SEIZERT CAPITAL PARTNERS, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$2.4B
Holdings
178
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (178 positions)
| Stock | Value |
|---|---|
GSGoldman Sachs Group, Inc. | $86.1M |
WFCWells Fargo & Co. | $77.8M |
QCOMQUALCOMM Inc. | $76.3M |
JPMJPMorgan Chase & Co. | $75.4M |
GOOGLAlphabet Inc. | $74.5M |
REGNRegeneron Pharmaceuticals, Inc. | $73.1M |
UTHUnited Therapeutics Corporation | $70.9M |
COFCapital One Financial Corp. | $66.8M |
LKQ1LKQ Corporation | $65.8M |
AYIAcuity Inc. | $65.0M |
EXPEExpedia Group Inc | $63.1M |
ALSNAllison Transmission Holdings Inc | $58.9M |
MTCHMatch Group Inc | $57.2M |
ADBEAdobe Inc | $55.2M |
PYPLPaypal Holdings Inc. | $55.0M |
BRK/BBerkshire Hathaway Inc. | $54.6M |
NTAPNetApp Inc. | $54.1M |
CIThe Cigna Group | $51.9M |
DBXDropbox Inc | $50.8M |
CSCOCisco Systems, Inc. | $49.9M |
JNJJohnson & Johnson | $47.5M |
UNHUnitedHealth Group Inc. | $47.2M |
SYYSysco Corporation | $46.4M |
ELVElevance Health Inc. | $44.1M |
CCKCrown Holdings Inc | $43.8M |
DOXAmdocs Limited | $43.2M |
BMYBristol-Myers Squibb Company | $40.9M |
WMTWalmart Inc | $39.9M |
SSNCSS&C Technologies Holdings Inc. | $39.0M |
BLDRBuilders Firstsource, Inc. | $38.3M |
SIRISiriusXM Holdings Inc | $38.0M |
MASMasco Corporation | $37.4M |
WCCWesco International, Inc. | $32.5M |
ACIAlbertsons Companies Inc. | $30.9M |
BRCBrady Corp | $16.1M |
LDOSLeidos Holdings Inc | $15.6M |
CHKPCheck Point Software Technologies Ltd. | $15.5M |
METAMeta Platforms Inc | $14.1M |
RHIRobert Half Inc. | $14.0M |
FFIVF5 Inc | $13.1M |
GHCGraham Holdings Co | $13.1M |
EX9Exelixis, Inc. | $12.9M |
CVSCVS Health Corp | $12.1M |
DCIDonaldson Co Inc | $11.9M |
FOXAFox Corporation | $11.7M |
SAICScience Applications International Corp. | $10.9M |
NBIXNeurocrine Biosciences Inc | $10.0M |
MSFTMicrosoft Corp. | $10.0M |
CARTMaplebear Inc. | $9.5M |
MKLMarkel Group Inc | $8.6M |
TROWPrice T Rowe Group Inc. | $8.2M |
LRCXLam Research Corporation | $8.1M |
ZMZoom Communications Inc. | $7.5M |
AOSSmith(Ao)Corp | $7.2M |
AMGNAmgen Inc. | $7.2M |
ITRNIturan | $7.0M |
AXPAmerican Express Company | $6.7M |
ADSKAutodesk Inc | $6.7M |
ALNTAllient Inc | $6.4M |
GTXGarrett Motion Inc | $6.4M |
AAPLApple Inc. | $6.2M |
GNTXGentex Corp | $6.2M |
AITApplied Industrial Technologies Inc. | $6.2M |
INCYIncyte Corporation. | $6.1M |
TSAACI Worldwide Inc | $5.5M |
CWCOConsd Water Co | $5.5M |
ZBRAZebra Technologies Corporation | $5.0M |
ESNTEssent Group Ltd. | $4.9M |
NATLNCR Atleos Corp. | $4.8M |
GILDGilead Sciences Inc. | $4.8M |
SNASnap-On Incorporated | $4.8M |
CRD/ACrawford & Co | $4.7M |
SYFSynchrony Financial | $4.6M |
VNTVontier Corporation | $4.6M |
SOLVSolventum Corp. | $4.4M |
CTSHCognizant Technology Solutions Corp. | $4.4M |
FHIFederated Hermes Inc | $4.4M |
ZIONZions Bancorporation Natl Assn Global Bank | $4.4M |
PBVPrestige Consumer Healthcare Inc | $4.4M |
QLYSQualys Inc | $4.3M |
CATCaterpillar Inc | $4.3M |
ALRMAlarm.com Holdings Inc. | $4.2M |
MLIMueller Industries Inc. | $4.2M |
HRBBlock(H&R)Inc | $4.2M |
OPCHOption Care Health Inc | $4.2M |
SMPLSimply Good Foods Company | $4.2M |
PLUSEplus Inc | $4.2M |
STSensata Technologies Holding PLC | $4.0M |
VMIValmont Industries, Inc. | $4.0M |
CRTOCriteo S.A | $3.9M |
NOMDNomad Foods Ltd. | $3.9M |
MTGMGIC Investment Corp. | $3.8M |
FELEFranklin Electric Co Inc | $3.8M |
UFPIUFP Industries Inc | $3.7M |
IWDiShares Trust RUS 1000 VAL ETF | $3.7M |
GTESGates Industrial Corp PLC | $3.7M |
ENREnergizer Holdings Inc | $3.7M |
VIRTVirtu Financial Inc | $3.6M |
CSVCarriage Services, Inc. | $3.6M |
AJGGallagher Aj &Co | $3.6M |
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