BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

SEIZERT CAPITAL PARTNERS, LLC

· CIK 0001134283
13F Portfolio $2.4B AUM 178 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 63 Added 49 Reduced 11 Exited
Page 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WNEB Western New England Bancorp Inc Financial Services 29,620.0 $374K 0.02% $12.62 +7.1%
142 TSBK Timberland Bancorp inc. Financial Services 10,285.0 $368K 0.02% $35.80 +14.6%
143 NATH Nathans Famous Inc Consumer Cyclical 3,902.0 $365K 0.01% $93.57 +8.2%
144 CRAI CRA International Inc. Industrials 1,818.0 $365K 0.01% $200.70 -27.5%
145 RLGT Radiant Logistics Inc. Industrials 55,352.0 $350K 0.01% $6.33 +33.2%
146 ATEN A10 Networks Inc Technology 19,747.0 $349K 0.01% $17.69 +67.1%
147 MD Pediatrix Medical Group Inc Healthcare 16,234.0 $347K 0.01% +5K +41.7% $21.39 +0.8%
148 PKBK Parke Bancorp Inc. Financial Services 13,363.0 $335K 0.01% $25.04 +25.7%
149 WINA Winmark Corp. Consumer Cyclical 813.0 $329K 0.01% $404.94 -7.6%
150 NWPX NWPX Infrastructure Inc. Industrials 5,189.0 $324K 0.01% $62.49 +88.0%
151 HSTM HealthStream Inc. Healthcare 13,776.0 $318K 0.01% +426.0 +3.2% $23.07 +5.6%
152 UTMD Utah Medical Products Inc. Healthcare 5,436.0 $304K 0.01% $55.96 +16.5%
153 VRTS Virtus Investment Partners Inc. Financial Services 1,760.0 $287K 0.01% $163.15 -11.7%
154 DAKT Daktronics Inc. Technology 14,261.0 $282K 0.01% NEW $19.77 +4.9%
155 HCI HCI Group, Inc. Financial Services 1,452.0 $278K 0.01% NEW $191.69 -17.9%
156 MCK Mckesson Corp. Healthcare 331.0 $272K 0.01% $820.29 -7.9%
157 AVAH Aveanna Healthcare Holdings Inc Healthcare 33,149.0 $271K 0.01% -17K -34.5% $8.17 -10.9%
158 ADEA Adeia Inc. Technology 15,661.0 $270K 0.01% $17.25 +63.8%
159 KRT Karat Packaging Inc. Consumer Cyclical 11,755.0 $265K 0.01% $22.57 +17.2%
160 HDSN Hudson Technologes Inc Basic Materials 38,023.0 $260K 0.01% $6.85 -25.1%
Page 8 of 9  ·  178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.4%
Healthcare 19.5%
Financial Services 18.6%
Industrials 12.0%
Consumer Cyclical 11.6%
Communication Services 8.9%
Consumer Defensive 6.3%
Basic Materials 0.3%
Utilities 0.2%
Energy 0.1%