Seizert Capital Partners, LLC holds a diversified book of 170 stocks worth $2.2B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Pultegroup Inc and trimmed Regeneron Pharmaceuticals. Their largest long position is Regeneron Pharmaceuticals at 3% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1134283/holdings"
Use Arkolith to show SEIZERT CAPITAL PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Regeneron Pharmaceuticals, Inc. COM | $66.2M | 85.7K | 3.0% | ▼−9.5% Reduced · −9K sh | |
| 2 | JPMorgan Chase & Co. COM | $66.2M | 224.9K | 3.0% | ▼−3.8% Reduced · −9K sh | |
| 3 | Match Group Inc COM | $64.7M | 2.11M | 3.0% | ▲+19% Added · +336K sh | |
| 4 | LKQ Corporation COM | $64.2M | 2.18M | 3.0% | ▲+0.3% Added · +5K sh | |
| 5 | United Therapeutics Corporation COM | $62.1M | 104.7K | 2.9% | ▼−28% Reduced · −41K sh | |
| 6 | Allison Transmission Holdings Inc COM | $61.3M | 523.6K | 2.8% | ▼−13% Reduced · −78K sh | |
| 7 | Expedia Group Inc COM NEW | $59.3M | 257.0K | 2.7% | ▲+15% Added · +34K sh | |
| 8 | Goldman Sachs Group, Inc. COM | $57.4M | 67.9K | 2.6% | ▼−31% Reduced · −30K sh | |
| 9 | Qualcomm Inc. COM | $56.4M | 437.6K | 2.6% | ▼−1.9% Reduced · −9K sh | |
| 10 | Wells Fargo & Co. COM | $53.5M | 672.5K | 2.5% | ▼−19% Reduced · −162K sh | |
| 11 | NetApp Inc. COM | $50.5M | 493.1K | 2.3% | ▼−2.5% Reduced · −12K sh | |
| 12 | Berkshire Hathaway Inc. CL B NEW | $50.2M | 104.8K | 2.3% | ▼−3.6% Reduced · −4K sh | |
| 13 | The Cigna Group COM | $49.4M | 185.1K | 2.3% | ▼−1.9% Reduced · −3K sh | |
| 14 | Cisco Systems, Inc. COM | $48.4M | 623.9K | 2.2% | ▼−3.6% Reduced · −23K sh | |
| 15 | Acuity Inc. COM | $47.9M | 170.8K | 2.2% | ▼−5.4% Reduced · −10K sh | |
| 16 | Capital One Financial Corp. COM | $47.7M | 261.7K | 2.2% | ▼−5.0% Reduced · −14K sh | |
| 17 | Alphabet Inc. CAP STK CL A | $46.9M | 163.0K | 2.2% | ▼−32% Reduced · −75K sh | |
| 18 | Zoom Communications Inc. CL A | $46.6M | 579.8K | 2.1% | ▲+568% Added · +493K sh | |
| 19 | Adobe Inc COM | $44.3M | 182.4K | 2.0% | ▲+16% Added · +25K sh | |
| 20 | Bristol-Myers Squibb Company COM | $44.3M | 729.8K | 2.0% | ▼−3.7% Reduced · −28K sh | |
| 21 | Gentex Corp COM | $43.5M | 1.99M | 2.0% | ▲+642% Added · +1.7M sh | |
| 22 | SiriusXM Holdings Inc COMMON STOCK | $42.5M | 1.84M | 2.0% | ▼−3.1% Reduced · −59K sh | |
| 23 | Johnson & Johnson COM | $41.9M | 171.3K | 1.9% | ▼−25% Reduced · −58K sh | |
| 24 | Paypal Holdings Inc. COM | $41.4M | 915.8K | 1.9% | ▼−2.7% Reduced · −25K sh | |
| 25 | Crown Holdings Inc COM | $41.0M | 409.2K | 1.9% | ▼−3.8% Reduced · −16K sh | |
| 26 | Snap-On Incorporated COM | $38.9M | 107.1K | 1.8% | ▲+677% Added · +93K sh | |
| 27 | SS&C Technologies Holdings Inc. COM | $37.8M | 559.3K | 1.7% | ▲+25% Added · +113K sh | |
| 28 | UnitedHealth Group Inc. COM | $36.0M | 132.9K | 1.7% | ▼−7.0% Reduced · −10K sh | |
| 29 | Elevance Health Inc. COM | $35.4M | 120.8K | 1.6% | ▼−4.0% Reduced · −5K sh | |
| 30 | Dropbox Inc CL A | $35.4M | 1.56M | 1.6% | ▼−15% Reduced · −273K sh | |
| 31 | Sysco Corporation COM | $35.3M | 494.4K | 1.6% | ▼−21% Reduced · −135K sh | |
| 32 | Wesco International, Inc. COM | $34.6M | 126.6K | 1.6% | ▼−4.6% Reduced · −6K sh | |
| 33 | Masco Corporation COM | $34.3M | 568.1K | 1.6% | ▼−3.6% Reduced · −21K sh | |
| 34 | Amdocs Limited SHS | $33.8M | 518.3K | 1.6% | ▼−3.3% Reduced · −18K sh | |
| 35 | Pulte Group Inc COM | $29.7M | 252.2K | 1.4% | ▲New New position | |
| 36 | Albertsons Companies Inc. COMMON STOCK | $29.5M | 1.73M | 1.4% | ▼−3.6% Reduced · −66K sh | |
| 37 | Builders Firstsource, Inc. COM | $29.5M | 358.1K | 1.4% | ▼−3.7% Reduced · −14K sh | |
| 38 | Brady Corp CL A | $16.0M | 196.7K | 0.7% | ▼−4.5% Reduced · −9K sh | |
| 39 | F5 Inc COM | $15.4M | 53.2K | 0.7% | ▲+3.4% Added · +2K sh | |
| 40 | Leidos Holdings Inc COM | $14.7M | 94.4K | 0.7% | ▲+8.9% Added · +8K sh | |
| 41 | Graham Holdings Co COM CL B | $13.5M | 12.8K | 0.6% | ▲+6.8% Added · +818 sh | |
| 42 | Exelixis, Inc. COM | $13.4M | 311.9K | 0.6% | ▲+6.1% Added · +18K sh | |
| 43 | Meta Platforms Inc Cl A | $12.1M | 21.1K | 0.6% | ▼−0.9% Reduced · −195 sh | |
| 44 | Neurocrine Biosciences Inc COM | $11.5M | 87.7K | 0.5% | ▲+24% Added · +17K sh | |
| 45 | CVS Health Corp COM | $11.5M | 160.0K | 0.5% | ▲+5.1% Added · +8K sh | |
| 46 | Fox Corporation CL A COM | $10.9M | 186.8K | 0.5% | ▲+17% Added · +27K sh | |
| 47 | Science Applications International Corp. COM | $10.4M | 109.9K | 0.5% | ▲+1.8% Added · +2K sh | |
| 48 | Donaldson Co Inc COM | $10.4M | 122.7K | 0.5% | ▼−8.3% Reduced · −11K sh | |
| 49 | Lam Research Corporation COM NEW | $7.8M | 36.6K | 0.4% | ▼−22% Reduced · −11K sh | |
| 50 | Maplebear Inc. COM | $7.6M | 203.8K | 0.4% | ▼−3.8% Reduced · −8K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 170 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 178 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 170 | $2.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 172 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 156 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 160 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 165 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 171 | $2.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 176 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 174 | $2.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 169 | $1.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 175 | $1.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 174 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Mar 28, 2023 | 191 | $1.9B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 184 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 202 | $1.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 3, 2022 | 201 | $2.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 198 | $2.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 188 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 192 | $2.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 5, 2021 | 186 | $1.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 188 | $1.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 3, 2020 | 189 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.