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
$4.73B
$2.48 Million 0.11% of portfolio
56,065
Q2 2025 New
$1.98B
$2.33 Million 0.11% of portfolio
39,408
Q2 2025 Added 2.29%
$4.62B
$2.21 Million 0.1% of portfolio
21,780
Q2 2025 New
$5.22B
$1.9 Million 0.09% of portfolio
58,468
Q2 2025 New
$6.76B
$2.05 Million 0.09% of portfolio
17,037
Q2 2025 Added 2.28%
$5.08B
$1.73 Million 0.08% of portfolio
32,568
Q2 2025 New
$8.35B
$1.78 Million 0.08% of portfolio
17,157
Q2 2025 New
$5.21B
$1.7 Million 0.08% of portfolio
11,929
Q2 2025 New
$5.2B
$1.5 Million 0.07% of portfolio
16,747
Q2 2025 Added 2.28%
$2.22B
$1.55 Million 0.07% of portfolio
47,479
Q2 2025 Reduced 70.7%
$606M
$1.19 Million 0.05% of portfolio
37,012
Q2 2025 New
$567M
$1.02 Million 0.05% of portfolio
61,123
Q2 2025 New
$56.2B
$844,000 0.04% of portfolio
2,580
Q2 2025 Reduced 89.11%
$532M
$878,000 0.04% of portfolio
25,825
Q2 2025 New
$2.83B
$905,000 0.04% of portfolio
28,670
Q2 2025 New
$8.44B
$967,000 0.04% of portfolio
34,766
Q2 2025 New
$79.7B
$697,000 0.03% of portfolio
188
Q2 2025 Reduced 91.61%
$1.24B
$690,000 0.03% of portfolio
29,497
Q2 2025 New
$1.04B
$388,000 0.02% of portfolio
32,989
Q2 2025 Reduced 2.39%
$1.39B
$340,000 0.02% of portfolio
1,818
Q2 2025 Reduced 2.42%
$201M
$361,000 0.02% of portfolio
57,919
Q2 2025 Reduced 2.39%
$8.04B
$409,000 0.02% of portfolio
4,162
Q2 2025 Reduced 19.09%
$1.23B
$441,000 0.02% of portfolio
12,674
Q2 2025 Reduced 2.4%
$501M
$331,000 0.02% of portfolio
11,755
Q2 2025 Added 16.58%
$538M
$436,000 0.02% of portfolio
13,369
Q2 2025 Reduced 2.39%
$320M
$336,000 0.02% of portfolio
55,352
Q2 2025 Reduced 2.39%
$427M
$431,000 0.02% of portfolio
3,902
Q2 2025 Reduced 13.1%
$247M
$475,000 0.02% of portfolio
99,094
Q2 2025 Reduced 2.39%
$235M
$386,000 0.02% of portfolio
14,191
Q2 2025 Reduced 2.39%
$472M
$409,000 0.02% of portfolio
22,559
Q2 2025 Reduced 1.93%
$276M
$231,000 0.01% of portfolio
7,415
Q2 2025 New
$126B
$290,000 0.01% of portfolio
941
Q3 2023 Reduced 19.23%
$1.49B
$264,000 0.01% of portfolio
50,642
Q2 2025 Added 39.09%
$279M
$273,000 0.01% of portfolio
29,620
Q2 2025 Reduced 25.2%
$1.29B
$324,000 0.01% of portfolio
16,780
Q2 2025 Reduced 2.4%
$1.47B
$259,000 0.01% of portfolio
1,432
Q2 2025 Reduced 2.39%
$1.75B
$249,000 0.01% of portfolio
3,293
Q2 2025 Reduced 57.74%
$1.28B
$283,000 0.01% of portfolio
30,087
Q2 2025 Reduced 2.39%
$226M
$309,000 0.01% of portfolio
5,436
Q2 2025 Reduced 2.39%
$456M
$163,000 0.01% of portfolio
24,758
Q2 2025 Added 66.35%
$1.59B
$306,000 0.01% of portfolio
813
Q2 2025 Reduced 2.4%
$1.48B
$221,000 0.01% of portfolio
15,661
Q2 2025 Reduced 2.39%
$213B
$294,000 0.01% of portfolio
3,720
Q4 2020 Reduced 6.44%
$364M
$326,000 0.01% of portfolio
19,416
Q2 2025 Reduced 2.39%
$610B
$218,000 0.01% of portfolio
1,000
Q2 2025 New
$269M
$272,000 0.01% of portfolio
13,363
Q2 2025 Reduced 2.39%
$1.52B
$126,000 0.01% of portfolio
15,490
Q2 2025 New
$372B
$238,000 0.01% of portfolio
1,500
Q4 2022 New
$457M
$308,000 0.01% of portfolio
38,023
Q2 2025 Reduced 2.39%

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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