Seizert Capital Partners, LLC Incresed Positions in Q2 2025

Seizert Capital Partners, LLC

  • $2.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
197K
+ 199.21%
$144.7 - $178.6 $28.5M - $35.1M
295K $52.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
153K
+ 22.46%
$57.41 - $74.81 $8.78M - $11.4M
834K $62M
GS
Goldman Sachs Group Inc

Financial Services
128
+ 0.13%
$462.22 - $707.75 $59.2K - $90.6K
102K $72M
NTAP
Net App, Inc.

Technology
75.1K
+ 16.84%
$76.1 - $106.55 $5.72M - $8.01M
521K $55.6M
JPM
Jpmorgan Chase & CO

Financial Services
985
+ 0.35%
$210.28 - $289.91 $207K - $286K
279K $80.9M
BRC
Brady Corp

Industrials
138K
+ 194.8%
$64.32 - $76.24 $8.86M - $10.5M
208K $14.2M
QCOM
Qualcomm Inc

Technology
43.4K
+ 13.46%
$124.66 - $159.48 $5.41M - $6.93M
366K $58.3M
PRGS
Progress Software Corp

Technology
1.8K
+ 0.29%
$54.68 - $64.66 $98.5K - $116K
619K $39.5M
WFC
Wells Fargo & Company

Financial Services
6.1K
+ 0.73%
$60.98 - $80.12 $372K - $489K
845K $67.7M
SYY
Sysco Corp

Consumer Defensive
87.7K
+ 16.04%
$68.0 - $75.91 $5.97M - $6.66M
635K $48.1M
COF
Capital One Financial Corp

Financial Services
1.66K
+ 0.88%
$150.57 - $212.76 $250K - $353K
190K $40.3M
BAC
Bank Of America Corp

Financial Services
8.36K
+ 0.87%
$34.39 - $47.46 $287K - $397K
965K $45.6M
DCI
Donaldson CO Inc

Industrials
77.7K
+ 133.11%
$59.18 - $71.02 $4.6M - $5.52M
136K $9.43M
DBX
Dropbox, Inc.

Technology
25.7K
+ 1.37%
$25.42 - $29.7 $653K - $763K
1.91M $54.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
23.6K
+ 10.38%
$136.63 - $176.62 $3.22M - $4.16M
251K $42.3M
META
Meta Platforms, Inc.

Communication Services
322
+ 1.39%
$484.66 - $738.09 $156K - $238K
23.4K $17.3M
EME
Emcor Group, Inc.

Industrials
328
+ 1.57%
$342.02 - $534.89 $112K - $175K
21.2K $11.3M
VMI
Valmont Industries Inc

Industrials
3.79K
+ 62.45%
$263.86 - $333.86 $1M - $1.27M
9.86K $3.22M
BIIB
Biogen Inc.

Healthcare
15.8K
+ 31.29%
$113.38 - $135.49 $1.79M - $2.14M
66.2K $8.32M
INCY
Incyte Corp

Healthcare
14.1K
+ 27.87%
$55.17 - $71.22 $778K - $1M
64.7K $4.4M
CSGS
Csg Systems International Inc

Technology
17K
+ 51.14%
$56.51 - $66.33 $958K - $1.12M
50.1K $3.27M
CWCO
Consolidated Water Co. Ltd.

Utilities
3.42K
+ 2.27%
$22.81 - $30.14 $78K - $103K
154K $4.62M
GTES
Gates Industrial Corp PLC

Industrials
3.74K
+ 2.27%
$15.56 - $23.13 $58.2K - $86.5K
168K $3.88M
CAT
Caterpillar Inc

Industrials
277
+ 2.43%
$273.94 - $388.21 $75.9K - $108K
11.7K $4.53M
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.55K
+ 2.28%
$37.68 - $50.22 $96.1K - $128K
115K $5.64M
VNT
Vontier Corp

Technology
2.76K
+ 2.3%
$28.04 - $37.3 $77.3K - $103K
123K $4.53M
PLUS
Eplus Inc

Technology
1.05K
+ 2.29%
$54.77 - $74.09 $57.3K - $77.6K
46.8K $3.38M
ITRN
Ituran Location & Control Ltd.

Technology
3.59K
+ 2.28%
$31.71 - $39.25 $114K - $141K
161K $6.24M
SPNS
Sapiens International Corp N V

Technology
4.27K
+ 2.27%
$23.92 - $30.03 $102K - $128K
193K $5.64M
VCTR
Victory Capital Holdings, Inc.

Financial Services
1.35K
+ 2.27%
$51.28 - $64.94 $69.1K - $87.5K
60.7K $3.87M
ESNT
Essent Group Ltd.

Financial Services
1.64K
+ 2.27%
$52.78 - $61.24 $86.6K - $100K
73.9K $4.49M
MLI
Mueller Industries Inc

Industrials
70
+ 0.12%
$68.45 - $79.6 $4.79K - $5.57K
57.1K $4.54M
ALRM
Alarm.Com Holdings, Inc.

Technology
1.81K
+ 2.27%
$49.34 - $60.68 $89.2K - $110K
81.4K $4.61M
SAIC
Science Applications International Corp

Technology
1.12K
+ 2.31%
$100.22 - $123.41 $112K - $138K
49.5K $5.57M
ESAB
Esab Corp

Industrials
379
+ 2.28%
$104.48 - $130.25 $39.6K - $49.4K
17K $2.05M
AMOT
Allied Motion Technologies Inc

Technology
3.42K
+ 2.27%
N/A
154K $4.3M
CTSH
Cognizant Technology Solutions Corp

Technology
68
+ 0.12%
$66.47 - $81.81 $4.52K - $5.56K
55.9K $4.37M
BCO
Brinks CO

Industrials
374
+ 2.28%
$82.06 - $94.4 $30.7K - $35.3K
16.7K $1.5M
FOXA
Fox Corp

Communication Services
3K
+ 1.87%
$47.21 - $57.04 $142K - $171K
163K $9.16M
WLY
John Wiley & Sons, Inc.

Communication Services
1.44K
+ 2.28%
$37.03 - $45.5 $53.4K - $65.6K
64.6K $2.88M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
14.2K
+ 39.09%
$4.22 - $6.0 $60.1K - $85.4K
50.6K $264K
ICFI
Icf International, Inc.

Industrials
900
+ 2.27%
$78.62 - $88.51 $70.8K - $79.7K
40.5K $3.43M
ROCK
Gibraltar Industries, Inc.

Industrials
881
+ 2.29%
$50.2 - $63.09 $44.2K - $55.6K
39.4K $2.33M
KRT
Karat Packaging Inc.

Consumer Cyclical
1.67K
+ 16.58%
$23.78 - $31.98 $39.8K - $53.5K
11.8K $331K
BVS
Bioventus Inc.

Healthcare
9.88K
+ 66.35%
$6.2 - $9.51 $61.2K - $93.9K
24.8K $163K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
62
+ 1.11%
$77.94 - $79.5 $4.83K - $4.93K
5.66K $449K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
53
+ 0.92%
$77.74 - $78.78 $4.12K - $4.18K
5.83K $458K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4.35K
+ 0.72%
$84.41 - $106.28 $367K - $462K
610K $58M
Ncr Atleos Corporation
47.8K
+ 62.96%
N/A
124K $0
Activity Summary
Buys All Purchases 94 New Holdings 24 Increased Positions 70 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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