SEIZERT CAPITAL PARTNERS, LLC Diversified Active

Location: Birmingham, MI

CIK: 0001134283 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 2, 2026

Total Value: $2.367B (100.0% shares, 0.0% debt)

Holdings (178)

GS Goldman Sachs Group, Inc. 3.6%
Value $86.08M Shares 97,931 Est. Cost $339.79 Unrealized +139.4%
WFC Wells Fargo & Co. 3.3%
Value $77.81M Shares 834,922 Est. Cost $42.49 Unrealized +103.9%
QCOM QUALCOMM Inc. 3.2%
Value $76.33M Shares 446,271 Est. Cost $153.67 Unrealized +11.1%
JPM JPMorgan Chase & Co. 3.2%
Value $75.37M Shares 233,894 Est. Cost $70.54 Unrealized +338.8%
GOOGL Alphabet Inc. 3.1%
Value $74.5M Shares 238,028 Est. Cost $150.14 Unrealized +90.2%
REGN Regeneron Pharmaceuticals, Inc. 3.1%
Value $73.1M Shares 94,705 Est. Cost $562.87 Unrealized +20.6%
UTHR United Therapeutics Corporation 3.0%
Value $70.91M Shares 145,522 Est. Cost $324.10 Unrealized +43.7%
COF Capital One Financial Corp. 2.8%
Value $66.79M Shares 275,597 Est. Cost $131.81 Unrealized +68.6%
LKQ LKQ Corporation 2.8%
Value $65.8M Shares 2,178,703 Est. Cost $35.99 Unrealized -16.7%
AYI Acuity Inc. 2.7%
Value $65.01M Shares 180,569 Est. Cost $143.92 Unrealized +151.0%
EXPE Expedia Group Inc 2.7%
Value $63.05M Shares 222,553 Est. Cost $122.30 Unrealized +101.9%
ALSN Allison Transmission Holdings Inc 2.5%
Value $58.88M Shares 601,472 Est. Cost $34.10 Unrealized +156.6%
MTCH Match Group Inc 2.4%
Value $57.21M Shares 1,771,739 Est. Cost $33.02 Unrealized -0.5%
ADBE Adobe Inc 2.3%
Value $55.2M Shares 157,715 Est. Cost $356.90 Unrealized -4.7%
PYPL Paypal Holdings Inc. 2.3%
Value $54.95M Shares 941,254 Est. Cost $70.49 Unrealized -8.0%
BRK/B Berkshire Hathaway Inc. 2.3%
Value $54.63M Shares 108,688 Est. Cost $152.90 Unrealized +225.4%
NTAP NetApp Inc. 2.3%
Value $54.15M Shares 505,604 Est. Cost $60.04 Unrealized +89.3%
CI The Cigna Group 2.2%
Value $51.9M Shares 188,582 Est. Cost $309.52 Unrealized -9.8%
DBX Dropbox Inc 2.1%
Value $50.85M Shares 1,829,098 Est. Cost $28.80 Unrealized +1.1%
CSCO Cisco Systems, Inc. 2.1%
Value $49.85M Shares 647,199 Est. Cost $31.45 Unrealized +134.6%
JNJ Johnson & Johnson 2.0%
Value $47.49M Shares 229,472 Est. Cost $96.55 Unrealized +104.0%
UNH UnitedHealth Group Inc. 2.0%
Value $47.16M Shares 142,874 Est. Cost $369.49 Unrealized -8.7%
SYY Sysco Corporation 2.0%
Value $46.41M Shares 629,781 Est. Cost $68.70 Unrealized +9.9%
ELV Elevance Health Inc. 1.9%
Value $44.15M Shares 125,932 Est. Cost $285.28 Unrealized +18.0%
CCK Crown Holdings Inc 1.8%
Value $43.79M Shares 425,306 Est. Cost $95.38 Unrealized +2.1%
DOX Amdocs Limited 1.8%
Value $43.17M Shares 536,236 Est. Cost $81.35 Unrealized -1.8%
BMY Bristol-Myers Squibb Company 1.7%
Value $40.89M Shares 758,117 Est. Cost $49.35 Unrealized -3.7%
WMT Walmart Inc 1.7%
Value $39.89M Shares 358,090 Est. Cost $48.08 Unrealized +123.0%
SSNC SS&C Technologies Holdings Inc. 1.6%
Value $39.05M Shares 446,648 Est. Cost $79.85 Unrealized +6.8%
BLDR Builders Firstsource, Inc. 1.6%
Value $38.27M Shares 371,997 Est. Cost $157.23 Unrealized -28.5%
SIRI SiriusXM Holdings Inc 1.6%
Value $37.99M Shares 1,900,152 Est. Cost $30.28 Unrealized -29.0%
MAS Masco Corporation 1.6%
Value $37.41M Shares 589,509 Est. Cost $70.27 Unrealized -7.9%
WCC Wesco International, Inc. 1.4%
Value $32.45M Shares 132,650 Est. Cost $183.04 Unrealized +33.8%
ACI Albertsons Companies Inc. 1.3%
Value $30.86M Shares 1,797,475 Est. Cost $15.99 Unrealized +10.3%
BRC Brady Corp 0.7%
Value $16.14M Shares 205,965 Est. Cost $68.08 Unrealized +13.3%
LDOS Leidos Holdings Inc 0.7%
Value $15.64M Shares 86,720 Est. Cost $138.27 Unrealized +36.8%
CHKP Check Point Software Technologies Ltd. 0.7%
Value $15.51M Shares 83,573 Est. Cost $134.11 Unrealized +44.2%
META Meta Platforms Inc 0.6%
Value $14.09M Shares 21,344 Est. Cost $223.07 Unrealized +199.2%
RHI Robert Half Inc. 0.6%
Value $14.02M Shares 516,338 Est. Cost $66.42 Unrealized -57.0%
FFIV F5 Inc 0.6%
Value $13.13M Shares 51,456 Est. Cost $168.29 Unrealized +59.9%
GHC Graham Holdings Co 0.6%
Value $13.12M Shares 11,946 Est. Cost $539.03 Unrealized +97.9%
EXEL Exelixis, Inc. 0.5%
Value $12.88M Shares 293,943 Est. Cost $20.71 Unrealized +99.8%
CVS CVS Health Corp 0.5%
Value $12.08M Shares 152,194 Est. Cost $57.67 Unrealized +36.4%
DCI Donaldson Co Inc 0.5%
Value $11.86M Shares 133,748 Est. Cost $67.18 Unrealized +28.6%
FOXA Fox Corporation 0.5%
Value $11.65M Shares 159,483 Est. Cost $30.57 Unrealized +113.7%
SAIC Science Applications International Corp. 0.5%
Value $10.86M Shares 107,922 Est. Cost $99.65 Unrealized -4.2%
NBIX Neurocrine Biosciences Inc 0.4%
Value $10.02M Shares 70,670 Est. Cost $135.50 Unrealized +6.9%
MSFT Microsoft Corp. 0.4%
Value $9.995M Shares 20,667 Est. Cost $32.59 Unrealized +1436.0%
CART Maplebear Inc. 0.4%
Value $9.53M Shares 211,862 Est. Cost $43.14 Unrealized -5.1%
MKL Markel Group Inc 0.4%
Value $8.637M Shares 4,018 Est. Cost $1050.59 Unrealized +92.8%
TROW Price T Rowe Group Inc. 0.3%
Value $8.205M Shares 80,145 Est. Cost $103.77 Unrealized -1.5%
LRCX Lam Research Corporation 0.3%
Value $8.076M Shares 47,177 Est. Cost $75.71 Unrealized +105.2%
ZM Zoom Communications Inc. 0.3%
Value $7.493M Shares 86,836 Est. Cost $78.54 Unrealized +7.2%
AOS Smith(Ao)Corp 0.3%
Value $7.201M Shares 107,673 Est. Cost $77.91 Unrealized -13.4%
AMGN Amgen Inc. 0.3%
Value $7.161M Shares 21,878 Est. Cost $140.44 Unrealized +125.0%
ITRN Ituran 0.3%
Value $7.034M Shares 163,538 Est. Cost $25.24 Unrealized +55.4%
AXP American Express Company 0.3%
Value $6.716M Shares 18,155 Est. Cost $114.54 Unrealized +211.6%
ADSK Autodesk Inc 0.3%
Value $6.65M Shares 22,466 Est. Cost $222.46 Unrealized +36.0%
ALNT Allient Inc 0.3%
Value $6.441M Shares 119,834 Est. Cost $24.78 Unrealized +111.0%
GTX Garrett Motion Inc 0.3%
Value $6.374M Shares 365,674 Est. Cost $8.02 Unrealized +98.4%
AAPL Apple Inc. 0.3%
Value $6.248M Shares 22,982 Est. Cost $95.09 Unrealized +182.2%
GNTX Gentex Corp 0.3%
Value $6.233M Shares 267,863 Est. Cost $24.11 Unrealized 0.0%
AIT Applied Industrial Technologies Inc. 0.3%
Value $6.174M Shares 24,045 Est. Cost $165.35 Unrealized +54.3%
INCY Incyte Corporation. 0.3%
Value $6.117M Shares 61,933 Est. Cost $76.25 Unrealized +26.9%
ACIW ACI Worldwide Inc 0.2%
Value $5.519M Shares 115,440 Est. Cost $23.21 Unrealized +109.0%
CWCO Consd Water Co 0.2%
Value $5.515M Shares 156,289 Est. Cost $26.42 Unrealized +31.5%
ZBRA Zebra Technologies Corporation 0.2%
Value $5.016M Shares 20,659 Est. Cost $293.94 Unrealized -9.0%
ESNT Essent Group Ltd. 0.2%
Value $4.875M Shares 74,992 Est. Cost $56.36 Unrealized +10.1%
NATL NCR Atleos Corp. 0.2%
Value $4.792M Shares 125,738 Est. Cost $28.96 Unrealized +29.5%
GILD Gilead Sciences Inc. 0.2%
Value $4.77M Shares 38,866 Est. Cost $53.46 Unrealized +126.1%
SNA Snap-On Incorporated 0.2%
Value $4.751M Shares 13,787 Est. Cost $268.63 Unrealized +26.7%
CRD/A Crawford & Co 0.2%
Value $4.676M Shares 415,625 Est. Cost $10.34 Unrealized +6.4%
SYF Synchrony Financial 0.2%
Value $4.648M Shares 55,706 Est. Cost $55.34 Unrealized +37.9%
VNT Vontier Corporation 0.2%
Value $4.629M Shares 124,507 Est. Cost $23.15 Unrealized +65.3%
SOLV Solventum Corp. 0.2%
Value $4.449M Shares 56,148 Est. Cost $74.47 Unrealized +2.8%
CTSH Cognizant Technology Solutions Corp. 0.2%
Value $4.448M Shares 53,590 Est. Cost $67.65 Unrealized +10.4%
FHI Federated Hermes Inc 0.2%
Value $4.443M Shares 85,331 Est. Cost $43.53 Unrealized +15.6%
ZION Zions Bancorporation Natl Assn Global Bank 0.2%
Value $4.431M Shares 75,699 Est. Cost $35.23 Unrealized +54.6%
PBH Prestige Consumer Healthcare Inc 0.2%
Value $4.377M Shares 70,953 Est. Cost $53.59 Unrealized +14.2%
QLYS Qualys Inc 0.2%
Value $4.337M Shares 32,630 Est. Cost $134.47 Unrealized +2.3%
CAT Caterpillar Inc 0.2%
Value $4.323M Shares 7,547 Est. Cost $317.94 Unrealized +74.7%
ALRM Alarm.com Holdings Inc. 0.2%
Value $4.217M Shares 82,647 Est. Cost $65.56 Unrealized -22.2%
MLI Mueller Industries Inc. 0.2%
Value $4.214M Shares 36,705 Est. Cost $44.32 Unrealized +142.2%
HRB Block(H&R)Inc 0.2%
Value $4.21M Shares 96,608 Est. Cost $51.08 Unrealized -9.1%
OPCH Option Care Health Inc 0.2%
Value $4.201M Shares 131,860 Est. Cost $30.46 Unrealized -3.6%
SMPL Simply Good Foods Company 0.2%
Value $4.189M Shares 208,597 Est. Cost $22.70 Unrealized -8.3%
PLUS Eplus Inc 0.2%
Value $4.171M Shares 47,555 Est. Cost $77.46 Unrealized +6.5%
ST Sensata Technologies Holding PLC 0.2%
Value $4.046M Shares 121,530 Est. Cost $31.79 Unrealized +0.6%
VMI Valmont Industries, Inc. 0.2%
Value $4.034M Shares 10,027 Est. Cost $321.54 Unrealized +26.6%
CRTO Criteo S.A 0.2%
Value $3.915M Shares 189,971 Est. Cost $33.04 Unrealized
NOMD Nomad Foods Ltd. 0.2%
Value $3.901M Shares 311,797 Est. Cost $20.62 Unrealized -40.8%
MTG MGIC Investment Corp. 0.2%
Value $3.798M Shares 129,989 Est. Cost $26.87 Unrealized +4.5%
FELE Franklin Electric Co Inc 0.2%
Value $3.76M Shares 39,358 Est. Cost $95.07 Unrealized 0.0%
UFPI UFP Industries Inc 0.2%
Value $3.719M Shares 40,842 Est. Cost $107.06 Unrealized -14.5%
IWD iShares Trust RUS 1000 VAL ETF 0.2%
Value $3.697M Shares 17,577 Est. Cost $210.34 Unrealized
GTES Gates Industrial Corp PLC 0.2%
Value $3.671M Shares 170,995 Est. Cost $16.68 Unrealized +38.4%
ENR Energizer Holdings Inc 0.2%
Value $3.659M Shares 183,945 Est. Cost $28.43 Unrealized -25.2%
VIRT Virtu Financial Inc 0.2%
Value $3.645M Shares 109,405 Est. Cost $32.10 Unrealized +6.6%
CSV Carriage Services, Inc. 0.2%
Value $3.632M Shares 85,863 Est. Cost $42.67 Unrealized +1.4%
AJG Gallagher Aj &Co 0.2%
Value $3.571M Shares 13,800 Est. Cost $264.22 Unrealized 0.0%
ICFI ICF International Inc 0.1%
Value $3.509M Shares 41,136 Est. Cost $122.43 Unrealized -30.7%
CB Chubb Ltd. 0.1%
Value $3.486M Shares 11,170 Est. Cost $292.40 Unrealized 0.0%
PRDO Perdoceo Education Corp. 0.1%
Value $3.373M Shares 115,009 Est. Cost $24.18 Unrealized +30.2%
YALA Yalla Group Limited 0.1%
Value $3.352M Shares 482,976 Est. Cost $7.24 Unrealized
EOG EOG Resources Inc. 0.1%
Value $3.084M Shares 29,370 Est. Cost $111.23 Unrealized -3.6%
KOP Koppers Holdings Inc 0.1%
Value $3.044M Shares 112,401 Est. Cost $28.11 Unrealized -0.7%
SPY State Street Spdr S&p 500 Etf Trust 0.1%
Value $2.473M Shares 3,626 Est. Cost $681.92 Unrealized
HG Hamilton Insurance Group Ltd. 0.1%
Value $2.45M Shares 87,809 Est. Cost $22.92 Unrealized +13.2%
REZI Resideo Technologies Inc 0.1%
Value $2.267M Shares 64,548 Est. Cost $31.43 Unrealized +17.8%
CTS CTS Corporation 0.1%
Value $2.202M Shares 51,375 Est. Cost $41.90 Unrealized 0.0%
TOWN TowneBank (Portsmouth Virginia) 0.1%
Value $2.011M Shares 60,265 Est. Cost $33.67 Unrealized 0.0%
WLY Wiley John & Sons Inc. 0.1%
Value $2.009M Shares 65,596 Est. Cost $38.65 Unrealized -9.9%
BCO Brinks Company 0.1%
Value $1.984M Shares 16,999 Est. Cost $104.16 Unrealized +9.5%
AXS AXIS Capital Holdings Limited 0.1%
Value $1.873M Shares 17,494 Est. Cost $99.11 Unrealized +0.2%
MMS Maximus Inc 0.1%
Value $1.863M Shares 21,588 Est. Cost $85.48 Unrealized 0.0%
NSSC NAPCO Security Technologies Inc. 0.1%
Value $1.857M Shares 44,544 Est. Cost $41.96 Unrealized 0.0%
ICSH iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF 0.1%
Value $1.839M Shares 36,356 Est. Cost $50.08 Unrealized
EME Emcor Group Inc 0.1%
Value $1.266M Shares 2,069 Est. Cost $431.96 Unrealized +49.9%
PFE Pfizer Inc. 0.0%
Value $1.024M Shares 41,123 Est. Cost $24.63 Unrealized +1.7%
FWONK Liberty Media Corp Del 0.0%
Value $980K Shares 9,949 Est. Cost $62.30 Unrealized
LRN Stride Inc 0.0%
Value $959K Shares 14,774 Est. Cost $144.77 Unrealized -37.3%
OSPN Onespan Inc 0.0%
Value $800K Shares 62,325 Est. Cost $15.12 Unrealized -10.8%
CMI Cummins Inc. 0.0%
Value $792K Shares 1,551 Est. Cost $126.42 Unrealized +268.9%
COST Costco Wholesale Corporation 0.0%
Value $658K Shares 763 Est. Cost $471.27 Unrealized +92.2%
AKRE Professionally Managed Portfolios AKRE FOCUS ETF 0.0%
Value $537K Shares 8,204 Est. Cost $65.51 Unrealized
EPC Edgewell Personal Care Co 0.0%
Value $513K Shares 30,076 Est. Cost $26.90 Unrealized -31.7%
III Information Services Group Inc. 0.0%
Value $499K Shares 86,306 Est. Cost $3.78 Unrealized +47.6%
DGII Digi International Inc. 0.0%
Value $471K Shares 10,876 Est. Cost $26.37 Unrealized +51.9%
BSV Vanguard Bond Index Funds SHORT TRM BOND 0.0%
Value $470K Shares 5,959 Est. Cost $79.12 Unrealized
VCSH Vanguard Scottsdale Funds SHRT TRM CORP BD 0.0%
Value $463K Shares 5,806 Est. Cost $80.12 Unrealized
VGSH Vanguard Scottsdale Funds SHORT TERM TREAS 0.0%
Value $458K Shares 7,806 Est. Cost $61.69 Unrealized
BAC Bank of America Corp. 0.0%
Value $450K Shares 8,174 Est. Cost $23.52 Unrealized +123.9%
TCBX Third Coast Bancshares Inc. 0.0%
Value $443K Shares 11,644 Est. Cost $25.01 Unrealized +53.0%
OVLY OAK Valley Bancorp 0.0%
Value $427K Shares 14,191 Est. Cost $26.39 Unrealized +6.9%
EBF Ennis Inc 0.0%
Value $406K Shares 22,559 Est. Cost $19.30 Unrealized -11.1%
MRK Merck & Co., Inc 0.0%
Value $392K Shares 3,720 Est. Cost $36.03 Unrealized +158.8%
AZO Autozone, Inc. 0.0%
Value $383K Shares 113 Est. Cost $1396.87 Unrealized +170.5%
LEN/B Lennar Corp. 0.0%
Value $383K Shares 4,024 Est. Cost $139.02 Unrealized -18.9%
XPEL Xpel Inc. 0.0%
Value $379K Shares 7,598 Est. Cost $41.80 Unrealized 0.0%
ACEL Accel Entertainment Inc 0.0%
Value $376K Shares 32,989 Est. Cost $10.92 Unrealized -3.6%
WNEB Western New England Bancorp Inc 0.0%
Value $374K Shares 29,620 Est. Cost $6.56 Unrealized +81.6%
TSBK Timberland Bancorp inc. 0.0%
Value $368K Shares 10,285 Est. Cost $30.42 Unrealized +9.8%
NATH Nathans Famous Inc 0.0%
Value $365K Shares 3,902 Est. Cost $74.75 Unrealized +34.5%
CRAI CRA International Inc. 0.0%
Value $365K Shares 1,818 Est. Cost $76.76 Unrealized +145.0%
RLGT Radiant Logistics Inc. 0.0%
Value $350K Shares 55,352 Est. Cost $5.69 Unrealized +9.0%
ATEN A10 Networks Inc 0.0%
Value $349K Shares 19,747 Est. Cost $14.74 Unrealized +19.6%
MD Pediatrix Medical Group Inc 0.0%
Value $347K Shares 16,234 Est. Cost $16.61 Unrealized +23.4%
PKBK Parke Bancorp Inc. 0.0%
Value $335K Shares 13,363 Est. Cost $18.77 Unrealized +19.1%
WINA Winmark Corp. 0.0%
Value $329K Shares 813 Est. Cost $384.65 Unrealized +11.2%
NWPX NWPX Infrastructure Inc. 0.0%
Value $324K Shares 5,189 Est. Cost $47.78 Unrealized +20.7%
HSTM HealthStream Inc. 0.0%
Value $318K Shares 13,776 Est. Cost $24.65 Unrealized +2.0%
UTMD Utah Medical Products Inc. 0.0%
Value $304K Shares 5,436 Est. Cost $80.77 Unrealized -28.2%
VRTS Virtus Investment Partners Inc. 0.0%
Value $287K Shares 1,760 Est. Cost $181.92 Unrealized -9.0%
DAKT Daktronics Inc. 0.0%
Value $282K Shares 14,261 Est. Cost $19.12 Unrealized 0.0%
HCI HCI Group, Inc. 0.0%
Value $278K Shares 1,452 Est. Cost $188.36 Unrealized 0.0%
MCK Mckesson Corp. 0.0%
Value $272K Shares 331 Est. Cost $615.89 Unrealized +32.4%
AVAH Aveanna Healthcare Holdings Inc 0.0%
Value $271K Shares 33,149 Est. Cost $5.11 Unrealized +76.7%
ADEA Adeia Inc. 0.0%
Value $270K Shares 15,661 Est. Cost $11.35 Unrealized +30.3%
KRT Karat Packaging Inc. 0.0%
Value $265K Shares 11,755 Est. Cost $22.87 Unrealized +1.2%
HDSN Hudson Technologes Inc 0.0%
Value $260K Shares 38,023 Est. Cost $10.16 Unrealized -22.4%
GRC Gorman-Rupp Co 0.0%
Value $260K Shares 5,442 Est. Cost $46.57 Unrealized 0.0%
IDT IDT Corp 0.0%
Value $257K Shares 5,023 Est. Cost $50.12 Unrealized 0.0%
SCSC ScanSource Inc. 0.0%
Value $252K Shares 6,441 Est. Cost $45.32 Unrealized -8.9%
NXST Nexstar Media Group Inc 0.0%
Value $249K Shares 1,226 Est. Cost $191.50 Unrealized +0.7%
ASGN Asgn Incorporated 0.0%
Value $245K Shares 5,082 Est. Cost $46.10 Unrealized 0.0%
DOLE Dole PLC 0.0%
Value $244K Shares 16,268 Est. Cost $14.72 Unrealized -5.4%
ADP Automatic Data Processing, Inc. 0.0%
Value $242K Shares 941 Est. Cost $147.45 Unrealized +79.6%
LEGH Legacy Housing Corp. 0.0%
Value $242K Shares 12,376 Est. Cost $21.42 Unrealized 0.0%
TNC Tennant Co 0.0%
Value $239K Shares 3,246 Est. Cost $81.24 Unrealized -6.2%
ODC Oil-Dri Corporation Of America 0.0%
Value $231K Shares 4,728 Est. Cost $55.41 Unrealized 0.0%
VVX V2X Inc 0.0%
Value $231K Shares 4,229 Est. Cost $53.46 Unrealized +5.2%
HCKT Hackett Group Inc. 0.0%
Value $230K Shares 11,732 Est. Cost $23.26 Unrealized -18.4%
PG The Procter & Gamble Co. 0.0%
Value $215K Shares 1,500 Est. Cost $129.79 Unrealized +13.4%
AHCO AdaptHealth Corporation 0.0%
Value $207K Shares 20,825 Est. Cost $10.06 Unrealized -5.1%
BVS Bioventus Inc. 0.0%
Value $184K Shares 24,758 Est. Cost $9.94 Unrealized -27.7%
JBI Janus International Group Inc 0.0%
Value $172K Shares 26,245 Est. Cost $8.45 Unrealized -7.8%
HLIT Harmonic Inc 0.0%
Value $144K Shares 14,543 Est. Cost $9.12 Unrealized +10.4%
WT WisdomTree, Inc. 0.0%
Value $137K Shares 11,211 Est. Cost $13.36 Unrealized -9.6%