Seizert Capital Partners, LLC holds a diversified book of 181 stocks worth $2.4B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Zoetis Inc and trimmed Match Group Inc. Their largest long position is Match Group Inc at 3% of the equity book.
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
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seizert Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 13 / 80 | $387.5M |
| Ardent Capital Management, Inc. | 8 / 80 | $149.4M |
| Citadel Investment Advisory, Inc. | 15 / 80 | $123.2M |
| Harold Davidson & Associates Inc. | 13 / 80 | $128.2M |
| Westchester Capital Management, Inc. | 11 / 80 | $298.0M |
| Armstrong Henry H Associates Inc | 10 / 80 | $530.5M |
| Fiduciary Family Office, LLC | 21 / 80 | $195.2M |
| Bourne Lent Asset Management Inc | 11 / 80 | $137.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Seizert Capital Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Match Group Inc COM | $79.8M | 2.10M | 3.3% | ▼−0.6% Reduced · −12K sh | |
| 2 | NetApp Inc. COM | $74.2M | 479.7K | 3.1% | ▼−2.7% Reduced · −13K sh | |
| 3 | JPMorgan Chase & Co. COM | $71.0M | 216.9K | 2.9% | ▼−3.6% Reduced · −8K sh | |
| 4 | Cisco Systems, Inc. COM | $70.2M | 597.6K | 2.9% | ▼−4.2% Reduced · −26K sh | |
| 5 | Qualcomm Inc. COM | $66.4M | 359.6K | 2.7% | ▼−18% Reduced · −78K sh | |
| 6 | Goldman Sachs Group, Inc. COM | $66.2M | 65.5K | 2.7% | ▼−3.5% Reduced · −2K sh | |
| 7 | Berkshire Hathaway Inc. CL B NEW | $63.3M | 126.5K | 2.6% | ▲+21% Added · +22K sh | |
| 8 | Expedia Group Inc COM NEW | $63.1M | 246.6K | 2.6% | ▼−4.0% Reduced · −10K sh | |
| 9 | Snap-On Incorporated COM | $60.6M | 150.6K | 2.5% | ▲+41% Added · +44K sh | |
| 10 | Gentex Corp COM | $59.0M | 2.34M | 2.4% | ▲+17% Added · +347K sh | |
| 11 | Allison Transmission Holdings Inc COM | $57.7M | 512.2K | 2.4% | ▼−2.2% Reduced · −11K sh | |
| 12 | Zoom Communications Inc. CL A | $57.7M | 668.8K | 2.4% | ▲+15% Added · +89K sh | |
| 13 | LKQ Corporation COM | $56.9M | 2.16M | 2.3% | ▼−1.0% Reduced · −22K sh | |
| 14 | Acuity Inc. COM | $56.0M | 148.7K | 2.3% | ▼−13% Reduced · −22K sh | |
| 15 | Alphabet Inc. CAP STK CL A | $55.2M | 154.6K | 2.3% | ▼−5.2% Reduced · −8K sh | |
| 16 | Wells Fargo & Co. COM | $53.5M | 647.5K | 2.2% | ▼−3.7% Reduced · −25K sh | |
| 17 | Pulte Group Inc COM | $52.2M | 380.7K | 2.2% | ▲+51% Added · +129K sh | |
| 18 | Capital One Financial Corp. COM | $52.0M | 259.2K | 2.1% | ▼−0.9% Reduced · −3K sh | |
| 19 | The Cigna Group COM | $51.8M | 188.0K | 2.1% | ▲+1.6% Added · +3K sh | |
| 20 | Masco Corporation COM | $50.9M | 625.6K | 2.1% | ▲+10% Added · +57K sh | |
| 21 | Elevance Health Inc. COM | $46.8M | 120.9K | 1.9% | ▲+0.1% Added · +103 sh | |
| 22 | Neurocrine Biosciences Inc COM | $46.7M | 277.3K | 1.9% | ▲+216% Added · +190K sh | |
| 23 | UnitedHealth Group Inc. COM | $46.5M | 112.0K | 1.9% | ▼−16% Reduced · −21K sh | |
| 24 | Regeneron Pharmaceuticals, Inc. COM | $44.4M | 71.2K | 1.8% | ▼−17% Reduced · −15K sh | |
| 25 | Meta Platforms Inc Cl A | $43.9M | 77.9K | 1.8% | ▲+268% Added · +57K sh | |
| 26 | Crown Holdings Inc COM | $43.8M | 391.8K | 1.8% | ▼−4.2% Reduced · −17K sh | |
| 27 | Wesco International, Inc. COM | $41.9M | 121.2K | 1.7% | ▼−4.2% Reduced · −5K sh | |
| 28 | United Therapeutics Corporation COM | $41.6M | 76.8K | 1.7% | ▼−27% Reduced · −28K sh | |
| 29 | Johnson & Johnson COM | $41.3M | 162.7K | 1.7% | ▼−5.0% Reduced · −9K sh | |
| 30 | SS&C Technologies Holdings Inc. COM | $40.2M | 648.6K | 1.7% | ▲+16% Added · +89K sh | |
| 31 | Sysco Corporation COM | $39.6M | 473.7K | 1.6% | ▼−4.2% Reduced · −21K sh | |
| 32 | Bristol-Myers Squibb Company COM | $38.5M | 667.9K | 1.6% | ▼−8.5% Reduced · −62K sh | |
| 33 | Adobe Inc COM | $38.1M | 185.9K | 1.6% | ▲+1.9% Added · +4K sh | |
| 34 | Paypal Holdings Inc. COM | $37.6M | 871.0K | 1.6% | ▼−4.9% Reduced · −45K sh | |
| 35 | Builders Firstsource, Inc. COM | $30.7M | 343.2K | 1.3% | ▼−4.2% Reduced · −15K sh | |
| 36 | Amdocs Limited SHS | $25.4M | 501.6K | 1.0% | ▼−3.2% Reduced · −17K sh | |
| 37 | F5 Inc COM | $22.0M | 52.9K | 0.9% | ▼−0.5% Reduced · −241 sh | |
| 38 | Brady Corp CL A | $18.8M | 205.7K | 0.8% | ▲+4.6% Added · +9K sh | |
| 39 | Frontdoor Inc COM | $17.8M | 229.4K | 0.7% | ▲+163% Added · +142K sh | |
| 40 | Graham Holdings Co COM CL B | $17.4M | 15.2K | 0.7% | ▲+19% Added · +2K sh | |
| 41 | Exelixis, Inc. COM | $15.4M | 283.3K | 0.6% | ▼−9.2% Reduced · −29K sh | |
| 42 | CVS Health Corp COM | $15.2M | 147.3K | 0.6% | ▼−7.9% Reduced · −13K sh | |
| 43 | Lam Research Corporation COM NEW | $13.9M | 32.1K | 0.6% | ▼−12% Reduced · −5K sh | |
| 44 | Leidos Holdings Inc COM | $13.6M | 132.3K | 0.6% | ▲+40% Added · +38K sh | |
| 45 | Maplebear Inc. COM | $12.7M | 268.0K | 0.5% | ▲+32% Added · +64K sh | |
| 46 | Science Applications International Corp. COM | $12.6M | 114.0K | 0.5% | ▲+3.8% Added · +4K sh | |
| 47 | EnerSys COM | $12.0M | 51.4K | 0.5% | ▲+19% Added · +8K sh | |
| 48 | Donaldson Co Inc COM | $11.3M | 126.3K | 0.5% | ▲+2.9% Added · +4K sh | |
| 49 | Autodesk Inc COM | $11.0M | 56.8K | 0.5% | ▲+104% Added · +29K sh | |
| 50 | Mueller Industries Inc. COM | $9.8M | 79.5K | 0.4% | ▲+33% Added · +20K sh |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 181 | $2.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 170 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 178 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 170 | $2.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 172 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 38d | 156 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 160 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 165 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 38d | 171 | $2.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 31d | 176 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 38d | 174 | $2.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 37d | 169 | $1.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 27d | 175 | $1.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 39d | 174 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Mar 28, 2023 | 87d | 191 | $1.9B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 33d | 184 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 35d | 202 | $1.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 3, 2022 | 33d | 201 | $2.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 39d | 198 | $2.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 34d | 188 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 36d | 192 | $2.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 5, 2021 | 35d | 186 | $1.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 39d | 188 | $1.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.