Seizert Capital Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Seizert Capital Partners, LLC reported 178 stock positions worth $2.4 billion. Its top holding was Goldman Sachs (GS) at 3.6% of the portfolio, followed by Wells Fargo (WFC, 3.3%) and Qualcomm (QCOM, 3.2%). Compared with Q3 2025, it opened 19 new positions, sold out of 11, added to 69 and reduced 51. The biggest buy was Crown (CCK, shares +39%) and the biggest sale Emcor (EME, shares −87%).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001134283
Portfolio Value
$2.4B (Q4 2025)
SEC Filing
0001134283-26-000003 ↗ filed Feb 2, 2026

Holdings Value

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

Holdings 178 stocks · $2.4B
GS Goldman Sachs Group Inc. 3.64% 97,931 $86.1M Reduce -1.8%
WFC Wells Fargo & Co. 3.29% 834,922 $77.8M Reduce -1.4%
QCOM Qualcomm Inc. 3.22% 446,271 $76.3M Reduce -1.8%
JPM JPMorgan Chase & Co. 3.18% 233,894 $75.4M Reduce -2.4%
GOOGL Alphabet Inc. Class A 3.15% 238,028 $74.5M Reduce -26.8%
REGN Regeneron Pharmaceuticals 3.09% 94,705 $73.1M Reduce -4.1%
UTHR United Therapeutics Corp. 3.00% 145,522 $70.9M Reduce -1.0%
COF Capital One Financial Corp. 2.82% 275,597 $66.8M Add +2.1%
LKQ LKQ Corp. 2.78% 2,178,703 $65.8M Add +30.1%
AYI Acuity Inc. 2.75% 180,569 $65.0M Reduce -4.3%
EXPE Expedia Group Inc. 2.66% 222,553 $63.1M Reduce -19.8%
ALSN Allison Transmission Holding 2.49% 601,472 $58.9M Reduce -0.9%
MTCH Match Group Inc. 2.42% 1,771,739 $57.2M Reduce -0.1%
ADBE Adobe Inc. 2.33% 157,715 $55.2M Add +30.6%
PYPL PayPal Holdings Inc. 2.32% 941,254 $55.0M Add +15.6%
BRK.B Berkshire Hathaway Inc. Class B 2.31% 108,688 $54.6M Reduce -1.7%
NTAP Netapp Inc. 2.29% 505,604 $54.1M Reduce -0.5%
CI The Cigna Group 2.19% 188,582 $51.9M Reduce -3.8%
DBX Dropbox Inc. Class A 2.15% 1,829,098 $50.8M Reduce -1.4%
CSCO Cisco Systems Inc. 2.11% 647,199 $49.9M Reduce -2.2%
JNJ Johnson & Johnson 2.01% 229,472 $47.5M Reduce -4.5%
UNH Unitedhealth Group Inc. 1.99% 142,874 $47.2M Reduce -1.7%
SYY Sysco Corp. 1.96% 629,781 $46.4M Reduce -1.1%
ELV Elevance Health Inc. 1.86% 125,932 $44.1M Reduce -1.5%
CCK Crown Holdings Inc. 1.85% 425,306 $43.8M Add +38.5%
DOX Amdocs Ltd. 1.82% 536,236 $43.2M Add +5.2%
BMY Bristol-Myers Squibb Co. 1.73% 758,117 $40.9M Add +5.4%
WMT Walmart Inc. 1.69% 358,090 $39.9M Reduce -19.6%
SSNC Ss&c Technologies Holdings 1.65% 446,648 $39.0M Reduce -1.0%
BLDR Builders Firstsource Inc. 1.62% 371,997 $38.3M Add +23.2%
SIRI Sirius XM Holdings Inc. 1.60% 1,900,152 $38.0M Reduce -3.1%
MAS Masco Corp. 1.58% 589,509 $37.4M Reduce -1.8%
WCC Wesco International Inc. 1.37% 132,650 $32.5M Reduce -28.4%
ACI Albertsons Cos Inc. Class A 1.30% 1,797,475 $30.9M Reduce -1.7%
BRC Brady Corporation Class A 0.68% 205,965 $16.1M Add +6.2%
LDOS Leidos Holdings Inc. 0.66% 86,720 $15.6M Reduce -22.0%
CHKP Check Point Software Tech 0.66% 83,573 $15.5M Add +11.3%
META Meta Platforms Inc. Class A 0.60% 21,344 $14.1M Add +0.6%
RHI Robert Half Inc. 0.59% 516,338 $14.0M Reduce -1.8%
FFIV F5 Inc. 0.55% 51,456 $13.1M Add +26.6%
GHC Graham Holdings Co. Class B 0.55% 11,946 $13.1M Reduce -0.8%
EXEL Exelixis Inc. 0.54% 293,943 $12.9M Add +0.7%
CVS CVS Health Corp. 0.51% 152,194 $12.1M Add +0.9%
DCI Donaldson Co. Inc. 0.50% 133,748 $11.9M Reduce -2.9%
FOXA Fox Corp. Class A 0.49% 159,483 $11.7M Reduce -0.6%
SAIC Science Applications Inte 0.46% 107,922 $10.9M Add +122.3%
NBIX Neurocrine Biosciences Inc. 0.42% 70,670 $10.0M Add +0.9%
MSFT Microsoft Corp. 0.42% 20,667 $10.0M Reduce -19.7%
CART Maplebear Inc. 0.40% 211,862 $9.5M Add +31.0%
MKL Markel Group Inc. 0.36% 4,018 $8.6M Reduce -2.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.35% 80,145 $8.2M Reduce -8.1%
LRCX Lam Research Corp. 0.34% 47,177 $8.1M Reduce -40.1%
ZM Zoom Communications Inc. 0.32% 86,836 $7.5M Add +9.3%
AOS Smith (a.o.) Corp. 0.30% 107,673 $7.2M Add +16.5%
AMGN Amgen Inc. 0.30% 21,878 $7.2M Reduce -7.6%
ITRN Ituran Location and Control 0.30% 163,538 $7.0M Add +3.4%
AXP American Express Co. 0.28% 18,155 $6.7M Reduce -7.3%
ADSK Autodesk Inc. 0.28% 22,466 $6.7M Reduce -8.0%
ALNT Allient Inc. 0.27% 119,834 $6.4M Reduce -11.2%
GTX Garrett Motion Inc. 0.27% 365,674 $6.4M Reduce -27.8%
AAPL Apple Inc. 0.26% 22,982 $6.2M Reduce -26.2%
GNTX Gentex Corp. 0.26% 267,863 $6.2M New
AIT Applied Industrial Tech Inc. 0.26% 24,045 $6.2M Reduce -8.0%
INCY Incyte Corp. 0.26% 61,933 $6.1M Add +0.0%
ACIW Aci Worldwide Inc. 0.23% 115,440 $5.5M Add +3.4%
CWCO Consolidated Water Co.-Ord SH 0.23% 156,289 $5.5M Add +3.4%
ZBRA Zebra Technologies Corp. Class A 0.21% 20,659 $5.0M Add +18.7%
ESNT Essent Group Ltd. 0.21% 74,992 $4.9M Add +3.4%
NATL NCR Atleos Corp. 0.20% 125,738 $4.8M Add +3.4%
GILD Gilead Sciences Inc. 0.20% 38,866 $4.8M Reduce -1.5%
SNA Snap-on Inc. 0.20% 13,787 $4.8M Add +0.0%
CRD.A Crawford & Company Class A 0.20% 415,625 $4.7M Add +3.1%
SYF Synchrony Financial 0.20% 55,706 $4.6M Add +0.0%
VNT Vontier Corp. 0.20% 124,507 $4.6M Add +3.4%
SOLV Solventum Corp. 0.19% 56,148 $4.4M Add +0.0%
CTSH Cognizant Tech Solutions-A 0.19% 53,590 $4.4M Add +0.0%
FHI Federated Hermes Inc. 0.19% 85,331 $4.4M Add +3.4%
ZION Zions Bancorp NA 0.19% 75,699 $4.4M Add +0.0%
PBH Prestige Consumer Healthcare 0.18% 70,953 $4.4M Add +3.4%
QLYS Qualys Inc. 0.18% 32,630 $4.3M Add +3.4%
CAT Caterpillar Inc. 0.18% 7,547 $4.3M Reduce -35.4%
ALRM Alarm.com Holdings Inc. 0.18% 82,647 $4.2M Add +3.4%
MLI Mueller Industries Inc. 0.18% 36,705 $4.2M Reduce -32.9%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.18% 96,608 $4.2M Add +20.2%
OPCH Option Care Health Inc. 0.18% 131,860 $4.2M Add +3.4%
SMPL The Simply Good Foods Co. 0.18% 208,597 $4.2M Add +637.8%
PLUS Eplus Inc. 0.18% 47,555 $4.2M Add +3.4%
ST Sensata Technologies Holdplc 0.17% 121,530 $4.0M Add +99.1%
VMI Valmont Industries 0.17% 10,027 $4.0M Add +3.4%
CRTO Criteo SA-Spon 0.17% 189,971 $3.9M Add +3.4%
NOMD Nomad Foods Ltd. 0.16% 311,797 $3.9M Add +3.4%
MTG Mgic Investment Corp. 0.16% 129,989 $3.8M Add +3.4%
FELE Franklin Electric Co. Inc. 0.16% 39,358 $3.8M New
UFPI Ufp Industries Inc. 0.16% 40,842 $3.7M Add +3.4%
IWD iShares Russell 1000 Value E 0.16% 17,577 $3.7M New
GTES Gates Industrial Corp. UK Ltd. 0.16% 170,995 $3.7M Add +3.4%
ENR Energizer Holdings Inc. 0.15% 183,945 $3.7M Add +3.4%
VIRT Virtu Financial Inc. Class A 0.15% 109,405 $3.6M Add +3.4%
CSV Carriage Services Inc. 0.15% 85,863 $3.6M Add +3.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.15% 13,800 $3.6M New
ICFI Icf International Inc. 0.15% 41,136 $3.5M Add +3.4%
CB Chubb Ltd. 0.15% 11,170 $3.5M New
PRDO Perdoceo Education Corp. 0.14% 115,009 $3.4M Add +35.7%
YALA Yalla Group Ltd. 0.14% 482,976 $3.4M Add +88.0%
EOG EOG Resources Inc. 0.13% 29,370 $3.1M Add +29.5%
KOP Koppers Holdings Inc. 0.13% 112,401 $3.0M Add +209.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 3,626 $2.5M New
HG Hamilton Insurance Grou Class B 0.10% 87,809 $2.4M Add +3.4%
REZI Resideo Technologies Inc. 0.10% 64,548 $2.3M Add +3.4%
CTS CTS Corp. 0.09% 51,375 $2.2M New
TOWN Towne Bank 0.08% 60,265 $2.0M New
WLY Wiley (john) & Sons Class A 0.08% 65,596 $2.0M Add +3.4%
BCO The Brink's Co. 0.08% 16,999 $2.0M Add +3.4%
AXS Axis Capital Holdings Ltd. 0.08% 17,494 $1.9M Add +3.4%
MMS Maximus Inc. 0.08% 21,588 $1.9M New
NSSC Napco Security Technologies 0.08% 44,544 $1.9M New
ICSH iShares Ultra Short Duration 0.08% 36,356 $1.8M No change
EME Emcor Group Inc. 0.05% 2,069 $1.3M Reduce -86.8%
PFE Pfizer Inc. 0.04% 41,123 $1.0M Reduce -71.3%
FWONK Liberty Media Corp. Class C 0.04% 9,949 $980K No change
LRN Stride Inc. 0.04% 14,774 $959K Add +3.4%
OSPN Onespan Inc. 0.03% 62,325 $800K Add +3.4%
CMI Cummins Inc. 0.03% 1,551 $792K Reduce -0.1%
COST Costco Wholesale Corp. 0.03% 763 $658K No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.02% 8,204 $537K New
EPC Edgewell Personal Care Co. 0.02% 30,076 $513K Add +3.4%
III Information Services Group 0.02% 86,306 $499K No change
DGII Digi International Inc. 0.02% 10,876 $471K Reduce -14.2%
BSV Vanguard Short-Term Bond ETF 0.02% 5,959 $470K Add +1.3%
VCSH Vanguard S/T Corp. Bond ETF 0.02% 5,806 $463K Add +1.5%
VGSH Vanguard Short-Term Treasury 0.02% 7,806 $458K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 8,174 $450K No change
TCBX Third Coast Bancshares Inc. 0.02% 11,644 $443K No change
OVLY Oak Valley Bancorp filed as OAK VY BANCORP OAKDALE CALIF 0.02% 14,191 $427K No change
EBF Ennis Inc. 0.02% 22,559 $406K No change
MRK Merck & Co. Inc. 0.02% 3,720 $392K No change
AZO AutoZone Inc. 0.02% 113 $383K No change
LEN.B Lennar Corp. Class B 0.02% 4,024 $383K Reduce -93.4%
XPEL Xpel Inc. 0.02% 7,598 $379K New
ACEL Accel Entertainment Inc. 0.02% 32,989 $376K No change
WNEB Western New England Bancorp 0.02% 29,620 $374K No change
TSBK Timberland Bancorp Inc. 0.02% 10,285 $368K No change
NATH Nathan's Famous Inc. 0.02% 3,902 $365K No change
CRAI Cra International Inc. 0.02% 1,818 $365K No change
RLGT Radiant Logistics Inc. 0.01% 55,352 $350K No change
ATEN A10 Networks Inc. 0.01% 19,747 $349K No change
MD Pediatrix Medical Group Inc. 0.01% 16,234 $347K Add +41.7%
PKBK Parke Bancorp Inc. 0.01% 13,363 $335K No change
WINA Winmark Corp. 0.01% 813 $329K No change
NWPX NWPX Infrastructure Inc. 0.01% 5,189 $324K No change
HSTM Healthstream Inc. 0.01% 13,776 $318K Add +3.2%
UTMD Utah Medical Products Inc. 0.01% 5,436 $304K No change
VRTS Virtus Investment Partners 0.01% 1,760 $287K No change
DAKT Daktronics Inc. 0.01% 14,261 $282K New
HCI Hci Group Inc. 0.01% 1,452 $278K New
MCK McKesson Corp. 0.01% 331 $272K No change
AVAH Aveanna Healthcare Holdings 0.01% 33,149 $271K Reduce -34.5%
ADEA Adeia Inc. 0.01% 15,661 $270K No change
KRT Karat Packaging Inc. 0.01% 11,755 $265K No change
HDSN Hudson Technologies Inc. 0.01% 38,023 $260K No change
GRC Gorman-Rupp Co. 0.01% 5,442 $260K New
IDT Idt Corp. Class B 0.01% 5,023 $257K New
SCSC Scansource Inc. 0.01% 6,441 $252K No change
NXST Nexstar Media Group Inc. 0.01% 1,226 $249K Add +10.3%
EFOR Everforth Inc. filed as ASGN INC 0.01% 5,082 $245K New
DOLE Dole PLC 0.01% 16,268 $244K No change
ADP Automatic Data Processing 0.01% 941 $242K No change
LEGH Legacy Housing Corp. 0.01% 12,376 $242K New
TNC Tennant Co. 0.01% 3,246 $239K No change
ODC Oil-Dri Corp. of America 0.01% 4,728 $231K New
VVX V2X Inc. 0.01% 4,229 $231K No change
HCKT The Hackett Group Inc. 0.01% 11,732 $230K No change
PG The Procter & Gamble Co. 0.01% 1,500 $215K No change
AHCO Adapthealth Corp. 0.01% 20,825 $207K No change
BVS Bioventus Inc. Class A 0.01% 24,758 $184K No change
JBI Janus International Group Inc. 0.01% 26,245 $172K No change
HLIT Harmonic Inc. 0.01% 14,543 $144K No change
WT Wisdomtree Inc. 0.01% 11,211 $137K No change

Portfolio Sells Q3 2025 → Q4 2025
EME Emcor Group Inc. Reduce -86.8% 0.05% −0.39
SIRI Sirius XM Holdings Inc. Reduce -3.1% 1.60% −0.37
WCC Wesco International Inc. Reduce -28.4% 1.37% −0.33
NTAP Netapp Inc. Reduce -0.5% 2.29% −0.32
SYY Sysco Corp. Reduce -1.1% 1.96% −0.31
WMT Walmart Inc. Reduce -19.6% 1.69% −0.30
LEN.B Lennar Corp. Class B Reduce -93.4% 0.02% −0.30
MTCH Match Group Inc. Reduce -0.1% 2.42% −0.30
DBX Dropbox Inc. Class A Reduce -1.4% 2.15% −0.28
GOOGL Alphabet Inc. Class A Reduce -26.8% 3.15% −0.28
CI The Cigna Group Reduce -3.8% 2.19% −0.26
MAS Masco Corp. Reduce -1.8% 1.58% −0.25
STRL Sterling Infrastructure Inc. Sold out 0.00% −0.25
LDOS Leidos Holdings Inc. Reduce -22.0% 0.66% −0.25
CSGS CSG Systems Intl Inc. Sold out 0.00% −0.19
UNH Unitedhealth Group Inc. Reduce -1.7% 1.99% −0.18
RHI Robert Half Inc. Reduce -1.8% 0.59% −0.18
MSFT Microsoft Corp. Reduce -19.7% 0.42% −0.15
AMAL Amalgamated Financial Corp. Sold out 0.00% −0.13
LRCX Lam Research Corp. Reduce -40.1% 0.34% −0.12
PFE Pfizer Inc. Reduce -71.3% 0.04% −0.11
ROCK Gibraltar Industries Inc. Sold out 0.00% −0.11
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.7% 2.31% −0.10
JPM JPMorgan Chase & Co. Reduce -2.4% 3.18% −0.09
QRVO Qorvo Inc. Sold out 0.00% −0.09
MAT Mattel Inc. Sold out 0.00% −0.09
SSNC Ss&c Technologies Holdings Reduce -1.0% 1.65% −0.08
ACI Albertsons Cos Inc. Class A Reduce -1.7% 1.30% −0.08
ESAB Esab Corp. Sold out 0.00% −0.08
AAPL Apple Inc. Reduce -26.2% 0.26% −0.08
AYI Acuity Inc. Reduce -4.3% 2.75% −0.07
MLI Mueller Industries Inc. Reduce -32.9% 0.18% −0.06
GHC Graham Holdings Co. Class B Reduce -0.8% 0.55% −0.06
CAT Caterpillar Inc. Reduce -35.4% 0.18% −0.06
ADSK Autodesk Inc. Reduce -8.0% 0.28% −0.06
QCOM Qualcomm Inc. Reduce -1.8% 3.22% −0.05
HTB Hometrust Bancshares Inc. Sold out 0.00% −0.05
TROW T Rowe Price Group Inc. Reduce -8.1% 0.35% −0.04
AIT Applied Industrial Tech Inc. Reduce -8.0% 0.26% −0.03
GTX Garrett Motion Inc. Reduce -27.8% 0.27% −0.03
EGAN Egain Corp. Sold out 0.00% −0.02
ORCL Oracle Corp. Sold out 0.00% −0.01
LBRDK Liberty Broadband-C Sold out 0.00% −0.01
AVAH Aveanna Healthcare Holdings Reduce -34.5% 0.01% −0.01
DGII Digi International Inc. Reduce -14.2% 0.02% −0.00
AXP American Express Co. Reduce -7.3% 0.28% +0.00
CMI Cummins Inc. Reduce -0.1% 0.03% +0.01
ALNT Allient Inc. Reduce -11.2% 0.27% +0.01
GILD Gilead Sciences Inc. Reduce -1.5% 0.20% +0.01
DCI Donaldson Co. Inc. Reduce -2.9% 0.50% +0.01

Portfolio Buys Q3 2025 → Q4 2025
CCK Crown Holdings Inc. Add +38.5% 1.85% +0.57
LKQ LKQ Corp. Add +30.1% 2.78% +0.56
ADBE Adobe Inc. Add +30.6% 2.33% +0.49
COF Capital One Financial Corp. Add +2.1% 2.82% +0.34
BMY Bristol-Myers Squibb Co. Add +5.4% 1.73% +0.32
GNTX Gentex Corp. New 0.26% +0.26
SAIC Science Applications Inte Add +122.3% 0.46% +0.25
FELE Franklin Electric Co. Inc. New 0.16% +0.16
IWD iShares Russell 1000 Value E New 0.16% +0.16
AJG Arthur J Gallagher & Co. New 0.15% +0.15
CB Chubb Ltd. New 0.15% +0.15
SMPL The Simply Good Foods Co. Add +637.8% 0.18% +0.15
CART Maplebear Inc. Add +31.0% 0.40% +0.14
SPY SS SPDR S&P 500 ETF Trust-US New 0.10% +0.10
CTS CTS Corp. New 0.09% +0.09
ST Sensata Technologies Holdplc Add +99.1% 0.17% +0.09
TOWN Towne Bank New 0.08% +0.08
KOP Koppers Holdings Inc. Add +209.4% 0.13% +0.08
MMS Maximus Inc. New 0.08% +0.08
NSSC Napco Security Technologies New 0.08% +0.08
YALA Yalla Group Ltd. Add +88.0% 0.14% +0.06
ITRN Ituran Location and Control Add +3.4% 0.30% +0.05
PLUS Eplus Inc. Add +3.4% 0.18% +0.03
ZM Zoom Communications Inc. Add +9.3% 0.32% +0.03
CTSH Cognizant Tech Solutions-A Add +0.0% 0.19% +0.03
BLDR Builders Firstsource Inc. Add +23.2% 1.62% +0.03
INCY Incyte Corp. Add +0.0% 0.26% +0.03
BRC Brady Corporation Class A Add +6.2% 0.68% +0.03
SYF Synchrony Financial Add +0.0% 0.20% +0.02
OPCH Option Care Health Inc. Add +3.4% 0.18% +0.02
AKRE Akre Focus ETF New 0.02% +0.02
EXEL Exelixis Inc. Add +0.7% 0.54% +0.02
EOG EOG Resources Inc. Add +29.5% 0.13% +0.02
CVS CVS Health Corp. Add +0.9% 0.51% +0.02
XPEL Xpel Inc. New 0.02% +0.02
HG Hamilton Insurance Grou Class B Add +3.4% 0.10% +0.01
DAKT Daktronics Inc. New 0.01% +0.01
HCI Hci Group Inc. New 0.01% +0.01
DOX Amdocs Ltd. Add +5.2% 1.82% +0.01
GRC Gorman-Rupp Co. New 0.01% +0.01
IDT Idt Corp. Class B New 0.01% +0.01
CRD.A Crawford & Company Class A Add +3.1% 0.20% +0.01
SOLV Solventum Corp. Add +0.0% 0.19% +0.01
EFOR Everforth Inc. New 0.01% +0.01
LEGH Legacy Housing Corp. New 0.01% +0.01
AOS Smith (a.o.) Corp. Add +16.5% 0.30% +0.01
ODC Oil-Dri Corp. of America New 0.01% +0.01
AXS Axis Capital Holdings Ltd. Add +3.4% 0.08% +0.01
VMI Valmont Industries Add +3.4% 0.17% +0.01
MD Pediatrix Medical Group Inc. Add +41.7% 0.01% +0.01

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