Seizert Capital Partners, LLC Portfolio Holdings

Seizert Capital Partners, LLC

  • $2.21 Billion
  • Q3 2025

Seizert Capital Partners, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.21 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Group Inc with a value of $79.4M, Alphabet Inc. with a value of $79.1M, Qualcomm Inc with a value of $75.6M, Jpmorgan Chase & CO with a value of $75.6M, and Wells Fargo & Company with a value of $70.9M.

Examining the 13F form we can see an increase of $30.6M in the current position value, from $2.18B to 2.21B.

Below you can find more details about Seizert Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.21 Billion
Technology: $505 Million
Financial Services: $446 Million
Healthcare: $405 Million
Industrials: $301 Million
Consumer Cyclical: $210 Million
Communication Services: $175 Million
Consumer Defensive: $156 Million
Utilities: $5.33 Million
Other: $10.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$265B
$79.4 Million 3.59% of portfolio
99,738
Q3 2025 Reduced 1.97%
$1.65T
$79.1 Million 3.57% of portfolio
325,368
Q3 2025 Added 10.12%
$187B
$75.6 Million 3.41% of portfolio
454,621
Q3 2025 Added 24.17%
$881B
$75.6 Million 3.41% of portfolio
239,619
Q3 2025 Reduced 14.14%
$317B
$70.9 Million 3.2% of portfolio
846,433
Q3 2025 Added 0.12%
$11B
$65 Million 2.93% of portfolio
188,615
Q3 2025 Reduced 3.22%
$9.13B
$62.6 Million 2.83% of portfolio
1,773,666
Q3 2025 Added 0.47%
$21.2B
$61.6 Million 2.78% of portfolio
146,991
Q3 2025 Added 17.09%
$23.8B
$60.2 Million 2.72% of portfolio
508,226
Q3 2025 Reduced 2.54%
$40.2B
$59.3 Million 2.68% of portfolio
277,574
Q3 2025 Added 10.8%
$77.2B
$57.4 Million 2.59% of portfolio
269,807
Q3 2025 Added 42.3%
$82.8B
$56.5 Million 2.55% of portfolio
196,006
Q3 2025 Added 30.24%
$8.69B
$56.1 Million 2.53% of portfolio
1,855,584
Q3 2025 Reduced 2.6%
$662B
$55.6 Million 2.51% of portfolio
110,567
Q3 2025 Reduced 1.52%
$74.3B
$55.5 Million 2.51% of portfolio
98,790
Q3 2025 Added 14.9%
$71.6B
$54.6 Million 2.46% of portfolio
814,083
Q3 2025 Reduced 2.36%
$7.87B
$51.5 Million 2.33% of portfolio
607,064
Q3 2025 Reduced 0.56%
$8.25B
$51.1 Million 2.31% of portfolio
1,674,705
Q3 2025 Added 10.48%
$300B
$50.2 Million 2.27% of portfolio
145,328
Q3 2025 Added 7.73%
$279B
$45.9 Million 2.07% of portfolio
445,584
Q3 2025 Reduced 2.85%
$319B
$45.3 Million 2.04% of portfolio
661,813
Q3 2025 Reduced 2.96%
$522B
$44.5 Million 2.01% of portfolio
240,170
Q3 2025 Reduced 1.45%
$151B
$42.6 Million 1.92% of portfolio
120,723
Q3 2025 Added 705.46%
$13.4B
$42.3 Million 1.91% of portfolio
600,537
Q3 2025 Added 0.26%
$9.48B
$41.8 Million 1.89% of portfolio
509,681
Q3 2025 Added 0.29%
$78.2B
$41.3 Million 1.86% of portfolio
127,826
Q3 2025 Reduced 4.5%
$21.3B
$40 Million 1.81% of portfolio
450,970
Q3 2025 Added 18.54%
$13B
$39.2 Million 1.77% of portfolio
185,176
Q3 2025 Reduced 23.41%
$16.1B
$36.6 Million 1.65% of portfolio
301,836
Q3 2025 Added 0.28%
$99.5B
$32.4 Million 1.46% of portfolio
719,392
Q3 2025 Added 0.93%
$9.74B
$32 Million 1.45% of portfolio
1,828,935
Q3 2025 Added 0.29%
$11.4B
$29.7 Million 1.34% of portfolio
307,002
Q3 2025 Added 0.32%
$26.1B
$21 Million 0.95% of portfolio
111,159
Q3 2025 Reduced 8.6%
$2.92B
$17.9 Million 0.81% of portfolio
525,727
Q3 2025 Reduced 0.28%
$24.8B
$15.5 Million 0.7% of portfolio
75,088
Q3 2025 Reduced 8.78%
$1.37T
$15.6 Million 0.7% of portfolio
21,212
Q3 2025 Reduced 9.44%
$3.47B
$15.1 Million 0.68% of portfolio
193,892
Q3 2025 Reduced 6.99%
$4.16B
$14.2 Million 0.64% of portfolio
12,041
Q3 2025 Reduced 1.94%
$3.78T
$13.3 Million 0.6% of portfolio
25,723
Q3 2025 Reduced 11.29%
$14B
$13.1 Million 0.59% of portfolio
40,658
Q3 2025 Reduced 12.0%
$13.4B
$12.1 Million 0.54% of portfolio
291,862
Q3 2025 Reduced 15.91%
$10.5B
$11.3 Million 0.51% of portfolio
137,674
Q3 2025 Added 1.22%
$103B
$11.4 Million 0.51% of portfolio
150,792
Q3 2025 Reduced 2.18%
$29.5B
$10.2 Million 0.46% of portfolio
15,683
Q3 2025 Reduced 25.97%
$19.8B
$10.1 Million 0.46% of portfolio
160,449
Q3 2025 Reduced 1.8%
$13.9B
$9.83 Million 0.44% of portfolio
70,035
Q3 2025 New
$23B
$8.95 Million 0.4% of portfolio
87,194
Q3 2025 Reduced 30.49%
$27.9B
$7.9 Million 0.36% of portfolio
4,133
Q3 2025 Reduced 21.07%
$4.3T
$7.93 Million 0.36% of portfolio
31,124
Q3 2025 Reduced 16.06%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $2.21 Billion
  • Prior Value $2.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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