Seizert Capital Partners, LLC Portfolio Holdings
Seizert Capital Partners, LLC
- $1.96 Billion
- Q2 2024
Seizert Capital Partners, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.96 Billion distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $68.3M, Acuity Brands Inc with a value of $66.6M, Berkshire Hathaway Inc Class B with a value of $65.4M, Goldman Sachs Group Inc with a value of $61.7M, and Amgen Inc with a value of $59.8M.
Examining the 13F form we can see an decrease of $138M in the current position value, from $2.1B to 1.96B.
Below you can find more details about Seizert Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.96 Billion
Financial Services: $419 Million
Technology: $403 Million
Industrials: $324 Million
Healthcare: $324 Million
Consumer Cyclical: $184 Million
Consumer Defensive: $147 Million
Communication Services: $147 Million
Basic Materials: $10.1 Million
Other: $6.97 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 171
- Current Value $1.96 Billion
- Prior Value $2.1 Billion
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 16 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks