SEIZERT CAPITAL PARTNERS, LLC

CIK 0001134283 • 6 13F filings • May 8, 2025 – Aug 5, 2026

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Filer information

Filed by: SEIZERT CAPITAL PARTNERS, LLC, Chief Compliance Officer
Address: 34100 WOODWARD AVE, SUITE 210, BIRMINGHAM, MI, 48009
Phone: 248-593-1500
AUM: $2.37B

AUM over time

$2.42B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $2.37B178 positionsView on SEC.gov

			% of Portfolio
A10 Networks Inc	COM	$349K	0.0%Prev: 0.0%	19,747 SH	Decreased
Accel Entertainment Inc	COM CL A1	$376K	0.0%Prev: 0.0%	32,989 SH	Increased
ACI Worldwide Inc	COM	$5.5M	0.2%Prev: 0.3%	115,440 SH	Decreased+3,798 SH
Acuity Inc.	COM	$65.0M	2.7%	180,569 SH	New
AdaptHealth Corporation	COMMON STOCK	$207K	0.0%	20,825 SH	New
Adeia Inc.	COM	$270K	0.0%	15,661 SH	New
Adobe Inc	COM	$55.2M	2.3%Prev: 1.8%	157,715 SH	Increased+36,992 SH
Alarm.com Holdings Inc.	COM	$4.2M	0.2%	82,647 SH	New
Albertsons Companies Inc.	COMMON STOCK	$30.9M	1.3%	1,797,475 SH	New
Allient Inc	COM	$6.4M	0.3%Prev: 0.3%	119,834 SH	Increased-15,049 SH
Allison Transmission Holdings Inc	COM	$58.9M	2.5%	601,472 SH	New
Alphabet Inc.	CAP STK CL A	$74.5M	3.1%	238,028 SH	New
Amdocs Limited	SHS	$43.2M	1.8%	536,236 SH	New
American Express Company	COM	$6.7M	0.3%	18,155 SH	New
Amgen Inc.	COM	$7.2M	0.3%	21,878 SH	New
Apple Inc.	COM	$6.2M	0.3%	22,982 SH	New
Applied Industrial Technologies Inc.	COM	$6.2M	0.3%	24,045 SH	New
Asgn Incorporated	COM	$245K	0.0%	5,082 SH	New
Autodesk Inc	COM	$6.7M	0.3%Prev: 0.3%	22,466 SH	Decreased-1,947 SH
Automatic Data Processing, Inc.	COM	$242K	0.0%	941 SH	New
Autozone, Inc.	COM	$383K	0.0%	113 SH	New
Aveanna Healthcare Holdings Inc	COM	$271K	0.0%	33,149 SH	New
AXIS Capital Holdings Limited	SHS	$1.9M	0.1%	17,494 SH	New
Bank of America Corp.	COM	$450K	0.0%	8,174 SH	New
Berkshire Hathaway Inc.	CL B NEW	$54.6M	2.3%	108,688 SH	New
Bioventus Inc.	COM CL A	$184K	0.0%	24,758 SH	New
Block(H&R)Inc	COM	$4.2M	0.2%	96,608 SH	New
Brady Corp	CL A	$16.1M	0.7%Prev: 0.7%	205,965 SH	Increased+12,073 SH
Brinks Company	COM	$2.0M	0.1%	16,999 SH	New
Bristol-Myers Squibb Company	COM	$40.9M	1.7%	758,117 SH	New
Builders Firstsource, Inc.	COM	$38.3M	1.6%	371,997 SH	New
Capital One Financial Corp.	COM	$66.8M	2.8%	275,597 SH	New
Carriage Services, Inc.	COM	$3.6M	0.2%	85,863 SH	New
Caterpillar Inc	COM	$4.3M	0.2%Prev: 0.2%	7,547 SH	Decreased-4,131 SH
Check Point Software Technologies Ltd.	ORD	$15.5M	0.7%	83,573 SH	New
Chubb Ltd.	COM	$3.5M	0.1%	11,170 SH	New
Cisco Systems, Inc.	COM	$49.9M	2.1%	647,199 SH	New
Cognizant Technology Solutions Corp.	CL A	$4.4M	0.2%	53,590 SH	New
Consd Water Co	ORD	$5.5M	0.2%	156,289 SH	New
Costco Wholesale Corporation	COM	$658K	0.0%	763 SH	New
CRA International Inc.	COM	$365K	0.0%	1,818 SH	New
Crawford & Co	CL A	$4.7M	0.2%Prev: 0.2%	415,625 SH	Increased+12,619 SH
Criteo S.A	SPONS ADS	$3.9M	0.2%	189,971 SH	New
Crown Holdings Inc	COM	$43.8M	1.8%	425,306 SH	New
CTS Corporation	COM	$2.2M	0.1%	51,375 SH	New
Cummins Inc.	COM	$792K	0.0%	1,551 SH	New
CVS Health Corp	COM	$12.1M	0.5%Prev: 0.5%	152,194 SH	Increased+1,402 SH
Daktronics Inc.	COM	$282K	0.0%	14,261 SH	New
Digi International Inc.	COM	$471K	0.0%	10,876 SH	New
Dole PLC	ORD SHS	$244K	0.0%Prev: 0.0%	16,268 SH	Increased
Donaldson Co Inc	COM	$11.9M	0.5%	133,748 SH	New
Dropbox Inc	CL A	$50.8M	2.1%Prev: 2.4%	1,829,098 SH	Decreased-26,486 SH
Edgewell Personal Care Co	COM	$513K	0.0%	30,076 SH	New
Elevance Health Inc.	COM	$44.1M	1.9%	125,932 SH	New
Emcor Group Inc	COM	$1.3M	0.1%Prev: 0.4%	2,069 SH	Decreased-13,614 SH
Energizer Holdings Inc	COM	$3.7M	0.2%	183,945 SH	New
Ennis Inc	COM	$406K	0.0%Prev: 0.0%	22,559 SH	Decreased
EOG Resources Inc.	COM	$3.1M	0.1%	29,370 SH	New
Eplus Inc	COM	$4.2M	0.2%Prev: 0.1%	47,555 SH	Increased+1,566 SH
Essent Group Ltd.	COM	$4.9M	0.2%	74,992 SH	New
Exelixis, Inc.	COM	$12.9M	0.5%	293,943 SH	New
Expedia Group Inc	COM NEW	$63.1M	2.7%Prev: 2.6%	222,553 SH	Increased-55,021 SH
F5 Inc	COM	$13.1M	0.6%Prev: 0.6%	51,456 SH	Decreased+10,798 SH
Federated Hermes Inc	CL B	$4.4M	0.2%Prev: 0.2%	85,331 SH	Increased+2,807 SH
Fox Corporation	CL A COM	$11.7M	0.5%	159,483 SH	New
Franklin Electric Co Inc	COM	$3.8M	0.2%	39,358 SH	New
Gallagher Aj &Co	COM	$3.6M	0.2%	13,800 SH	New
Garrett Motion Inc	COM	$6.4M	0.3%Prev: 0.3%	365,674 SH	Decreased-140,562 SH
Gates Industrial Corp PLC	ORD SHS	$3.7M	0.2%	170,995 SH	New
Gentex Corp	COM	$6.2M	0.3%	267,863 SH	New
Gilead Sciences Inc.	COM	$4.8M	0.2%	38,866 SH	New
Goldman Sachs Group, Inc.	COM	$86.1M	3.6%	97,931 SH	New
Gorman-Rupp Co	COM	$260K	0.0%	5,442 SH	New
Graham Holdings Co	COM CL B	$13.1M	0.6%	11,946 SH	New
Hackett Group Inc.	COM	$230K	0.0%	11,732 SH	New
Hamilton Insurance Group Ltd.	CL B	$2.4M	0.1%	87,809 SH	New
Harmonic Inc	COM	$144K	0.0%Prev: 0.0%	14,543 SH	Decreased
HCI Group, Inc.	COM	$278K	0.0%	1,452 SH	New
HealthStream Inc.	COM	$318K	0.0%	13,776 SH	New
Hudson Technologes Inc	COM	$260K	0.0%	38,023 SH	New
ICF International Inc	COM	$3.5M	0.1%	41,136 SH	New
IDT Corp	CL B NEW	$257K	0.0%	5,023 SH	New
Incyte Corporation.	COM	$6.1M	0.3%	61,933 SH	New
Information Services Group Inc.	COM	$499K	0.0%	86,306 SH	New
iShares Trust RUS 1000 VAL ETF	RUS 1000 VAL ETF	$3.7M	0.2%	17,577 SH	New
iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF	ULTRA SHORT DUR	$1.8M	0.1%	36,356 SH	New
Ituran	SHS	$7.0M	0.3%	163,538 SH	New
Janus International Group Inc	COMMON STOCK	$172K	0.0%	26,245 SH	New
Johnson & Johnson	COM	$47.5M	2.0%Prev: 1.9%	229,472 SH	Increased-10,698 SH
JPMorgan Chase & Co.	COM	$75.4M	3.2%Prev: 3.3%	233,894 SH	Decreased-5,725 SH
Karat Packaging Inc.	COM	$265K	0.0%	11,755 SH	New
Koppers Holdings Inc	COM	$3.0M	0.1%Prev: 0.0%	112,401 SH	Increased+76,068 SH
Lam Research Corporation	COM NEW	$8.1M	0.3%	47,177 SH	New
Legacy Housing Corp.	COM	$242K	0.0%	12,376 SH	New
Leidos Holdings Inc	COM	$15.6M	0.7%Prev: 0.9%	86,720 SH	Decreased-24,439 SH
Lennar Corp.	CL B	$383K	0.0%	4,024 SH	New
Liberty Media Corp Del	COM LBTY ONE S C	$980K	0.0%Prev: 0.0%	9,949 SH	Decreased
LKQ Corporation	COM	$65.8M	2.8%	2,178,703 SH	New
Maplebear Inc.	COM	$9.5M	0.4%	211,862 SH	New
Markel Group Inc	COM	$8.6M	0.4%Prev: 0.3%	4,018 SH	Increased-115 SH
Masco Corporation	COM	$37.4M	1.6%	589,509 SH	New
Match Group Inc	COM	$57.2M	2.4%	1,771,739 SH	New
Maximus Inc	COM	$1.9M	0.1%	21,588 SH	New
Mckesson Corp.	COM	$272K	0.0%	331 SH	New
Merck & Co., Inc	COM	$392K	0.0%	3,720 SH	New
Meta Platforms Inc	Cl A	$14.1M	0.6%Prev: 0.7%	21,344 SH	Decreased+132 SH
MGIC Investment Corp.	COM	$3.8M	0.2%	129,989 SH	New
Microsoft Corp.	COM	$10.0M	0.4%	20,667 SH	New
Mueller Industries Inc.	COM	$4.2M	0.2%	36,705 SH	New
NAPCO Security Technologies Inc.	COM	$1.9M	0.1%	44,544 SH	New
Nathans Famous Inc	COM	$365K	0.0%	3,902 SH	New
NCR Atleos Corp.	COM SHS	$4.8M	0.2%	125,738 SH	New
NetApp Inc.	COM	$54.1M	2.3%	505,604 SH	New
Neurocrine Biosciences Inc	COM	$10.0M	0.4%Prev: 0.4%	70,670 SH	Increased+635 SH
Nexstar Media Group Inc	COMMON STOCK	$249K	0.0%Prev: 0.0%	1,226 SH	Increased+114 SH
Nomad Foods Ltd.	USD ORD SHS	$3.9M	0.2%	311,797 SH	New
NWPX Infrastructure Inc.	COM	$324K	0.0%	5,189 SH	New
OAK Valley Bancorp	COM	$427K	0.0%	14,191 SH	New
Oil-Dri Corporation Of America	COM	$231K	0.0%	4,728 SH	New
Onespan Inc	COM	$800K	0.0%Prev: 0.0%	62,325 SH	Decreased+2,049 SH
Option Care Health Inc	COM NEW	$4.2M	0.2%Prev: 0.2%	131,860 SH	Increased+4,337 SH
Parke Bancorp Inc.	COM	$335K	0.0%	13,363 SH	New
Paypal Holdings Inc.	COM	$55.0M	2.3%	941,254 SH	New
Pediatrix Medical Group Inc	COM	$347K	0.0%Prev: 0.0%	16,234 SH	Increased+4,779 SH
Perdoceo Education Corp.	COM	$3.4M	0.1%	115,009 SH	New
Pfizer Inc.	COM	$1.0M	0.0%	41,123 SH	New
Prestige Consumer Healthcare Inc	COM	$4.4M	0.2%	70,953 SH	New
Price T Rowe Group Inc.	COM	$8.2M	0.3%	80,145 SH	New
Professionally Managed Portfolios AKRE FOCUS ETF	AKRE FOCUS ETF	$537K	0.0%	8,204 SH	New
QUALCOMM Inc.	COM	$76.3M	3.2%	446,271 SH	New
Qualys Inc	COM	$4.3M	0.2%Prev: 0.2%	32,630 SH	Increased+1,075 SH
Radiant Logistics Inc.	COM	$350K	0.0%	55,352 SH	New
Regeneron Pharmaceuticals, Inc.	COM	$73.1M	3.1%	94,705 SH	New
Resideo Technologies Inc	COM	$2.3M	0.1%Prev: 0.1%	64,548 SH	Decreased+2,123 SH
Robert Half Inc.	COM	$14.0M	0.6%Prev: 0.8%	516,338 SH	Decreased-9,389 SH
ScanSource Inc.	COM	$252K	0.0%	6,441 SH	New
Science Applications International Corp.	COM	$10.9M	0.5%	107,922 SH	New
Sensata Technologies Holding PLC	SHS	$4.0M	0.2%	121,530 SH	New
Simply Good Foods Company	COM	$4.2M	0.2%	208,597 SH	New
SiriusXM Holdings Inc	COMMON STOCK	$38.0M	1.6%Prev: 2.0%	1,900,152 SH	Decreased-60,824 SH
Smith(Ao)Corp	COM	$7.2M	0.3%	107,673 SH	New
Snap-On Incorporated	COM	$4.8M	0.2%	13,787 SH	New
Solventum Corp.	COM SHS	$4.4M	0.2%	56,148 SH	New
SS&C Technologies Holdings Inc.	COM	$39.0M	1.6%	446,648 SH	New
State Street Spdr S&p 500 Etf Trust	TR UNIT	$2.5M	0.1%	3,626 SH	New
Stride Inc	COM	$959K	0.0%Prev: 0.1%	14,774 SH	Decreased+486 SH
Synchrony Financial	COM	$4.6M	0.2%Prev: 0.2%	55,706 SH	Increased+10 SH
Sysco Corporation	COM	$46.4M	2.0%	629,781 SH	New
Tennant Co	COM	$239K	0.0%Prev: 0.0%	3,246 SH	Decreased
The Cigna Group	COM	$51.9M	2.2%Prev: 2.4%	188,582 SH	Decreased-7,424 SH
The Procter & Gamble Co.	COM	$215K	0.0%	1,500 SH	New
Third Coast Bancshares Inc.	COM	$443K	0.0%	11,644 SH	New
Timberland Bancorp inc.	COM	$368K	0.0%	10,285 SH	New
TowneBank (Portsmouth Virginia)	COM	$2.0M	0.1%	60,265 SH	New
UFP Industries Inc	COM	$3.7M	0.2%Prev: 0.2%	40,842 SH	Increased+1,343 SH
United Therapeutics Corporation	COM	$70.9M	3.0%	145,522 SH	New
UnitedHealth Group Inc.	COM	$47.2M	2.0%	142,874 SH	New
Utah Medical Products Inc.	COM	$304K	0.0%	5,436 SH	New
V2X Inc	COM	$231K	0.0%Prev: 0.0%	4,229 SH	Decreased
Valmont Industries, Inc.	COM	$4.0M	0.2%	10,027 SH	New
Vanguard Bond Index Funds SHORT TRM BOND	SHORT TRM BOND	$470K	0.0%	5,959 SH	New
Vanguard Scottsdale Funds SHORT TERM TREAS	SHORT TERM TREAS	$458K	0.0%	7,806 SH	New
Vanguard Scottsdale Funds SHRT TRM CORP BD	SHRT TRM CORP BD	$463K	0.0%	5,806 SH	New
Virtu Financial Inc	CL A	$3.6M	0.2%	109,405 SH	New
Virtus Investment Partners Inc.	COM	$287K	0.0%	1,760 SH	New
Vontier Corporation	COM	$4.6M	0.2%Prev: 0.2%	124,507 SH	Decreased+4,096 SH
Walmart Inc	COM	$39.9M	1.7%Prev: 2.0%	358,090 SH	Decreased-87,494 SH
Wells Fargo & Co.	COM	$77.8M	3.3%	834,922 SH	New
Wesco International, Inc.	COM	$32.5M	1.4%	132,650 SH	New
Western New England Bancorp Inc	COM	$374K	0.0%	29,620 SH	New
Wiley John & Sons Inc.	CL A	$2.0M	0.1%	65,596 SH	New
Winmark Corp.	COM	$329K	0.0%	813 SH	New
WisdomTree, Inc.	COM	$137K	0.0%	11,211 SH	New
Xpel Inc.	COM	$379K	0.0%	7,598 SH	New
Yalla Group Limited	ADS	$3.4M	0.1%	482,976 SH	New
Zebra Technologies Corporation	CL A	$5.0M	0.2%	20,659 SH	New
Zions Bancorporation Natl Assn Global Bank	COM	$4.4M	0.2%	75,699 SH	New
Zoom Communications Inc.	CL A	$7.5M	0.3%	86,836 SH	New

Sold (vs prior filing)

ACUITY INC — $65.0M
ADAPTHEALTH CORP — $186K
ADEIA INC — $263K
ALARM COM HLDGS INC — $4.2M
ALBERTSONS COS INC — $32.0M
ALLISON TRANSMISSION HLDGS I — $51.5M
ALPHABET INC — $79.1M
AMALGAMATED FINANCIAL CORP — $3.1M
AMDOCS LTD — $41.8M
AMERICAN EXPRESS CO — $6.5M
AMGEN INC — $6.7M
APPLE INC — $7.9M
APPLIED INDL TECHNOLOGIES IN — $6.8M
AUTOMATIC DATA PROCESSING IN — $276K
AUTOZONE INC — $485K
AVEANNA HEALTHCARE HLDGS INC — $449K
AXIS CAP HLDGS LTD — $1.6M
BANK AMERICA CORP — $422K
BERKSHIRE HATHAWAY INC DEL — $55.6M
BIOVENTUS INC — $166K
… and 106 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001134283-26-000003	$2.37B	View
Oct 29, 2025	Q3 2025	13F-HR	0001420506-25-002932	$2.31B	View
Aug 5, 2026	Q2 2026