SEIZERT CAPITAL PARTNERS, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
SEIZERT CAPITAL PARTNERS, LLC
Institutional Filer 8.21%$2.17B170

Current Portfolio Holdings

Showing all 170 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1REGNRegeneron Pharmaceuticals, Inc.Healthcare86K$66.2M3.05%
2JPMJPMorgan Chase & Co.Financial Services225K$66.2M3.04%
3MTCHMatch Group, Inc.Technology2.1M$64.7M2.98%
4LKQLKQ CorporationConsumer Cyclical2.2M$64.2M2.95%
5UTHRUnited Therapeutics CorporationHealthcare105K$62.1M2.86%
6ALSNAllison Transmission Holdings, Inc.Consumer Cyclical524K$61.3M2.82%
7EXPEExpedia Group, Inc.Consumer Cyclical257K$59.3M2.73%
8GSThe Goldman Sachs Group, Inc.Financial Services68K$57.4M2.64%
9QCOMQUALCOMM IncorporatedTechnology438K$56.4M2.59%
10WFCWells Fargo & CompanyFinancial Services673K$53.5M2.46%
11NTAPNetApp, Inc.Technology493K$50.5M2.32%
12BRKBBerkshire Hathaway Inc.105K$50.2M2.31%
13CICigna CorporationHealthcare185K$49.4M2.27%
14CSCOCisco Systems, Inc.Technology624K$48.4M2.23%
15AYIAcuity Brands, Inc.Industrials171K$47.9M2.20%
Showing 1 to 15 of 170 holdings
SEIZERT CAPITAL PARTNERS, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner