Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SEIZERT CAPITAL PARTNERS, LLC (CIK 1134283) reported $2.17B across 170 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: REGN ($66.2M, 3.05%), JPM ($66.2M, 3.04%), MTCH ($64.7M, 2.98%), LKQ ($64.2M, 2.95%), UTHR ($62.1M, 2.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals, Inc. | $66.2M | 3.05% | 85,681 | Trimmed |
| 2 | JPM | JPMorgan Chase & Co. | $66.2M | 3.04% | 224,903 | Trimmed |
| 3 | MTCH | Match Group Inc | $64.7M | 2.98% | 2.1M | Added |
| 4 | LKQ | LKQ Corporation | $64.2M | 2.95% | 2.2M | Added |
| 5 | UTHR | United Therapeutics Corporation | $62.1M | 2.86% | 104,667 | Trimmed |
| 6 | ALSN | Allison Transmission Holdings Inc | $61.3M | 2.82% | 523,585 | Trimmed |
| 7 | EXPE | Expedia Group Inc | $59.3M | 2.73% | 256,989 | Added |
| 8 | GS | Goldman Sachs Group, Inc. | $57.4M | 2.64% | 67,886 | Trimmed |
| 9 | QCOM | QUALCOMM Inc. | $56.4M | 2.59% | 437,592 | Trimmed |
| 10 | WFC | Wells Fargo & Co. | $53.5M | 2.46% | 672,543 | Trimmed |
| 11 | NTAP | NetApp Inc. | $50.5M | 2.32% | 493,118 | Trimmed |
| 12 | BRK/B | Berkshire Hathaway Inc. | $50.2M | 2.31% | 104,753 | Trimmed |
| 13 | CI | The Cigna Group | $49.4M | 2.27% | 185,086 | Trimmed |
| 14 | CSCO | Cisco Systems, Inc. | $48.4M | 2.23% | 623,910 | Trimmed |
| 15 | COF | Capital One Financial Corp. | $47.7M | 2.20% | 261,724 | Trimmed |
| 16 | AYI | Acuity Inc. | $47.9M | 2.20% | 170,769 | Trimmed |
| 17 | GOOGL | Alphabet Inc. | $46.9M | 2.16% | 162,977 | Trimmed |
| 18 | ZM | Zoom Communications Inc. | $46.6M | 2.15% | 579,842 | Added |
| 19 | BMY | Bristol-Myers Squibb Company | $44.3M | 2.04% | 729,793 | Trimmed |
| 20 | ADBE | Adobe Inc | $44.3M | 2.04% | 182,377 | Added |
| 21 | GNTX | Gentex Corp | $43.5M | 2.00% | 2.0M | Added |
| 22 | SIRI | SiriusXM Holdings Inc | $42.5M | 1.96% | 1.8M | Trimmed |
| 23 | JNJ | Johnson & Johnson | $41.9M | 1.93% | 171,341 | Trimmed |
| 24 | PYPL | Paypal Holdings Inc. | $41.4M | 1.91% | 915,766 | Trimmed |
| 25 | CCK | Crown Holdings Inc | $41.0M | 1.89% | 409,196 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31