250.2%Computer and TechnologyNOMDNomad Foods$5,218,665$116,246 ▲2.3%307,1610.2%Consumer StaplesCWCOConsolidated Water$4,622,330$102,638 ▲2.3%153,9750.2%UtilitiesALRMAlarm.com$4,606,212$102,279 ▲2.3%81,4250.2%IndustrialsPBHPrestige Consumer Healthcare$4,583,071$102,448 ▲2.3%57,3960.2%MedicalMLIMueller Industries$4,536,942$5,563 ▲0.1%57,0900.2%IndustrialsCATCaterpillar$4,533,516$107,534 ▲2.4%11,6780.2%IndustrialsVNTVontier$4,526,080$101,696 ▲2.3%122,6580.2%Business ServicesESNTEssent Group$4,486,793$99,597 ▲2.3%73,8810.2%FinanceSNASnap-On$4,476,013$5,601 ▲0.1%14,3840.2%Consumer DiscretionarySOLVENTUM CORP$4,445,817$5,385 ▲0.1%58,6210.2%COM SHSINCYIncyte$4,404,027$959,870 ▲27.9%64,6700.2%MedicalCTSHCognizant Technology Solutions$4,365,310$5,306 ▲0.1%55,9440.2%Computer and TechnologyCRD.ACrawford & Company$4,341,715$1,218,837 ▼-21.9%410,3700.2%Business ServicesCNCCentene$4,141,618$5,102 ▲0.1%76,3010.2%MedicalZIONZions Bancorporation, N.A.$4,103,104$50,122 ▼-1.2%78,9970.2%FinanceUFPIUFP Industries$3,997,750$89,027 ▲2.3%40,2350.2%ConstructionSYFSynchrony Financial$3,882,066$3,882,066 ▲New Holding58,1670.2%FinanceGTESGates Industrial$3,879,749$86,132 ▲2.3%168,4650.2%IndustrialsVCTRVictory Capital$3,867,379$85,827 ▲2.3%60,7410.2%FinanceENREnergizer$3,653,214$81,346 ▲2.3%181,2110.2%Consumer StaplesAMALAmalgamated Financial$3,582,540$79,560 ▲2.3%114,8250.2%FinanceNCR ATLEOS CORPORATION$3,528,248$1,363,192 ▲63.0%123,6680.2%COM SHSVIRTVirtu Financial$3,446,098$1,417,604 ▼-29.1%76,9390.2%FinanceICFIICF International$3,433,127$76,239 ▲2.3%40,5280.2%Business ServicesPLUSePlus$3,377,524$75,489 ▲2.3%46,8450.1%Computer and TechnologyCSGSCSG Systems International$3,273,076$1,107,462 ▲51.1%50,1160.1%Computer and TechnologyVMIValmont Industries$3,221,286$1,238,353 ▲62.5%9,8640.1%IndustrialsPFEPfizer$2,962,9040.0%122,2320.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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