Seizert Capital Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Seizert Capital Partners, LLC reported 176 stock positions worth $2.2 billion. Its top holding was Allison Transmission (ALSN) at 3.7% of the portfolio, followed by Acuity (AYI, 3.6%) and JPMorgan Chase (JPM, 3.4%). Compared with Q4 2023, it opened 22 new positions, sold out of 20, added to 87 and reduced 32. The biggest buy was Sysco (SYY, shares +40%) and the biggest sale Cummins (CMI, shares −46%).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001134283
Portfolio Value
$2.2B (Q1 2024)
SEC Filing
0001420506-24-000670 ↗ filed May 1, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.2B $2.2B Q1 2024 Q2 2024: $2.0B Q2 2024 Q3 2024: $2.2B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $2.2B Q1 2025 Q2 2025: $2.3B Q2 2025 Q3 2025: $2.3B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $2.2B Q1 2026 Q2 2026: $2.4B Q2 2026

Holdings 176 stocks · $2.2B
ALSN Allison Transmission Holding 3.66% 978,649 $79.4M Reduce -16.4%
AYI Acuity Inc. 3.62% 291,986 $78.5M Reduce -1.3%
JPM JPMorgan Chase & Co. 3.40% 368,222 $73.8M Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B 3.31% 171,038 $71.9M Add +0.9%
GS Goldman Sachs Group Inc. 2.78% 144,410 $60.3M Add +1.5%
LSXMK Liberty Media Corp.-Liber-New 2.77% 2,025,308 $60.2M Add +0.6%
AMGN Amgen Inc. 2.72% 207,374 $59.0M Add +1.3%
NTAP Netapp Inc. 2.64% 545,836 $57.3M Reduce -19.9%
META Meta Platforms Inc. Class A 2.63% 117,436 $57.0M Reduce -12.7%
REGN Regeneron Pharmaceuticals 2.50% 56,314 $54.2M Add +1.0%
AZO AutoZone Inc. 2.36% 16,261 $51.2M Add +1.2%
EXPE Expedia Group Inc. 2.18% 343,730 $47.3M Add +24.3%
CSCO Cisco Systems Inc. 2.18% 946,818 $47.3M Add +1.1%
WFC Wells Fargo & Co. 2.14% 801,811 $46.5M Add +1.1%
WMT Walmart Inc. 2.11% 761,190 $45.8M Add +1.5%
ELV Elevance Health Inc. 2.08% 87,148 $45.2M Add +1.4%
COF Capital One Financial Corp. 1.93% 281,983 $42.0M Add +1.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.88% 1,073,654 $40.7M Add +1.7%
SYY Sysco Corp. 1.87% 498,974 $40.5M Add +39.8%
JNJ Johnson & Johnson 1.85% 253,455 $40.1M Add +1.3%
C Citigroup Inc. 1.81% 619,912 $39.2M Add +12.6%
DOX Amdocs Ltd. 1.77% 425,466 $38.4M Add +33.3%
RHI Robert Half Inc. 1.76% 482,898 $38.3M Add +1.2%
CW Curtiss-Wright Corp. 1.76% 149,027 $38.1M Add +1.8%
CVS CVS Health Corp. 1.70% 463,350 $37.0M Add +1.7%
WBD Warner Bros Discovery Inc. 1.63% 4,063,693 $35.5M Add +2.5%
MSM MSC Industrial Direct Co. Class A 1.62% 362,317 $35.2M Add +27.6%
BMY Bristol-Myers Squibb Co. 1.61% 642,933 $34.9M Add +28.2%
AAPL Apple Inc. 1.57% 198,562 $34.0M Add +0.8%
ACI Albertsons Cos Inc. Class A 1.50% 1,514,076 $32.5M Add +1.6%
WIRE Encore Wire Corp. 1.46% 120,338 $31.6M Reduce -9.0%
LSTR Landstar System Inc. 1.45% 163,808 $31.6M Add +1.7%
SWKS Skyworks Solutions Inc. 1.37% 273,981 $29.7M Add +1.6%
PRGS Progress Software Corp. 1.16% 473,258 $25.2M Add +1.8%
LBRDA Liberty Broadband-A 1.07% 406,224 $23.2M Add +1.4%
CHKP Check Point Software Tech 1.03% 136,862 $22.4M Reduce -0.3%
GOOGL Alphabet Inc. Class A 0.92% 132,511 $20.0M Reduce -0.9%
DFS Discover Financial Services 0.85% 140,621 $18.4M Reduce -1.8%
MKL Markel Group Inc. 0.84% 12,008 $18.3M Reduce -1.1%
FFIV F5 Inc. 0.79% 90,662 $17.2M Add +0.7%
QCOM Qualcomm Inc. 0.75% 96,381 $16.3M Reduce -13.7%
GHC Graham Holdings Co. Class B 0.73% 20,631 $15.8M Reduce -1.2%
MSFT Microsoft Corp. 0.69% 35,612 $15.0M Reduce -0.8%
CMI Cummins Inc. 0.67% 49,274 $14.5M Reduce -45.7%
CI The Cigna Group 0.63% 37,761 $13.7M Add +17.4%
AXP American Express Co. 0.61% 58,387 $13.3M Add +0.6%
LKQ LKQ Corp. 0.55% 223,248 $11.9M Reduce -1.4%
MLI Mueller Industries Inc. 0.55% 219,532 $11.8M Add +224.6%
BKNG Booking Holdings Inc. 0.51% 3,032 $11.0M Add +0.8%
FOXA Fox Corp. Class A 0.46% 319,698 $10.0M Reduce -1.5%
EXEL Exelixis Inc. 0.46% 419,482 $10.0M Reduce -0.2%
TGT Target Corp. 0.46% 56,147 $9.9M Add +4.7%
GDDY GoDaddy Inc. Class A 0.43% 79,478 $9.4M Reduce -0.1%
LRCX Lam Research Corp. 0.40% 8,948 $8.7M Add +0.6%
DBX Dropbox Inc. Class A 0.40% 356,089 $8.7M Add +39.9%
CNC Centene Corp. 0.36% 98,816 $7.8M Add +20.1%
ADSK Autodesk Inc. 0.36% 29,778 $7.8M Add +20.3%
ZBRA Zebra Technologies Corp. Class A 0.35% 25,436 $7.7M Add +8.9%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.35% 62,070 $7.6M Add +8.5%
CRUS Cirrus Logic Inc. 0.35% 81,303 $7.5M Reduce -0.1%
ZION Zions Bancorp NA 0.34% 169,615 $7.4M Reduce -0.1%
LBRDK Liberty Broadband-C 0.34% 127,637 $7.3M Reduce -1.3%
CTSH Cognizant Tech Solutions-A 0.32% 93,731 $6.9M Add +9.7%
EA Electronic Arts Inc. 0.31% 51,310 $6.8M Reduce -0.1%
SNA Snap-on Inc. 0.31% 22,681 $6.7M New
UTHR United Therapeutics Corp. 0.27% 25,275 $5.8M Add +0.8%
GMS GMS Inc. 0.27% 59,403 $5.8M Add +1.6%
HOLX Hologic Inc. 0.27% 73,832 $5.8M Reduce -0.1%
VNT Vontier Corp. 0.26% 126,097 $5.7M Add +1.6%
FIX Comfort Systems USA Inc. 0.25% 16,783 $5.3M Add +1.6%
DFIN Donnelley Financial Solution 0.24% 83,510 $5.2M Add +1.4%
VRTX Vertex Pharmaceuticals Inc. 0.23% 12,157 $5.1M Reduce -3.3%
INCY Incyte Corp. 0.23% 86,851 $4.9M Add +0.1%
PRDO Perdoceo Education Corp. 0.22% 276,628 $4.9M Add +1.6%
STRL Sterling Infrastructure Inc. 0.21% 41,514 $4.6M Add +1.6%
BDC Belden Inc. 0.21% 49,252 $4.6M Add +27.8%
PBH Prestige Consumer Healthcare 0.20% 59,058 $4.3M Add +1.6%
SPNS Sapiens International Corp. 0.19% 131,505 $4.2M Add +1.8%
ENR Energizer Holdings Inc. 0.19% 143,161 $4.2M Add +42.1%
GILD Gilead Sciences Inc. 0.19% 56,400 $4.1M Reduce -3.8%
REZI Resideo Technologies Inc. 0.19% 181,856 $4.1M Add +1.6%
EVR Evercore Inc. Class A 0.19% 21,077 $4.1M Reduce -33.6%
KFY Korn Ferry 0.18% 60,461 $4.0M Add +1.6%
CRD.A Crawford & Company Class A 0.18% 419,099 $4.0M Add +221.3%
ALRM Alarm.com Holdings Inc. 0.18% 53,800 $3.9M Add +1.6%
ACIW Aci Worldwide Inc. 0.18% 116,868 $3.9M Add +1.6%
IMXI International Money Express 0.18% 169,675 $3.9M New
SAIC Science Applications Inte 0.17% 28,949 $3.8M Reduce -0.1%
GTX Garrett Motion Inc. 0.17% 379,343 $3.8M Add +1.6%
GRBK Green Brick Partners Inc. 0.17% 62,570 $3.8M Add +1.6%
NOMD Nomad Foods Ltd. 0.17% 192,448 $3.8M Add +1.6%
WLY Wiley (john) & Sons Class A 0.17% 98,187 $3.7M Add +1.6%
PATK Patrick Industries Inc. 0.17% 30,744 $3.7M Reduce -27.4%
CAT Caterpillar Inc. 0.16% 9,467 $3.5M New
ITRN Ituran Location and Control 0.16% 122,503 $3.4M Add +1.6%
HUBG Hub Group Inc. Class A 0.15% 77,826 $3.4M Add +1.6%
ADUS Addus Homecare Corp. 0.15% 32,438 $3.4M Add +36.0%
AMK Assetmark Financial Holdings 0.15% 92,377 $3.3M New
ROCK Gibraltar Industries Inc. 0.15% 40,554 $3.3M Add +1.6%
MATW Matthews Intl Corp. Class A 0.15% 104,340 $3.2M Add +1.6%
FN Fabrinet 0.14% 15,808 $3.0M Add +1.6%
AEIS Advanced Energy Industries 0.14% 28,930 $3.0M Add +1.6%
CARG Cargurus Inc. 0.13% 126,720 $2.9M Add +73.1%
EOG EOG Resources Inc. 0.13% 22,844 $2.9M New
PLUS Eplus Inc. 0.13% 37,173 $2.9M New
VGSH Vanguard Short-Term Treasury 0.13% 49,976 $2.9M Add +1.4%
BRC Brady Corporation Class A 0.13% 47,853 $2.8M Add +98.1%
AIT Applied Industrial Tech Inc. 0.12% 13,054 $2.6M Add +1.6%
UFPI Ufp Industries Inc. 0.11% 18,972 $2.3M Reduce -33.5%
PERI Perion Network Ltd. 0.10% 97,121 $2.2M Add +1.6%
ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW 0.09% 71,828 $2.0M New
DORM Dorman Products Inc. 0.09% 19,990 $1.9M New
GTES Gates Industrial Corp. UK Ltd. 0.09% 107,855 $1.9M New
CMC Commercial Metals Co. 0.09% 31,442 $1.8M Add +1.6%
ICSH iShares Ultra Short Duration 0.08% 36,356 $1.8M No change
ARW Arrow Electronics Inc. 0.08% 14,117 $1.8M New
INMD Inmode Ltd. 0.08% 82,724 $1.8M New
REYN Reynolds Consumer Products I 0.08% 62,106 $1.8M New
FUL H.B. Fuller Co. filed as FULLER H B CO 0.08% 20,482 $1.6M New
PREMIER INC-CLASS A 0.07% 72,900 $1.6M Add +4.9%
BKE The Buckle Inc. 0.07% 38,863 $1.6M Add +1.6%
MMM 3M Co. 0.06% 12,964 $1.4M Add +29.3%
ZD Ziff Davis Inc. 0.06% 21,241 $1.3M Add +1.6%
MSGE Madison Square Garden Entert 0.06% 32,999 $1.3M No change
BSV Vanguard Short-Term Bond ETF 0.06% 16,207 $1.2M Reduce -13.8%
CPF Central Pacific Financial Co. 0.05% 57,702 $1.1M Add +1.6%
BIIB Biogen Inc. 0.05% 5,155 $1.1M Reduce -2.3%
QDEL Quidelortho Corp. 0.05% 20,630 $989K Reduce -2.1%
FWONK Liberty Media Corp. Class C 0.04% 12,482 $819K No change
COST Costco Wholesale Corp. 0.03% 763 $559K No change
REVG Rev Group Inc. 0.02% 23,755 $525K Reduce -10.5%
MRK Merck & Co. Inc. 0.02% 3,720 $491K No change
ULH Universal Logistics Holdings 0.02% 12,214 $450K No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 5,374 $415K Add +0.6%
NX Quanex Building Products 0.02% 10,608 $408K No change
VPG Vishay Precision Group 0.02% 10,650 $376K Add +29.4%
WNEB Western New England Bancorp 0.02% 48,939 $375K No change
AUDC Audiocodes Ltd. 0.02% 28,069 $366K No change
HSTM Healthstream Inc. 0.02% 13,076 $349K No change
ANIP Ani Pharmaceuticals Inc. 0.02% 5,005 $346K No change
KRT Karat Packaging Inc. 0.02% 11,814 $338K No change
PETQ Petiq Inc. 0.02% 18,321 $335K No change
CRAI Cra International Inc. 0.01% 2,183 $327K No change
NRC NRC Health filed as NATIONAL RESH CORP 0.01% 8,150 $323K No change
PCB PCB Bancorp 0.01% 19,762 $323K No change
TPB Turning Point Brands Inc. 0.01% 10,866 $318K No change
BXC Bluelinx Holdings Inc. 0.01% 2,388 $311K New
NATH Nathan's Famous Inc. 0.01% 4,327 $306K No change
AGX Argan Inc. 0.01% 5,979 $302K No change
UTMD Utah Medical Products Inc. 0.01% 4,119 $293K No change
RMR RMR Group Inc./the - A 0.01% 12,127 $291K No change
SMLR Semler Scientific Inc. 0.01% 9,709 $284K No change
RGP Resources Connection Inc. 0.01% 20,741 $273K No change
NECB Northeast Community Bancorp 0.01% 17,254 $271K No change
DLX Deluxe Corp. 0.01% 13,144 $271K New
RMNI Rimini Street Inc. 0.01% 82,856 $270K Add +107.6%
III Information Services Group 0.01% 66,039 $267K Add +43.0%
YALA Yalla Group Ltd. 0.01% 55,081 $265K Add +29.2%
ACCO Acco Brands Corp. 0.01% 47,205 $265K No change
MBUU Malibu Boats Inc. Class A 0.01% 5,816 $252K No change
SMP Standard Motor Prods 0.01% 7,259 $244K No change
PG The Procter & Gamble Co. 0.01% 1,500 $243K No change
USLM United States Lime & Mineral 0.01% 798 $238K New
ADP Automatic Data Processing 0.01% 941 $235K No change
LSXMA Liberty Media Corp. Class A New 0.01% 7,796 $232K No change
NFBK Northfield Bancorp Inc. 0.01% 22,891 $223K No change
PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC 0.01% 8,374 $220K New
GSBC Great Southern Bancorp Inc. 0.01% 3,690 $202K No change
NOC Northrop Grumman Corp. 0.01% 420 $201K New
MPX Marine Products Corp. 0.01% 15,564 $183K No change
PKBK Parke Bancorp Inc. 0.01% 10,227 $176K No change
MHH Mastech Digital Inc. 0.01% 19,403 $175K No change
ACEL Accel Entertainment Inc. 0.01% 11,713 $138K New
HDSN Hudson Technologies Inc. 0.01% 11,806 $130K New
RLGT Radiant Logistics Inc. 0.01% 22,471 $122K New
OLPX Olaplex Holdings Inc. 0.00% 24,193 $46K New

Portfolio Sells Q4 2023 → Q1 2024
CMI Cummins Inc. Reduce -45.7% 0.67% −0.43
NTAP Netapp Inc. Reduce -19.9% 2.64% −0.41
ATKR Atkore Inc. Sold out 0.00% −0.33
MBIN Merchants Bancorp Sold out 0.00% −0.27
LBRDK Liberty Broadband-C Reduce -1.3% 0.34% −0.19
SEM Select Medical Holdings Corp. Sold out 0.00% −0.19
EVTC Evertec Inc. Sold out 0.00% −0.17
OCFC Oceanfirst Financial Corp. Sold out 0.00% −0.11
HOPE Hope Bancorp Inc. Sold out 0.00% −0.09
NSIT Insight Enterprises Inc. Sold out 0.00% −0.09
EVR Evercore Inc. Class A Reduce -33.6% 0.19% −0.09
WTS Watts Water Technologies-A Sold out 0.00% −0.08
M D C HLDGS INC Sold out 0.00% −0.08
ABG Asbury Automotive Group Sold out 0.00% −0.08
UFPI Ufp Industries Inc. Reduce -33.5% 0.11% −0.07
QCOM Qualcomm Inc. Reduce -13.7% 0.75% −0.07
MLAB Mesa Laboratories Inc. Sold out 0.00% −0.06
IWD iShares Russell 1000 Value E Sold out 0.00% −0.06
EXEL Exelixis Inc. Reduce -0.2% 0.46% −0.05
GILD Gilead Sciences Inc. Reduce -3.8% 0.19% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.05
PATK Patrick Industries Inc. Reduce -27.4% 0.17% −0.05
EA Electronic Arts Inc. Reduce -0.1% 0.31% −0.04
ZION Zions Bancorp NA Reduce -0.1% 0.34% −0.04
QDEL Quidelortho Corp. Reduce -2.1% 0.05% −0.03
MKL Markel Group Inc. Reduce -1.1% 0.84% −0.03
CHKP Check Point Software Tech Reduce -0.3% 1.03% −0.03
FOXA Fox Corp. Class A Reduce -1.5% 0.46% −0.03
GOOGL Alphabet Inc. Class A Reduce -0.9% 0.92% −0.03
VRTX Vertex Pharmaceuticals Inc. Reduce -3.3% 0.23% −0.03
LLYVK Liberty Media Corp.-Liberty-C Sold out 0.00% −0.02
BIIB Biogen Inc. Reduce -2.3% 0.05% −0.02
BSV Vanguard Short-Term Bond ETF Reduce -13.8% 0.06% −0.02
MYE Myers Industries Inc. Sold out 0.00% −0.02
THR Thermon Group Holdings Inc. Sold out 0.00% −0.01
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.01
WINA Winmark Corp. Sold out 0.00% −0.01
TBRG Trubridge Inc. Sold out 0.00% −0.01
EPM Evolution Petroleum Corp. Sold out 0.00% −0.01
SAIC Science Applications Inte Reduce -0.1% 0.17% −0.01
GHC Graham Holdings Co. Class B Reduce -1.2% 0.73% −0.01
HOLX Hologic Inc. Reduce -0.1% 0.27% −0.00
REVG Rev Group Inc. Reduce -10.5% 0.02% −0.00
LKQ LKQ Corp. Reduce -1.4% 0.55% +0.00
CRUS Cirrus Logic Inc. Reduce -0.1% 0.35% +0.00
MSFT Microsoft Corp. Reduce -0.8% 0.69% +0.01
GDDY GoDaddy Inc. Class A Reduce -0.1% 0.43% +0.01
WIRE Encore Wire Corp. Reduce -9.0% 1.46% +0.02
DFS Discover Financial Services Reduce -1.8% 0.85% +0.03
ALSN Allison Transmission Holding Reduce -16.4% 3.66% +0.21

Portfolio Buys Q4 2023 → Q1 2024
SYY Sysco Corp. Add +39.8% 1.87% +0.54
MLI Mueller Industries Inc. Add +224.6% 0.55% +0.38
C Citigroup Inc. Add +12.6% 1.81% +0.37
DOX Amdocs Ltd. Add +33.3% 1.77% +0.35
SNA Snap-on Inc. New 0.31% +0.31
BMY Bristol-Myers Squibb Co. Add +28.2% 1.61% +0.30
JPM JPMorgan Chase & Co. Add +1.0% 3.40% +0.26
AZO AutoZone Inc. Add +1.2% 2.36% +0.26
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 3.31% +0.25
IMXI International Money Express New 0.18% +0.18
WFC Wells Fargo & Co. Add +1.1% 2.14% +0.16
MSM MSC Industrial Direct Co. Class A Add +27.6% 1.62% +0.16
CAT Caterpillar Inc. New 0.16% +0.16
AMK Assetmark Financial Holdings New 0.15% +0.15
CI The Cigna Group Add +17.4% 0.63% +0.14
EOG EOG Resources Inc. New 0.13% +0.13
PLUS Eplus Inc. New 0.13% +0.13
WMT Walmart Inc. Add +1.5% 2.11% +0.11
CW Curtiss-Wright Corp. Add +1.8% 1.76% +0.10
CRD.A Crawford & Company Class A Add +221.3% 0.18% +0.09
COF Capital One Financial Corp. Add +1.8% 1.93% +0.09
ACH Accendra Health Inc. New 0.09% +0.09
DORM Dorman Products Inc. New 0.09% +0.09
GTES Gates Industrial Corp. UK Ltd. New 0.09% +0.09
ARW Arrow Electronics Inc. New 0.08% +0.08
INMD Inmode Ltd. New 0.08% +0.08
REYN Reynolds Consumer Products I New 0.08% +0.08
FUL H.B. Fuller Co. New 0.08% +0.08
BAC Bank of America Corp. Add +1.7% 1.88% +0.07
FIX Comfort Systems USA Inc. Add +1.6% 0.25% +0.07
TGT Target Corp. Add +4.7% 0.46% +0.07
AXP American Express Co. Add +0.6% 0.61% +0.06
BDC Belden Inc. Add +27.8% 0.21% +0.06
BRC Brady Corporation Class A Add +98.1% 0.13% +0.06
EXPE Expedia Group Inc. Add +24.3% 2.18% +0.05
ADSK Autodesk Inc. Add +20.3% 0.36% +0.05
CNC Centene Corp. Add +20.1% 0.36% +0.05
LRCX Lam Research Corp. Add +0.6% 0.40% +0.05
VNT Vontier Corp. Add +1.6% 0.26% +0.05
CARG Cargurus Inc. Add +73.1% 0.13% +0.05
ADUS Addus Homecare Corp. Add +36.0% 0.15% +0.04
TROW T Rowe Price Group Inc. Add +8.5% 0.35% +0.04
ENR Energizer Holdings Inc. Add +42.1% 0.19% +0.03
ZBRA Zebra Technologies Corp. Class A Add +8.9% 0.35% +0.03
STRL Sterling Infrastructure Inc. Add +1.6% 0.21% +0.03
ELV Elevance Health Inc. Add +1.4% 2.08% +0.03
GMS GMS Inc. Add +1.6% 0.27% +0.02
DBX Dropbox Inc. Class A Add +39.9% 0.40% +0.02
REZI Resideo Technologies Inc. Add +1.6% 0.19% +0.02
PBH Prestige Consumer Healthcare Add +1.6% 0.20% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$2.4BMTCH, NTAP, JPM, CSCO, QCOM
Q1 2026 170$2.2BREGN, JPM, MTCH, LKQ, UTHR
Q4 2025 178$2.4BGS, WFC, QCOM, JPM, GOOGL
Q3 2025 170$2.3BGS, GOOGL, QCOM, JPM, WFC
Q2 2025 172$2.3BJPM, GS, WFC, PYPL, QCOM
Q1 2025 156$2.2BBRK.B, AYI, CSCO, JPM, LKQ
Q4 2024 160$2.2BAYI, GS, ALSN, JPM, CSCO
Q3 2024 165$2.2BAYI, ALSN, BRK.B, AMGN, JPM
Q2 2024 171$2.0BJPM, AYI, BRK.B, GS, AMGN
Q1 2024 176$2.2BALSN, AYI, JPM, BRK.B, GS