What Seizert Capital Partners, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1134283 · Filed Aug 5, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 479.7K |
| −2.7% |
| $74.2M |
| 3.1% |
JPMJPMorgan Chase & Co | 216.9K | −3.6% | $71M | 2.9% |
CSCOCisco Systems, Inc. | 597.6K | −4.2% | $70.2M | 2.9% |
QCOMQualcomm Inc | 359.6K | −17.8% | $66.4M | 2.7% |
GSGoldman Sachs Group Inc | 65.5K | −3.5% | $66.2M | 2.7% |
Berkshire Hathaway Inc.CL B NEW | 126.5K | +20.7% | $63.3M | 2.6% |
EXPEExpedia Group, Inc. | 246.6K | −4.0% | $63.1M | 2.6% |
SNASnap-on Inc | 150.6K | +40.6% | $60.6M | 2.5% |
GNTXGentex Corp | 2.3M | +17.5% | $59M | 2.4% |
ALSNAllison Transmission Holdings Inc | 512.2K | −2.2% | $57.7M | 2.4% |
ZMZoom Communications, Inc. | 668.8K | +15.3% | $57.7M | 2.4% |
LKQLKQ Corp | 2.2M | −1.0% | $56.9M | 2.4% |
AYIAcuity Inc. (DE) | 148.7K | −12.9% | $56M | 2.3% |
GOOGLAlphabet Inc. | 154.6K | −5.2% | $55.2M | 2.3% |
WFCWells Fargo & Company | 647.5K | −3.7% | $53.5M | 2.2% |
PHMPultegroup Inc | 380.7K | +51.0% | $52.2M | 2.2% |
COFCapital One Financial Corp | 259.2K | −1.0% | $52M | 2.1% |
CICigna Group | 188K | +1.6% | $51.8M | 2.1% |
MASMasco Corp | 625.6K | +10.1% | $50.9M | 2.1% |
ELVElevance Health, Inc. | 120.9K | +0.1% | $46.8M | 1.9% |
NBIXNeurocrine Biosciences Inc | 277.3K | +216.4% | $46.7M | 1.9% |
UNHUnitedHealth Group Inc | 112K | −15.7% | $46.5M | 1.9% |
REGNRegeneron Pharmaceuticals, Inc. | 71.2K | −16.9% | $44.4M | 1.8% |
METAMeta Platforms, Inc. | 77.9K | +268.4% | $43.9M | 1.8% |
CCKCrown Holdings, Inc. | 391.8K | −4.2% | $43.8M | 1.8% |
WCCWesco International Inc | 121.2K | −4.2% | $41.9M | 1.7% |
UTHRUNITED THERAPEUTICS Corp | 76.8K | −26.6% | $41.6M | 1.7% |
JNJJohnson & Johnson | 162.7K | −5.0% | $41.3M | 1.7% |
SSNCSS&C Technologies Holdings Inc | 648.6K | +16.0% | $40.2M | 1.7% |
SYYSysco Corp | 473.7K | −4.2% | $39.6M | 1.6% |
BMYBristol Myers Squibb Co | 667.9K | −8.5% | $38.5M | 1.6% |
ADBEAdobe Inc. | 185.9K | +1.9% | $38.1M | 1.6% |
PYPLPayPal Holdings, Inc. | 871K | −4.9% | $37.6M | 1.6% |
BLDRBuilders FirstSource, Inc. | 343.2K | −4.2% | $30.7M | 1.3% |
DOXAmdocs Ltd | 501.6K | −3.2% | $25.4M | 1% |
FFIVF5, Inc. | 52.9K | −0.5% | $22M | 0.9% |
BRCBrady Corp | 205.7K | +4.6% | $18.8M | 0.8% |
FTDRFrontdoor, Inc. | 229.4K | +163.4% | $17.8M | 0.7% |
GHCGraham Holdings Co | 15.2K | +19.5% | $17.4M | 0.7% |
EXELExelixis, Inc. | 283.3K | −9.2% | $15.4M | 0.6% |
CVSCVS HEALTH Corp | 147.3K | −7.9% | $15.2M | 0.6% |
LRCXLAM Research Corp | 32.1K | −12.4% | $13.9M | 0.6% |
LDOSLeidos Holdings, Inc. | 132.3K | +40.1% | $13.6M | 0.6% |
CARTMaplebear Inc. | 268K | +31.5% | $12.7M | 0.5% |
SAICScience Applications International Corp | 114K | +3.8% | $12.6M | 0.5% |
ENSEnerSys | 51.4K | +19.3% | $12M | 0.5% |
DCIDONALDSON Co INC | 126.3K | +2.9% | $11.3M | 0.5% |
ADSKAutodesk, Inc. | 56.8K | +103.9% | $11M | 0.5% |
MLIMueller Industries Inc | 79.5K | +32.6% | $9.8M | 0.4% |
MKLMarkel Group Inc. | 4.8K | +33.0% | $9.5M | 0.4% |
INCYIncyte Corp | 77.3K | +14.4% | $8.8M | 0.4% |
GTXGarrett Motion Inc. | 225.7K | −38.7% | $8.2M | 0.3% |
MSFTMicrosoft Corp | 21.4K | +38.5% | $8M | 0.3% |
ZIONZions Bancorporation, National Association | 112.5K | +37.3% | $7.8M | 0.3% |
SYFSynchrony Financial | 100.7K | +37.2% | $7.7M | 0.3% |
ITRNIturan Location & Control Ltd. | 119.6K | −3.5% | $7.3M | 0.3% |
AJGArthur J. Gallagher & Co. | 30.9K | +37.2% | $7.1M | 0.3% |
AMGNAmgen Inc | 18.9K | −2.2% | $6.8M | 0.3% |
SOLVSolventum Corp | 83.6K | +37.5% | $6.4M | 0.3% |
AAPLApple Inc. | 22.2K | −2.2% | $6.4M | 0.3% |
CATCaterpillar Inc | 6K | ±0% | $6.4M | 0.3% |
ACIWACI Worldwide, Inc. | 126K | +8.5% | $6.3M | 0.3% |
STSensata Technologies Holding plc | 132.7K | +8.5% | $6.3M | 0.3% |
WMTWalmart Inc. | 55.7K | −2.3% | $6.3M | 0.3% |
FELEFranklin Electric Co Inc | 55.2K | +8.5% | $5.9M | 0.2% |
AXPAmerican Express Co | 17.4K | −2.5% | $5.9M | 0.2% |
YALAYalla Group Ltd | 1.1M | +44.9% | $5.9M | 0.2% |
MTGMgic Investment Corp | 203.3K | +55.4% | $5.7M | 0.2% |
CTSCTS Corp | 87.9K | +8.5% | $5.7M | 0.2% |
ZTSZoetis Inc. | 78.3K | New | $5.6M | 0.2% |
HRBH&R Block Inc | 146.4K | +38.2% | $5.6M | 0.2% |
PRDOPERDOCEO EDUCATION Corp | 173.8K | +8.5% | $5.6M | 0.2% |
PCTYPaylocity Holding Corp | 53K | +45.3% | $5.5M | 0.2% |
CHKPCheck Point Software Technologies Ltd | 42K | −2.3% | $5.5M | 0.2% |
AITApplied Industrial Technologies Inc | 16.3K | −2.4% | $5.5M | 0.2% |
MMSIMerit Medical Systems Inc | 79.5K | +197.2% | $5.5M | 0.2% |
KOPKoppers Holdings Inc. | 122.7K | +8.5% | $5.5M | 0.2% |
ALRMAlarm.com Holdings, Inc. | 116.8K | +40.4% | $5.5M | 0.2% |
CBChubb Ltd | 15.9K | ±0% | $5.4M | 0.2% |
VNTVontier Corp | 181.8K | +45.1% | $5.3M | 0.2% |
ESNTEssent Group Ltd. | 81.8K | +8.4% | $5.3M | 0.2% |
REPXRiley Exploration Permian, Inc. | 159K | New | $5.2M | 0.2% |
WEXWEX Inc. | 36.7K | +51.0% | $5.2M | 0.2% |
Crawford & CoCL A | 458.4K | +7.7% | $5.2M | 0.2% |
OPRAOpera Ltd | 257.5K | +66.6% | $5.1M | 0.2% |
CTSHCognizant Technology Solutions Corp | 129.6K | +64.3% | $5M | 0.2% |
NOMDNomad Foods Ltd | 440.8K | +40.5% | $4.8M | 0.2% |
GILDGilead Sciences, Inc. | 37.8K | ±0% | $4.8M | 0.2% |
MMSMaximus, Inc. | 84.7K | +61.9% | $4.6M | 0.2% |
AOSSmith a O Corp | 71.3K | −14.5% | $4.5M | 0.2% |
SMPLSimply Good Foods Co | 327.6K | +8.5% | $4.4M | 0.2% |
FULFuller H B Co | 71.3K | +123.5% | $4.2M | 0.2% |
DSGXDescartes Systems Group Inc | 57.7K | +90.2% | $4M | 0.2% |
EOGEOG Resources Inc | 30.6K | ±0% | $4M | 0.2% |
MYEMyers Industries Inc | 107.4K | New | $3.8M | 0.2% |
CRTOCriteo S.A. | 207.4K | +8.5% | $3.8M | 0.2% |
ADUSAddus HomeCare Corp | 36.5K | +97.8% | $3.7M | 0.2% |
CSVCarriage Services Inc | 93.7K | +8.5% | $3.6M | 0.1% |
UBERUber Technologies, Inc | 48.5K | New | $3.5M | 0.1% |
HGHamilton Insurance Group, Ltd. | 101.2K | −20.5% | $3.4M | 0.1% |
PLOWDouglas Dynamics, Inc | 62.6K | New | $3.4M | 0.1% |
LRNStride, Inc. | 38.9K | +161.7% | $3.4M | 0.1% |
ECPGEncore Capital Group Inc | 35.5K | New | $3.3M | 0.1% |
MSAMSA Safety Inc | 18.5K | New | $3.2M | 0.1% |
CNMCore & Main, Inc. | 64.4K | New | $3.1M | 0.1% |
OPCHOption Care Health, Inc. | 143.9K | +8.5% | $3M | 0.1% |
OGCOceanaGold Corp | 110.5K | New | $2.8M | 0.1% |
MCBMetropolitan Bank Holding Corp. | 27.8K | New | $2.7M | 0.1% |
CNXNPC Connection Inc | 36.8K | New | $2.7M | 0.1% |
GICGLOBAL INDUSTRIAL Co | 79.5K | New | $2.7M | 0.1% |
AZZAZZ Inc | 16.4K | +8.5% | $2.5M | 0.1% |
FNBFNB Corp | 125.5K | +8.5% | $2.4M | 0.1% |
AGCOAGCO Corp | 15.8K | +8.5% | $1.9M | 0.1% |
NSSCNapco Security Technologies, Inc | 48.6K | +8.5% | $1.8M | 0.1% |
iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETFULTRA SHORT DUR | 36.4K | ±0% | $1.8M | 0.1% |
FOXAFox Corp | 23.4K | −87.5% | $1.2M | 0.1% |
CMICummins Inc | 1.4K | ±0% | $1M | 0.1% |
ABBVAbbVie Inc. | 4K | New | $1M | 0.1% |
COSTCostco Wholesale Corp | 763 | ±0% | $713.8K | 0.1% |
BLKBlackRock, Inc. | 712 | New | $684.6K | 0.1% |
ODCOil-Dri Corp of America | 6.1K | +0.0% | $619.3K | 0.1% |
NWPXNWPX Infrastructure, Inc. | 4.1K | −21.6% | $610K | 0.1% |
MRKMerck & Co., Inc. | 4.2K | ±0% | $543.6K | 0.1% |
FWONKLiberty Media Corp | 5.3K | ±0% | $506.6K | 0.1% |
MDPediatrix Medical Group, Inc. | 19.8K | +0.1% | $501.8K | 0.1% |
AVAHAveanna Healthcare Holdings, Inc. | 57.5K | +31.2% | $493.1K | 0.1% |
OVLYOak Valley Bancorp | 14.2K | +0.0% | $479.1K | 0.1% |
Vanguard Bond Index Funds SHORT TRM BONDSHORT TRM BOND | 6.1K | +1.0% | $471.7K | 0.1% |
Vanguard Scottsdale Funds SHRT TRM CORP BDSHRT TRM CORP BD | 5.9K | +1.1% | $467.3K | 0.1% |
TSBKTimberland Bancorp Inc | 10.3K | +0.0% | $461.1K | 0.1% |
BACBank of America Corp | 8.1K | ±0% | $460.1K | 0.1% |
EBFEnnis, Inc. | 21.5K | −4.6% | $457.3K | 0.1% |
Vanguard Scottsdale Funds SHORT TERM TREASSHORT TERM TREAS | 7.8K | ±0% | $454.3K | 0.1% |
MITKMitek Systems Inc | 22.1K | +86.5% | $445.2K | 0.1% |
AHCOAdaptHealth Corp. | 42.5K | +55.7% | $443K | 0.1% |
Professionally Managed Portfolios AKRE FOCUS ETFAKRE FOCUS ETF | 8.2K | ±0% | $436.4K | 0.1% |
DAKTDaktronics Inc | 21.8K | +53.0% | $426.8K | 0.1% |
VVXV2X, Inc. | 5.7K | +0.1% | $422.2K | 0.1% |
TNCTennant Co | 4.8K | +0.0% | $420K | 0.1% |
DVDoubleVerify Holdings, Inc. | 38.6K | +83.9% | $418.1K | 0.1% |
RLGTRadiant Logistics, Inc | 42.3K | +0.0% | $400.4K | 0.1% |
CEGConstellation Energy Corp | 1.6K | New | $394.2K | 0.1% |
WNEBWestern New England Bancorp, Inc. | 26.8K | +7.0% | $383.8K | 0.1% |
UTMDUtah Medical Products Inc | 5.4K | +0.0% | $375.1K | 0.1% |
ABTAbbott Laboratories | 4K | New | $361.1K | 0.1% |
IIIInformation Services Group Inc. | 86.3K | +0.0% | $354.9K | 0.1% |
NEXNNexxen International Ltd. | 38.2K | New | $344.8K | 0.1% |
PFISPeoples Financial Services Corp. | 5.2K | New | $343.4K | 0.1% |
MLABMesa Laboratories Inc | 3.4K | New | $343K | 0.1% |
EMREmerson Electric Co | 2.4K | New | $342.8K | 0.1% |
BCALCalifornia BanCorp | 16.4K | New | $342.7K | 0.1% |
RRBIRed River Bancshares Inc | 3.8K | New | $342.3K | 0.1% |
VMDViemed Healthcare, Inc. | 29.8K | New | $340.2K | 0.1% |
GRCGorman Rupp Co | 3.7K | −49.0% | $339.5K | 0.1% |
SCSCScansource, Inc. | 6.4K | +0.0% | $335.7K | 0.1% |
ALGAlamo Group Inc | 2K | New | $333.4K | 0.1% |
DOLEDole plc | 24.2K | +0.0% | $331.8K | 0.1% |
MGMistras Group, Inc. | 18.9K | New | $330.8K | 0.1% |
BVSBioventus Inc. | 34.9K | +40.9% | $329.4K | 0.1% |
AZOAutoZone Inc | 102 | ±0% | $326K | 0.1% |
STNStantec Inc | 4.7K | New | $324.4K | 0.1% |
TNKTeekay Tankers Ltd. | 4.9K | +0.1% | $318.4K | 0.1% |
INMDInMode Ltd. | 21K | +0.0% | $306.6K | 0.1% |
XPELXPEL, Inc. | 6.1K | −20.0% | $301.3K | 0.1% |
SIRISirius XM Holdings Inc. | 10.1K | −99.5% | $298.1K | 0.1% |
PAHCPhibro Animal Health Corp | 8.6K | New | $271.6K | 0.1% |
MMM3M Co | 1.6K | New | $265.4K | 0.1% |
MCKMcKesson Corp | 331 | ±0% | $250.1K | 0.1% |
KINSKingstone Companies, Inc. | 12.6K | New | $238.9K | 0.1% |
CLMBClimb Global Solutions, Inc. | 10.1K | New | $234.5K | 0.1% |
BKTIBK Technologies Corp | 2.7K | New | $232.6K | 0.1% |
IGICInternational General Insurance Holdings Ltd. | 8.6K | New | $226K | 0.1% |
AMNAMN Healthcare Services Inc | 6.9K | New | $224.8K | 0.1% |
RMRegional Management Corp. | 5.4K | New | $224.3K | 0.1% |
EXCExelon Corp | 4.8K | New | $222.1K | 0.1% |
PGPROCTER & GAMBLE Co | 1.5K | ±0% | $220K | 0.1% |
PRTHPriority Technology Holdings, Inc. | 31.9K | New | $212.9K | 0.1% |
ADPAutomatic Data Processing Inc | 941 | New | $210.7K | 0.1% |
JBIJanus International Group, Inc. | 26.3K | +0.0% | $145.7K | 0.1% |
BHCBausch Health Companies Inc. | 20.1K | +0.0% | $98.9K | 0.1% |
