SEIZERT CAPITAL PARTNERS, LLC 13F Holdings

CIK 0001134283 · BIRMINGHAM, MI

As of Sep 30, 2025, SEIZERT CAPITAL PARTNERS, LLC reported 170 positions worth $2.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GOLDMAN SACHS GROUP INCGSFinancial Services99,738$79.4M3.44%
ALPHABET INCGOOGLEquity325,368$79.1M3.43%
QUALCOMM INCQCOMTechnology454,621$75.6M3.28%
JPMORGAN CHASE & COJPMFinancial Services239,619$75.6M3.27%
WELLS FARGO & COMPANYWFCFinancial Services846,433$70.9M3.07%
ACUITY INC (DE)AYIIndustrials188,615$65.0M2.81%
MATCH GROUP INCMTCHCommunication Services1,773,666$62.6M2.71%
UNITED THERAPEUTICS CORPUTHRHealthcare146,991$61.6M2.67%
NETAPP INCNTAPTechnology508,226$60.2M2.61%
EXPEDIA GROUP INCEXPEIndustrials277,574$59.3M2.57%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services269,807$57.4M2.48%
CIGNA GROUPCIHealthcare196,006$56.5M2.45%
DROPBOX INCDBXTechnology1,855,584$56.1M2.43%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services110,567$55.6M2.41%
REGENERON PHARMACEUTICALS INCREGNHealthcare98,790$55.5M2.41%
PAYPAL HOLDINGS INCPYPLFinancial Services814,083$54.6M2.37%
SYSCO CORPSYYConsumer Defensive636,612$52.4M2.27%
ALLISON TRANSMISSION HOLDINGS INCALSNConsumer Cyclical607,064$51.5M2.23%
LKQ CORPLKQConsumer Cyclical1,674,705$51.1M2.22%
UNITEDHEALTH GROUP INCUNHHealthcare145,328$50.2M2.17%
WALMART INCWMTConsumer Defensive445,584$45.9M1.99%
SIRIUS XM HOLDINGS INCSIRICommunication Services1,960,976$45.6M1.98%
CISCO SYSTEMS INCCSCOTechnology661,813$45.3M1.96%
JOHNSON & JOHNSONJNJHealthcare240,170$44.5M1.93%
ADOBE INCADBETechnology120,723$42.6M1.85%