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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
$1.86B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 65
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
UNH
UNITEDHEALTH GROUP INC
+$42.1M
134,901
清仓
LBRDA
LIBERTY BROADBAND CORP
-$40.3M
0
-100%
增持
GOOGL
ALPHABET INC
+$36.8M
295,480
+199%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
CCK
CROWN HLDGS INC
+$31.5M
306,015
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$31.5M
380,446
减持
CVS
CVS HEALTH CORP
-$28.9M
154,160
-74%
减持
CSCO
CISCO SYS INC
-$23.7M
681,972
-41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$22.4M
112,272
-22%
增持
PYPL
PAYPAL HLDGS INC
+$17.5M
833,784
+22%
增持
GS
GOLDMAN SACHS GROUP INC
+$16.5M
101,740
+0%
增持
NTAP
NETAPP INC
+$16.4M
521,479
+17%
减持
AYI
ACUITY INC
-$15.6M
194,882
-30%
增持
JPM
JPMORGAN CHASE & CO.
+$12.7M
279,089
+0%
减持
RHI
ROBERT HALF INC.
-$11.4M
527,223
-13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$9.9M
712,788
+1%
增持
BRC
BRADY CORP
+$9.2M
208,461
+195%
减持
AMGN
AMGEN INC
-$9.0M
162,936
-7%
增持
QCOM
QUALCOMM INC
+$8.7M
366,137
+13%
减持
ACI
ALBERTSONS COS INC
-$8.4M
1,823,604
-16%
增持
LKQ
LKQ CORP
-$7.9M
1,515,899
+1%
减持
AZO
AUTOZONE INC
-$7.8M
188
-92%
增持
PRGS
PROGRESS SOFTWARE CORP
+$7.7M
619,325
+0%
增持
WFC
WELLS FARGO CO NEW
+$7.5M
845,382
+1%
增持
REGN
REGENERON PHARMACEUTICALS
-$7.3M
85,980
+4%
增持
SYY
SYSCO CORP
+$7.0M
634,710
+16%
增持
MTCH
MATCH GROUP INC NEW
+$6.9M
1,765,316
+16%
增持
COF
CAPITAL ONE FINL CORP
+$6.6M
189,598
+1%
减持
CMI
CUMMINS INC
-$6.6M
2,580
-89%
建仓
CART
MAPLEBEAR INC
+$6.3M
139,872
增持
ELV
ELEVANCE HEALTH INC
-$6.1M
133,853
+0%
建仓
ADBE
ADOBE INC
+$5.8M
14,988
增持
BAC
BANK AMERICA CORP
+$5.7M
964,530
+1%
增持
DCI
DONALDSON INC
+$5.5M
136,021
+133%
减持
—
CHECK POINT SOFTWARE TECH LT
-$4.9M
82,318
-19%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$4.8M
31,482
-41%
减持
TGT
TARGET CORP
-$4.7M
3,024
-94%
减持
WMT
WALMART INC
+$4.5M
458,652
-0%
增持
LRCX
LAM RESEARCH CORP
+$4.5M
118,191
+23%
减持
SIRI
SIRIUSXM HOLDINGS INC
-$4.5M
2,041,860
-10%
增持
DBX
DROPBOX INC
+$4.3M
1,905,053
+1%
清仓
GDDY
GODADDY INC
-$4.2M
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$4.1M
250,515
+10%
增持
META
META PLATFORMS INC
+$4.0M
23,423
+1%
清仓
—
LIVANOVA PLC
-$3.9M
0
-100%
建仓
SYF
SYNCHRONY FINANCIAL
+$3.9M
58,167
增持
EME
EMCOR GROUP INC
+$3.6M
21,186
+2%
减持
JNJ
JOHNSON & JOHNSON
-$3.4M
243,714
-1%
减持
MSFT
MICROSOFT CORP
+$3.2M
28,998
-3%
减持
—
AMDOCS LTD
-$2.9M
508,191
-6%
增持
MAS
MASCO CORP
-$2.7M
598,987
+1%
减持
LDOS
LEIDOS HOLDINGS INC
+$2.6M
121,618
-1%
减持
PRDO
PERDOCEO ED CORP
-$2.5M
47,479
-71%
建仓
FHI
FEDERATED HERMES INC
+$2.5M
56,065
建仓
CSV
CARRIAGE SVCS INC
+$2.4M
53,514
建仓
MAT
MATTEL INC
+$2.4M
122,063
增持
ALNT
ALLIENT INC
+$2.3M
154,112
+2%
建仓
EEFT
EURONET WORLDWIDE INC
+$2.2M
21,780
清仓
NMIH
NMI HLDGS INC
-$2.2M
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$2.1M
300,990
+1%
建仓
OPCH
OPTION CARE HEALTH INC
+$1.9M
58,468
清仓
CBNK
CAPITAL BANCORP INC MD
-$1.8M
0
-100%
建仓
—
AXIS CAP HLDGS LTD
+$1.8M
17,157
减持
BKNG
BOOKING HOLDINGS INC
-$1.8M
1,282
-36%
建仓
AVT
AVNET INC
+$1.7M
32,568
建仓
QLYS
QUALYS INC
+$1.7M
11,929
减持
CRD/A
CRAWFORD & CO
-$1.7M
410,370
-22%
增持
ENR
ENERGIZER HLDGS INC NEW
-$1.6M
181,211
+2%
增持
NATL
NCR ATLEOS CORPORATION
+$1.5M
123,668
+63%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
-$1.5M
125,541
+3%
增持
VMI
VALMONT INDS INC
+$1.5M
9,864
+62%
减持
EA
ELECTRONIC ARTS INC
-$1.5M
16,385
-42%
减持
STRL
STERLING INFRASTRUCTURE INC
+$1.4M
25,631
-35%
增持
BIIB
BIOGEN INC
+$1.4M
66,245
+31%
减持
EXEL
EXELIXIS INC
+$1.4M
347,089
-8%
增持
INCY
INCYTE CORP
+$1.3M
64,670
+28%
增持
CRTO
CRITEO S A
-$1.3M
123,657
+2%
增持
—
CSG SYS INTL INC
+$1.3M
50,116
+51%
建仓
KOP
KOPPERS HOLDINGS INC
+$1.2M
37,012
减持
ADSK
AUTODESK INC
+$1.1M
31,250
-4%
建仓
OSPN
ONESPAN INC
+$1.0M
61,123
减持
FFIV
F5 INC
+$974.9K
46,204
-3%
建仓
MTG
MGIC INVT CORP WIS
+$967.9K
34,766
减持
AAPL
APPLE INC
-$966.3K
37,080
-4%
建仓
HTB
HOMETRUST BANCSHARES INC
+$966.1K
25,825
减持
WCC
WESCO INTL INC
-$946.5K
241,767
-18%
增持
—
CONSOLIDATED WATER CO INC
+$935.2K
153,975
+2%
减持
AXP
AMERICAN EXPRESS CO
+$910.0K
23,248
-4%
建仓
SMPL
SIMPLY GOOD FOODS CO
+$905.7K
28,670
增持
ACIW
ACI WORLDWIDE INC
-$861.0K
113,725
+2%
增持
—
GATES INDL CORP PLC
+$847.2K
168,465
+2%
增持
CAT
CATERPILLAR INC
+$773.5K
11,678
+2%
减持
VIRT
VIRTU FINL INC
-$693.3K
76,939
-29%
建仓
EPC
EDGEWELL PERS CARE CO
+$690.5K
29,497
增持
GIL
GILDAN ACTIVEWEAR INC
+$687.8K
114,546
+2%
增持
—
NOMAD FOODS LTD
-$682.6K
307,161
+2%
增持
IMXI
INTERNATIONAL MNY EXPRESS IN
-$638.2K
277,116
+2%
减持
LEN/B
LENNAR CORP
-$594.7K
54,317
-6%
增持
VNT
VONTIER CORPORATION
+$587.3K
122,658
+2%
增持
PLUS
EPLUS INC
+$582.5K
46,845
+2%
增持
—
ITURAN LOCATION AND CONTROL
+$543.8K
161,105
+2%
增持
—
SAPIENS INTL CORP N V
+$532.2K
192,815
+2%
增持
ZD
ZIFF DAVIS INC
-$515.5K
79,590
+2%
增持
CNC
CENTENE CORP DEL
-$484.9K
76,301
+0%
清仓
—
REV GROUP INC
-$463.9K
0
-100%
增持
VCTR
VICTORY CAP HLDGS INC
+$430.3K
60,741
+2%
增持
SNA
SNAP ON INC
-$365.5K
14,384
+0%
减持
TROW
PRICE T ROWE GROUP INC
-$360.1K
125,449
-8%
增持
AMAL
AMALGAMATED FINANCIAL CORP
+$354.6K
114,825
+2%
增持
—
ESSENT GROUP LTD
+$317.0K
73,881
+2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$295.1K
20,682
-4%
减持
AOS
SMITH A O CORP
-$285.7K
110,900
-4%
减持
MKL
MARKEL GROUP INC
-$279.0K
5,236
-9%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$241.0K
57,396
+2%
建仓
TSBK
TIMBERLAND BANCORP INC
+$231.3K
7,415
清仓
PCB
PCB BANCORP
-$223.3K
0
-100%
建仓
ORCL
ORACLE CORP
+$218.6K
1,000
减持
TPB
TURNING PT BRANDS INC
-$213.6K
3,293
-58%
增持
UFPI
UFP INDUSTRIES INC
-$213.1K
40,235
+2%
增持
MLI
MUELLER INDS INC
+$195.4K
57,090
+0%
减持
GHC
GRAHAM HLDGS CO
-$193.8K
12,279
-0%
增持
ALRM
ALARM COM HLDGS INC
+$175.5K
81,425
+2%
清仓
ACCO
ACCO BRANDS CORP
-$168.8K
0
-100%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$142.2K
49,455
+2%
建仓
HLIT
HARMONIC INC
+$137.7K
14,543
建仓
JBI
JANUS INTERNATIONAL GROUP IN
+$126.1K
15,490
减持
GTY
GETTY RLTY CORP NEW
-$119.6K
7,851
-27%
减持
ZION
ZIONS BANCORPORATION N A
+$116.2K
78,997
-1%
增持
ESAB
ESAB CORPORATION
+$113.2K
17,037
+2%
减持
WNEB
WESTERN NEW ENG BANCORP INC
-$94.9K
29,620
-25%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$90.8K
55,944
+0%
增持
BCO
BRINKS CO
+$84.6K
16,747
+2%
减持
DGII
DIGI INTL INC
+$80.4K
12,674
-2%
减持
CI
THE CIGNA GROUP
+$79.9K
150,491
-0%
减持
III
INFORMATION SVCS GROUP INC
+$78.7K
99,094
-2%
减持
—
DOLE PLC
-$78.7K
16,268
-23%
增持
FOXA
FOX CORP
+$78.5K
163,385
+2%
减持
EGAN
EGAIN CORP
+$74.2K
57,919
-2%
减持
NRC
NATIONAL RESH CORP
+$71.6K
19,416
-2%
增持
WLY
WILEY JOHN & SONS INC
+$68.7K
64,622
+2%
减持
HDSN
HUDSON TECHNOLOGIES INC
+$68.4K
38,023
-2%
增持
AVAH
AVEANNA HEALTHCARE HLDGS INC
+$67.5K
50,642
+39%
增持
ICFI
ICF INTL INC
+$65.9K
40,528
+2%
增持
ROCK
GIBRALTAR INDS INC
+$65.1K
39,408
+2%
增持
KRT
KARAT PACKAGING INC
+$63.0K
11,755
+17%
减持
HSTM
HEALTHSTREAM INC
-$57.7K
10,891
-2%
减持
TCMD
TACTILE SYS TECHNOLOGY INC
-$54.4K
15,993
-2%
减持
ACEL
ACCEL ENTERTAINMENT INC
+$53.0K
32,989
-2%
减持
HCKT
HACKETT GROUP INC
-$53.0K
11,732
-2%
减持
EBF
ENNIS INC
-$52.9K
22,559
-2%
减持
AHCO
ADAPTHEALTH CORP
-$50.4K
30,087
-2%
