Seizert Capital Partners, LLC Top Holdings and 13F Report (2025) About Seizert Capital Partners, LLCInvestment ActivitySeizert Capital Partners, LLC has $2.42 billion in total holdings as of September 30, 2025.Seizert Capital Partners, LLC owns shares of 181 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 11.22% of the portfolio was purchased this quarter.About 11.49% of the portfolio was sold this quarter.This quarter, Seizert Capital Partners, LLC has purchased 170 new stocks and bought additional shares in 85 stocks.Seizert Capital Partners, LLC sold shares of 44 stocks and completely divested from 26 stocks this quarter.Largest Holdings Match Group $79,752,534NetApp $74,245,027JPMorgan Chase & Co. $70,991,985Cisco Systems $70,189,163Qualcomm $66,449,006 Largest New Holdings this Quarter 98978V103 - Zoetis $5,623,189 Holding76665T102 - Riley Exploration Permian $5,241,431 Holding628464109 - Myers Industries $3,792,435 Holding90353T100 - Uber Technologies $3,500,121 Holding25960R105 - Douglas Dynamics $3,379,320 Holding Largest Purchases this Quarter Meta Platforms 56,769 shares (about $31.98M)Neurocrine Biosciences 189,677 shares (about $31.97M)PulteGroup 128,583 shares (about $17.64M)Snap-On 43,508 shares (about $17.51M)Frontdoor 142,307 shares (about $11.04M) Largest Sales this Quarter SiriusXM Holdings Inc 1,830,730 shares (about $54.08M)United Therapeutics 27,839 shares (about $15.08M)Qualcomm 78,000 shares (about $14.41M)Regeneron Pharmaceuticals 14,512 shares (about $9.05M)UnitedHealth Group 20,923 shares (about $8.70M) 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 PortfolioSectorMTCHMatch Group$79,752,534$457,437 â–¼-0.6%2,095,9933.3%Communication ServicesNTAPNetApp$74,245,027$2,069,915 â–¼-2.7%479,7433.1%TechnologyJPMJPMorgan Chase & Co.$70,991,985$2,625,514 â–¼-3.6%216,8822.9%FinanceCSCOCisco Systems$70,189,163$3,095,306 â–¼-4.2%597,5582.9%TechnologyQCOMQualcomm$66,449,006$14,413,620 â–¼-17.8%359,5922.7%TechnologyGSThe Goldman Sachs Group$66,236,644$2,421,220 â–¼-3.5%65,4922.7%FinanceBRK.BBerkshire Hathaway$63,289,828$10,872,474 â–²20.7%126,4812.6%FinanceEXPEExpedia Group$63,107,940$2,650,405 â–¼-4.0%246,6312.6%Consumer DiscretionarySNASnap-On$60,611,902$17,507,619 â–²40.6%150,6262.5%IndustrialsGNTXGentex$59,027,915$8,774,654 â–²17.5%2,335,8892.4%Consumer DiscretionaryALSNAllison Transmission$57,741,933$1,287,040 â–¼-2.2%512,1692.4%IndustrialsZMZoom Communications$57,722,488$7,676,325 â–²15.3%668,7812.4%TechnologyLKQLKQ$56,926,671$583,367 â–¼-1.0%2,162,0462.3%Consumer DiscretionaryAYIAcuity$56,021,395$8,300,456 â–¼-12.9%148,7322.3%IndustrialsGOOGLAlphabet$55,237,609$3,005,482 â–¼-5.2%154,5672.3%Communication ServicesWFCWells Fargo & Company$53,506,425$2,072,529 â–¼-3.7%647,4642.2%FinancePHMPulteGroup$52,242,159$17,642,874 â–²51.0%380,7462.2%Consumer DiscretionaryCOFCapital One Financial$52,004,315$502,754 â–¼-1.0%259,2182.1%FinanceCICigna Group$51,837,764$813,256 â–²1.6%188,0362.1%HealthcareMASMasco$50,902,143$4,673,974 â–²10.1%625,5642.1%IndustrialsELVElevance Health$46,771,900$39,833 â–²0.1%120,9421.9%HealthcareNBIXNeurocrine Biosciences$46,740,991$31,967,213 â–²216.4%277,3371.9%HealthcareUNHUnitedHealth Group$46,539,338$8,696,226 â–¼-15.7%111,9731.9%HealthcareREGNRegeneron Pharmaceuticals$44,376,718$9,048,812 â–¼-16.9%71,1691.8%HealthcareMETAMeta Platforms$43,890,430$31,977,410 â–²268.4%77,9181.8%Communication ServicesCCKCrown$43,813,312$1,942,984 â–¼-4.2%391,8201.8%MaterialsWCCWESCO International$41,878,206$1,842,524 â–¼-4.2%121,2351.7%IndustrialsUTHRUnited Therapeutics$41,627,715$15,084,005 â–¼-26.6%76,8281.7%HealthcareJNJJohnson & Johnson$41,331,332$2,184,142 â–¼-5.0%162,7411.7%HealthcareSSNCSS&C Technologies$40,246,437$5,539,017 â–²16.0%648,6131.7%IndustrialsSYYSysco$39,593,768$1,730,691 â–¼-4.2%473,7231.6%Consumer StaplesBMYBristol Myers Squibb$38,483,418$3,567,254 â–¼-8.5%667,8831.6%HealthcareADBEAdobe$38,110,963$720,030 â–²1.9%185,8891.6%TechnologyPYPLPayPal$37,611,680$1,931,096 â–¼-4.9%871,0441.6%FinanceBLDRBuilders FirstSource$30,707,031$1,336,652 â–¼-4.2%343,1721.3%IndustrialsDOXAmdocs$25,351,319$844,422 â–¼-3.2%501,6091.0%TechnologyFFIVF5$22,023,834$100,246 â–¼-0.5%52,9470.9%TechnologyBRCBrady$18,838,879$829,533 â–²4.6%205,7320.8%IndustrialsFTDRFrontdoor$17,799,612$11,041,600 â–²163.4%229,4060.7%Consumer DiscretionaryGHCGraham$17,405,514$2,836,429 â–²19.5%15,2490.7%Consumer DiscretionaryEXELExelixis$15,411,796$1,558,248 â–¼-9.2%283,2530.6%HealthcareCVSCVS Health$15,237,047$1,312,574 â–¼-7.9%147,2890.6%HealthcareLam Research Corporation$13,896,893$1,960,385 â–¼-12.4%32,0700.6%COM NEWLDOSLeidos$13,623,034$3,902,254 â–²40.1%132,3010.6%IndustrialsMaplebear Inc.$12,689,184$3,040,864 â–²31.5%267,9870.5%COMScience Applications International Corp.$12,587,071$456,656 â–²3.8%114,0030.5%COMENSEnersys$12,012,035$1,940,005 â–²19.3%51,3730.5%IndustrialsDCIDonaldson$11,333,732$319,761 â–²2.9%126,2530.5%IndustrialsADSKAutodesk$11,039,168$5,625,932 â–²103.9%56,7800.5%TechnologyMLIMueller Industries$9,769,124$2,403,896 â–²32.6%79,4690.4%IndustrialsMKLMarkel Group$9,456,474$2,345,565 â–²33.0%4,8420.4%FinanceINCYIncyte$8,763,408$1,104,920 â–²14.4%77,3060.4%HealthcareGarrett Motion Inc$8,177,763$5,157,014 â–¼-38.7%225,7180.3%COMMSFTMicrosoft$7,984,493$2,220,961 â–²38.5%21,4050.3%TechnologyZIONZions Bancorporation, N.A.$7,785,397$2,113,547 â–²37.3%112,5220.3%FinanceSYFSynchrony Financial$7,658,387$2,076,393 â–²37.2%100,7020.3%FinanceITRNIturan Location and Control$7,296,491$261,733 â–¼-3.5%119,5950.3%TechnologyAJGArthur J. Gallagher & Co.$7,098,304$1,924,256 â–²37.2%30,9200.3%FinanceAMGNAmgen$6,844,792$157,522 â–¼-2.2%18,9020.3%HealthcareSolventum Corp.$6,447,580$1,757,477 â–²37.5%83,5720.3%COM SHSAAPLApple$6,426,107$146,706 â–¼-2.2%22,2080.3%TechnologyCATCaterpillar$6,413,8930.0%6,0230.3%IndustrialsACIWACI Worldwide$6,335,836$493,898 â–²8.5%125,9860.3%TechnologySTSensata Technologies$6,334,191$494,491 â–²8.5%132,6810.3%IndustrialsWalmart Inc$6,306,204$146,445 â–¼-2.3%55,6790.3%COMFELEFranklin Electric$5,914,851$463,382 â–²8.5%55,1810.2%IndustrialsAXPAmerican Express$5,899,757$149,507 â–¼-2.5%17,4420.2%FinanceYALAYalla Group$5,874,185$1,821,225 â–²44.9%1,069,9790.2%Communication ServicesMTGMGIC Investment$5,733,539$2,044,246 â–²55.4%203,3170.2%FinanceCTSCTS$5,730,071$448,964 â–²8.5%87,8980.2%TechnologyZTSZoetis$5,623,189$5,623,189 â–²New Holding78,2520.2%HealthcareHRBH&R Block$5,576,435$1,541,364 â–²38.2%146,4400.2%Consumer DiscretionaryPRDOPerdoceo Education$5,563,136$435,328 â–²8.5%173,8480.2%Consumer DiscretionaryPCTYPaylocity$5,539,045$1,726,940 â–²45.3%52,9900.2%IndustrialsCHKPCheck Point Software Technologies$5,525,974$128,539 â–¼-2.3%42,0450.2%TechnologyAITApplied Industrial Technologies$5,517,594$133,231 â–¼-2.4%16,3170.2%IndustrialsMMSIMerit Medical Systems$5,510,866$3,656,784 â–²197.2%79,4760.2%HealthcareKOPKoppers$5,510,218$430,456 â–²8.5%122,7220.2%MaterialsALRMAlarm.com$5,454,653$1,568,904 â–²40.4%116,7520.2%TechnologyCBChubb$5,411,6330.0%15,8820.2%FinanceVNTVontier$5,272,432$1,639,051 â–²45.1%181,8080.2%TechnologyESNTEssent Group$5,259,968$408,885 â–²8.4%81,8290.2%FinanceREPXRiley Exploration Permian$5,241,431$5,241,431 â–²New Holding159,0240.2%EnergyWEXWEX$5,181,248$1,749,234 â–²51.0%36,7230.2%FinanceCRD.ACrawford & Company$5,166,551$367,751 â–²7.7%458,4340.2%FinanceOPRAOpera$5,106,979$2,041,023 â–²66.6%257,5380.2%Communication ServicesCTSHCognizant Technology Solutions$5,019,021$1,964,618 â–²64.3%129,5900.2%TechnologyNOMDNomad Foods$4,826,311$1,390,683 â–²40.5%440,7590.2%Consumer StaplesGILDGilead Sciences$4,778,4310.0%37,8220.2%HealthcareMMSMaximus$4,555,139$1,740,964 â–²61.9%84,7310.2%IndustrialsAOSA. O. Smith$4,470,368$759,351 â–¼-14.5%71,2750.2%IndustrialsSMPLSimply Good Foods$4,350,435$340,473 â–²8.5%327,5930.2%Consumer StaplesFULH. B. Fuller$4,155,902$2,296,101 â–²123.5%71,2970.2%MaterialsDSGXThe Descartes Systems Group$3,997,710$1,896,276 â–²90.2%57,7370.2%TechnologyEOGEOG Resources$3,969,8680.0%30,6010.2%EnergyMYEMyers Industries$3,792,435$3,792,435 â–²New Holding107,4040.2%MaterialsCRTOCriteo$3,790,413$295,405 â–²8.5%207,3530.2%Communication ServicesADUSAddus HomeCare$3,665,949$1,812,278 â–²97.8%36,4880.2%HealthcareCSVCarriage Services$3,593,225$279,997 â–²8.5%93,7200.1%Consumer DiscretionaryUBERUber Technologies$3,500,121$3,500,121 â–²New Holding48,5050.1%IndustrialsShowing 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 Unlock superior investment research and tools. 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