Seizert Capital Partners
Seizert Capital Partners reported 175 stocks worth $2.3B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are NTAP (3.5%), META (3.0%) and JPM (2.9%). Compared with Q2 2026, the fund opened new positions in PINS, VSNT and CRTO, added to META, BRK.B and ALSN, trimmed NTAP, JPM and QCOM and sold out of WCC, AOS and CRTO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NTAP Netapp Inc | $80.7M | 3.5% | 384K | −96K (−20%) | 8 of 8 | |
| 2 |  META Meta Platforms Inc | $70M | 3.0% | 97K | +19K (+24%) | 8 of 8 | |
| 3 |  JPM Jpmorgan Chase & Co. | $67.6M | 2.9% | 204K | −12K (−6%) | 8 of 8 | |
| 4 |  QCOM Qualcomm Inc | $65.8M | 2.9% | 358K | −1,979 (−1%) | 8 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $63.9M | 2.8% | 128K | +1,778 (+1%) | 8 of 8 | |
| 6 |  ALSN Allison Transmission Hldgs I | $63.7M | 2.8% | 562K | +50K (+10%) | 8 of 8 | |
| 7 |  ZM Zoom Communications Inc | $63.5M | 2.8% | 699K | +30K (+5%) | 5 of 8 | |
| 8 |  EXPE Expedia Group Inc | $61.3M | 2.7% | 233K | −14K (−6%) | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $61M | 2.6% | 567K | −31K (−5%) | 8 of 8 | |
| 10 |  MTCH Match Group Inc New | $56.4M | 2.5% | 1.4M | −692K (−33%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WCC Wesco Intl Inc | $41.9M | 121K |
 AOS Smith A O Corp | $4.5M | 71K |
 CRTO Criteo S A | $3.8M | 207K |
 CSV Carriage Svcs Inc | $3.6M | 94K |
 AGCO Agco Corp | $1.9M | 16K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Seizert Capital Partners 13F FAQ
What does Seizert Capital Partners own?
Seizert Capital Partners reported 175 stocks worth $2.3B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are NTAP (3.5%), META (3.0%) and JPM (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Seizert Capital Partners buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 38 added to, 116 trimmed and 13 sold out. New positions include PINS, VSNT and CRTO. It sold all of WCC, AOS and CRTO.
When will Seizert Capital Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Seizert Capital Partners's portfolio worth?
The Q3 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.