Paul Lountzis's Portfolio

Lountzis Asset Management 13F holdings

What is Paul Lountzis's portfolio?

Lountzis Asset Management has disclosed a total of 47 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $236,184,251.

What stocks does Paul Lountzis own?

In Paul Lountzis's portfolio as of 31 Dec 2024, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (26.42%), (PGR) PROGRESSIVE CORP (8.00%), (WFC) WELLS FARGO & CO (7.49%), (AMAT) APPLIED MATERIALS INC (7.34%) and (KKR) KKR & CO INC (6.66%).

To see the historical data of Lountzis Asset Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Lountzis Asset Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $236M+
Period: 2024 Q4
Number of stock: 47
Update: 03 Feb 2025
ABT
0.37%
7,625
$113.11
13.21% $128.05
$862,464
ABBV
0.25%
3,300
$177.70
7.36% $190.77
$586,410
GOOGL
3.98%
49,645
$189.30
2.09% $185.34
$9,397,799
-0.68% (-340)
-0.03%
GOOG
0.54%
6,720
$190.44
1.73% $187.14
$1,279,757
-4.82% (-340)
-0.03%
ANTM
0.15%
932
$368.90
30.82% $482.58
$343,815
AON
0.29%
1,900
$359.16
7.61% $386.51
$682,404
AMAT
7.34%
106,649
$162.63
10.45% $179.62
$17,344,327
-0.74% (-800)
-0.06%
BK
0.27%
8,400
$76.83
12.13% $86.15
$645,372
BDX
0.09%
965
$226.87
1.31% $229.85
$218,930
BRK.A
0.29%
100
$6,809.20
10K+% $708,797.65
$680,920
BRK.B
26.42%
137,640
$453.28
4.29% $472.74
$62,389,459
-1.14% (-1,591)
-0.31%
BRO
5.22%
120,902
$102.02
6.43% $108.58
$12,334,422
-2.45% (-3,035)
-0.13%
KMX
0.19%
5,597
$81.76
4.27% $85.25
$457,611
NET
1.32%
28,992
$107.68
53.88% $165.70
$3,121,859
-2.26% (-671)
-0.03%
CNSWF
0.41%
314
$3,093.33
10.33% $3,412.84
$971,306
-0.95% (-3)
-0.00%
CACC
0.12%
588
$469.46
8.70% $510.30
$276,042
-1.67% (-10)
-0.00%
ERFSF
0.16%
7,433
$51.06
6.06% $54.15
$379,500
XOM
0.32%
7,010
$107.57
1.23% $108.89
$754,066
FRFHF
0.17%
290
$1,391.40
1.59% $1,413.51
$403,506
-9.94% (-32)
-0.02%
GEF
0.16%
5,950
$61.66
0.84% $61.14
$366,877
20 of 47

Completely sold out

BVS
100,000
-0.51%
LIN
475
-0.10%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.