Seizert Capital Partners, LLC Portfolio Holdings

Seizert Capital Partners, LLC

  • $2.18 Billion
  • Q2 2025

Seizert Capital Partners, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.18 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $80.9M, Goldman Sachs Group Inc with a value of $72M, Wells Fargo & Company with a value of $67.7M, Pay Pal Holdings, Inc. with a value of $62M, and Qualcomm Inc with a value of $58.3M.

Examining the 13F form we can see an increase of $84.6M in the current position value, from $2.1B to 2.18B.

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

Portfolio value $2.18 Billion
Technology: $485 Million
Financial Services: $481 Million
Healthcare: $401 Million
Industrials: $290 Million
Consumer Cyclical: $213 Million
Consumer Defensive: $154 Million
Communication Services: $144 Million
Basic Materials: $5.49 Million
Other: $10.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$884B
$80.9 Million 3.7% of portfolio
279,089
Q2 2025 Added 0.35%
$254B
$72 Million 3.3% of portfolio
101,740
Q2 2025 Added 0.13%
$312B
$67.7 Million 3.1% of portfolio
845,382
Q2 2025 Added 0.73%
$81.2B
$62 Million 2.84% of portfolio
833,784
Q2 2025 Added 22.46%
$180B
$58.3 Million 2.67% of portfolio
366,137
Q2 2025 Added 13.46%
$10.5B
$58.1 Million 2.66% of portfolio
194,882
Q2 2025 Reduced 30.41%
$8.4B
$58 Million 2.65% of portfolio
610,495
Q2 2025 Added 0.72%
$8.81B
$56.1 Million 2.57% of portfolio
1,515,899
Q2 2025 Added 0.75%
$24.5B
$55.6 Million 2.54% of portfolio
521,479
Q2 2025 Added 16.84%
$10.6B
$54.5 Million 2.5% of portfolio
1,765,316
Q2 2025 Added 15.54%
$621B
$54.5 Million 2.5% of portfolio
112,272
Q2 2025 Reduced 22.3%
$8.32B
$54.5 Million 2.49% of portfolio
1,905,053
Q2 2025 Added 1.37%
$70.7B
$52.1 Million 2.38% of portfolio
133,853
Q2 2025 Added 0.06%
$1.21T
$52.1 Million 2.38% of portfolio
295,480
Q2 2025 Added 199.21%
$91.8B
$49.7 Million 2.28% of portfolio
150,491
Q2 2025 Reduced 0.32%
$40.8B
$48.1 Million 2.2% of portfolio
634,710
Q2 2025 Added 16.04%
$10.4B
$46.4 Million 2.12% of portfolio
508,191
Q2 2025 Reduced 5.53%
$407B
$45.6 Million 2.09% of portfolio
964,530
Q2 2025 Added 0.87%
$154B
$45.5 Million 2.08% of portfolio
162,936
Q2 2025 Reduced 6.83%
$62.2B
$45.1 Million 2.07% of portfolio
85,980
Q2 2025 Added 4.0%
$11.2B
$44.8 Million 2.05% of portfolio
241,767
Q2 2025 Reduced 17.88%
$263B
$44.8 Million 2.05% of portfolio
458,652
Q2 2025 Reduced 0.08%
$290B
$42.1 Million 1.93% of portfolio
134,901
Q2 2025 New
$32.7B
$42.3 Million 1.93% of portfolio
250,515
Q2 2025 Added 10.38%
$87.2B
$40.3 Million 1.85% of portfolio
189,598
Q2 2025 Added 0.88%
$1.99B
$39.5 Million 1.81% of portfolio
619,325
Q2 2025 Added 0.29%
$10.4B
$39.2 Million 1.8% of portfolio
1,823,604
Q2 2025 Reduced 15.8%
$16.6B
$38.6 Million 1.76% of portfolio
598,987
Q2 2025 Added 0.87%
$463B
$37.2 Million 1.7% of portfolio
243,714
Q2 2025 Reduced 0.59%
$13.9B
$36.1 Million 1.65% of portfolio
125,541
Q2 2025 Added 2.93%
$21.6B
$35.1 Million 1.61% of portfolio
300,990
Q2 2025 Added 0.94%
$100B
$33 Million 1.51% of portfolio
712,788
Q2 2025 Added 1.3%
$11.9B
$31.5 Million 1.44% of portfolio
306,015
Q2 2025 New
$22.6B
$31.5 Million 1.44% of portfolio
380,446
Q2 2025 New
$4.09B
$21.6 Million 0.99% of portfolio
527,223
Q2 2025 Reduced 12.9%
$24.7B
$19.2 Million 0.88% of portfolio
121,618
Q2 2025 Reduced 0.91%
$24.2B
$18.2 Million 0.83% of portfolio
82,318
Q2 2025 Reduced 18.8%
$1.78T
$17.3 Million 0.79% of portfolio
23,423
Q2 2025 Added 1.39%
$12B
$15.3 Million 0.7% of portfolio
347,089
Q2 2025 Reduced 8.06%
$3.78T
$14.4 Million 0.66% of portfolio
28,998
Q2 2025 Reduced 2.97%
$3.62B
$14.2 Million 0.65% of portfolio
208,461
Q2 2025 Added 194.8%
$18.7B
$13.6 Million 0.62% of portfolio
46,204
Q2 2025 Reduced 2.54%
$24.3B
$12.1 Million 0.55% of portfolio
125,449
Q2 2025 Reduced 7.55%
$4.21B
$11.6 Million 0.53% of portfolio
12,279
Q2 2025 Reduced 0.11%
$29.5B
$11.3 Million 0.52% of portfolio
21,186
Q2 2025 Added 1.57%
$96B
$10.6 Million 0.49% of portfolio
154,160
Q2 2025 Reduced 73.61%
$26.5B
$10.5 Million 0.48% of portfolio
5,236
Q2 2025 Reduced 8.83%
$9.76B
$9.43 Million 0.43% of portfolio
136,021
Q2 2025 Added 133.11%
$18.2B
$9.16 Million 0.42% of portfolio
163,385
Q2 2025 Added 1.87%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $2.18 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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