Seizert Capital Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Seizert Capital Partners, LLC reported 181 stock positions worth $2.4 billion. Its top holding was Match (MTCH) at 3.3% of the portfolio, followed by Netapp (NTAP, 3.1%) and JPMorgan Chase (JPM, 2.9%). Compared with Q1 2026, it opened 37 new positions, sold out of 26, added to 85 and reduced 44. The biggest buy was Neurocrine Biosciences (NBIX, shares +216%) and the biggest sale Sirius XM (SIRI, shares −99%).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001134283
Portfolio Value
$2.4B (Q2 2026)
SEC Filing
0001134283-26-000007 ↗ filed Aug 5, 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 Q4 2025 Q1 2026: $2.2B Q1 2026 Q2 2026: $2.4B $2.4B Q2 2026

Holdings 181 stocks · $2.4B
MTCH Match Group Inc. 3.29% 2,095,993 $79.8M Reduce -0.6%
NTAP Netapp Inc. 3.06% 479,743 $74.2M Reduce -2.7%
JPM JPMorgan Chase & Co. 2.93% 216,882 $71.0M Reduce -3.6%
CSCO Cisco Systems Inc. 2.90% 597,558 $70.2M Reduce -4.2%
QCOM Qualcomm Inc. 2.74% 359,592 $66.4M Reduce -17.8%
GS Goldman Sachs Group Inc. 2.73% 65,492 $66.2M Reduce -3.5%
BRK.B Berkshire Hathaway Inc. Class B 2.61% 126,481 $63.3M Add +20.7%
EXPE Expedia Group Inc. 2.61% 246,631 $63.1M Reduce -4.0%
SNA Snap-on Inc. 2.50% 150,626 $60.6M Add +40.6%
GNTX Gentex Corp. 2.44% 2,335,889 $59.0M Add +17.5%
ALSN Allison Transmission Holding 2.38% 512,169 $57.7M Reduce -2.2%
ZM Zoom Communications Inc. 2.38% 668,781 $57.7M Add +15.3%
LKQ LKQ Corp. 2.35% 2,162,046 $56.9M Reduce -1.0%
AYI Acuity Inc. 2.31% 148,732 $56.0M Reduce -12.9%
GOOGL Alphabet Inc. Class A 2.28% 154,567 $55.2M Reduce -5.2%
WFC Wells Fargo & Co. 2.21% 647,464 $53.5M Reduce -3.7%
PHM Pultegroup Inc. 2.16% 380,746 $52.2M Add +51.0%
COF Capital One Financial Corp. 2.15% 259,218 $52.0M Reduce -1.0%
CI The Cigna Group 2.14% 188,036 $51.8M Add +1.6%
MAS Masco Corp. 2.10% 625,564 $50.9M Add +10.1%
ELV Elevance Health Inc. 1.93% 120,942 $46.8M Add +0.1%
NBIX Neurocrine Biosciences Inc. 1.93% 277,337 $46.7M Add +216.4%
UNH Unitedhealth Group Inc. 1.92% 111,973 $46.5M Reduce -15.7%
REGN Regeneron Pharmaceuticals 1.83% 71,169 $44.4M Reduce -16.9%
META Meta Platforms Inc. Class A 1.81% 77,918 $43.9M Add +268.4%
CCK Crown Holdings Inc. 1.81% 391,820 $43.8M Reduce -4.3%
WCC Wesco International Inc. 1.73% 121,235 $41.9M Reduce -4.2%
UTHR United Therapeutics Corp. 1.72% 76,828 $41.6M Reduce -26.6%
JNJ Johnson & Johnson 1.71% 162,741 $41.3M Reduce -5.0%
SSNC Ss&c Technologies Holdings 1.66% 648,613 $40.2M Add +16.0%
SYY Sysco Corp. 1.63% 473,723 $39.6M Reduce -4.2%
BMY Bristol-Myers Squibb Co. 1.59% 667,883 $38.5M Reduce -8.5%
ADBE Adobe Inc. 1.57% 185,889 $38.1M Add +1.9%
PYPL PayPal Holdings Inc. 1.55% 871,044 $37.6M Reduce -4.9%
BLDR Builders Firstsource Inc. 1.27% 343,172 $30.7M Reduce -4.2%
DOX Amdocs Ltd. 1.05% 501,609 $25.4M Reduce -3.2%
FFIV F5 Inc. 0.91% 52,947 $22.0M Reduce -0.5%
BRC Brady Corporation Class A 0.78% 205,732 $18.8M Add +4.6%
FTDR Frontdoor Inc. 0.73% 229,406 $17.8M Add +163.4%
GHC Graham Holdings Co. Class B 0.72% 15,249 $17.4M Add +19.5%
EXEL Exelixis Inc. 0.64% 283,253 $15.4M Reduce -9.2%
CVS CVS Health Corp. 0.63% 147,289 $15.2M Reduce -7.9%
LRCX Lam Research Corp. 0.57% 32,070 $13.9M Reduce -12.4%
LDOS Leidos Holdings Inc. 0.56% 132,301 $13.6M Add +40.1%
CART Maplebear Inc. 0.52% 267,987 $12.7M Add +31.5%
SAIC Science Applications Inte 0.52% 114,003 $12.6M Add +3.8%
ENS Enersys 0.50% 51,373 $12.0M Add +19.3%
DCI Donaldson Co. Inc. 0.47% 126,253 $11.3M Add +2.9%
ADSK Autodesk Inc. 0.46% 56,780 $11.0M Add +103.9%
MLI Mueller Industries Inc. 0.40% 79,469 $9.8M Add +32.6%
MKL Markel Group Inc. 0.39% 4,842 $9.5M Add +33.0%
INCY Incyte Corp. 0.36% 77,306 $8.8M Add +14.4%
GTX Garrett Motion Inc. 0.34% 225,718 $8.2M Reduce -38.7%
MSFT Microsoft Corp. 0.33% 21,405 $8.0M Add +38.5%
ZION Zions Bancorp NA 0.32% 112,522 $7.8M Add +37.3%
SYF Synchrony Financial 0.32% 100,702 $7.7M Add +37.2%
ITRN Ituran Location and Control 0.30% 119,595 $7.3M Reduce -3.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.29% 30,920 $7.1M Add +37.2%
AMGN Amgen Inc. 0.28% 18,902 $6.8M Reduce -2.3%
SOLV Solventum Corp. 0.27% 83,572 $6.4M Add +37.5%
AAPL Apple Inc. 0.27% 22,208 $6.4M Reduce -2.2%
CAT Caterpillar Inc. 0.26% 6,023 $6.4M No change
ACIW Aci Worldwide Inc. 0.26% 125,986 $6.3M Add +8.4%
ST Sensata Technologies Holdplc 0.26% 132,681 $6.3M Add +8.5%
WMT Walmart Inc. 0.26% 55,679 $6.3M Reduce -2.3%
FELE Franklin Electric Co. Inc. 0.24% 55,181 $5.9M Add +8.5%
AXP American Express Co. 0.24% 17,442 $5.9M Reduce -2.5%
YALA Yalla Group Ltd. 0.24% 1,069,979 $5.9M Add +44.9%
MTG Mgic Investment Corp. 0.24% 203,317 $5.7M Add +55.4%
CTS CTS Corp. 0.24% 87,898 $5.7M Add +8.5%
ZTS Zoetis Inc. 0.23% 78,252 $5.6M New
HRB H&R Block Inc. filed as BLOCK H & R INC 0.23% 146,440 $5.6M Add +38.2%
PRDO Perdoceo Education Corp. 0.23% 173,848 $5.6M Add +8.5%
PCTY Paylocity Holding Corp. 0.23% 52,990 $5.5M Add +45.3%
CHKP Check Point Software Tech 0.23% 42,045 $5.5M Reduce -2.3%
AIT Applied Industrial Tech Inc. 0.23% 16,317 $5.5M Reduce -2.4%
MMSI Merit Medical Systems Inc. 0.23% 79,476 $5.5M Add +197.2%
KOP Koppers Holdings Inc. 0.23% 122,722 $5.5M Add +8.5%
ALRM Alarm.com Holdings Inc. 0.23% 116,752 $5.5M Add +40.4%
CB Chubb Ltd. 0.22% 15,882 $5.4M No change
VNT Vontier Corp. 0.22% 181,808 $5.3M Add +45.1%
ESNT Essent Group Ltd. 0.22% 81,829 $5.3M Add +8.4%
REPX Riley Exploration Permian Inc. 0.22% 159,024 $5.2M New
WEX Wex Inc. 0.21% 36,723 $5.2M Add +51.0%
CRD.A Crawford & Company Class A 0.21% 458,434 $5.2M Add +7.7%
OPRA Opera Ltd.-ADR 0.21% 257,538 $5.1M Add +66.6%
CTSH Cognizant Tech Solutions-A 0.21% 129,590 $5.0M Add +64.3%
NOMD Nomad Foods Ltd. 0.20% 440,759 $4.8M Add +40.5%
GILD Gilead Sciences Inc. 0.20% 37,822 $4.8M No change
MMS Maximus Inc. 0.19% 84,731 $4.6M Add +61.9%
AOS Smith (a.o.) Corp. 0.18% 71,275 $4.5M Reduce -14.5%
SMPL The Simply Good Foods Co. 0.18% 327,593 $4.4M Add +8.5%
FUL H.B. Fuller Co. filed as FULLER H B CO 0.17% 71,297 $4.2M Add +123.5%
DSGX The Descartes Systems Grp 0.17% 57,737 $4.0M Add +90.2%
EOG EOG Resources Inc. 0.16% 30,601 $4.0M No change
MYE Myers Industries Inc. 0.16% 107,404 $3.8M New
CRTO Criteo SA-Spon 0.16% 207,353 $3.8M Add +8.4%
ADUS Addus Homecare Corp. 0.15% 36,488 $3.7M Add +97.8%
CSV Carriage Services Inc. 0.15% 93,720 $3.6M Add +8.4%
UBER Uber Technologies Inc. 0.14% 48,505 $3.5M New
HG Hamilton Insurance Grou Class B 0.14% 101,189 $3.4M Reduce -20.5%
PLOW Douglas Dynamics Inc. 0.14% 62,638 $3.4M New
LRN Stride Inc. 0.14% 38,909 $3.4M Add +161.7%
ECPG Encore Capital Group Inc. 0.14% 35,517 $3.3M New
MSA Msa Safety Inc. 0.13% 18,490 $3.2M New
CNM Core & Main Inc. Class A 0.13% 64,378 $3.1M New
OPCH Option Care Health Inc. 0.12% 143,924 $3.0M Add +8.4%
OGC Oceanagold Corp. 0.11% 110,469 $2.8M New
MCB Metropolitan Bank Holding Co. 0.11% 27,788 $2.7M New
CNXN PC Connection Inc. 0.11% 36,753 $2.7M New
GIC Global Industrial Co. 0.11% 79,533 $2.7M New
AZZ Azz Inc. 0.11% 16,431 $2.5M Add +8.5%
FNB FNB Corp. 0.10% 125,482 $2.4M Add +8.5%
AGCO Agco Corp. 0.08% 15,814 $1.9M Add +8.5%
NSSC Napco Security Technologies 0.08% 48,631 $1.8M Add +8.5%
ICSH iShares Ultra Short Duration 0.08% 36,356 $1.8M No change
FOXA Fox Corp. Class A 0.05% 23,440 $1.2M Reduce -87.5%
CMI Cummins Inc. 0.04% 1,434 $1.0M No change
ABBV Abbvie Inc. 0.04% 3,980 $1.0M New
COST Costco Wholesale Corp. 0.03% 763 $714K No change
BLK BlackRock Inc. 0.03% 712 $685K New
ODC Oil-Dri Corp. of America 0.03% 6,059 $619K Add +0.0%
NWPX NWPX Infrastructure Inc. 0.03% 4,068 $610K Reduce -21.6%
MRK Merck & Co. Inc. 0.02% 4,230 $544K No change
FWONK Liberty Media Corp. Class C 0.02% 5,325 $507K No change
MD Pediatrix Medical Group Inc. 0.02% 19,809 $502K Add +0.1%
AVAH Aveanna Healthcare Holdings 0.02% 57,538 $493K Add +31.2%
OVLY Oak Valley Bancorp filed as OAK VY BANCORP OAKDALE CALIF 0.02% 14,198 $479K Add +0.1%
BSV Vanguard Short-Term Bond ETF 0.02% 6,054 $472K Add +1.0%
VCSH Vanguard S/T Corp. Bond ETF 0.02% 5,913 $467K Add +1.1%
TSBK Timberland Bancorp Inc. 0.02% 10,289 $461K Add +0.0%
BAC Bank of America Corp. 0.02% 8,074 $460K No change
EBF Ennis Inc. 0.02% 21,521 $457K Reduce -4.6%
VGSH Vanguard Short-Term Treasury 0.02% 7,806 $454K No change
MITK Mitek Systems Inc. 0.02% 22,114 $445K Add +86.5%
AHCO Adapthealth Corp. 0.02% 42,519 $443K Add +55.7%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.02% 8,204 $436K No change
DAKT Daktronics Inc. 0.02% 21,819 $427K Add +53.0%
VVX V2X Inc. 0.02% 5,663 $422K Add +0.1%
TNC Tennant Co. 0.02% 4,798 $420K Add +0.0%
DV Doubleverify Holdings Inc. 0.02% 38,566 $418K Add +83.9%
RLGT Radiant Logistics Inc. 0.02% 42,322 $400K Add +0.1%
CEG Constellation Energy 0.02% 1,587 $394K New
WNEB Western New England Bancorp 0.02% 26,840 $384K Add +7.0%
UTMD Utah Medical Products Inc. 0.02% 5,438 $375K Add +0.0%
ABT Abbott Laboratories 0.01% 3,980 $361K New
III Information Services Group 0.01% 86,346 $355K Add +0.1%
NEXN Nexxen International Ltd. 0.01% 38,181 $345K New
PFIS Peoples Financial Services 0.01% 5,174 $343K New
MLAB Mesa Laboratories Inc. 0.01% 3,446 $343K New
EMR Emerson Electric Co. 0.01% 2,395 $343K New
BCAL California Bancorp 0.01% 16,442 $343K New
RRBI Red River Bancshares Inc. 0.01% 3,750 $342K New
VMD Viemed Healthcare Inc. 0.01% 29,846 $340K New
GRC Gorman-Rupp Co. 0.01% 3,701 $340K Reduce -49.0%
SCSC Scansource Inc. 0.01% 6,444 $336K Add +0.1%
ALG Alamo Group Inc. 0.01% 2,027 $333K New
DOLE Dole PLC 0.01% 24,185 $332K Add +0.1%
MG Mistras Group Inc. 0.01% 18,938 $331K New
BVS Bioventus Inc. Class A 0.01% 34,893 $329K Add +40.9%
AZO AutoZone Inc. 0.01% 102 $326K No change
STN Stantec Inc. 0.01% 4,708 $324K New
TNK Teekay Tankers Ltd. Class A 0.01% 4,909 $318K Add +0.1%
INMD Inmode Ltd. 0.01% 20,974 $307K Add +0.0%
XPEL Xpel Inc. 0.01% 6,075 $301K Reduce -20.0%
SIRI Sirius XM Holdings Inc. 0.01% 10,092 $298K Reduce -99.5%
PAHC Phibro Animal Health Corp. Class A 0.01% 8,649 $272K New
MMM 3M Co. 0.01% 1,639 $265K New
MCK McKesson Corp. 0.01% 331 $250K No change
KINS Kingstone Cos Inc. 0.01% 12,555 $239K New
CLMB Climb Global Solutions Inc. 0.01% 10,103 $234K New
BKTI BK Technologies Corp. 0.01% 2,705 $233K New
IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L 0.01% 8,636 $226K New
AMN Amn Healthcare Services Inc. 0.01% 6,945 $225K New
RM Regional Management Corp. 0.01% 5,445 $224K New
EXC Exelon Corp. 0.01% 4,763 $222K New
PG The Procter & Gamble Co. 0.01% 1,500 $220K No change
PRTH Priority Technology Holdings 0.01% 31,921 $213K New
ADP Automatic Data Processing 0.01% 941 $211K New
JBI Janus International Group Inc. 0.01% 26,258 $146K Add +0.1%
BHC Bausch Health Cos Inc. 0.00% 20,063 $99K Add +0.1%

Portfolio Sells Q1 2026 → Q2 2026
SIRI Sirius XM Holdings Inc. Reduce -99.5% 0.01% −1.94
DBX Dropbox Inc. Class A Sold out 0.00% −1.63
ACI Albertsons Cos Inc. Class A Sold out 0.00% −1.36
REGN Regeneron Pharmaceuticals Reduce -16.9% 1.83% −1.21
UTHR United Therapeutics Corp. Reduce -26.6% 1.72% −1.14
LKQ LKQ Corp. Reduce -1.0% 2.35% −0.60
DOX Amdocs Ltd. Reduce -3.2% 1.05% −0.51
FOXA Fox Corp. Class A Reduce -87.5% 0.05% −0.45
BMY Bristol-Myers Squibb Co. Reduce -8.5% 1.59% −0.45
ALSN Allison Transmission Holding Reduce -2.2% 2.38% −0.44
PYPL PayPal Holdings Inc. Reduce -4.9% 1.55% −0.35
ALNT Allient Inc. Sold out 0.00% −0.27
WFC Wells Fargo & Co. Reduce -3.7% 2.21% −0.26
CWCO Consolidated Water Co.-Ord SH Sold out 0.00% −0.24
FHI Federated Hermes Inc. Sold out 0.00% −0.22
JNJ Johnson & Johnson Reduce -5.0% 1.71% −0.22
UFPI Ufp Industries Inc. Sold out 0.00% −0.22
VMI Valmont Industries Sold out 0.00% −0.19
HAE Haemonetics Corp. Sold out 0.00% −0.18
QLYS Qualys Inc. Sold out 0.00% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.13
EXPE Expedia Group Inc. Reduce -4.0% 2.61% −0.13
JPM JPMorgan Chase & Co. Reduce -3.6% 2.93% −0.11
FDS Factset Research Systems Inc. Sold out 0.00% −0.10
GCT Gigacloud Technology Inc. Class A Sold out 0.00% −0.09
BLDR Builders Firstsource Inc. Reduce -4.2% 1.27% −0.09
WDAY Workday Inc. Class A Sold out 0.00% −0.09
AXS Axis Capital Holdings Ltd. Sold out 0.00% −0.08
CCK Crown Holdings Inc. Reduce -4.3% 1.81% −0.08
AOS Smith (a.o.) Corp. Reduce -14.5% 0.18% −0.07
WMT Walmart Inc. Reduce -2.3% 0.26% −0.07
CHKP Check Point Software Tech Reduce -2.3% 0.23% −0.05
COF Capital One Financial Corp. Reduce -1.0% 2.15% −0.05
HG Hamilton Insurance Grou Class B Reduce -20.5% 0.14% −0.03
AMGN Amgen Inc. Reduce -2.3% 0.28% −0.03
ATEN A10 Networks Inc. Sold out 0.00% −0.02
ADEA Adeia Inc. Sold out 0.00% −0.02
ACEL Accel Entertainment Inc. Sold out 0.00% −0.02
HLIT Harmonic Inc. Sold out 0.00% −0.02
CPRX Catalyst Pharmaceuticals Inc. Sold out 0.00% −0.02
HCI Hci Group Inc. Sold out 0.00% −0.01
CRAI Cra International Inc. Sold out 0.00% −0.01
DGII Digi International Inc. Sold out 0.00% −0.01
VRTS Virtus Investment Partners Sold out 0.00% −0.01
ZBRA Zebra Technologies Corp. Class A Sold out 0.00% −0.01
WT Wisdomtree Inc. Sold out 0.00% −0.01
HCKT The Hackett Group Inc. Sold out 0.00% −0.01
GRC Gorman-Rupp Co. Reduce -49.0% 0.01% −0.01
AXP American Express Co. Reduce -2.5% 0.24% −0.01
EBF Ennis Inc. Reduce -4.6% 0.02% −0.00

Portfolio Buys Q1 2026 → Q2 2026
NBIX Neurocrine Biosciences Inc. Add +216.4% 1.93% +1.40
META Meta Platforms Inc. Class A Add +268.4% 1.81% +1.25
PHM Pultegroup Inc. Add +51.0% 2.16% +0.79
SNA Snap-on Inc. Add +40.6% 2.50% +0.71
MAS Masco Corp. Add +10.1% 2.10% +0.52
FTDR Frontdoor Inc. Add +163.4% 0.73% +0.52
GNTX Gentex Corp. Add +17.5% 2.44% +0.44
ELV Elevance Health Inc. Add +0.1% 1.93% +0.30
BRK.B Berkshire Hathaway Inc. Class B Add +20.7% 2.61% +0.30
ZM Zoom Communications Inc. Add +15.3% 2.38% +0.24
ZTS Zoetis Inc. New 0.23% +0.23
REPX Riley Exploration Permian Inc. New 0.22% +0.22
CART Maplebear Inc. Add +31.5% 0.52% +0.17
MYE Myers Industries Inc. New 0.16% +0.16
ENS Enersys Add +19.3% 0.50% +0.15
ADSK Autodesk Inc. Add +103.9% 0.46% +0.15
UBER Uber Technologies Inc. New 0.14% +0.14
MMSI Merit Medical Systems Inc. Add +197.2% 0.23% +0.14
PLOW Douglas Dynamics Inc. New 0.14% +0.14
ECPG Encore Capital Group Inc. New 0.14% +0.14
MSA Msa Safety Inc. New 0.13% +0.13
CNM Core & Main Inc. Class A New 0.13% +0.13
OGC Oceanagold Corp. New 0.11% +0.11
MCB Metropolitan Bank Holding Co. New 0.11% +0.11
CNXN PC Connection Inc. New 0.11% +0.11
GIC Global Industrial Co. New 0.11% +0.11
OPRA Opera Ltd.-ADR Add +66.6% 0.21% +0.11
ZION Zions Bancorp NA Add +37.3% 0.32% +0.10
MLI Mueller Industries Inc. Add +32.6% 0.40% +0.10
GHC Graham Holdings Co. Class B Add +19.5% 0.72% +0.10
SYF Synchrony Financial Add +37.2% 0.32% +0.09
SOLV Solventum Corp. Add +37.5% 0.27% +0.08
FUL H.B. Fuller Co. Add +123.5% 0.17% +0.08
MTG Mgic Investment Corp. Add +55.4% 0.24% +0.08
LRN Stride Inc. Add +161.7% 0.14% +0.08
HRB H&R Block Inc. Add +38.2% 0.23% +0.08
ADUS Addus Homecare Corp. Add +97.8% 0.15% +0.07
MKL Markel Group Inc. Add +33.0% 0.39% +0.07
INCY Incyte Corp. Add +14.4% 0.36% +0.07
AJG Arthur J Gallagher & Co. Add +37.2% 0.29% +0.07
MSFT Microsoft Corp. Add +38.5% 0.33% +0.07
DSGX The Descartes Systems Grp Add +90.2% 0.17% +0.07
ST Sensata Technologies Holdplc Add +8.5% 0.26% +0.06
NOMD Nomad Foods Ltd. Add +40.5% 0.20% +0.06
ALRM Alarm.com Holdings Inc. Add +40.4% 0.23% +0.06
CTS CTS Corp. Add +8.5% 0.24% +0.06
PCTY Paylocity Holding Corp. Add +45.3% 0.23% +0.05
WEX Wex Inc. Add +51.0% 0.21% +0.04
BRC Brady Corporation Class A Add +4.6% 0.78% +0.04
ACIW Aci Worldwide Inc. Add +8.4% 0.26% +0.04

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