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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 51
减持 47
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
ZM
Zoom Communications Inc.
+$39.1M
579,842
+568%
增持
GNTX
Gentex Corp
+$37.2M
1,988,653
+642%
增持
SNA
Snap-On Incorporated
+$34.2M
107,118
+677%
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。
减持
WMT
Walmart Inc
-$32.8M
56,972
-84%
建仓
PHM
Pulte Group Inc
+$29.7M
252,163
减持
GS
Goldman Sachs Group, Inc.
-$28.7M
67,886
-31%
减持
GOOGL
Alphabet Inc.
-$27.6M
162,977
-32%
减持
WFC
Wells Fargo & Co.
-$24.3M
672,543
-19%
减持
QCOM
QUALCOMM Inc.
-$20.0M
437,592
-2%
减持
COF
Capital One Financial Corp.
-$19.0M
261,724
-5%
减持
AYI
Acuity Inc.
-$17.2M
170,769
-5%
减持
DBX
Dropbox Inc
-$15.5M
1,556,286
-15%
清仓
RHI
Robert Half Inc.
-$14.0M
0
-100%
减持
PYPL
Paypal Holdings Inc.
-$13.5M
915,766
-3%
减持
UNH
UnitedHealth Group Inc.
-$11.2M
132,896
-7%
减持
SYY
Sysco Corporation
-$11.1M
494,430
-21%
增持
ADBE
Adobe Inc
-$10.9M
182,377
+16%
减持
—
Check Point Software Technologies Ltd.
-$9.4M
43,023
-49%
减持
—
Amdocs Limited
-$9.3M
518,317
-3%
减持
JPM
JPMorgan Chase & Co.
-$9.2M
224,903
-4%
减持
UTHR
United Therapeutics Corporation
-$8.8M
104,667
-28%
减持
BLDR
Builders Firstsource, Inc.
-$8.8M
358,110
-4%
减持
ELV
Elevance Health Inc.
-$8.8M
120,839
-4%
清仓
TROW
Price T Rowe Group Inc.
-$8.2M
0
-100%
增持
MTCH
Match Group Inc
+$7.5M
2,108,015
+19%
建仓
ENS
EnerSys
+$7.5M
43,076
减持
REGN
Regeneron Pharmaceuticals, Inc.
-$6.9M
85,681
-10%
减持
JNJ
Johnson & Johnson
-$5.6M
171,341
-25%
清仓
NATL
NCR Atleos Corp.
-$4.8M
0
-100%
减持
ZBRA
Zebra Technologies Corporation
-$4.8M
1,082
-95%
建仓
FTDR
Frontdoor Inc
+$4.6M
87,099
减持
SIRI
SiriusXM Holdings Inc
+$4.5M
1,840,822
-3%
减持
BRK/B
Berkshire Hathaway Inc.
-$4.4M
104,753
-4%
清仓
PBH
Prestige Consumer Healthcare Inc
-$4.4M
0
-100%
减持
MSFT
Microsoft Corp.
-$4.3M
15,451
-25%
清仓
PLUS
Eplus Inc
-$4.2M
0
-100%
建仓
PCTY
Paylocity Holding Corporation
+$3.9M
36,469
建仓
HAE
Haemonetics Corp
+$3.9M
68,729
建仓
WEX
WEX Inc
+$3.7M
24,325
增持
EXPE
Expedia Group Inc
-$3.7M
256,989
+15%
清仓
IWD
iShares Trust RUS 1000 VAL ETF
-$3.7M
0
-100%
清仓
—
Gates Industrial Corp PLC
-$3.7M
0
-100%
清仓
ENR
Energizer Holdings Inc
-$3.7M
0
-100%
减持
NTAP
NetApp Inc.
-$3.7M
493,118
-2%
清仓
VIRT
Virtu Financial Inc
-$3.6M
0
-100%
清仓
ICFI
ICF International Inc
-$3.5M
0
-100%
减持
BMY
Bristol-Myers Squibb Company
+$3.4M
729,793
-4%
减持
MAS
Masco Corporation
-$3.1M
568,123
-4%
减持
CCK
Crown Holdings Inc
-$2.8M
409,196
-4%
增持
PRDO
Perdoceo Education Corp.
+$2.6M
160,244
+39%
减持
CI
The Cigna Group
-$2.5M
185,086
-2%
增持
MLI
Mueller Industries Inc.
+$2.4M
59,914
+63%
减持
ALSN
Allison Transmission Holdings Inc
+$2.4M
523,585
-13%
清仓
REZI
Resideo Technologies Inc
-$2.3M
0
-100%
增持
FFIV
F5 Inc
+$2.3M
53,188
+3%
建仓
OPRA
Opera Limited
+$2.2M
154,612
建仓
FDS
FactSet Research Systems Inc.
+$2.2M
10,124
减持
WCC
Wesco International, Inc.
+$2.2M
126,569
-5%
建仓
DSGX
Descartes Systems Group Inc.
+$2.2M
30,350
清仓
TOWN
TowneBank (Portsmouth Virginia)
-$2.0M
0
-100%
清仓
WLY
Wiley John & Sons Inc.
-$2.0M
0
-100%
减持
META
Meta Platforms Inc
-$2.0M
21,149
-1%
建仓
—
GigaCloud Technology Inc.
+$2.0M
43,783
清仓
BCO
Brinks Company
-$2.0M
0
-100%
建仓
FUL
H B Fuller Company
+$2.0M
31,906
建仓
FNB
F N B Corp (Pennsylvania)
+$1.9M
115,651
减持
CART
Maplebear Inc.
-$1.9M
203,766
-4%
建仓
AZZ
AZZ Inc
+$1.9M
15,144
建仓
WDAY
Workday Inc
+$1.9M
14,396
建仓
MMSI
Merit Medical Systems Inc.
+$1.8M
26,739
减持
AIT
Applied Industrial Technologies Inc.
-$1.7M
16,711
-31%
建仓
ADUS
Addus Homecare Corp
+$1.7M
18,450
减持
AOS
Smith(Ao)Corp
-$1.7M
83,382
-23%
增持
—
Chubb Ltd. Switzerland
+$1.7M
15,882
+42%
建仓
AGCO
Agco Corporation
+$1.7M
14,573
减持
MKL
Markel Group Inc
-$1.7M
3,641
-9%
增持
CTS
CTS Corporation
+$1.7M
81,011
+58%
增持
LKQ
LKQ Corporation
-$1.6M
2,184,202
+0%
增持
NBIX
Neurocrine Biosciences Inc
+$1.5M
87,660
+24%
增持
MMS
Maximus Inc
+$1.5M
52,347
+142%
增持
QLYS
Qualys Inc
-$1.5M
32,840
+1%
减持
DCI
Donaldson Co Inc
-$1.4M
122,691
-8%
减持
CSCO
Cisco Systems, Inc.
-$1.4M
623,910
-4%
减持
ACI
Albertsons Companies Inc.
-$1.3M
1,731,974
-4%
增持
—
Hamilton Insurance Group Ltd.
+$1.3M
127,252
+45%
增持
EOG
EOG Resources Inc.
+$1.3M
30,601
+4%
增持
KOP
Koppers Holdings Inc
+$1.3M
113,135
+1%
增持
AJG
Gallagher Aj &Co
+$1.3M
22,538
+63%
减持
AXP
American Express Company
-$1.3M
17,884
-1%
清仓
EME
Emcor Group Inc
-$1.3M
0
-100%
增持
SSNC
SS&C Technologies Holdings Inc.
-$1.3M
559,346
+25%
增持
YALA
Yalla Group Limited
+$1.2M
738,244
+53%
增持
UFPI
UFP Industries Inc
+$1.0M
51,634
+26%
清仓
PFE
Pfizer Inc.
-$1.0M
0
-100%
增持
LDOS
Leidos Holdings Inc
-$962.6K
94,404
+9%
减持
—
Ituran
-$962.2K
123,885
-24%
增持
FELE
Franklin Electric Co Inc
+$927.7K
50,858
+29%
增持
—
Nomad Foods Ltd.
-$885.4K
313,756
+1%
增持
HRB
Block(H&R)Inc
-$846.9K
105,963
+10%
清仓
OSPN
Onespan Inc
-$800.3K
0
-100%
增持
ACIW
ACI Worldwide Inc
-$755.3K
116,165
+1%
增持
FOXA
Fox Corporation
-$745.5K
186,780
+17%
增持
OPCH
Option Care Health Inc
-$628.6K
132,708
+1%
增持
ALRM
Alarm.com Holdings Inc.
-$624.5K
83,171
+1%
增持
CVS
CVS Health Corp
-$588.6K
159,977
+5%
减持
FWONK
Liberty Media Corp Del
-$527.3K
5,325
-46%
清仓
EPC
Edgewell Personal Care Co
-$512.8K
0
-100%
减持
GILD
Gilead Sciences Inc.
+$500.8K
37,822
-3%
增持
EXEL
Exelixis, Inc.
+$493.5K
311,892
+6%
增持
CRTO
Criteo S.A
-$487.2K
191,193
+1%
减持
AAPL
Apple Inc.
-$483.0K
22,715
-1%
减持
ALNT
Allient Inc
-$481.9K
100,849
-16%
增持
SOLV
Solventum Corp.
-$479.4K
60,792
+8%
增持
—
Essent Group Ltd.
-$464.9K
75,468
+1%
清仓
TCBX
Third Coast Bancshares Inc.
-$442.6K
0
-100%
增持
SAIC
Science Applications International Corp.
-$434.9K
109,867
+2%
增持
CRD/A
Crawford & Co
-$430.5K
425,803
+2%
增持
FHI
Federated Hermes Inc
+$427.1K
85,880
+1%
增持
SPY
State Street Spdr S&p 500 Etf Trust
+$397.3K
4,413
+22%
增持
CTSH
Cognizant Technology Solutions Corp.
+$390.3K
78,864
+47%
清仓
LEN/B
Lennar Corp.
-$382.8K
0
-100%
增持
GHC
Graham Holdings Co
+$371.0K
12,764
+7%
清仓
NATH
Nathans Famous Inc
-$365.1K
0
-100%
增持
MTG
MGIC Investment Corp.
-$364.1K
130,826
+1%
建仓
—
Teekay Tankers Ltd.
+$359.7K
4,906
减持
AMGN
Amgen Inc.
-$357.2K
19,337
-12%
增持
LRN
Stride Inc
+$351.8K
14,870
+1%
增持
SYF
Synchrony Financial
+$345.0K
73,399
+32%
清仓
PKBK
Parke Bancorp Inc.
-$334.6K
0
-100%
建仓
CPRX
Catalyst Pharmaceuticals Inc.
+$334.3K
13,500
清仓
WINA
Winmark Corp.
-$329.2K
0
-100%
清仓
HSTM
HealthStream Inc.
-$317.8K
0
-100%
增持
GTX
Garrett Motion Inc
+$313.9K
368,059
+1%
增持
CSV
Carriage Services, Inc.
+$313.8K
86,417
+1%
增持
—
Consd Water Co
-$306.3K
157,282
+1%
增持
ZION
Zions Bancorporation Natl Assn Global Bank
+$292.0K
81,975
+8%
建仓
—
Inmode Limited
+$286.8K
20,965
清仓
KRT
Karat Packaging Inc.
-$265.3K
0
-100%
增持
—
Sensata Technologies Holding PLC
+$262.5K
122,323
+1%
清仓
HDSN
Hudson Technologes Inc
-$260.5K
0
-100%
清仓
IDT
IDT Corp
-$257.2K
0
-100%
减持
LRCX
Lam Research Corporation
-$257.1K
36,594
-22%
清仓
NXST
Nexstar Media Group Inc
-$248.9K
0
-100%
清仓
EFOR
Asgn Incorporated
-$244.8K
0
-100%
清仓
ADP
Automatic Data Processing, Inc.
-$242.1K
0
-100%
清仓
LEGH
Legacy Housing Corp.
-$241.6K
0
-100%
增持
INCY
Incyte Corporation.
+$241.5K
67,559
+9%
增持
HLIT
Harmonic Inc
+$205.2K
38,869
+167%
减持
DGII
Digi International Inc.
-$199.6K
5,627
-48%
建仓
DV
DoubleVerify Holdings Inc
+$199.2K
20,971
