Seizert Capital Partners, LLC

Name: SEIZERT CAPITAL PARTNERS, LLC 13F holdings, Q4 2024
Creator: SEIZERT CAPITAL PARTNERS, LLC
Published: 2025-02-06

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Seizert Capital Partners, LLC reported 160 stock positions worth $2.2 billion. Its top holding was Acuity (AYI) at 3.7% of the portfolio, followed by Goldman Sachs (GS, 3.2%) and Allison Transmission (ALSN, 3.1%). Compared with Q3 2024, it opened 10 new positions, sold out of 15, added to 55 and reduced 87. The biggest buy was Match (MTCH, shares +469%) and the biggest sale MSC Industrial Direct Class A (MSM, shares −99%).

Most Recent 13F: Q2 2026
Location: BIRMINGHAM, MI
CIK: 0001134283
Portfolio Value: $2.2B (Q4 2024)
SEC Filing: 0001420506-25-000171 ↗ filed Feb 6, 2025

Holdings Value

Holdings 160 stocks · $2.2B


AYI Acuity Inc.	3.70%	280,371	$81.9M	Reduce -0.3%
GS Goldman Sachs Group Inc.	3.18%	122,982	$70.4M	Add +7.7%
ALSN Allison Transmission Holding	3.09%	632,481	$68.3M	Reduce -4.6%
JPM JPMorgan Chase & Co.	3.08%	284,914	$68.3M	Add +4.8%
CSCO Cisco Systems Inc.	3.07%	1,146,732	$67.9M	Add +7.1%
BRK.B Berkshire Hathaway Inc. Class B	2.96%	144,378	$65.4M	Add +6.2%
WFC Wells Fargo & Co.	2.72%	857,478	$60.2M	Add +9.0%
EXPE Expedia Group Inc.	2.46%	291,827	$54.4M	Reduce -15.0%
LKQ LKQ Corp.	2.45%	1,478,420	$54.3M	Add +11.3%
NTAP Netapp Inc.	2.34%	446,641	$51.8M	Reduce -2.1%
SIRI Sirius XM Holdings Inc.	2.34%	2,269,616	$51.7M	Add +16.3%
PYPL PayPal Holdings Inc.	2.31%	600,565	$51.3M	Add +36.3%
AMGN Amgen Inc.	2.24%	190,262	$49.6M	Reduce -1.3%
AAPL Apple Inc.	2.22%	196,479	$49.2M	Add +5.4%
META Meta Platforms Inc. Class A	2.22%	83,998	$49.2M	Add +0.1%
MTCH Match Group Inc.	2.19%	1,481,967	$48.5M	Add +468.6%
ELV Elevance Health Inc.	2.17%	130,262	$48.1M	Add +25.0%
WMT Walmart Inc.	2.08%	509,800	$46.1M	Reduce -12.8%
DOX Amdocs Ltd.	2.06%	536,074	$45.6M	Add +9.3%
MAS Masco Corp.	1.94%	591,602	$42.9M	Add +9.5%
SYY Sysco Corp.	1.88%	545,271	$41.7M	Add +9.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	1.88%	946,976	$41.6M	Add +9.2%
RHI Robert Half Inc.	1.87%	587,680	$41.4M	Add +7.4%
BMY Bristol-Myers Squibb Co.	1.80%	704,735	$39.9M	Reduce -1.8%
COF Capital One Financial Corp.	1.78%	221,089	$39.4M	Reduce -6.4%
REGN Regeneron Pharmaceuticals	1.75%	54,304	$38.7M	Add +18.6%
BLDR Builders Firstsource Inc.	1.71%	264,211	$37.8M	Add +23.3%
PRGS Progress Software Corp.	1.70%	579,172	$37.7M	Reduce -10.2%
CI The Cigna Group	1.69%	135,467	$37.4M	Add +7.9%
ACI Albertsons Cos Inc. Class A	1.60%	1,805,823	$35.5M	Add +8.9%
JNJ Johnson & Johnson	1.58%	241,770	$35.0M	Reduce -0.9%
CW Curtiss-Wright Corp.	1.58%	98,495	$35.0M	Reduce -1.7%
SWKS Skyworks Solutions Inc.	1.51%	377,048	$33.4M	Add +8.8%
LBRDA Liberty Broadband-A	1.42%	423,895	$31.5M	Add +7.5%
WCC Wesco International Inc.	1.42%	173,154	$31.3M	New
CVS CVS Health Corp.	1.15%	569,527	$25.6M	Add +22.8%
CHKP Check Point Software Tech	0.86%	102,000	$19.0M	Reduce -17.6%
GOOGL Alphabet Inc. Class A	0.85%	99,993	$18.9M	Reduce -1.6%
FFIV F5 Inc.	0.75%	65,624	$16.5M	Reduce -27.9%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.66%	128,884	$14.6M	Reduce -23.5%
UTHR United Therapeutics Corp.	0.64%	40,218	$14.2M	Add +3.4%
EXEL Exelixis Inc.	0.63%	419,635	$14.0M	Reduce -10.7%
AIT Applied Industrial Tech Inc.	0.58%	54,061	$12.9M	Reduce -4.4%
MSFT Microsoft Corp.	0.57%	30,087	$12.7M	Reduce -1.5%
MKL Markel Group Inc.	0.56%	7,230	$12.5M	Reduce -35.9%
GHC Graham Holdings Co. Class B	0.50%	12,592	$11.0M	Reduce -35.0%
FOXA Fox Corp. Class A	0.49%	223,225	$10.8M	Reduce -36.1%
QCOM Qualcomm Inc.	0.47%	67,596	$10.4M	Add +4.4%
AXP American Express Co.	0.47%	34,793	$10.3M	Reduce -0.3%
BKNG Booking Holdings Inc.	0.45%	2,011	$10.0M	Reduce -21.6%
ADSK Autodesk Inc.	0.44%	32,705	$9.7M	Reduce -0.2%
BRC Brady Corporation Class A	0.41%	123,196	$9.1M	Add +93.9%
DBX Dropbox Inc. Class A	0.41%	300,808	$9.0M	Reduce -0.2%
ZBRA Zebra Technologies Corp. Class A	0.38%	21,605	$8.3M	Reduce -0.2%
CMI Cummins Inc.	0.38%	23,862	$8.3M	Reduce -0.1%
AZO AutoZone Inc.	0.33%	2,257	$7.2M	Reduce -61.8%
LBRDK Liberty Broadband-C	0.32%	95,936	$7.2M	Reduce -33.3%
LRCX Lam Research Corp.	0.31%	96,220	$6.9M	Reduce -0.3%
PRDO Perdoceo Education Corp.	0.30%	253,303	$6.7M	Add +14.2%
STRL Sterling Infrastructure Inc.	0.30%	39,610	$6.7M	Reduce -2.1%
AOS Smith (a.o.) Corp.	0.30%	97,704	$6.7M	Reduce -5.8%
LEN.B Lennar Corp. Class B	0.28%	47,193	$6.2M	New
ENR Energizer Holdings Inc.	0.28%	177,949	$6.2M	Reduce -2.1%
TGT Target Corp.	0.28%	45,835	$6.2M	Reduce -4.3%
CRD.A Crawford & Company Class A	0.28%	527,725	$6.1M	Reduce -2.1%
BIIB Biogen Inc.	0.27%	39,671	$6.1M	Add +260.5%
GTX Garrett Motion Inc.	0.26%	645,264	$5.8M	Reduce -2.1%
ACIW Aci Worldwide Inc.	0.26%	111,651	$5.8M	Reduce -2.1%
MLI Mueller Industries Inc.	0.26%	72,843	$5.8M	Reduce -50.0%
VIRT Virtu Financial Inc. Class A	0.25%	153,192	$5.5M	Add +109.7%
SAIC Science Applications Inte	0.25%	48,554	$5.4M	Add +25.1%
GDDY GoDaddy Inc. Class A	0.24%	27,386	$5.4M	Reduce -50.1%
ARW Arrow Electronics Inc.	0.24%	46,851	$5.3M	Add +36.4%
GIL Gildan Activewear Inc.	0.24%	112,483	$5.3M	Add +34.7%
SPNS Sapiens International Corp.	0.23%	189,365	$5.1M	Add +47.8%
NOMD Nomad Foods Ltd.	0.23%	301,630	$5.1M	Add +11.7%
SNA Snap-on Inc.	0.22%	14,669	$5.0M	Reduce -50.0%
ITRN Ituran Location and Control	0.22%	158,204	$4.9M	Add +32.3%
CNC Centene Corp.	0.21%	78,440	$4.8M	Reduce -30.1%
GTES Gates Industrial Corp. UK Ltd.	0.21%	226,263	$4.7M	Add +22.5%
ZION Zions Bancorp NA	0.20%	82,576	$4.5M	Reduce -49.6%
UFPI Ufp Industries Inc.	0.20%	39,510	$4.5M	Add +14.1%
CTSH Cognizant Tech Solutions-A	0.20%	57,739	$4.4M	Reduce -50.0%
PBH Prestige Consumer Healthcare	0.20%	56,355	$4.4M	Reduce -2.1%
VNT Vontier Corp.	0.20%	120,420	$4.4M	Reduce -2.1%
HUBG Hub Group Inc. Class A	0.20%	98,472	$4.4M	Add +29.7%
GILD Gilead Sciences Inc.	0.20%	47,201	$4.4M	Reduce -4.2%
EA Electronic Arts Inc.	0.19%	29,186	$4.3M	Reduce -50.0%
CAT Caterpillar Inc.	0.19%	11,544	$4.2M	Reduce -4.5%
INMD Inmode Ltd.	0.19%	250,627	$4.2M	Add +105.2%
CRUS Cirrus Logic Inc.	0.18%	40,324	$4.0M	Reduce -48.7%
CRTO Criteo SA-Spon	0.18%	101,135	$4.0M	Add +189.6%
AMAL Amalgamated Financial Corp.	0.17%	112,767	$3.8M	Add +98.7%
CMC Commercial Metals Co.	0.17%	74,277	$3.7M	Reduce -2.1%
IMXI International Money Express	0.16%	173,741	$3.6M	Reduce -2.2%
FUL H.B. Fuller Co. filed as FULLER H B CO	0.16%	53,611	$3.6M	Reduce -2.1%
PLUS Eplus Inc.	0.15%	45,996	$3.4M	Reduce -2.1%
INCY Incyte Corp.	0.15%	47,567	$3.3M	Reduce -49.6%
POST Post Holdings Inc. filed as POST HLDGS INC	0.15%	28,233	$3.2M	Reduce -2.1%
DFIN Donnelley Financial Solution	0.15%	51,296	$3.2M	Reduce -30.9%
ZD Ziff Davis Inc.	0.14%	58,029	$3.2M	Reduce -2.1%
ALRM Alarm.com Holdings Inc.	0.14%	51,380	$3.1M	Reduce -2.1%
CIEN Ciena Corp.	0.13%	33,431	$2.8M	Reduce -2.1%
WLY Wiley (john) & Sons Class A	0.13%	63,458	$2.8M	Reduce -33.7%
EOG EOG Resources Inc.	0.12%	21,791	$2.7M	Add +6.9%
VCTR Victory Capital Holding - A	0.10%	35,054	$2.3M	New
ROCK Gibraltar Industries Inc.	0.10%	38,694	$2.3M	Reduce -2.1%
ICFI Icf International Inc.	0.09%	17,533	$2.1M	New
ESAB Esab Corp.	0.09%	16,730	$2.0M	Reduce -2.1%
ICSH iShares Ultra Short Duration	0.08%	36,356	$1.8M	No change
VRTX Vertex Pharmaceuticals Inc.	0.08%	4,165	$1.7M	Reduce -61.1%
REYN Reynolds Consumer Products I	0.07%	59,278	$1.6M	Reduce -2.1%
BCO The Brink's Co.	0.07%	16,445	$1.5M	Reduce -2.1%
MMM 3M Co.	0.06%	10,683	$1.4M	Reduce -26.8%
IWD iShares Russell 1000 Value E	0.05%	5,542	$1.0M	New
FWONK Liberty Media Corp. Class C	0.05%	11,019	$1.0M	No change
COST Costco Wholesale Corp.	0.03%	763	$699K	No change
MSGE Madison Square Garden Entert	0.03%	18,482	$658K	No change
TPB Turning Point Brands Inc.	0.03%	9,274	$557K	Reduce -2.9%
WNEB Western New England Bancorp	0.02%	54,898	$505K	Reduce -2.2%
EBF Ennis Inc.	0.02%	23,003	$485K	Add +34.9%
REVG Rev Group Inc.	0.02%	14,680	$468K	Reduce -2.9%
TCBX Third Coast Bancshares Inc.	0.02%	13,697	$465K	Add +14.3%
VGSH Vanguard Short-Term Treasury	0.02%	7,806	$454K	No change
BSV Vanguard Short-Term Bond ETF	0.02%	5,745	$444K	Add +1.1%
VCSH Vanguard S/T Corp. Bond ETF	0.02%	5,558	$434K	Add +1.4%
OVLY Oak Valley Bancorp filed as OAK VY BANCORP OAKDALE CALIF	0.02%	14,539	$425K	Add +18.0%
DGII Digi International Inc.	0.02%	12,985	$393K	Reduce -2.9%
ATEN A10 Networks Inc.	0.02%	21,288	$392K	Add +52.2%
RLGT Radiant Logistics Inc.	0.02%	56,709	$380K	Reduce -2.9%
MRK Merck & Co. Inc.	0.02%	3,720	$370K	No change
EGAN Egain Corp.	0.02%	59,340	$370K	Add +55.9%
HCKT The Hackett Group Inc.	0.02%	12,020	$369K	Add +19.3%
ACEL Accel Entertainment Inc.	0.02%	33,798	$361K	Add +29.5%
HSTM Healthstream Inc.	0.02%	11,157	$355K	Reduce -2.9%
NATH Nathan's Famous Inc.	0.02%	4,490	$353K	Reduce -2.9%
NRC NRC Health filed as NATIONAL RESH CORP	0.02%	19,892	$351K	Add +12.6%
CRAI Cra International Inc.	0.02%	1,863	$349K	Reduce -2.9%
UTMD Utah Medical Products Inc.	0.02%	5,569	$342K	Reduce -2.9%
PCB PCB Bancorp	0.02%	16,866	$341K	Reduce -2.9%
VOO Vanguard S&P 500 ETF	0.01%	600	$323K	New
DOLE Dole PLC	0.01%	23,803	$322K	Add +24.6%
SCSC Scansource Inc.	0.01%	6,599	$313K	Add +16.5%
KRT Karat Packaging Inc.	0.01%	10,083	$305K	Reduce -2.9%
BELFB Bel Fuse Inc. Class B	0.01%	3,532	$291K	Reduce -2.9%
PKBK Parke Bancorp Inc.	0.01%	13,690	$281K	Reduce -2.9%
TCMD Tactile Systems Technology I	0.01%	16,385	$281K	New
ADP Automatic Data Processing	0.01%	941	$275K	No change
WINA Winmark Corp.	0.01%	644	$253K	New
MSM MSC Industrial Direct Co. Class A	0.01%	3,384	$253K	Reduce -99.1%
PG The Procter & Gamble Co.	0.01%	1,500	$251K	No change
SMP Standard Motor Prods	0.01%	7,615	$236K	Reduce -2.9%
AGX Argan Inc.	0.01%	1,679	$230K	Reduce -59.7%
ADEA Adeia Inc.	0.01%	16,045	$224K	Reduce -2.9%
HDSN Hudson Technologies Inc.	0.01%	38,955	$217K	Reduce -2.9%
ACCO Acco Brands Corp.	0.01%	40,276	$211K	Reduce -2.9%
YALA Yalla Group Ltd.	0.01%	47,011	$191K	Reduce -2.9%
III Information Services Group	0.01%	56,364	$188K	Reduce -2.9%
AVAH Aveanna Healthcare Holdings	0.01%	36,409	$166K	New
BVS Bioventus Inc. Class A	0.01%	14,883	$156K	New

Portfolio Sells Q3 2024 → Q4 2024


MSM MSC Industrial Direct Co. Class A	Reduce -99.1%	0.01%	−1.39
LSTR Landstar System Inc.	Sold out	0.00%	−1.39
AMGN Amgen Inc.	Reduce -1.3%	2.24%	−0.57
AZO AutoZone Inc.	Reduce -61.8%	0.33%	−0.51
HOLX Hologic Inc.	Sold out	0.00%	−0.26
CRUS Cirrus Logic Inc.	Reduce -48.7%	0.18%	−0.26
PRGS Progress Software Corp.	Reduce -10.2%	1.70%	−0.26
BDC Belden Inc.	Sold out	0.00%	−0.25
KFY Korn Ferry	Sold out	0.00%	−0.25
MKL Markel Group Inc.	Reduce -35.9%	0.56%	−0.24
DORM Dorman Products Inc.	Sold out	0.00%	−0.23
MLI Mueller Industries Inc.	Reduce -50.0%	0.26%	−0.23
GHC Graham Holdings Co. Class B	Reduce -35.0%	0.50%	−0.22
CHKP Check Point Software Tech	Reduce -17.6%	0.86%	−0.22
JNJ Johnson & Johnson	Reduce -0.9%	1.58%	−0.21
NTAP Netapp Inc.	Reduce -2.1%	2.34%	−0.20
CTSH Cognizant Tech Solutions-A	Reduce -50.0%	0.20%	−0.20
EA Electronic Arts Inc.	Reduce -50.0%	0.19%	−0.19
FOXA Fox Corp. Class A	Reduce -36.1%	0.49%	−0.18
LBRDK Liberty Broadband-C	Reduce -33.3%	0.32%	−0.18
TROW T Rowe Price Group Inc.	Reduce -23.5%	0.66%	−0.17
CNC Centene Corp.	Reduce -30.1%	0.21%	−0.17
FFIV F5 Inc.	Reduce -27.9%	0.75%	−0.16
SNA Snap-on Inc.	Reduce -50.0%	0.22%	−0.16
KWR Quaker Chemical Corporation	Sold out	0.00%	−0.15
VRTX Vertex Pharmaceuticals Inc.	Reduce -61.1%	0.08%	−0.15
ZION Zions Bancorp NA	Reduce -49.6%	0.20%	−0.15
GDDY GoDaddy Inc. Class A	Reduce -50.1%	0.24%	−0.14
AEIS Advanced Energy Industries	Sold out	0.00%	−0.13
INCY Incyte Corp.	Reduce -49.6%	0.15%	−0.13
AOS Smith (a.o.) Corp.	Reduce -5.8%	0.30%	−0.12
CASH Pathward Financial Inc.	Sold out	0.00%	−0.09
WLY Wiley (john) & Sons Class A	Reduce -33.7%	0.13%	−0.08
DFIN Donnelley Financial Solution	Reduce -30.9%	0.15%	−0.08
COLM Columbia Sportswear Co.	Sold out	0.00%	−0.07
TGT Target Corp.	Reduce -4.3%	0.28%	−0.06
PLUS Eplus Inc.	Reduce -2.1%	0.15%	−0.06
WMT Walmart Inc.	Reduce -12.8%	2.08%	−0.05
QDEL Quidelortho Corp.	Sold out	0.00%	−0.05
LRCX Lam Research Corp.	Reduce -0.3%	0.31%	−0.04
BKNG Booking Holdings Inc.	Reduce -21.6%	0.45%	−0.04
FUL H.B. Fuller Co.	Reduce -2.1%	0.16%	−0.03
MMM 3M Co.	Reduce -26.8%	0.06%	−0.03
CAT Caterpillar Inc.	Reduce -4.5%	0.19%	−0.02
CMC Commercial Metals Co.	Reduce -2.1%	0.17%	−0.02
ROCK Gibraltar Industries Inc.	Reduce -2.1%	0.10%	−0.02
MSFT Microsoft Corp.	Reduce -1.5%	0.57%	−0.02
BCO The Brink's Co.	Reduce -2.1%	0.07%	−0.02
NECB Northeast Community Bancorp	Sold out	0.00%	−0.02
REYN Reynolds Consumer Products I	Reduce -2.1%	0.07%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


MTCH Match Group Inc.	Add +468.6%	2.19%	+1.74
WCC Wesco International Inc.	New	1.42%	+1.42
PYPL PayPal Holdings Inc.	Add +36.3%	2.31%	+0.76
WFC Wells Fargo & Co.	Add +9.0%	2.72%	+0.71
GS Goldman Sachs Group Inc.	Add +7.7%	3.18%	+0.63
JPM JPMorgan Chase & Co.	Add +4.8%	3.08%	+0.49
CSCO Cisco Systems Inc.	Add +7.1%	3.07%	+0.49
BAC Bank of America Corp.	Add +9.2%	1.88%	+0.33
LEN.B Lennar Corp. Class B	New	0.28%	+0.28
AAPL Apple Inc.	Add +5.4%	2.22%	+0.26
SIRI Sirius XM Holdings Inc.	Add +16.3%	2.34%	+0.25
ACI Albertsons Cos Inc. Class A	Add +8.9%	1.60%	+0.22
RHI Robert Half Inc.	Add +7.4%	1.87%	+0.20
BRC Brady Corporation Class A	Add +93.9%	0.41%	+0.19
BIIB Biogen Inc.	Add +260.5%	0.27%	+0.18
VIRT Virtu Financial Inc. Class A	Add +109.7%	0.25%	+0.15
BRK.B Berkshire Hathaway Inc. Class B	Add +6.2%	2.96%	+0.13
DOX Amdocs Ltd.	Add +9.3%	2.06%	+0.12
SYY Sysco Corp.	Add +9.2%	1.88%	+0.12
CRTO Criteo SA-Spon	Add +189.6%	0.18%	+0.12
VCTR Victory Capital Holding - A	New	0.10%	+0.10
INMD Inmode Ltd.	Add +105.2%	0.19%	+0.10
ICFI Icf International Inc.	New	0.09%	+0.09
AMAL Amalgamated Financial Corp.	Add +98.7%	0.17%	+0.09
PRDO Perdoceo Education Corp.	Add +14.2%	0.30%	+0.08
ITRN Ituran Location and Control	Add +32.3%	0.22%	+0.08
GTES Gates Industrial Corp. UK Ltd.	Add +22.5%	0.21%	+0.06
GIL Gildan Activewear Inc.	Add +34.7%	0.24%	+0.06
LKQ LKQ Corp.	Add +11.3%	2.45%	+0.06
LBRDA Liberty Broadband-A	Add +7.5%	1.42%	+0.06
META Meta Platforms Inc. Class A	Add +0.1%	2.22%	+0.05
IWD iShares Russell 1000 Value E	New	0.05%	+0.05
HUBG Hub Group Inc. Class A	Add +29.7%	0.20%	+0.04
ARW Arrow Electronics Inc.	Add +36.4%	0.24%	+0.03
VOO Vanguard S&P 500 ETF	New	0.01%	+0.01
SPNS Sapiens International Corp.	Add +47.8%	0.23%	+0.01
TCMD Tactile Systems Technology I	New	0.01%	+0.01
UTHR United Therapeutics Corp.	Add +3.4%	0.64%	+0.01
WINA Winmark Corp.	New	0.01%	+0.01
ATEN A10 Networks Inc.	Add +52.2%	0.02%	+0.01
EGAN Egain Corp.	Add +55.9%	0.02%	+0.01
AVAH Aveanna Healthcare Holdings	New	0.01%	+0.01
EOG EOG Resources Inc.	Add +6.9%	0.12%	+0.01
BVS Bioventus Inc. Class A	New	0.01%	+0.01
TCBX Third Coast Bancshares Inc.	Add +14.3%	0.02%	+0.01
HCKT The Hackett Group Inc.	Add +19.3%	0.02%	+0.00
OVLY Oak Valley Bancorp	Add +18.0%	0.02%	+0.00
EBF Ennis Inc.	Add +34.9%	0.02%	+0.00
ACEL Accel Entertainment Inc.	Add +29.5%	0.02%	+0.00
SCSC Scansource Inc.	Add +16.5%	0.01%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	181	$2.4B	MTCH, NTAP, JPM, CSCO, QCOM
Q1 2026	170	$2.2B	REGN, JPM, MTCH, LKQ, UTHR
Q4 2025	178	$2.4B	GS, WFC, QCOM, JPM, GOOGL
Q3 2025	170	$2.3B	GS, GOOGL, QCOM, JPM, WFC
Q2 2025	172	$2.3B	JPM, GS, WFC, PYPL, QCOM
Q1 2025	156	$2.2B	BRK.B, AYI, CSCO, JPM, LKQ
Q4 2024	160	$2.2B	AYI, GS, ALSN, JPM, CSCO
Q3 2024	165	$2.2B	AYI, ALSN, BRK.B, AMGN, JPM
Q2 2024	171	$2.0B	JPM, AYI, BRK.B, GS, AMGN
Q1 2024	176	$2.2B	ALSN, AYI, JPM, BRK.B, GS