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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.78B
$58 Million 2.65% of portfolio
610,495
Q2 2025 Added 0.72%
$8.14B
$56.1 Million 2.57% of portfolio
1,515,899
Q2 2025 Added 0.75%
$7.82B
$54.5 Million 2.49% of portfolio
1,905,053
Q2 2025 Added 1.37%
$3.82B
$21.6 Million 0.99% of portfolio
527,223
Q2 2025 Reduced 12.9%
$3.33B
$14.2 Million 0.65% of portfolio
208,461
Q2 2025 Added 194.8%
$4.06B
$11.6 Million 0.53% of portfolio
12,279
Q2 2025 Reduced 0.11%
$9.01B
$9.43 Million 0.43% of portfolio
136,021
Q2 2025 Added 133.11%
$9.05B
$7.27 Million 0.33% of portfolio
110,900
Q2 2025 Reduced 4.09%
$9.34B
$5.91 Million 0.27% of portfolio
25,631
Q2 2025 Reduced 35.01%
$8.91B
$5.64 Million 0.26% of portfolio
114,546
Q2 2025 Added 2.28%
$6.45B
$5.57 Million 0.25% of portfolio
49,455
Q2 2025 Added 2.31%
$5.28B
$5.22 Million 0.24% of portfolio
113,725
Q2 2025 Added 2.3%
$2.63B
$5.22 Million 0.24% of portfolio
307,161
Q2 2025 Added 2.28%
$6.64B
$4.53 Million 0.21% of portfolio
122,658
Q2 2025 Added 2.3%
$3.25B
$4.58 Million 0.21% of portfolio
57,396
Q2 2025 Added 2.29%
$5.28B
$4.54 Million 0.21% of portfolio
57,090
Q2 2025 Added 0.12%
$6.68B
$4.49 Million 0.21% of portfolio
73,881
Q2 2025 Added 2.27%
$7.95B
$4.1 Million 0.19% of portfolio
78,997
Q2 2025 Reduced 1.21%
$6.32B
$4 Million 0.18% of portfolio
40,235
Q2 2025 Added 2.28%
$6.9B
$3.88 Million 0.18% of portfolio
168,465
Q2 2025 Added 2.27%
$4.97B
$3.87 Million 0.18% of portfolio
60,741
Q2 2025 Added 2.27%
$4.34B
$3.45 Million 0.16% of portfolio
76,939
Q2 2025 Reduced 29.15%
$8.12B
$3.22 Million 0.15% of portfolio
9,864
Q2 2025 Added 62.45%
$6.34B
$2.41 Million 0.11% of portfolio
122,063
Q2 2025 New
$4.65B
$2.48 Million 0.11% of portfolio
56,065
Q2 2025 New
$4.71B
$2.21 Million 0.1% of portfolio
21,780
Q2 2025 New
$5.18B
$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%
$4.97B
$1.73 Million 0.08% of portfolio
32,568
Q2 2025 New
$8.21B
$1.78 Million 0.08% of portfolio
17,157
Q2 2025 New
$4.96B
$1.7 Million 0.08% of portfolio
11,929
Q2 2025 New
$5.06B
$1.5 Million 0.07% of portfolio
16,747
Q2 2025 Added 2.28%
$2.17B
$1.55 Million 0.07% of portfolio
47,479
Q2 2025 Reduced 70.7%
$2.88B
$905,000 0.04% of portfolio
28,670
Q2 2025 New
$8.35B
$967,000 0.04% of portfolio
34,766
Q2 2025 New
$8.04B
$409,000 0.02% of portfolio
4,162
Q2 2025 Reduced 19.09%

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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