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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 69
减持 51
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
REGN
Regeneron Pharmaceuticals, Inc.
+$17.6M
94,705
-4%
增持
LKQ
LKQ Corporation
+$14.7M
2,178,703
+30%
增持
CCK
Crown Holdings Inc
+$14.1M
425,306
+39%
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
+$12.6M
157,715
+31%
增持
COF
Capital One Financial Corp.
+$9.4M
275,597
+2%
减持
UTHR
United Therapeutics Corporation
+$9.3M
145,522
-1%
减持
EME
Emcor Group Inc
-$8.9M
2,069
-87%
增持
BMY
Bristol-Myers Squibb Company
+$8.4M
758,117
+5%
减持
SIRI
SiriusXM Holdings Inc
-$7.6M
1,900,152
-3%
减持
ALSN
Allison Transmission Holdings Inc
+$7.4M
601,472
-1%
减持
LEN/B
Lennar Corp.
-$6.9M
4,024
-93%
减持
WFC
Wells Fargo & Co.
+$6.9M
834,922
-1%
减持
WCC
Wesco International, Inc.
-$6.7M
132,650
-28%
减持
GS
Goldman Sachs Group, Inc.
+$6.7M
97,931
-2%
建仓
GNTX
Gentex Corp
+$6.2M
267,863
减持
NTAP
NetApp Inc.
-$6.1M
505,604
-1%
增持
SAIC
Science Applications International Corp.
+$6.0M
107,922
+122%
减持
WMT
Walmart Inc
-$6.0M
358,090
-20%
减持
SYY
Sysco Corporation
-$6.0M
629,781
-1%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$5.8M
0
-100%
减持
MTCH
Match Group Inc
-$5.4M
1,771,739
-0%
减持
LDOS
Leidos Holdings Inc
-$5.4M
86,720
-22%
减持
DBX
Dropbox Inc
-$5.2M
1,829,098
-1%
减持
MAS
Masco Corporation
-$4.9M
589,509
-2%
减持
CI
The Cigna Group
-$4.6M
188,582
-4%
减持
GOOGL
Alphabet Inc.
-$4.6M
238,028
-27%
减持
CSCO
Cisco Systems, Inc.
+$4.6M
647,199
-2%
清仓
—
CSG SYS INTL INC
-$4.5M
0
-100%
减持
RHI
Robert Half Inc.
-$3.8M
516,338
-2%
建仓
FELE
Franklin Electric Co Inc
+$3.8M
39,358
减持
EXPE
Expedia Group Inc
+$3.7M
222,553
-20%
建仓
IWD
iShares Trust RUS 1000 VAL ETF
+$3.7M
17,577
增持
CART
Maplebear Inc.
+$3.6M
211,862
+31%
建仓
AJG
Gallagher Aj &Co
+$3.6M
13,800
增持
SMPL
Simply Good Foods Company
+$3.5M
208,597
+638%
建仓
—
Chubb Ltd.
+$3.5M
11,170
减持
MSFT
Microsoft Corp.
-$3.3M
20,667
-20%
清仓
AMAL
AMALGAMATED FINANCIAL CORP
-$3.1M
0
-100%
减持
UNH
UnitedHealth Group Inc.
-$3.0M
142,874
-2%
减持
JNJ
Johnson & Johnson
+$3.0M
229,472
-4%
减持
ELV
Elevance Health Inc.
+$2.8M
125,932
-1%
减持
PFE
Pfizer Inc.
-$2.6M
41,123
-71%
建仓
SPY
State Street Spdr S&p 500 Etf Trust
+$2.5M
3,626
减持
LRCX
Lam Research Corporation
-$2.5M
47,177
-40%
清仓
ROCK
GIBRALTAR INDS INC
-$2.4M
0
-100%
建仓
CTS
CTS Corporation
+$2.2M
51,375
增持
—
Sensata Technologies Holding PLC
+$2.2M
121,530
+99%
清仓
QRVO
QORVO INC
-$2.1M
0
-100%
增持
KOP
Koppers Holdings Inc
+$2.0M
112,401
+209%
清仓
MAT
MATTEL INC
-$2.0M
0
-100%
建仓
TOWN
TowneBank (Portsmouth Virginia)
+$2.0M
60,265
清仓
ESAB
ESAB CORPORATION
-$1.9M
0
-100%
建仓
MMS
Maximus Inc
+$1.9M
21,588
建仓
NSSC
NAPCO Security Technologies Inc.
+$1.9M
44,544
减持
AAPL
Apple Inc.
-$1.7M
22,982
-26%
增持
BLDR
Builders Firstsource, Inc.
+$1.7M
371,997
+23%
减持
FOXA
Fox Corporation
+$1.5M
159,483
-1%
增持
META
Meta Platforms Inc
-$1.5M
21,344
+1%
增持
YALA
Yalla Group Limited
+$1.4M
482,976
+88%
增持
—
Ituran
+$1.4M
163,538
+3%
增持
—
Amdocs Limited
+$1.4M
536,236
+5%
减持
MLI
Mueller Industries Inc.
-$1.3M
36,705
-33%
减持
CAT
Caterpillar Inc
-$1.2M
7,547
-35%
增持
LRN
Stride Inc
-$1.2M
14,774
+3%
减持
ACI
Albertsons Companies Inc.
-$1.2M
1,797,475
-2%
减持
ADSK
Autodesk Inc
-$1.1M
22,466
-8%
减持
GHC
Graham Holdings Co
-$1.1M
11,946
-1%
清仓
HTB
HOMETRUST BANCSHARES INC
-$1.0M
0
-100%
增持
BRC
Brady Corp
+$1.0M
205,965
+6%
减持
SSNC
SS&C Technologies Holdings Inc.
-$982.1K
446,648
-1%
减持
BRK/B
Berkshire Hathaway Inc.
-$954.4K
108,688
-2%
增持
ZM
Zoom Communications Inc.
+$939.0K
86,836
+9%
增持
PLUS
Eplus Inc
+$904.9K
47,555
+3%
增持
INCY
Incyte Corporation.
+$865.5K
61,933
+0%
增持
CTSH
Cognizant Technology Solutions Corp.
+$854.4K
53,590
+0%
增持
EXEL
Exelixis, Inc.
+$829.6K
293,943
+1%
增持
ENR
Energizer Holdings Inc
-$769.2K
183,945
+3%
减持
TROW
Price T Rowe Group Inc.
-$744.3K
80,145
-8%
减持
MKL
Markel Group Inc
+$737.6K
4,018
-3%
增持
CVS
CVS Health Corp
+$709.9K
152,194
+1%
减持
QCOM
QUALCOMM Inc.
+$703.9K
446,271
-2%
增持
SYF
Synchrony Financial
+$690.4K
55,706
+0%
增持
OPCH
Option Care Health Inc
+$661.0K
131,860
+3%
减持
AIT
Applied Industrial Technologies Inc.
-$648.5K
24,045
-8%
减持
DCI
Donaldson Co Inc
+$589.5K
133,748
-3%
增持
WLY
Wiley John & Sons Inc.
-$558.2K
65,596
+3%
增持
EOG
EOG Resources Inc.
+$542.0K
29,370
+30%
建仓
AKRE
Professionally Managed Portfolios AKRE FOCUS ETF
+$537.4K
8,204
减持
GTX
Garrett Motion Inc
-$521.2K
365,674
-28%
清仓
EGAN
EGAIN CORP
-$504.5K
0
-100%
减持
AMGN
Amgen Inc.
+$479.0K
21,878
-8%
增持
—
Gates Industrial Corp PLC
-$433.4K
170,995
+3%
增持
REZI
Resideo Technologies Inc
-$428.6K
64,548
+3%
增持
VNT
Vontier Corporation
-$424.5K
124,507
+3%
增持
AOS
Smith(Ao)Corp
+$415.7K
107,673
+16%
减持
ALNT
Allient Inc
+$405.1K
119,834
-11%
减持
GILD
Gilead Sciences Inc.
+$389.5K
38,866
-2%
建仓
XPEL
Xpel Inc.
+$379.2K
7,598
增持
ACIW
ACI Worldwide Inc
-$372.2K
115,440
+3%
增持
CRD/A
Crawford & Co
+$363.6K
415,625
+3%
增持
PYPL
Paypal Holdings Inc.
+$358.0K
941,254
+16%
增持
SOLV
Solventum Corp.
+$351.1K
56,148
+0%
增持
—
Hamilton Insurance Group Ltd.
+$343.8K
87,809
+3%
建仓
DAKT
Daktronics Inc.
+$281.9K
14,261
清仓
ORCL
ORACLE CORP
-$281.2K
0
-100%
建仓
HCI
HCI Group, Inc.
+$278.3K
1,452
增持
VMI
Valmont Industries, Inc.
+$273.9K
10,027
+3%
增持
—
Essent Group Ltd.
+$265.4K
74,992
+3%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$264.5K
0
-100%
建仓
GRC
Gorman-Rupp Co
+$259.9K
5,442
建仓
IDT
IDT Corp
+$257.2K
5,023
增持
—
AXIS Capital Holdings Limited
+$252.5K
17,494
+3%
建仓
EFOR
Asgn Incorporated
+$244.8K
5,082
建仓
LEGH
Legacy Housing Corp.
+$241.6K
12,376
增持
CRTO
Criteo S.A
-$236.9K
189,971
+3%
增持
MTG
MGIC Investment Corp.
+$231.8K
129,989
+3%
建仓
ODC
Oil-Dri Corporation Of America
+$231.4K
4,728
减持
JPM
JPMorgan Chase & Co.
-$217.7K
233,894
-2%
减持
AXP
American Express Company
+$207.4K
18,155
-7%
增持
NBIX
Neurocrine Biosciences Inc
+$191.6K
70,670
+1%
增持
ICFI
ICF International Inc
-$183.1K
41,136
+3%
增持
—
Consd Water Co
+$182.8K
156,289
+3%
增持
PRDO
Perdoceo Education Corp.
+$182.4K
115,009
+36%
减持
AVAH
Aveanna Healthcare Holdings Inc
-$178.4K
33,149
-35%
增持
QLYS
Qualys Inc
+$160.9K
32,630
+3%
增持
FHI
Federated Hermes Inc
+$157.7K
85,331
+3%
增持
OSPN
Onespan Inc
-$157.5K
62,325
+3%
增持
ZBRA
Zebra Technologies Corporation
-$155.9K
20,659
+19%
增持
MD
Pediatrix Medical Group Inc
+$155.4K
16,234
+42%
增持
ZION
Zions Bancorporation Natl Assn Global Bank
+$149.1K
75,699
+0%
增持
HRB
Block(H&R)Inc
+$146.9K
96,608
+20%
减持
CMI
Cummins Inc.
+$136.2K
1,551
-0%
增持
VIRT
Virtu Financial Inc
-$110.8K
109,405
+3%
增持
PBH
Prestige Consumer Healthcare Inc
+$95.2K
70,953
+3%
增持
EPC
Edgewell Personal Care Co
-$79.4K
30,076
+3%
增持
CSV
Carriage Services, Inc.
-$66.6K
85,863
+3%
增持
—
Nomad Foods Ltd.
-$64.7K
311,797
+3%
增持
BCO
Brinks Company
+$63.1K
16,999
+3%
增持
HSTM
HealthStream Inc.
-$59.2K
13,776
+3%
减持
AYI
Acuity Inc.
+$54.9K
180,569
-4%
增持
NXST
Nexstar Media Group Inc
+$29.1K
1,226
+10%
增持
—
Check Point Software Technologies Ltd.
-$28.7K
83,573
+11%
增持
ALRM
Alarm.com Holdings Inc.
-$26.1K
82,647
+3%
增持
SNA
Snap-On Incorporated
-$25.9K
13,787
+0%
增持
UFPI
UFP Industries Inc
+$25.9K
40,842
+3%
增持
NATL
NCR Atleos Corp.
+$11.6K
125,738
+3%
减持
DGII
Digi International Inc.
+$8.7K
10,876
-14%
增持
VCSH
Vanguard Scottsdale Funds SHRT TRM CORP BD
+$5.6K
5,806
+1%
增持
FFIV
F5 Inc
-$5.6K
51,456
+27%
增持
BSV
Vanguard Bond Index Funds SHORT TRM BOND
+$5.2K
5,959
+1%
