SEIZERT CAPITAL PARTNERS, LLC
•CIK: 1134283•Filing: Q4 2025
**SEIZERT CAPITAL PARTNERS, LLC** manages $2.4B across a diversified portfolio of 178 positions. The firm maintains significant exposure to financial and technology sectors, highlighted by top holdings including GS ($86.1M) and WFC ($77.8M). Further concentration is visible in semiconductor and large-cap tech names, with QCOM ($76.3M), JPM ($75.4M), and GOOGL ($74.5M) anchoring the top quartile. This structure suggests a conviction-driven, large-cap allocation strategy.
Total AUM
$2.4B
QoQ Performance
+2.6%
Positions
178
Top 10 Concentration
30.9%
Latest Filing
Q4 2025
Top Holdings Allocation
GS3.6%
WFC3.3%
QCOM3.2%
JPM3.2%
GOOGL3.1%
REGN3.1%
UTH3.0%
COF2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.1%
Financial15.7%
Technology12.4%
Healthcare9.0%
Consumer1.7%
Communication1.6%
Industrial0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW19 new positions
↑69 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023