Seizert Capital Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Seizert Capital Partners, LLC reported 171 stock positions worth $2.0 billion. Its top holding was JPMorgan Chase (JPM) at 3.4% of the portfolio, followed by Acuity (AYI, 3.3%) and Berkshire Hathaway Class B (BRK.B, 3.2%). Compared with Q1 2024, it opened 16 new positions, sold out of 21, added to 39 and reduced 108. The biggest buy was a new position in Masco (MAS) and the biggest sale an exit from Encore Wire (WIRE).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001134283
Portfolio Value
$2.0B (Q2 2024)
SEC Filing
0001420506-24-001286 ↗ filed Aug 7, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.2B Q1 2024 Q2 2024: $2.0B $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 171 stocks · $2.0B
JPM JPMorgan Chase & Co. 3.39% 337,482 $68.3M Reduce -8.3%
AYI Acuity Inc. 3.31% 275,873 $66.6M Reduce -5.5%
BRK.B Berkshire Hathaway Inc. Class B 3.25% 160,645 $65.4M Reduce -6.1%
GS Goldman Sachs Group Inc. 3.07% 136,499 $61.7M Reduce -5.5%
AMGN Amgen Inc. 2.97% 191,439 $59.8M Reduce -7.7%
ALSN Allison Transmission Holding 2.92% 773,235 $58.7M Reduce -21.0%
NTAP Netapp Inc. 2.86% 447,500 $57.6M Reduce -18.0%
REGN Regeneron Pharmaceuticals 2.71% 51,960 $54.6M Reduce -7.7%
WMT Walmart Inc. 2.50% 743,720 $50.4M Reduce -2.3%
CSCO Cisco Systems Inc. 2.47% 1,046,312 $49.7M Add +10.5%
META Meta Platforms Inc. Class A 2.41% 96,171 $48.5M Reduce -18.1%
AZO AutoZone Inc. 2.28% 15,455 $45.8M Reduce -5.0%
WFC Wells Fargo & Co. 2.26% 765,753 $45.5M Reduce -4.5%
ELV Elevance Health Inc. 2.22% 82,521 $44.7M Reduce -5.3%
LSXMK Liberty Media Corp.-Liber-New 2.09% 1,897,509 $42.0M Reduce -6.3%
EXPE Expedia Group Inc. 2.08% 332,184 $41.9M Reduce -3.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.05% 1,037,290 $41.3M Reduce -3.4%
AAPL Apple Inc. 1.92% 183,860 $38.7M Reduce -7.4%
C Citigroup Inc. 1.89% 598,126 $38.0M Reduce -3.5%
COF Capital One Financial Corp. 1.88% 272,624 $37.7M Reduce -3.3%
SWKS Skyworks Solutions Inc. 1.78% 335,376 $35.7M Add +22.4%
JNJ Johnson & Johnson 1.75% 241,616 $35.3M Reduce -4.7%
SYY Sysco Corp. 1.71% 483,276 $34.5M Reduce -3.1%
PRGS Progress Software Corp. 1.68% 624,777 $33.9M Add +32.0%
DOX Amdocs Ltd. 1.62% 411,882 $32.5M Reduce -3.2%
CW Curtiss-Wright Corp. 1.54% 114,214 $30.9M Reduce -23.4%
MAS Masco Corp. 1.47% 444,022 $29.6M New
LSTR Landstar System Inc. 1.45% 158,269 $29.2M Reduce -3.4%
RHI Robert Half Inc. 1.44% 454,269 $29.1M Reduce -5.9%
ACI Albertsons Cos Inc. Class A 1.44% 1,463,802 $28.9M Reduce -3.3%
MSM MSC Industrial Direct Co. Class A 1.38% 350,198 $27.8M Reduce -3.3%
CVS CVS Health Corp. 1.31% 448,008 $26.5M Reduce -3.3%
BMY Bristol-Myers Squibb Co. 1.25% 607,405 $25.2M Reduce -5.5%
WBD Warner Bros Discovery Inc. 1.25% 3,385,342 $25.2M Reduce -16.7%
BLDR Builders Firstsource Inc. 1.19% 173,372 $24.0M New
LBRDA Liberty Broadband-A 1.04% 381,903 $20.9M Reduce -6.0%
CHKP Check Point Software Tech 1.02% 124,617 $20.6M Reduce -8.9%
GOOGL Alphabet Inc. Class A 0.93% 102,760 $18.7M Reduce -22.4%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.91% 158,594 $18.3M Add +155.5%
MKL Markel Group Inc. 0.88% 11,273 $17.8M Reduce -6.1%
FFIV F5 Inc. 0.79% 91,834 $15.8M Add +1.3%
MSFT Microsoft Corp. 0.69% 30,976 $13.8M Reduce -13.0%
CI The Cigna Group 0.68% 41,433 $13.7M Add +9.7%
GHC Graham Holdings Co. Class B 0.67% 19,349 $13.5M Reduce -6.2%
MLI Mueller Industries Inc. 0.60% 213,302 $12.1M Reduce -2.8%
QCOM Qualcomm Inc. 0.59% 59,340 $11.8M Reduce -38.4%
FOXA Fox Corp. Class A 0.55% 324,509 $11.2M Add +1.5%
BKNG Booking Holdings Inc. 0.51% 2,615 $10.4M Reduce -13.8%
CRUS Cirrus Logic Inc. 0.50% 78,585 $10.0M Reduce -3.3%
LKQ LKQ Corp. 0.50% 240,906 $10.0M Add +7.9%
EXEL Exelixis Inc. 0.49% 435,065 $9.8M Add +3.7%
AXP American Express Co. 0.44% 38,471 $8.9M Reduce -34.1%
ADSK Autodesk Inc. 0.41% 33,407 $8.3M Add +12.2%
EA Electronic Arts Inc. 0.40% 58,374 $8.1M Add +13.8%
AIT Applied Industrial Tech Inc. 0.40% 41,618 $8.1M Add +218.8%
AOS Smith (a.o.) Corp. 0.40% 98,213 $8.0M New
UTHR United Therapeutics Corp. 0.39% 24,441 $7.8M Reduce -3.3%
GDDY GoDaddy Inc. Class A 0.38% 54,819 $7.7M Reduce -31.0%
CMI Cummins Inc. 0.37% 26,970 $7.5M Reduce -45.3%
CTSH Cognizant Tech Solutions-A 0.36% 106,602 $7.2M Add +13.7%
LRCX Lam Research Corp. 0.36% 6,795 $7.2M Reduce -24.1%
TGT Target Corp. 0.36% 48,769 $7.2M Reduce -13.1%
ZION Zions Bancorp NA 0.35% 163,842 $7.1M Reduce -3.4%
CNC Centene Corp. 0.35% 105,577 $7.0M Add +6.8%
ZBRA Zebra Technologies Corp. Class A 0.34% 22,063 $6.8M Reduce -13.3%
SNA Snap-on Inc. 0.34% 25,949 $6.8M Add +14.4%
DBX Dropbox Inc. Class A 0.33% 292,459 $6.6M Reduce -17.9%
LBRDK Liberty Broadband-C 0.33% 119,453 $6.5M Reduce -6.4%
HOLX Hologic Inc. 0.26% 71,317 $5.3M Reduce -3.4%
INCY Incyte Corp. 0.25% 83,904 $5.1M Reduce -3.4%
VRTX Vertex Pharmaceuticals Inc. 0.25% 10,691 $5.0M Reduce -12.1%
STRL Sterling Infrastructure Inc. 0.24% 40,843 $4.8M Reduce -1.6%
PRDO Perdoceo Education Corp. 0.24% 223,990 $4.8M Reduce -19.0%
VNT Vontier Corp. 0.24% 124,050 $4.7M Reduce -1.6%
GMS GMS Inc. 0.23% 58,447 $4.7M Reduce -1.6%
ACIW Aci Worldwide Inc. 0.23% 114,970 $4.6M Reduce -1.6%
BDC Belden Inc. 0.23% 48,455 $4.5M Reduce -1.6%
DFIN Donnelley Financial Solution 0.22% 74,866 $4.5M Reduce -10.3%
SPNS Sapiens International Corp. 0.22% 129,385 $4.4M Reduce -1.6%
BRC Brady Corporation Class A 0.21% 64,132 $4.2M Add +34.0%
ENR Energizer Holdings Inc. 0.21% 140,882 $4.2M Reduce -1.6%
PBH Prestige Consumer Healthcare 0.20% 58,104 $4.0M Reduce -1.6%
KFY Korn Ferry 0.20% 59,479 $4.0M Reduce -1.6%
WLY Wiley (john) & Sons Class A 0.20% 96,601 $3.9M Reduce -1.6%
CRD.A Crawford & Company Class A 0.18% 429,785 $3.7M Add +2.5%
ADUS Addus Homecare Corp. 0.18% 31,915 $3.7M Reduce -1.6%
IMXI International Money Express 0.18% 171,807 $3.6M Add +1.3%
GRBK Green Brick Partners Inc. 0.18% 61,565 $3.5M Reduce -1.6%
PLUS Eplus Inc. 0.17% 47,426 $3.5M Add +27.6%
GILD Gilead Sciences Inc. 0.17% 49,145 $3.4M Reduce -12.9%
ALRM Alarm.com Holdings Inc. 0.17% 52,934 $3.4M Reduce -1.6%
SAIC Science Applications Inte 0.17% 28,477 $3.3M Reduce -1.6%
ZD Ziff Davis Inc. 0.16% 60,065 $3.3M Add +182.8%
HUBG Hub Group Inc. Class A 0.16% 76,562 $3.3M Reduce -1.6%
PREMIER INC-CLASS A 0.16% 173,617 $3.2M Add +138.2%
GTX Garrett Motion Inc. 0.16% 373,214 $3.2M Reduce -1.6%
CMC Commercial Metals Co. 0.16% 57,273 $3.1M Add +82.2%
NOMD Nomad Foods Ltd. 0.16% 189,357 $3.1M Reduce -1.6%
AEIS Advanced Energy Industries 0.15% 28,463 $3.1M Reduce -1.6%
CAT Caterpillar Inc. 0.15% 9,214 $3.1M Reduce -2.7%
FUL H.B. Fuller Co. filed as FULLER H B CO 0.15% 39,845 $3.1M Add +94.5%
DORM Dorman Products Inc. 0.15% 33,469 $3.1M Add +67.4%
POST Post Holdings Inc. filed as POST HLDGS INC 0.15% 29,128 $3.0M New
ITRN Ituran Location and Control 0.15% 120,552 $3.0M Reduce -1.6%
GTES Gates Industrial Corp. UK Ltd. 0.15% 186,369 $2.9M Add +72.8%
ROCK Gibraltar Industries Inc. 0.14% 39,899 $2.7M Reduce -1.6%
MATW Matthews Intl Corp. Class A 0.13% 102,662 $2.6M Reduce -1.6%
ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW 0.12% 186,182 $2.5M Add +159.2%
EOG EOG Resources Inc. 0.12% 18,887 $2.4M Reduce -17.3%
INMD Inmode Ltd. 0.11% 123,363 $2.3M Add +49.1%
UFPI Ufp Industries Inc. 0.10% 18,665 $2.1M Reduce -1.6%
ICSH iShares Ultra Short Duration 0.09% 36,356 $1.8M No change
BIIB Biogen Inc. 0.09% 7,586 $1.8M Add +47.2%
REYN Reynolds Consumer Products I 0.09% 61,118 $1.7M Reduce -1.6%
ARW Arrow Electronics Inc. 0.08% 13,891 $1.7M Reduce -1.6%
VIRT Virtu Financial Inc. Class A 0.08% 73,753 $1.7M New
CASH Pathward Financial Inc. 0.08% 29,143 $1.6M New
GIL Gildan Activewear Inc. 0.08% 43,210 $1.6M New
ENS Enersys 0.08% 15,206 $1.6M New
KWR Quaker Chemical Corporation 0.08% 9,009 $1.5M New
COLM Columbia Sportswear Co. 0.08% 19,173 $1.5M New
MMM 3M Co. 0.07% 14,276 $1.5M Add +10.1%
SON Sonoco Products Co. 0.07% 28,441 $1.4M New
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 2,243 $1.2M New
MSGE Madison Square Garden Entert 0.06% 32,999 $1.1M No change
FWONK Liberty Media Corp. Class C 0.04% 12,482 $897K No change
QDEL Quidelortho Corp. 0.04% 24,563 $816K Add +19.1%
PERI Perion Network Ltd. 0.04% 95,552 $798K Reduce -1.6%
COST Costco Wholesale Corp. 0.03% 763 $649K No change
MRK Merck & Co. Inc. 0.02% 3,720 $461K No change
VGSH Vanguard Short-Term Treasury 0.02% 7,676 $445K Reduce -84.6%
BSV Vanguard Short-Term Bond ETF 0.02% 5,634 $432K Reduce -65.2%
VCSH Vanguard S/T Corp. Bond ETF 0.02% 5,427 $419K Add +1.0%
WNEB Western New England Bancorp 0.02% 56,148 $386K Add +14.7%
AGX Argan Inc. 0.02% 5,256 $385K Reduce -12.1%
REVG Rev Group Inc. 0.02% 15,120 $376K Reduce -36.4%
SMLR Semler Scientific Inc. 0.02% 10,618 $365K Add +9.4%
PETQ Petiq Inc. 0.02% 16,105 $355K Reduce -12.1%
CRAI Cra International Inc. 0.02% 1,919 $330K Reduce -12.1%
HSTM Healthstream Inc. 0.02% 11,492 $321K Reduce -12.1%
KRT Karat Packaging Inc. 0.02% 10,385 $307K Reduce -12.1%
TPB Turning Point Brands Inc. 0.02% 9,552 $307K Reduce -12.1%
VPG Vishay Precision Group 0.01% 9,362 $285K Reduce -12.1%
PCB PCB Bancorp 0.01% 17,372 $283K Reduce -12.1%
ANIP Ani Pharmaceuticals Inc. 0.01% 4,400 $280K Reduce -12.1%
NECB Northeast Community Bancorp 0.01% 15,164 $270K Reduce -12.1%
NRC NRC Health filed as NATIONAL RESH CORP 0.01% 11,478 $263K Add +40.8%
DLX Deluxe Corp. 0.01% 11,554 $260K Reduce -12.1%
NATH Nathan's Famous Inc. 0.01% 3,803 $258K Reduce -12.1%
RLGT Radiant Logistics Inc. 0.01% 44,868 $255K Add +99.7%
SCSC Scansource Inc. 0.01% 5,665 $251K New
PG The Procter & Gamble Co. 0.01% 1,500 $247K No change
PKBK Parke Bancorp Inc. 0.01% 14,100 $245K Add +37.9%
UTMD Utah Medical Products Inc. 0.01% 3,624 $242K Reduce -12.0%
RMR RMR Group Inc./the - A 0.01% 10,658 $241K Reduce -12.1%
BELFB Bel Fuse Inc. Class B 0.01% 3,638 $237K New
HDSN Hudson Technologies Inc. 0.01% 25,700 $226K Add +117.7%
ADP Automatic Data Processing 0.01% 941 $225K No change
RMNI Rimini Street Inc. 0.01% 72,836 $224K Reduce -12.1%
YALA Yalla Group Ltd. 0.01% 48,420 $220K Reduce -12.1%
HCKT The Hackett Group Inc. 0.01% 10,079 $219K New
SMP Standard Motor Prods 0.01% 7,843 $217K Add +8.1%
RGP Resources Connection Inc. 0.01% 18,230 $201K Reduce -12.1%
ACCO Acco Brands Corp. 0.01% 41,486 $195K Reduce -12.1%
ACEL Accel Entertainment Inc. 0.01% 17,336 $178K Add +48.0%
AUDC Audiocodes Ltd. 0.01% 16,722 $174K Reduce -40.4%
III Information Services Group 0.01% 58,053 $171K Reduce -12.1%
MPX Marine Products Corp. 0.01% 13,682 $138K Reduce -12.1%
MHH Mastech Digital Inc. 0.01% 17,049 $128K Reduce -12.1%
EGAN Egain Corp. 0.01% 19,079 $120K New
OLPX Olaplex Holdings Inc. 0.00% 24,193 $37K No change

Portfolio Sells Q1 2024 → Q2 2024
WIRE Encore Wire Corp. Sold out 0.00% −1.46
DFS Discover Financial Services Sold out 0.00% −0.85
ALSN Allison Transmission Holding Reduce -21.0% 2.92% −0.74
LSXMK Liberty Media Corp.-Liber-New Reduce -6.3% 2.09% −0.68
CVS CVS Health Corp. Reduce -3.3% 1.31% −0.39
WBD Warner Bros Discovery Inc. Reduce -16.7% 1.25% −0.38
BMY Bristol-Myers Squibb Co. Reduce -5.5% 1.25% −0.35
RHI Robert Half Inc. Reduce -5.9% 1.44% −0.32
AYI Acuity Inc. Reduce -5.5% 3.31% −0.31
CMI Cummins Inc. Reduce -45.3% 0.37% −0.30
FIX Comfort Systems USA Inc. Sold out 0.00% −0.25
MSM MSC Industrial Direct Co. Class A Reduce -3.3% 1.38% −0.24
CW Curtiss-Wright Corp. Reduce -23.4% 1.54% −0.22
META Meta Platforms Inc. Class A Reduce -18.1% 2.41% −0.22
REZI Resideo Technologies Inc. Sold out 0.00% −0.19
EVR Evercore Inc. Class A Sold out 0.00% −0.19
AXP American Express Co. Reduce -34.1% 0.44% −0.17
PATK Patrick Industries Inc. Sold out 0.00% −0.17
QCOM Qualcomm Inc. Reduce -38.4% 0.59% −0.16
DOX Amdocs Ltd. Reduce -3.2% 1.62% −0.16
SYY Sysco Corp. Reduce -3.1% 1.71% −0.15
AMK Assetmark Financial Holdings Sold out 0.00% −0.15
FN Fabrinet Sold out 0.00% −0.14
CARG Cargurus Inc. Sold out 0.00% −0.13
VGSH Vanguard Short-Term Treasury Reduce -84.6% 0.02% −0.11
EXPE Expedia Group Inc. Reduce -3.4% 2.08% −0.10
TGT Target Corp. Reduce -13.1% 0.36% −0.10
JNJ Johnson & Johnson Reduce -4.7% 1.75% −0.09
AZO AutoZone Inc. Reduce -5.0% 2.28% −0.08
BKE The Buckle Inc. Sold out 0.00% −0.07
DBX Dropbox Inc. Class A Reduce -17.9% 0.33% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.1% 3.25% −0.07
PERI Perion Network Ltd. Reduce -1.6% 0.04% −0.06
ACI Albertsons Cos Inc. Class A Reduce -3.3% 1.44% −0.06
COF Capital One Financial Corp. Reduce -3.3% 1.88% −0.06
GHC Graham Holdings Co. Class B Reduce -6.2% 0.67% −0.06
GDDY GoDaddy Inc. Class A Reduce -31.0% 0.38% −0.05
CPF Central Pacific Financial Co. Sold out 0.00% −0.05
LRCX Lam Research Corp. Reduce -24.1% 0.36% −0.04
BSV Vanguard Short-Term Bond ETF Reduce -65.2% 0.02% −0.04
LBRDA Liberty Broadband-A Reduce -6.0% 1.04% −0.03
GMS GMS Inc. Reduce -1.6% 0.23% −0.03
VNT Vontier Corp. Reduce -1.6% 0.24% −0.03
GILD Gilead Sciences Inc. Reduce -12.9% 0.17% −0.02
MATW Matthews Intl Corp. Class A Reduce -1.6% 0.13% −0.02
ULH Universal Logistics Holdings Sold out 0.00% −0.02
NX Quanex Building Products Sold out 0.00% −0.02
NOMD Nomad Foods Ltd. Reduce -1.6% 0.16% −0.02
DFIN Donnelley Financial Solution Reduce -10.3% 0.22% −0.02
EOG EOG Resources Inc. Reduce -17.3% 0.12% −0.02

Portfolio Buys Q1 2024 → Q2 2024
MAS Masco Corp. New 1.47% +1.47
BLDR Builders Firstsource Inc. New 1.19% +1.19
TROW T Rowe Price Group Inc. Add +155.5% 0.91% +0.56
PRGS Progress Software Corp. Add +32.0% 1.68% +0.52
SWKS Skyworks Solutions Inc. Add +22.4% 1.78% +0.41
AOS Smith (a.o.) Corp. New 0.40% +0.40
CSCO Cisco Systems Inc. Add +10.5% 2.47% +0.29
AIT Applied Industrial Tech Inc. Add +218.8% 0.40% +0.28
POST Post Holdings Inc. New 0.15% +0.15
ZD Ziff Davis Inc. Add +182.8% 0.16% +0.10
FOXA Fox Corp. Class A Add +1.5% 0.55% +0.09
EA Electronic Arts Inc. Add +13.8% 0.40% +0.09
PREMIER INC-CLASS A Add +138.2% 0.16% +0.09
VIRT Virtu Financial Inc. Class A New 0.08% +0.08
CASH Pathward Financial Inc. New 0.08% +0.08
GIL Gildan Activewear Inc. New 0.08% +0.08
BRC Brady Corporation Class A Add +34.0% 0.21% +0.08
ENS Enersys New 0.08% +0.08
FUL H.B. Fuller Co. Add +94.5% 0.15% +0.08
KWR Quaker Chemical Corporation New 0.08% +0.08
COLM Columbia Sportswear Co. New 0.08% +0.08
SON Sonoco Products Co. New 0.07% +0.07
CMC Commercial Metals Co. Add +82.2% 0.16% +0.07
DORM Dorman Products Inc. Add +67.4% 0.15% +0.06
SPY SS SPDR S&P 500 ETF Trust-US New 0.06% +0.06
GTES Gates Industrial Corp. UK Ltd. Add +72.8% 0.15% +0.06
ADSK Autodesk Inc. Add +12.2% 0.41% +0.05
CI The Cigna Group Add +9.7% 0.68% +0.05
CTSH Cognizant Tech Solutions-A Add +13.7% 0.36% +0.04
PLUS Eplus Inc. Add +27.6% 0.17% +0.04
BIIB Biogen Inc. Add +47.2% 0.09% +0.04
ACH Accendra Health Inc. Add +159.2% 0.12% +0.03
INMD Inmode Ltd. Add +49.1% 0.11% +0.03
SNA Snap-on Inc. Add +14.4% 0.34% +0.03
EXEL Exelixis Inc. Add +3.7% 0.49% +0.03
SCSC Scansource Inc. New 0.01% +0.01
BELFB Bel Fuse Inc. Class B New 0.01% +0.01
HCKT The Hackett Group Inc. New 0.01% +0.01
MMM 3M Co. Add +10.1% 0.07% +0.01
RLGT Radiant Logistics Inc. Add +99.7% 0.01% +0.01
EGAN Egain Corp. New 0.01% +0.01
HDSN Hudson Technologies Inc. Add +117.7% 0.01% +0.01
SMLR Semler Scientific Inc. Add +9.4% 0.02% +0.01
PKBK Parke Bancorp Inc. Add +37.9% 0.01% +0.00
ACEL Accel Entertainment Inc. Add +48.0% 0.01% +0.00
CRD.A Crawford & Company Class A Add +2.5% 0.18% +0.00
WNEB Western New England Bancorp Add +14.7% 0.02% +0.00
VCSH Vanguard S/T Corp. Bond ETF Add +1.0% 0.02% +0.00
SMP Standard Motor Prods Add +8.1% 0.01% −0.00
IMXI International Money Express Add +1.3% 0.18% −0.00

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