StockDriftsStockDriftsTop 50 Seizert Capital Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| REGN | Regeneron Pharmaceuticals, Inc. | 3.05% | 85.7K | $66.2M | -9.53%(-9.02K) | $531.69(+23.06%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co. | 3.04% | 224.9K | $66.2M | -3.84%(-8.99K) | $75.44(+343.36%) | 2026-03-31 | |
| MTCH | Match Group Inc | 2.98% | 2.11M | $64.7M | +18.98%(+336.28K) | $33.94(+11.67%) | 2026-03-31 | |
| LKQ | LKQ Corporation | 2.95% | 2.18M | $64.2M | +0.25%(+5.50K) | $37.82(-29.79%) | 2026-03-31 | |
| UTHR | United Therapeutics Corporation | 2.86% | 104.7K | $62.1M | -28.07%(-40.85K) | $307.20(+80.96%) | 2026-03-31 | |
| ALSN | Allison Transmission Holdings Inc | 2.82% | 523.6K | $61.3M | -12.95%(-77.89K) | $37.27(+212.21%) | 2026-03-31 | |
| EXPE | Expedia Group Inc | 2.73% | 257.0K | $59.3M | +15.47%(+34.44K) | $142.61(+88.41%) | 2026-03-31 | |
| GS | Goldman Sachs Group, Inc. | 2.64% | 67.9K | $57.4M | -30.68%(-30.05K) | $229.88(+344.14%) | 2026-03-31 | |
| QCOM | QUALCOMM Inc. | 2.59% | 437.6K | $56.4M | -1.94%(-8.68K) | $153.83(+14.57%) | 2026-03-31 | |
| WFC | Wells Fargo & Co. | 2.46% | 672.5K | $53.5M | -19.45%(-162.38K) | $44.97(+90.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.77% | +39.63% |
| Top 20 Holdings Unweighted | +10.49% | +34.88% |
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