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Sean Greely — Institutional Investor Profile | Buyside Digest

Sean Greely

Institutional Investor • Bernzott Capital Advisors - US Small Cap

Value

$0M

Stocks

35 Stocks

Turnover

0.0%

CIK

0001260468EDGAR ↗

Website ↗

Top Holdings

VT(20.12%) VSH(4.29%) CVBF(3.86%) BND(3.79%) MP(3.33%)

About Investor

Kevin Bernzott founded Bernzott Capital Advisors in 1994, bringing over 35 years of investment experience to the firm. He previously served as CEO of McGaelic Group, a family office, and holds a Juris Doctor degree from the University of West Los Angeles School of Law. Mark Scott serves as Chief Executive Officer, leading day-to-day operations. Jeff Karansky acts as Portfolio Manager and Analyst with 22 years of investment experience, previously working at AndCo Consulting. Robert L. Fitzpatrick, CFA, joined as Portfolio Manager in December 2022, contributing 18 years of investment experience with educational background from Dartmouth College and Wharton School. The investment team averages 25 years of experience and maintains a client-first philosophy with strict adherence to regulatory compliance and industry best practices.

Investor Philosophy

Investment philosophy details pending verification.

Sean Greely Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
VT	None	Vanguard Total World Stock ETF	General	$50.3M	20.1%	No Change
VSH	None	Vishay Intertechnology, Inc.	Information Technology	$10.7M	4.3%	No Change
CVBF	None	Cvb Financial Corp - US	General	$9.7M	3.9%	No Change
BND	None	Vanguard Total Bond Market ETF	General	$9.5M	3.8%	No Change
MP	None	MP Materials Corp.	Materials	$8.3M	3.3%	No Change
AROC	None	Archrock, Inc.	Energy	$7.2M	2.9%	No Change
KRG	None	KITE RLTY GROUP TR	General	$7.1M	2.8%	No Change
GVA	None	Granite Construction	General	$6.7M	2.7%	No Change
JBI	None	Janus International Group, Inc.	General	$6.7M	2.7%	No Change
SLGN	None	Silgan Holdings Inc	General	$6.6M	2.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
VGKVanguard FTSE Europe Index Fund ETF Shares	$50281.1M	-100.0%	0.0%	Sold Out
WHRWhirlpool Corp	$1247.7M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General51.1%

Health Care11.1%

Industrials10.0%

Energy8.4%

Real Estate7.2%

Sector	Stocks	Value	Exposure
General	13	$127.7M	51.1%
Health Care	5	$27.7M	11.1%
Industrials	5	$25.1M	10.0%
Energy	4	$20.9M	8.4%
Real Estate	3	$17.9M	7.2%
Information Technology	1	$10.7M	4.3%
Consumer Staples	2	$8.3M	3.3%
Materials	1	$8.3M	3.3%
Financials	1	$3.3M	1.3%