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SEIZERT CAPITAL PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEIZERT CAPITAL PARTNERS, LLC
报告期 2026-03-31 · CIK 0001134283
持仓数
170
前50大市值合计
$1.86B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
REGN
Regeneron Pharmaceuticals, Inc.
COM
$66.2M
85,681
3.6%
JPM
JPMorgan Chase & Co.
COM
$66.2M
224,903
3.6%
MTCH
Match Group Inc
COM
$64.7M
2,108,015
3.5%
LKQ
LKQ Corporation
COM
$64.2M
2,184,202
3.4%
UTHR
United Therapeutics Corporation
COM
$62.1M
104,667
3.3%
ALSN
Allison Transmission Holdings Inc
COM
$61.3M
523,585
3.3%
EXPE
Expedia Group Inc
COM NEW
$59.3M
256,989
3.2%
GS
Goldman Sachs Group, Inc.
COM
$57.4M
67,886
3.1%
QCOM
QUALCOMM Inc.
COM
$56.4M
437,592
3.0%
WFC
Wells Fargo & Co.
COM
$53.5M
672,543
2.9%
NTAP
NetApp Inc.
COM
$50.5M
493,118
2.7%
BRK/B
Berkshire Hathaway Inc.
CL B NEW
$50.2M
104,753
2.7%
CI
The Cigna Group
COM
$49.4M
185,086
2.7%
CSCO
Cisco Systems, Inc.
COM
$48.4M
623,910
2.6%
AYI
Acuity Inc.
COM
$47.9M
170,769
2.6%
COF
Capital One Financial Corp.
COM
$47.7M
261,724
2.6%
GOOGL
Alphabet Inc.
CAP STK CL A
$46.9M
162,977
2.5%
ZM
Zoom Communications Inc.
CL A
$46.6M
579,842
2.5%
ADBE
Adobe Inc
COM
$44.3M
182,377
2.4%
BMY
Bristol-Myers Squibb Company
COM
$44.3M
729,793
2.4%
GNTX
Gentex Corp
COM
$43.5M
1,988,653
2.3%
SIRI
SiriusXM Holdings Inc
COMMON STOCK
$42.5M
1,840,822
2.3%
JNJ
Johnson & Johnson
COM
$41.9M
171,341
2.2%
PYPL
Paypal Holdings Inc.
COM
$41.4M
915,766
2.2%
CCK
Crown Holdings Inc
COM
$41.0M
409,196
2.2%
SNA
Snap-On Incorporated
COM
$38.9M
107,118
2.1%
SSNC
SS&C Technologies Holdings Inc.
COM
$37.8M
559,346
2.0%
UNH
UnitedHealth Group Inc.
COM
$36.0M
132,896
1.9%
ELV
Elevance Health Inc.
COM
$35.4M
120,839
1.9%
DBX
Dropbox Inc
CL A
$35.4M
1,556,286
1.9%
SYY
Sysco Corporation
COM
$35.3M
494,430
1.9%
WCC
Wesco International, Inc.
COM
$34.6M
126,569
1.9%
MAS
Masco Corporation
COM
$34.3M
568,123
1.8%
—
Amdocs Limited
SHS
$33.8M
518,317
1.8%
PHM
Pulte Group Inc
COM
$29.7M
252,163
1.6%
ACI
Albertsons Companies Inc.
COMMON STOCK
$29.5M
1,731,974
1.6%
BLDR
Builders Firstsource, Inc.
COM
$29.5M
358,110
1.6%
BRC
Brady Corp
CL A
$16.0M
196,673
0.9%
FFIV
F5 Inc
COM
$15.4M
53,188
0.8%
LDOS
Leidos Holdings Inc
COM
$14.7M
94,404
0.8%
GHC
Graham Holdings Co
COM CL B
$13.5M
12,764
0.7%
EXEL
Exelixis, Inc.
COM
$13.4M
311,892
0.7%
META
Meta Platforms Inc
Cl A
$12.1M
21,149
0.6%
NBIX
Neurocrine Biosciences Inc
COM
$11.5M
87,660
0.6%
CVS
CVS Health Corp
COM
$11.5M
159,977
0.6%
FOXA
Fox Corporation
CL A COM
$10.9M
186,780
0.6%
SAIC
Science Applications International Corp.
COM
$10.4M
109,867
0.6%
DCI
Donaldson Co Inc
COM
$10.4M
122,691
0.6%
LRCX
Lam Research Corporation
COM NEW
$7.8M
36,594
0.4%
CART
Maplebear Inc.
COM
$7.6M
203,766
0.4%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
21%
前 6 大占比
REGN
3.6%
JPM
3.6%
MTCH
3.5%
LKQ
3.4%
UTHR
3.3%
ALSN
3.3%
其他
79.4%
