StockDriftsStockDriftsTop 50 Seizert Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTCH | Match Group Inc | 3.29% | 2.10M | $79.8M | -0.57%(-12.02K) | $33.94(+11.81%) | 2026-06-30 | |
| NTAP | NetApp Inc. | 3.06% | 479.7K | $74.2M | -2.71%(-13.38K) | $92.23(+124.53%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co. | 2.93% | 216.9K | $71.0M | -3.57%(-8.02K) | $75.44(+383.46%) | 2026-06-30 | |
| CSCO | Cisco Systems, Inc. | 2.9% | 597.6K | $70.2M | -4.22%(-26.35K) | $35.10(+223.47%) | 2026-06-30 | |
| QCOM | QUALCOMM Inc. | 2.74% | 359.6K | $66.4M | -17.82%(-78.00K) | $153.83(+5.43%) | 2026-06-30 | |
| GS | Goldman Sachs Group, Inc. | 2.73% | 65.5K | $66.2M | -3.53%(-2.39K) | $229.88(+355.62%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc. | 2.61% | 126.5K | $63.3M | +20.74%(+21.73K) | $195.04(+157.05%) | 2026-06-30 | |
| EXPE | Expedia Group Inc | 2.61% | 246.6K | $63.1M | -4.03%(-10.36K) | $142.61(+129.70%) | 2026-06-30 | |
| SNA | Snap-On Incorporated | 2.5% | 150.6K | $60.6M | +40.62%(+43.51K) | $355.37(+13.56%) | 2026-06-30 | |
| GNTX | Gentex Corp | 2.44% | 2.34M | $59.0M | +17.46%(+347.24K) | $23.05(+3.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.54% | +10.17% | +62.28% |
| Top 20 Holdings Unweighted | +13.72% | +47.06% | +9.56% | +57.83% |
Seizert Capital Partners LLC reports $2.42B in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are MTCH (3.3%), NTAP (3.1%) and JPM (2.9%). The top 20 holdings account for 50.27% of reported assets. Its disclosed equity book has returned +50.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Seizert Capital Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Seizert Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1134283). View Seizert Capital Partners LLC’s 13F filings on SEC