The Analysis of SEIZERT CAPITAL PARTNERS, LLC's Holdings & P&L


Currently, SEIZERT CAPITAL PARTNERS, LLC holds 170 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in ZM (+493.0K shares, valued at $39.6M), GNTX (+1.7M shares, valued at $37.6M), SNA (+93.3K shares, valued at $33.9M); decreased their positions in WMT (-301.1K shares, valued at $37.4M), GS (-30.0K shares, valued at $25.4M), UTHR (-40.9K shares, valued at $24.2M); initiated new positions in PHM (+252.2K shares, valued at $29.7M), ENS (+43.1K shares, valued at $7.5M), FTDR (+87.1K shares, valued at $4.6M).


1M P&L
+52.0M+2.56%
3M P&L
+50.2M+2.47%
HY P&L
+98.3M+4.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Auto Parts176.3M
9.2%
2Software - Application152.3M
8.0%
3Banks - Diversified120.1M
6.3%

Top Industries by Stock Count

1Software - Application12 stocks
7.5%
2Software - Infrastructure10 stocks
6.2%
3Auto Parts6 stocks
3.7%
Stock Holdings
REGN
Regeneron Pharmaceuticals, Inc.
-9.53%
Shares85.7K
Event2026-03-31
Filed2026-05-07
JPM
JPMorgan Chase & Co.
-3.84%
Shares224.9K
Event2026-03-31
Filed2026-05-07
Match Group Inc
Match Group Inc
18.98%
Shares2.1M
Event2026-03-31
Filed2026-05-07
LKQ
LKQ Corporation
0.25%
Shares2.2M
Event2026-03-31
Filed2026-05-07
UTHR
United Therapeutics Corporation
-28.07%
Shares104.7K
Event2026-03-31
Filed2026-05-07
ALSN
Allison Transmission Holdings Inc
-12.95%
Shares523.6K
Event2026-03-31
Filed2026-05-07
EXPE
Expedia Group Inc
15.47%
Shares257.0K
Event2026-03-31
Filed2026-05-07
GS
Goldman Sachs Group, Inc.
-30.68%
Shares67.9K
Event2026-03-31
Filed2026-05-07
QCOM
QUALCOMM Inc.
-1.94%
Shares437.6K
Event2026-03-31
Filed2026-05-07
WFC
Wells Fargo & Co.
-19.45%
Shares672.5K
Event2026-03-31
Filed2026-05-07
NTAP
NetApp Inc.
-2.47%
Shares493.1K
Event2026-03-31
Filed2026-05-07
Berkshire Hathaway Inc.
Berkshire Hathaway Inc.
-3.62%
Shares104.8K
Event2026-03-31
Filed2026-05-07
The Cigna Group
The Cigna Group
-1.85%
Shares185.1K
Event2026-03-31
Filed2026-05-07
CSCO
Cisco Systems, Inc.
-3.60%
Shares623.9K
Event2026-03-31
Filed2026-05-07
AYI
Acuity Inc.
-5.43%
Shares170.8K
Event2026-03-31
Filed2026-05-07
COF
Capital One Financial Corp.
-5.03%
Shares261.7K
Event2026-03-31
Filed2026-05-07
Alphabet Inc.
Alphabet Inc.
-31.53%
Shares163.0K
Event2026-03-31
Filed2026-05-07
ZM
Zoom Communications Inc.
567.74%
Shares579.8K
Event2026-03-31
Filed2026-05-07
ADBE
Adobe Inc
15.64%
Shares182.4K
Event2026-03-31
Filed2026-05-07
BMY
Bristol-Myers Squibb Company
-3.74%
Shares729.8K
Event2026-03-31
Filed2026-05-07
GNTX
Gentex Corp
642.41%
Shares2.0M
Event2026-03-31
Filed2026-05-07
SiriusXM Holdings Inc
SiriusXM Holdings Inc
-3.12%
Shares1.8M
Event2026-03-31
Filed2026-05-07
JNJ
Johnson & Johnson
-25.33%
Shares171.3K
Event2026-03-31
Filed2026-05-07
PYPL
Paypal Holdings Inc.
-2.71%
Shares915.8K
Event2026-03-31
Filed2026-05-07
CCK
Crown Holdings Inc
-3.79%
Shares409.2K
Event2026-03-31
Filed2026-05-07
SNA
Snap-On Incorporated
676.95%
Shares107.1K
Event2026-03-31
Filed2026-05-07
SSNC
SS&C Technologies Holdings Inc.
25.23%
Shares559.3K
Event2026-03-31
Filed2026-05-07
UNH
UnitedHealth Group Inc.
-6.98%
Shares132.9K
Event2026-03-31
Filed2026-05-07
ELV
Elevance Health Inc.
-4.04%
Shares120.8K
Event2026-03-31
Filed2026-05-07
DBX
Dropbox Inc
-14.92%
Shares1.6M
Event2026-03-31
Filed2026-05-07
SYY
Sysco Corporation
-21.49%
Shares494.4K
Event2026-03-31
Filed2026-05-07
WCC
Wesco International, Inc.
-4.58%
Shares126.6K
Event2026-03-31
Filed2026-05-07
MAS
Masco Corporation
-3.63%
Shares568.1K
Event2026-03-31
Filed2026-05-07
DOX
Amdocs Limited
-3.34%
Shares518.3K
Event2026-03-31
Filed2026-05-07
PHM
Pulte Group Inc
New
Shares252.2K
Event2026-03-31
Filed2026-05-07
ACI
Albertsons Companies Inc.
-3.64%
Shares1.7M
Event2026-03-31
Filed2026-05-07
BLDR
Builders Firstsource, Inc.
-3.73%
Shares358.1K
Event2026-03-31
Filed2026-05-07
BRC
Brady Corp
-4.51%
Shares196.7K
Event2026-03-31
Filed2026-05-07
FFIV
F5 Inc
3.37%
Shares53.2K
Event2026-03-31
Filed2026-05-07
LDOS
Leidos Holdings Inc
8.86%
Shares94.4K
Event2026-03-31
Filed2026-05-07
GHC
Graham Holdings Co
6.85%
Shares12.8K
Event2026-03-31
Filed2026-05-07
EXEL
Exelixis, Inc.
6.11%
Shares311.9K
Event2026-03-31
Filed2026-05-07
META
Meta Platforms Inc
-0.91%
Shares21.1K
Event2026-03-31
Filed2026-05-07
NBIX
Neurocrine Biosciences Inc
24.04%
Shares87.7K
Event2026-03-31
Filed2026-05-07
CVS
CVS Health Corp
5.11%
Shares160.0K
Event2026-03-31
Filed2026-05-07
FOXA
Fox Corporation
17.12%
Shares186.8K
Event2026-03-31
Filed2026-05-07
SAIC
Science Applications International Corp.
1.80%
Shares109.9K
Event2026-03-31
Filed2026-05-07
DCI
Donaldson Co Inc
-8.27%
Shares122.7K
Event2026-03-31
Filed2026-05-07
Lam Research Corporation
Lam Research Corporation
-22.43%
Shares36.6K
Event2026-03-31
Filed2026-05-07
CART
Maplebear Inc.
-3.82%
Shares203.8K
Event2026-03-31
Filed2026-05-07
ENS
EnerSys
New
Shares43.1K
Event2026-03-31
Filed2026-05-07
WMT
Walmart Inc
-84.09%
Shares57.0K
Event2026-03-31
Filed2026-05-07
MKL
Markel Group Inc
-9.38%
Shares3.6K
Event2026-03-31
Filed2026-05-07
AMGN
Amgen Inc.
-11.61%
Shares19.3K
Event2026-03-31
Filed2026-05-07
GTX
Garrett Motion Inc
0.65%
Shares368.1K
Event2026-03-31
Filed2026-05-07
ADSK
Autodesk Inc
23.93%
Shares27.8K
Event2026-03-31
Filed2026-05-07
MLI
Mueller Industries Inc.
63.23%
Shares59.9K
Event2026-03-31
Filed2026-05-07
INCY
Incyte Corporation.
9.08%
Shares67.6K
Event2026-03-31
Filed2026-05-07
CHKP
Check Point Software Technologies Ltd.
-48.52%
Shares43.0K
Event2026-03-31
Filed2026-05-07
ITRN
Ituran
-24.25%
Shares123.9K
Event2026-03-31
Filed2026-05-07
PRDO
Perdoceo Education Corp.
39.33%
Shares160.2K
Event2026-03-31
Filed2026-05-07
ALNT
Allient Inc
-15.84%
Shares100.8K
Event2026-03-31
Filed2026-05-07
AAPL
Apple Inc.
-1.16%
Shares22.7K
Event2026-03-31
Filed2026-05-07
MSFT
Microsoft Corp.
-25.24%
Shares15.5K
Event2026-03-31
Filed2026-05-07
AOS
Smith(Ao)Corp
-22.56%
Shares83.4K
Event2026-03-31
Filed2026-05-07
AXP
American Express Company
-1.49%
Shares17.9K
Event2026-03-31
Filed2026-05-07
GILD
Gilead Sciences Inc.
-2.69%
Shares37.8K
Event2026-03-31
Filed2026-05-07
CWCO
Consd Water Co
0.64%
Shares157.3K
Event2026-03-31
Filed2026-05-07
CB
Chubb Ltd. Switzerland
42.18%
Shares15.9K
Event2026-03-31
Filed2026-05-07
SYF
Synchrony Financial
31.76%
Shares73.4K
Event2026-03-31
Filed2026-05-07
AJG
Gallagher Aj &Co
63.32%
Shares22.5K
Event2026-03-31
Filed2026-05-07
FHI
Federated Hermes Inc
0.64%
Shares85.9K
Event2026-03-31
Filed2026-05-07
CTSH
Cognizant Technology Solutions Corp.
47.16%
Shares78.9K
Event2026-03-31
Filed2026-05-07
ACIW
ACI Worldwide Inc
0.63%
Shares116.2K
Event2026-03-31
Filed2026-05-07
UFPI
UFP Industries Inc
26.42%
Shares51.6K
Event2026-03-31
Filed2026-05-07
ZION
Zions Bancorporation Natl Assn Global Bank
8.29%
Shares82.0K
Event2026-03-31
Filed2026-05-07
FELE
Franklin Electric Co Inc
29.22%
Shares50.9K
Event2026-03-31
Filed2026-05-07
FTDR
Frontdoor Inc
New
Shares87.1K
Event2026-03-31
Filed2026-05-07
YALA
Yalla Group Limited
52.85%
Shares738.2K
Event2026-03-31
Filed2026-05-07
VNT
Vontier Corporation
0.63%
Shares125.3K
Event2026-03-31
Filed2026-05-07
AIT
Applied Industrial Technologies Inc.
-30.50%
Shares16.7K
Event2026-03-31
Filed2026-05-07
EOG
EOG Resources Inc.
4.19%
Shares30.6K
Event2026-03-31
Filed2026-05-07
ESNT
Essent Group Ltd.
0.63%
Shares75.5K
Event2026-03-31
Filed2026-05-07
KOP
Koppers Holdings Inc
0.65%
Shares113.1K
Event2026-03-31
Filed2026-05-07
SMPL
Simply Good Foods Company
44.76%
Shares302.0K
Event2026-03-31
Filed2026-05-07
ST
Sensata Technologies Holding PLC
0.65%
Shares122.3K
Event2026-03-31
Filed2026-05-07
CAT
Caterpillar Inc
-20.19%
Shares6.0K
Event2026-03-31
Filed2026-05-07
CRD.A
Crawford & Co
2.45%
Shares425.8K
Event2026-03-31
Filed2026-05-07
VMI
Valmont Industries, Inc.
0.64%
Shares10.1K
Event2026-03-31
Filed2026-05-07
SOLV
Solventum Corp.
8.27%
Shares60.8K
Event2026-03-31
Filed2026-05-07
CSV
Carriage Services, Inc.
0.65%
Shares86.4K
Event2026-03-31
Filed2026-05-07
PCTY
Paylocity Holding Corporation
New
Shares36.5K
Event2026-03-31
Filed2026-05-07
HAE
Haemonetics Corp
New
Shares68.7K
Event2026-03-31
Filed2026-05-07
CTS
CTS Corporation
57.69%
Shares81.0K
Event2026-03-31
Filed2026-05-07
HG
Hamilton Insurance Group Ltd.
44.92%
Shares127.3K
Event2026-03-31
Filed2026-05-07
WEX
WEX Inc
New
Shares24.3K
Event2026-03-31
Filed2026-05-07
ALRM
Alarm.com Holdings Inc.
0.63%
Shares83.2K
Event2026-03-31
Filed2026-05-07
OPCH
Option Care Health Inc
0.64%
Shares132.7K
Event2026-03-31
Filed2026-05-07
MTG
MGIC Investment Corp.
0.64%
Shares130.8K
Event2026-03-31
Filed2026-05-07
CRTO
Criteo S.A
0.64%
Shares191.2K
Event2026-03-31
Filed2026-05-07
HRB
Block(H&R)Inc
9.68%
Shares106.0K
Event2026-03-31
Filed2026-05-07
MMS
Maximus Inc
142.48%
Shares52.3K
Event2026-03-31
Filed2026-05-07
NOMD
Nomad Foods Ltd.
0.63%
Shares313.8K
Event2026-03-31
Filed2026-05-07
QLYS
Qualys Inc
0.64%
Shares32.8K
Event2026-03-31
Filed2026-05-07
SPY
State Street Spdr S&p 500 Etf Trust
21.70%
Shares4.4K
Event2026-03-31
Filed2026-05-07
OPRA
Opera Limited
New
Shares154.6K
Event2026-03-31
Filed2026-05-07
FDS
FactSet Research Systems Inc.
New
Shares10.1K
Event2026-03-31
Filed2026-05-07
DSGX
Descartes Systems Group Inc.
New
Shares30.4K
Event2026-03-31
Filed2026-05-07
GCT
GigaCloud Technology Inc.
New
Shares43.8K
Event2026-03-31
Filed2026-05-07
FUL
H B Fuller Company
New
Shares31.9K
Event2026-03-31
Filed2026-05-07
FNB
F N B Corp (Pennsylvania)
New
Shares115.7K
Event2026-03-31
Filed2026-05-07
AZZ
AZZ Inc
New
Shares15.1K
Event2026-03-31
Filed2026-05-07
WDAY
Workday Inc
New
Shares14.4K
Event2026-03-31
Filed2026-05-07
MMSI
Merit Medical Systems Inc.
New
Shares26.7K
Event2026-03-31
Filed2026-05-07
ICSH
iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF
0.00%
Shares36.4K
Event2026-03-31
Filed2026-05-07
AXS
AXIS Capital Holdings Limited
0.63%
Shares17.6K
Event2026-03-31
Filed2026-05-07
NSSC
NAPCO Security Technologies Inc.
0.65%
Shares44.8K
Event2026-03-31
Filed2026-05-07
ADUS
Addus Homecare Corp
New
Shares18.4K
Event2026-03-31
Filed2026-05-07
AGCO
Agco Corporation
New
Shares14.6K
Event2026-03-31
Filed2026-05-07
LRN
Stride Inc
0.65%
Shares14.9K
Event2026-03-31
Filed2026-05-07
CMI
Cummins Inc.
-7.54%
Shares1.4K
Event2026-03-31
Filed2026-05-07
COST
Costco Wholesale Corporation
0.00%
Shares763
Event2026-03-31
Filed2026-05-07
Merck & Co., Inc
Merck & Co., Inc
13.71%
Shares4.2K
Event2026-03-31
Filed2026-05-07
EBF
Ennis Inc
0.00%
Shares22.6K
Event2026-03-31
Filed2026-05-07
BSV
Vanguard Bond Index Funds SHORT TRM BOND
0.62%
Shares6.0K
Event2026-03-31
Filed2026-05-07
VCSH
Vanguard Scottsdale Funds SHRT TRM CORP BD
0.72%
Shares5.8K
Event2026-03-31
Filed2026-05-07
OVLY
OAK Valley Bancorp
0.00%
Shares14.2K
Event2026-03-31
Filed2026-05-07
VGSH
Vanguard Scottsdale Funds SHORT TERM TREAS
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-07
ATEN
A10 Networks Inc
0.00%
Shares19.7K
Event2026-03-31
Filed2026-05-07
Liberty Media Corp Del
Liberty Media Corp Del
-46.48%
Shares5.3K
Event2026-03-31
Filed2026-05-07
GRC
Gorman-Rupp Co
33.46%
Shares7.3K
Event2026-03-31
Filed2026-05-07
Professionally Managed Portfolios AKRE FOCUS ETF
Professionally Managed Portfolios AKRE FOCUS ETF
0.00%
Shares8.2K
Event2026-03-31
Filed2026-05-07
MD
Pediatrix Medical Group Inc
21.96%
Shares19.8K
Event2026-03-31
Filed2026-05-07
TSBK
Timberland Bancorp inc.
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-07
NWPX
NWPX Infrastructure Inc.
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-07
ODC
Oil-Dri Corporation Of America
28.11%
Shares6.1K
Event2026-03-31
Filed2026-05-07
BAC
Bank of America Corp.
-1.22%
Shares8.1K
Event2026-03-31
Filed2026-05-07
VVX
V2X Inc
33.84%
Shares5.7K
Event2026-03-31
Filed2026-05-07
ADEA
Adeia Inc.
0.00%
Shares15.7K
Event2026-03-31
Filed2026-05-07
ACEL
Accel Entertainment Inc
0.00%
Shares33.0K
Event2026-03-31
Filed2026-05-07
TNK
Teekay Tankers Ltd.
New
Shares4.9K
Event2026-03-31
Filed2026-05-07
HLIT
Harmonic Inc
167.27%
Shares38.9K
Event2026-03-31
Filed2026-05-07
DOLE
Dole PLC
48.60%
Shares24.2K
Event2026-03-31
Filed2026-05-07
AZO
Autozone, Inc.
-9.73%
Shares102
Event2026-03-31
Filed2026-05-07
UTMD
Utah Medical Products Inc.
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-07
XPEL
Xpel Inc.
0.00%
Shares7.6K
Event2026-03-31
Filed2026-05-07
CPRX
Catalyst Pharmaceuticals Inc.
New
Shares13.5K
Event2026-03-31
Filed2026-05-07
III
Information Services Group Inc.
0.00%
Shares86.3K
Event2026-03-31
Filed2026-05-07
AHCO
AdaptHealth Corporation
31.12%
Shares27.3K
Event2026-03-31
Filed2026-05-07
WNEB
Western New England Bancorp Inc
-15.32%
Shares25.1K
Event2026-03-31
Filed2026-05-07
TNC
Tennant Co
47.75%
Shares4.8K
Event2026-03-31
Filed2026-05-07
HCI
HCI Group, Inc.
35.12%
Shares2.0K
Event2026-03-31
Filed2026-05-07
RLGT
Radiant Logistics Inc.
-23.58%
Shares42.3K
Event2026-03-31
Filed2026-05-07
CRAI
CRA International Inc.
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-07
INMD
Inmode Limited
New
Shares21.0K
Event2026-03-31
Filed2026-05-07
MCK
Mckesson Corp.
0.00%
Shares331
Event2026-03-31
Filed2026-05-07
AVAH
Aveanna Healthcare Holdings Inc
32.25%
Shares43.8K
Event2026-03-31
Filed2026-05-07
DAKT
Daktronics Inc.
0.00%
Shares14.3K
Event2026-03-31
Filed2026-05-07
DGII
Digi International Inc.
-48.26%
Shares5.6K
Event2026-03-31
Filed2026-05-07
VRTS
Virtus Investment Partners Inc.
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-07
SCSC
ScanSource Inc.
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-07
ZBRA
Zebra Technologies Corporation
-94.76%
Shares1.1K
Event2026-03-31
Filed2026-05-07
BVS
Bioventus Inc.
0.00%
Shares24.8K
Event2026-03-31
Filed2026-05-07
PG
The Procter & Gamble Co.
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
DV
DoubleVerify Holdings Inc
New
Shares21.0K
Event2026-03-31
Filed2026-05-07
WT
WisdomTree, Inc.
0.00%
Shares11.2K
Event2026-03-31
Filed2026-05-07
MITK
Mitek Systems Inc.
New
Shares11.9K
Event2026-03-31
Filed2026-05-07
HCKT
Hackett Group Inc.
0.00%
Shares11.7K
Event2026-03-31
Filed2026-05-07
JBI
Janus International Group Inc
0.00%
Shares26.2K
Event2026-03-31
Filed2026-05-07
BHC
Bausch Health Companies Inc.
New
Shares20.1K
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available