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Seizert Capital Partners, LLC

CIK:0001134283
Asset Manager
$2B AUM
172 holdings
Birmingham, MI, United States
Founded:2000
16 employees
scpinv.com
Latest filing:Jun 30, 2025

Seizert Capital Partners, LLC is a Birmingham, Michigan-based registered investment adviser founded in 2000. The firm is principally owned by its portfolio managers and specializes in managing equity securities. Seizert primarily serves institutional clients (such as pension funds, endowments, and foundations), collective investment trusts, and high net-worth individuals, providing discretionary asset management tailored to each client's investment policy and objectives. As of 2025, they employ approximately 16 professionals.

Investment Strategy

Seizert Capital Partners uses discretionary management to provide equity asset management services for institutional clients, collective investment trusts, and high net-worth individuals. Their approach emphasizes customized portfolio construction based on each client's investment policy statement and restrictions, focusing on specialized management of equity securities. Investment strategies are tailored through close assessment of client objectives and are executed with an emphasis on fundamental research and disciplined risk management.

Latest 13F Filing Activity

Seizert Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions with a total 13F market value of $2B. The fund increased holdings in Unitedhealth Group Inc., Alphabet Inc., Crown HLDGS Inc. among other positions. Seizert Capital Partners, LLC reduced exposure to Liberty Broadband Corp., CVS Health Corp., Cisco SYS Inc. among others.

Top Buys
U
UNHUNITEDHEALTH GROUP INC
+$42.1M
G
GOOGLALPHABET INC
+$36.8M
C
CCKCROWN HLDGS INC
+$31.5M
S
SSNCSS&C TECHNOLOGIES HLDGS INC
+$31.5M
P
PYPLPAYPAL HLDGS INC
+$17.5M
Top Sells
L
LBRDALIBERTY BROADBAND CORP
-$40.3M
C
CVSCVS HEALTH CORP
-$28.9M
C
CSCOCISCO SYS INC
-$23.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$22.4M
A
AYIACUITY INC
-$15.6M

Top Holdings

J
JPMJPMORGAN CHASE & CO.
+3.6%$80.9M
G
GSGOLDMAN SACHS GROUP INC
+3.2%$72.0M
W
WFCWELLS FARGO CO NEW
+3.0%$67.7M
P
PYPLPAYPAL HLDGS INC
+2.7%$62.0M
Q
QCOMQUALCOMM INC
+2.6%$58.3M

Equity Positions (171)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
J
JPM
JPMORGAN CHASE & CO.3.56%$80.9M279,089$75.58$289.91+$12.7M
G
GS
GOLDMAN SACHS GROUP INC3.17%$72.0M101,740$233.78$707.75+$16.5M
W
WFC
WELLS FARGO CO NEW2.98%$67.7M845,382$44.14$80.12+$7.5M
P
PYPL
PAYPAL HLDGS INC2.72%$62.0M833,784$77.52$74.32+$17.5M
Q
QCOM
QUALCOMM INC2.56%$58.3M366,137$150.60$159.26+$8.7M

Industry Allocation

NATIONAL COMMERCIAL BANKS
+10.5%
SERVICES-PREPACKAGED SOFTWARE
+8.5%
PHARMACEUTICAL PREPARATIONS
+7.0%
HOSPITAL & MEDICAL SERVICE PLANS
+6.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.5%

Investment Team (2)

NameRoleLocationLinkedIn
E
Ed Eberle		PartnerBirmingham, MI , United States
T
Tom Bender		Partner and Portfolio Mgr.Birmingham, MI , United States