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Seizert Capital Partners, LLC
David Collon · Asset Manager · Value
Seizert Capital Partners (SCP) is a value-oriented investment management firm founded in 2000 and based in Birmingham, Michigan. The firm is primarily owned by its portfolio managers and provides discretionary portfolio management services to institutional clients, high-net-worth individuals, and collective investment trusts. SCP utilizes a disciplined approach that combines quantitative screening and fundamental analysis to identify undervalued, high-quality companies with solid balance sheets and strong cash flow. Their strategies cover various market capitalizations, including large, mid, small, and micro-cap equity portfolios, with a focus on preserving and compounding capital over a long-term time horizon.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.6% |
| YTD return | +3.9% |
| Sharpe ratio | 2.98 |
| Win rate | 48% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://seizertcapital.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NTAP | NetApp Inc | 7.1% | +70.2% |
| MTCH | Match Group Inc | 7.0% | +22.4% |
| JPM | JPMorgan Chase & Co | 6.1% | +13.7% |
| EXPE | Expedia Group Inc. | 5.6% | +21.4% |
| GS | Goldman Sachs Group Inc | 5.4% | +16.9% |
| CSCO | Cisco Systems Inc | 5.2% | +32.4% |
| ALSN | Allison Transmission Holdings Inc | 5.2% | +26.6% |
| QCOM | Qualcomm Incorporated | 5.2% | +13.6% |
| ZM | Zoom Video Communications Inc | 5.2% | -6.9% |
| BRK-A | Berkshire Hathaway Inc | 5.1% | +0.3% |
| WFC | Wells Fargo & Company | 4.6% | +6.9% |
| SNA | Snap-On Inc | 4.5% | -10.7% |
| REGN | Regeneron Pharmaceuticals Inc | 4.5% | +28.2% |
| COF | Capital One Financial Corporation | 4.3% | +1.0% |
| GNTX | Gentex Corporation | 4.3% | -8.2% |
| CI | Cigna Corp | 4.2% | -4.5% |
| LKQ | LKQ Corporation | 4.2% | -6.4% |
| SSNC | SS&C Technologies Holdings Inc | 4.1% | -3.9% |
| GOOGL | Alphabet Inc Class A | 4.1% | +36.3% |
| META | Meta Platforms Inc. | 4.1% | +14.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | NTAP | 7.1% → 7.1% |
| Sep 14, 2026 | BUY | ALSN | 5.0% → 5.2% |
| Sep 14, 2026 | BUY | COF | 4.4% → 4.3% |
| Sep 14, 2026 | SELL | EXPE | 6.4% → 5.6% |
| Sep 14, 2026 | BUY | JPM | 6.1% → 6.1% |
Investment Style Analysis
Seizert Capital Partners, LLC is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Auto Parts sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Seizert Capital Partners, LLC made a significant move by reducing the position in NTAP. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Seizert Capital Partners' investment philosophy is centered on preserving and compounding capital through a dedicated long-only value approach. The firm employs a disciplined, research-driven process that integrates quantitative screening with qualitative fundamental analysis to identify high-quality businesses trading at a discount to their intrinsic value. By focusing on sustainable companies with strong cash flows and robust balance sheets, SCP aims to capitalize on market inefficiencies. The team maintains a long-term perspective, often constructing concentrated portfolios to maximize the impact of their best investment ideas while prioritizing the protection of client capital.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Seizert Capital Partners, LLC.
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Frequently asked questions
How is the simulated portfolio for Seizert Capital Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Seizert Capital Partners, LLC's largest holding?
As of the latest filing, Seizert Capital Partners, LLC's top position is NetApp Inc (NTAP), representing 7.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Seizert Capital Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +13.6% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 2.98, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Seizert Capital Partners, LLC primarily invest in?
Seizert Capital Partners, LLC has a strong preference for the Internet Content & Information sector, which makes up 15.1% of their disclosed assets. The portfolio also has exposure to Auto Parts, indicating a specific thematic focus.
Is Seizert Capital Partners, LLC's portfolio concentrated or diversified?
Seizert Capital Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 20.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Seizert Capital Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Seizert Capital Partners, LLC tracks a Year-to-Date (YTD) return of +3.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Collon manage Seizert Capital Partners, LLC directly?
Yes, David Collon serves as the key portfolio manager for Seizert Capital Partners, LLC, overseeing the investment strategy and final capital allocation decisions.