Seizert Capital Partners, LLC Portfolio Holdings
Seizert Capital Partners, LLC
- $2.1 Billion
- Q1 2025
Seizert Capital Partners, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.1 Billion distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $77M, Acuity Brands Inc with a value of $73.8M, Cisco Systems, Inc. with a value of $71M, Jpmorgan Chase & CO with a value of $68.2M, and Lkq Corp with a value of $64M.
Examining the 13F form we can see an decrease of $36.9M in the current position value, from $2.14B to 2.1B.
Below you can find more details about Seizert Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.1 Billion
Technology: $431 Million
Financial Services: $430 Million
Healthcare: $424 Million
Industrials: $313 Million
Consumer Cyclical: $189 Million
Consumer Defensive: $157 Million
Communication Services: $140 Million
Basic Materials: $4.45 Million
Other: $10.1 Million