Seizert Capital Partners, LLC 13F 持仓 · 2026年Q2
Seizert Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 181 只证券，申报市值合计 24.22 亿美元。前几大持仓：MTCH（3.29%）、NTAP（3.06%）、JPM（2.93%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MTCH | Match Group Inc | $79.8M | 3.29% | 2.1M | 减持 |
| 2 | NTAP | NetApp Inc. | $74.2M | 3.06% | 479,743 | 减持 |
| 3 | JPM | JPMorgan Chase & Co. | $71.0M | 2.93% | 216,882 | 减持 |
| 4 | CSCO | Cisco Systems, Inc. | $70.2M | 2.90% | 597,558 | 减持 |
| 5 | QCOM | QUALCOMM Inc. | $66.4M | 2.74% | 359,592 | 减持 |
| 6 | GS | Goldman Sachs Group, Inc. | $66.2M | 2.73% | 65,492 | 减持 |
| 7 | BRKB | Berkshire Hathaway Inc. | $63.3M | 2.61% | 126,481 | 增持 |
| 8 | EXPE | Expedia Group Inc | $63.1M | 2.61% | 246,631 | 减持 |
| 9 | SNA | Snap-On Incorporated | $60.6M | 2.50% | 150,626 | 增持 |
| 10 | GNTX | Gentex Corp | $59.0M | 2.44% | 2.3M | 增持 |
| 11 | ALSN | Allison Transmission Holdings Inc | $57.7M | 2.38% | 512,169 | 减持 |
| 12 | ZM | Zoom Communications Inc. | $57.7M | 2.38% | 668,781 | 增持 |
| 13 | LKQ | LKQ Corporation | $56.9M | 2.35% | 2.2M | 减持 |
| 14 | AYI | Acuity Inc. | $56.0M | 2.31% | 148,732 | 减持 |
| 15 | GOOGL | Alphabet Inc. | $55.2M | 2.28% | 154,567 | 减持 |
| 16 | WFC | Wells Fargo & Co. | $53.5M | 2.21% | 647,464 | 减持 |
| 17 | PHM | Pulte Group Inc | $52.2M | 2.16% | 380,746 | 增持 |
| 18 | COF | Capital One Financial Corp. | $52.0M | 2.15% | 259,218 | 减持 |
| 19 | CI | The Cigna Group | $51.8M | 2.14% | 188,036 | 增持 |
| 20 | MAS | Masco Corporation | $50.9M | 2.10% | 625,564 | 增持 |
| 21 | ELV | Elevance Health Inc. | $46.8M | 1.93% | 120,942 | 增持 |
| 22 | NBIX | Neurocrine Biosciences Inc | $46.7M | 1.93% | 277,337 | 增持 |
| 23 | UNH | UnitedHealth Group Inc. | $46.5M | 1.92% | 111,973 | 减持 |
| 24 | REGN | Regeneron Pharmaceuticals, Inc. | $44.4M | 1.83% | 71,169 | 减持 |
| 25 | CCK | Crown Holdings Inc | $43.8M | 1.81% | 391,820 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR