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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$8.32 Million 0.38% of portfolio
66,245
Q2 2025 Added 31.29%
$53.1B
$7.68 Million 0.35% of portfolio
31,250
Q2 2025 Reduced 4.1%
$3.73T
$7.61 Million 0.35% of portfolio
37,080
Q2 2025 Reduced 3.94%
$222B
$7.42 Million 0.34% of portfolio
1,282
Q2 2025 Reduced 35.64%
$248B
$7.42 Million 0.34% of portfolio
23,248
Q2 2025 Reduced 3.85%
$10.2B
$7.32 Million 0.33% of portfolio
31,482
Q2 2025 Reduced 41.37%
$9.04B
$7.27 Million 0.33% of portfolio
110,900
Q2 2025 Reduced 4.09%
$16.4B
$6.38 Million 0.29% of portfolio
20,682
Q2 2025 Reduced 3.92%
$692M
$6.24 Million 0.29% of portfolio
161,105
Q2 2025 Added 2.28%
$8.44B
$5.91 Million 0.27% of portfolio
25,631
Q2 2025 Reduced 35.01%
$166B
$5.8 Million 0.27% of portfolio
14,988
Q2 2025 New
$2.36B
$5.64 Million 0.26% of portfolio
192,815
Q2 2025 Added 2.27%
$9.92B
$5.64 Million 0.26% of portfolio
114,546
Q2 2025 Added 2.28%
$842M
$5.43 Million 0.25% of portfolio
516,376
Q2 2025 Reduced 19.63%
$6.49B
$5.57 Million 0.25% of portfolio
49,455
Q2 2025 Added 2.31%
$5.63B
$5.22 Million 0.24% of portfolio
113,725
Q2 2025 Added 2.3%
$2.68B
$5.22 Million 0.24% of portfolio
307,161
Q2 2025 Added 2.28%
$6.78B
$4.53 Million 0.21% of portfolio
122,658
Q2 2025 Added 2.3%
$3.39B
$4.58 Million 0.21% of portfolio
57,396
Q2 2025 Added 2.29%
$5.46B
$4.54 Million 0.21% of portfolio
57,090
Q2 2025 Added 0.12%
$2.92B
$4.61 Million 0.21% of portfolio
81,425
Q2 2025 Added 2.27%
$6.76B
$4.49 Million 0.21% of portfolio
73,881
Q2 2025 Added 2.27%
$221B
$4.53 Million 0.21% of portfolio
11,678
Q2 2025 Added 2.43%
$509M
$4.62 Million 0.21% of portfolio
153,975
Q2 2025 Added 2.27%
$446M
$4.3 Million 0.2% of portfolio
154,112
Q2 2025 Added 2.27%
$18.8B
$4.4 Million 0.2% of portfolio
64,670
Q2 2025 Added 27.87%
$37.4B
$4.37 Million 0.2% of portfolio
55,944
Q2 2025 Added 0.12%
$17.3B
$4.48 Million 0.2% of portfolio
14,384
Q2 2025 Added 0.13%
$8.68B
$4.1 Million 0.19% of portfolio
78,997
Q2 2025 Reduced 1.21%
$16.4B
$4.14 Million 0.19% of portfolio
76,301
Q2 2025 Added 0.12%
$6.22B
$4 Million 0.18% of portfolio
40,235
Q2 2025 Added 2.28%
$7.22B
$3.88 Million 0.18% of portfolio
168,465
Q2 2025 Added 2.27%
$4.88B
$3.87 Million 0.18% of portfolio
60,741
Q2 2025 Added 2.27%
$34.4B
$3.88 Million 0.18% of portfolio
58,167
Q2 2025 New
$1.96B
$3.65 Million 0.17% of portfolio
181,211
Q2 2025 Added 2.28%
$1.85B
$3.43 Million 0.16% of portfolio
40,528
Q2 2025 Added 2.27%
$4.32B
$3.45 Million 0.16% of portfolio
76,939
Q2 2025 Reduced 29.15%
$1.95B
$3.38 Million 0.15% of portfolio
46,845
Q2 2025 Added 2.29%
$2.06B
$3.27 Million 0.15% of portfolio
50,116
Q2 2025 Added 51.14%
$7.84B
$3.22 Million 0.15% of portfolio
9,864
Q2 2025 Added 62.45%
$139B
$2.96 Million 0.14% of portfolio
122,232
Q1 2025 New
$1.5B
$2.96 Million 0.14% of portfolio
123,657
Q2 2025 Added 2.27%
$1.84B
$2.88 Million 0.13% of portfolio
64,622
Q2 2025 Added 2.28%
$549M
$2.8 Million 0.13% of portfolio
277,116
Q2 2025 Added 1.83%
$73.2B
$2.71 Million 0.12% of portfolio
22,673
Q1 2025 Added 4.05%
$47.8B
$2.62 Million 0.12% of portfolio
16,385
Q2 2025 Reduced 41.99%
$6.46B
$2.41 Million 0.11% of portfolio
122,063
Q2 2025 New
$1.8B
$2.41 Million 0.11% of portfolio
79,590
Q2 2025 Added 2.27%
$643M
$2.45 Million 0.11% of portfolio
53,514
Q2 2025 New

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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