13F 机构持仓

SEIZERT CAPITAL PARTNERS, LLC

BIRMINGHAM MI · SEC CIK 0001134283

2026Q22026Q1 更早 9 个季度 🔒
$24.22亿2026Q2 申报市值
181持仓数
27.8%前十大占比 · 第一大 3.3%
36 / 26新建仓 / 清仓
申报市值走势$24.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MTCH 3.3%
NTAP 3.1%
JPM 2.9%
CSCO 2.9%
QCOM 2.7%
GS 2.7%
BRK/B 2.6%
EXPE 2.6%
SNA 2.5%
GNTX 2.4%

2026Q2 买入最多 按季末市值估算

META 加仓+$3,197.74万
NBIX 加仓+$3,196.72万
PHM 加仓+$1,764.29万
SNA 加仓+$1,750.76万
FTDR 加仓+$1,104.16万

2026Q2 卖出最多 按季末市值估算

SIRI 减仓-$5,407.98万
DBX 清仓-$3,535.88万
ACI 清仓-$2,951.28万
UTHR 减仓-$1,508.40万
QCOM 减仓-$1,441.36万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
DBX Dropbox Inc $00.00%0 -1,556,286-100.0% -$3,535.88万 清仓
ACI Albertsons Companies Inc. $00.00%0 -1,731,974-100.0% -$2,951.28万 清仓
ALNT Allient Inc $00.00%0 -100,849-100.0% -$595.92万 清仓
CWCO Consd Water Co $00.00%0 -157,282-100.0% -$520.92万 清仓
FHI Federated Hermes Inc $00.00%0 -85,880-100.0% -$487.03万 清仓
UFPI UFP Industries Inc $00.00%0 -51,634-100.0% -$475.65万 清仓
VMI Valmont Industries, Inc. $00.00%0 -10,091-100.0% -$403.21万 清仓
HAE Haemonetics Corp $00.00%0 -68,729-100.0% -$387.36万 清仓
QLYS Qualys Inc $00.00%0 -32,840-100.0% -$288.50万 清仓
SPY State Street Spdr S&p 500 Etf Trust $00.00%0 -4,413-100.0% -$287.00万 清仓
FDS FactSet Research Systems Inc. $00.00%0 -10,124-100.0% -$219.68万 清仓
GCT GigaCloud Technology Inc. $00.00%0 -43,783-100.0% -$198.69万 清仓
WDAY Workday Inc $00.00%0 -14,396-100.0% -$187.03万 清仓
AXS AXIS Capital Holdings Limited $00.00%0 -17,605-100.0% -$178.53万 清仓
ATEN A10 Networks Inc $00.00%0 -19,747-100.0% -$45.66万 清仓
ADEA Adeia Inc. $00.00%0 -15,661-100.0% -$37.63万 清仓
ACEL Accel Entertainment Inc $00.00%0 -32,989-100.0% -$35.99万 清仓
HLIT Harmonic Inc $00.00%0 -38,869-100.0% -$34.90万 清仓
— Catalyst Pharmaceuticals Inc. $00.00%0 -13,500-100.0% -$33.43万 清仓
HCI HCI Group, Inc. $00.00%0 -1,962-100.0% -$30.33万 清仓
CRAI CRA International Inc. $00.00%0 -1,818-100.0% -$29.43万 清仓
DGII Digi International Inc. $00.00%0 -5,627-100.0% -$27.12万 清仓
VRTS Virtus Investment Partners Inc. $00.00%0 -1,760-100.0% -$23.65万 清仓
ZBRA Zebra Technologies Corporation $00.00%0 -1,082-100.0% -$22.62万 清仓
WT WisdomTree, Inc. $00.00%0 -11,211-100.0% -$16.32万 清仓
HCKT Hackett Group Inc. $00.00%0 -11,732-100.0% -$15.26万 清仓
BHC Bausch Health Companies Inc. $9.89万0.00%20,063 100.0% $49 加仓
JBI Janus International Group Inc $14.57万0.01%26,258 130.0% $72 加仓
ADP Automatic Data Processing, Inc. $21.07万0.01%941 00.0% — 重新持有
PRTH Priority Technology Holdings Inc. $21.29万0.01%31,921 31,921— $21.29万 新建仓
PG The Procter & Gamble Co. $22.00万0.01%1,500 00.0% — 不变
EXC Exelon Corp. $22.21万0.01%4,763 4,763— $22.21万 新建仓
RM Regional Management Corp. $22.43万0.01%5,445 5,445— $22.43万 新建仓
AMN AMN Healthcare Services Inc $22.48万0.01%6,945 6,945— $22.48万 新建仓
IGIC International General Insurance Holdings Ltd $22.60万0.01%8,636 8,636— $22.60万 新建仓
BKTI Bk Technologies Corporation $23.26万0.01%2,705 2,705— $23.26万 新建仓
CLMB Climb Global Solutions Inc $23.45万0.01%10,103 10,103— $23.45万 新建仓
KINS Kingstone Companies Inc $23.89万0.01%12,555 12,555— $23.89万 新建仓
MCK Mckesson Corp. $25.01万0.01%331 00.0% — 不变
MMM 3M Company $26.54万0.01%1,639 1,639— $26.54万 新建仓
PAHC Phibro Animal Health Corporation $27.16万0.01%8,649 8,649— $27.16万 新建仓
SIRI SiriusXM Holdings Inc $29.81万0.01%10,092 -1,830,730-99.5% -$5,407.98万 减仓
XPEL Xpel Inc. $30.13万0.01%6,075 -1,523-20.0% -$7.55万 减仓
INMD Inmode Limited $30.66万0.01%20,974 90.0% $132 加仓
TNK Teekay Tankers Ltd. $31.84万0.01%4,909 30.1% $195 加仓
STN Stantec Inc. $32.44万0.01%4,708 4,708— $32.44万 新建仓
AZO Autozone, Inc. $32.60万0.01%102 00.0% — 不变
BVS Bioventus Inc. $32.94万0.01%34,893 10,13540.9% $9.57万 加仓
MG Mistras Group Inc $33.08万0.01%18,938 18,938— $33.08万 新建仓
DOLE Dole PLC $33.18万0.01%24,185 110.0% $151 加仓
ALG Alamo Group Inc $33.34万0.01%2,027 2,027— $33.34万 新建仓
SCSC ScanSource Inc. $33.57万0.01%6,444 30.0% $156 加仓
GRC Gorman-Rupp Co $33.95万0.01%3,701 -3,562-49.0% -$32.68万 减仓
VMD Viemed Healthcare Inc. $34.02万0.01%29,846 29,846— $34.02万 新建仓
RRBI Red River Bancshares Inc. $34.23万0.01%3,750 3,750— $34.23万 新建仓
BCAL California BanCorp $34.27万0.01%16,442 16,442— $34.27万 新建仓
EMR Emerson Electric Co. $34.28万0.01%2,395 2,395— $34.28万 新建仓
MLAB Mesa Laboratories Inc. $34.30万0.01%3,446 3,446— $34.30万 新建仓
PFIS Peoples Financial Services Corp. $34.34万0.01%5,174 5,174— $34.34万 新建仓
NEXN Nexxen International Ltd $34.48万0.01%38,181 38,181— $34.48万 新建仓
III Information Services Group Inc. $35.49万0.01%86,346 400.0% $164 加仓
ABT Abbott Laboratories $36.11万0.01%3,980 3,980— $36.11万 新建仓
UTMD Utah Medical Products Inc. $37.51万0.02%5,438 20.0% $138 加仓
WNEB Western New England Bancorp Inc $38.38万0.02%26,840 1,7577.0% $2.51万 加仓
CEG Constellation Energy Corp. $39.42万0.02%1,587 1,587— $39.42万 新建仓
RLGT Radiant Logistics Inc. $40.04万0.02%42,322 200.0% $189 加仓
DV DoubleVerify Holdings Inc $41.81万0.02%38,566 17,59583.9% $19.07万 加仓
TNC Tennant Co $42.00万0.02%4,798 20.0% $175 加仓
VVX V2X Inc $42.22万0.02%5,663 30.1% $224 加仓
DAKT Daktronics Inc. $42.68万0.02%21,819 7,55853.0% $14.78万 加仓
AKRE Professionally Managed Portfolios AKRE FOCUS ETF $43.64万0.02%8,204 00.0% — 不变
AHCO AdaptHealth Corporation $44.30万0.02%42,519 15,21355.7% $15.85万 加仓
MITK Mitek Systems Inc. $44.52万0.02%22,114 10,25686.5% $20.65万 加仓
VGSH Vanguard Scottsdale Funds SHORT TERM TREAS $45.43万0.02%7,806 00.0% — 不变
EBF Ennis Inc $45.73万0.02%21,521 -1,038-4.6% -$2.21万 减仓
BAC Bank of America Corp. $46.01万0.02%8,074 00.0% — 不变
TSBK Timberland Bancorp inc. $46.10万0.02%10,289 40.0% $179 加仓
VCSH Vanguard Scottsdale Funds SHRT TRM CORP BD $46.73万0.02%5,913 651.1% $5,137 加仓
BSV Vanguard Bond Index Funds SHORT TRM BOND $47.17万0.02%6,054 581.0% $4,519 加仓
— OAK Valley Bancorp $47.91万0.02%14,198 70.0% $236 加仓
AVAH Aveanna Healthcare Holdings Inc $49.31万0.02%57,538 13,69731.2% $11.74万 加仓
MD Pediatrix Medical Group Inc $50.18万0.02%19,809 100.1% $253 加仓
FWONK Liberty Media Corp Del $50.66万0.02%5,325 00.0% — 不变
MRK Merck & Co., Inc $54.36万0.02%4,230 00.0% — 不变
NWPX NWPX Infrastructure Inc. $61.00万0.03%4,068 -1,121-21.6% -$16.81万 减仓
ODC Oil-Dri Corporation Of America $61.93万0.03%6,059 20.0% $204 加仓
BLK Blackrock Inc. $68.46万0.03%712 712— $68.46万 新建仓
COST Costco Wholesale Corporation $71.38万0.03%763 00.0% — 不变
ABBV AbbVie Inc. $100.15万0.04%3,980 3,980— $100.15万 新建仓
CMI Cummins Inc. $102.27万0.04%1,434 00.0% — 不变
FOXA Fox Corporation $122.26万0.05%23,440 -163,340-87.5% -$851.98万 减仓
ICSH iShares Trust ULTRA SHORT DURATION BOND ACTIVE ETF $183.89万0.08%36,356 00.0% — 不变
NSSC NAPCO Security Technologies Inc. $184.70万0.08%48,631 3,7968.5% $14.42万 加仓
AGCO Agco Corporation $189.29万0.08%15,814 1,2418.5% $14.85万 加仓
FNB F N B Corp (Pennsylvania) $239.42万0.10%125,482 9,8318.5% $18.76万 加仓
AZZ AZZ Inc $254.76万0.11%16,431 1,2878.5% $19.95万 加仓
GIC Global Industrial Company $266.12万0.11%79,533 79,533— $266.12万 新建仓
CNXN PC Connection Inc. $268.26万0.11%36,753 36,753— $268.26万 新建仓
MCB Metropolitan Bank Holding Corp $274.43万0.11%27,788 27,788— $274.43万 新建仓
OGC OceanaGold Corp. $277.06万0.11%110,469 110,469— $277.06万 新建仓