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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 39
减持 79
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
BAC
BANK AMERICA CORP
-$45.2M
8,174
-99%
清仓
PRGS
PROGRESS SOFTWARE CORP
-$39.5M
0
-100%
减持
AMGN
AMGEN INC
-$38.8M
23,678
-85%
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。
增持
ADBE
ADOBE INC
+$36.8M
120,723
+705%
增持
GOOGL
ALPHABET INC
+$27.0M
325,368
+10%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$25.5M
146,991
+17%
增持
QCOM
QUALCOMM INC
+$17.3M
454,621
+24%
增持
EXPE
EXPEDIA GROUP INC
+$17.1M
277,574
+11%
增持
COF
CAPITAL ONE FINL CORP
+$17.0M
269,807
+42%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$10.8M
127,826
-5%
增持
REGN
REGENERON PHARMACEUTICALS
+$10.4M
98,790
+15%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$9.8M
70,035
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$8.5M
450,970
+19%
清仓
BIIB
BIOGEN INC
-$8.3M
0
-100%
增持
MTCH
MATCH GROUP INC NEW
+$8.1M
1,773,666
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.1M
145,328
+8%
清仓
BKNG
BOOKING HOLDINGS INC
-$7.4M
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
+$7.4M
99,738
-2%
减持
PYPL
PAYPAL HLDGS INC
-$7.4M
814,083
-2%
减持
JNJ
JOHNSON & JOHNSON
+$7.3M
240,170
-1%
增持
ACI
ALBERTSONS COS INC
-$7.2M
1,828,935
+0%
减持
AYI
ACUITY INC
+$6.8M
188,615
-3%
增持
CI
THE CIGNA GROUP
+$6.7M
196,006
+30%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$6.6M
79,443
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$6.5M
607,064
-1%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$5.6M
0
-100%
清仓
—
SAPIENS INTL CORP N V
-$5.6M
0
-100%
减持
WCC
WESCO INTL INC
-$5.6M
185,176
-23%
减持
JPM
JPMORGAN CHASE & CO.
-$5.3M
239,619
-14%
增持
LKQ
LKQ CORP
-$5.0M
1,674,705
+10%
减持
NTAP
NETAPP INC
+$4.6M
508,226
-3%
增持
—
AMDOCS LTD
-$4.5M
509,681
+0%
增持
SYY
SYSCO CORP
+$4.3M
636,612
+0%
清仓
CNC
CENTENE CORP DEL
-$4.1M
0
-100%
建仓
HRB
BLOCK H & R INC
+$4.1M
80,349
清仓
VCTR
VICTORY CAP HLDGS INC
-$3.9M
0
-100%
减持
RHI
ROBERT HALF INC.
-$3.8M
525,727
-0%
增持
MAS
MASCO CORP
+$3.7M
600,537
+0%
减持
EXEL
EXELIXIS INC
-$3.2M
291,862
-16%
增持
WFC
WELLS FARGO CO NEW
+$3.2M
846,433
+0%
减持
TROW
PRICE T ROWE GROUP INC
-$3.2M
87,194
-30%
清仓
IMXI
INTERNATIONAL MNY EXPRESS IN
-$2.8M
0
-100%
建仓
REZI
RESIDEO TECHNOLOGIES INC
+$2.7M
62,425
减持
—
CHECK POINT SOFTWARE TECH LT
-$2.7M
75,088
-9%
清仓
EA
ELECTRONIC ARTS INC
-$2.6M
0
-100%
增持
MTG
MGIC INVT CORP WIS
+$2.6M
125,714
+262%
减持
MKL
MARKEL GROUP INC
-$2.6M
4,133
-21%
减持
GHC
GRAHAM HLDGS CO
+$2.6M
12,041
-2%
增持
QLYS
QUALYS INC
+$2.5M
31,555
+165%
清仓
ZD
ZIFF DAVIS INC
-$2.4M
0
-100%
清仓
EEFT
EURONET WORLDWIDE INC
-$2.2M
0
-100%
建仓
LRN
STRIDE INC
+$2.1M
14,288
建仓
—
HAMILTON INSURANCE GROUP LTD
+$2.1M
84,921
建仓
QRVO
QORVO INC
+$2.1M
22,970
减持
CSCO
CISCO SYS INC
-$2.0M
661,813
-3%
建仓
YALA
YALLA GROUP LTD
+$1.9M
256,837
减持
ADSK
AUTODESK INC
-$1.9M
24,413
-22%
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$1.9M
61,052
增持
CCK
CROWN HLDGS INC
-$1.9M
307,002
+0%
增持
DCI
DONALDSON INC
+$1.8M
137,674
+1%
减持
LDOS
LEIDOS HOLDINGS INC
+$1.8M
111,159
-9%
增持
FHI
FEDERATED HERMES INC
+$1.8M
82,524
+47%
清仓
AVT
AVNET INC
-$1.7M
0
-100%
减持
META
META PLATFORMS INC
-$1.7M
21,212
-9%
增持
OPCH
OPTION CARE HEALTH INC
+$1.6M
127,523
+118%
增持
PRDO
PERDOCEO ED CORP
+$1.6M
84,726
+78%
减持
DBX
DROPBOX INC
+$1.6M
1,855,584
-3%
增持
LEN/B
LENNAR CORP
+$1.5M
60,558
+11%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.5M
301,836
+0%
减持
GTX
GARRETT MOTION INC
+$1.5M
506,236
-2%
减持
SIRI
SIRIUSXM HOLDINGS INC
-$1.3M
1,960,976
-4%
减持
—
NOMAD FOODS LTD
-$1.3M
301,543
-2%
减持
NATL
NCR ATLEOS CORPORATION
+$1.3M
121,604
-2%
增持
CSV
CARRIAGE SVCS INC
+$1.3M
83,039
+55%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.2M
17,406
-16%
增持
CRTO
CRITEO S A
+$1.2M
183,724
+49%
增持
—
CSG SYS INTL INC
+$1.2M
69,187
+38%
减持
EME
EMCOR GROUP INC
-$1.1M
15,683
-26%
减持
MSFT
MICROSOFT CORP
-$1.1M
25,723
-11%
减持
WMT
WALMART INC
+$1.1M
445,584
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
110,567
-2%
减持
MLI
MUELLER INDS INC
+$991.2K
54,675
-4%
减持
LRCX
LAM RESEARCH CORP
-$964.6K
78,716
-33%
减持
FOXA
FOX CORP
+$961.8K
160,449
-2%
减持
BRC
BRADY CORP
+$960.3K
193,892
-7%
减持
AXP
AMERICAN EXPRESS CO
-$906.6K
19,596
-16%
减持
GILD
GILEAD SCIENCES INC
-$858.7K
39,468
-16%
减持
INCY
INCYTE CORP
+$847.6K
61,922
-4%
减持
ENR
ENERGIZER HLDGS INC NEW
+$774.6K
177,896
-2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$771.7K
53,580
-4%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$746.1K
48,536
-2%
减持
CVS
CVS HEALTH CORP
+$734.3K
150,792
-2%
减持
—
CONSOLIDATED WATER CO INC
+$710.3K
151,152
-2%
增持
PFE
PFIZER INC
+$688.3K
143,297
+17%
减持
ACIW
ACI WORLDWIDE INC
+$670.2K
111,642
-2%
减持
—
ITURAN LOCATION AND CONTROL
-$590.1K
158,160
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$550.4K
719,392
+1%
减持
VMI
VALMONT INDS INC
+$538.9K
9,698
-2%
减持
VNT
VONTIER CORPORATION
+$527.6K
120,411
-2%
减持
AMAL
AMALGAMATED FINANCIAL CORP
-$522.0K
112,726
-2%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$495.4K
26,135
-17%
减持
AOS
SMITH A O CORP
-$486.2K
92,433
-17%
减持
FFIV
F5 INC
-$458.5K
40,658
-12%
减持
ALNT
ALLIENT INC
+$440.2K
134,883
-12%
减持
BCO
BRINKS CO
+$425.8K
16,440
-2%
减持
MAT
MATTEL INC
-$385.9K
120,092
-2%
增持
CART
MAPLEBEAR INC
-$383.5K
161,707
+16%
减持
ALRM
ALARM COM HLDGS INC
-$363.4K
79,932
-2%
减持
SOLV
SOLVENTUM CORP
-$347.7K
56,138
-4%
清仓
NRC
NATIONAL RESH CORP
-$326.2K
0
-100%
减持
AAPL
APPLE INC
+$317.4K
31,124
-16%
减持
WLY
WILEY JOHN & SONS INC
-$316.7K
63,439
-2%
增持
VIRT
VIRTU FINL INC
+$310.1K
105,807
+38%
减持
UFPI
UFP INDUSTRIES INC
-$305.0K
39,499
-2%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$301.2K
68,620
+20%
减持
SNA
SNAP ON INC
+$300.9K
13,785
-4%
清仓
TGT
TARGET CORP
-$298.3K
0
-100%
建仓
NWPX
NWPX INFRASTRUCTURE INC
+$274.7K
5,189
建仓
TNC
TENNANT CO
+$263.1K
3,246
减持
ICFI
ICF INTL INC
+$258.8K
39,784
-2%
清仓
TPB
TURNING PT BRANDS INC
-$249.5K
0
-100%
建仓
VVX
V2X INC
+$245.7K
4,229
减持
—
GATES INDL CORP PLC
+$224.9K
165,377
-2%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$219.9K
1,112
清仓
GTY
GETTY RLTY CORP NEW
-$217.0K
0
-100%
减持
AZO
AUTOZONE INC
-$213.1K
113
-40%
减持
SMPL
SIMPLY GOOD FOODS CO
-$203.9K
28,273
-1%
建仓
MD
PEDIATRIX MEDICAL GROUP INC
+$191.9K
11,455
减持
CMI
CUMMINS INC
-$189.4K
1,552
-40%
减持
ESAB
ESAB CORPORATION
-$185.0K
16,725
-2%
减持
ZION
ZIONS BANCORPORATION N A
+$179.2K
75,686
-4%
减持
KOP
KOPPERS HOLDINGS INC
-$172.6K
36,333
-2%
清仓
TCMD
TACTILE SYS TECHNOLOGY INC
-$162.2K
0
-100%
减持
—
AXIS CAP HLDGS LTD
-$160.3K
16,920
-1%
建仓
WT
WISDOMTREE INC
+$155.8K
11,211
减持
STRL
STERLING INFRASTRUCTURE INC
-$149.5K
16,970
-34%
增持
JBI
JANUS INTERNATIONAL GROUP IN
+$132.9K
26,245
+69%
减持
—
ESSENT GROUP LTD
+$123.1K
72,528
-2%
减持
PLUS
EPLUS INC
-$111.8K
45,989
-2%
增持
TSBK
TIMBERLAND BANCORP INC
+$110.9K
10,285
+39%
减持
ROCK
GIBRALTAR INDS INC
+$104.4K
38,686
-2%
减持
EPC
EDGEWELL PERS CARE CO
-$98.3K
29,088
-1%
减持
AHCO
ADAPTHEALTH CORP
-$97.3K
20,825
-31%
减持
HTB
HOMETRUST BANCSHARES INC
+$76.5K
25,466
-1%
增持
HSTM
HEALTHSTREAM INC
+$75.7K
13,350
+23%
减持
SYF
SYNCHRONY FINANCIAL
+$75.1K
55,696
-4%
增持
VRTS
VIRTUS INVT PARTNERS INC
+$74.7K
1,760
+23%
减持
OSPN
ONESPAN INC
-$62.4K
60,276
-1%
增持
ATEN
A10 NETWORKS INC
+$33.7K
19,747
+18%
减持
CRD/A
CRAWFORD & CO
-$29.6K
403,006
-2%
