Seizert Capital Partners, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.1 Billion distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Allison Transmission Holdings Inc with a value of $79.4M, Acuity Brands Inc with a value of $78.5M, Jpmorgan Chase & CO with a value of $73.8M, Berkshire Hathaway Inc Class B with a value of $71.9M, and Goldman Sachs Group Inc with a value of $60.3M.
Examining the 13F form we can see an increase of $194M in the current position value, from $1.91B 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
Financial Services: $455 Million
Technology: $402 Million
Healthcare: $345 Million
Industrials: $343 Million
Consumer Cyclical: $219 Million
Communication Services: $168 Million
Consumer Defensive: $154 Million
ETFs: $6.4 Million
Other: $9.39 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions