Paul Lountzis's Portfolio
Lountzis Asset Management 13F holdings
What is Paul Lountzis's portfolio?
Lountzis Asset Management has disclosed a total of 44 security holdings in their (2023 Q3) SEC 13F filing(s) with portfolio value of $179,083,000.
What stocks does Paul Lountzis own?
In Paul Lountzis's portfolio as of 30 Sep 2023, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (27.60%), (AMAT) APPLIED MATERIALS INC (8.34%), (SPLK) SPLUNK INC (6.49%), (PGR) PROGRESSIVE CORP (6.43%) and (WFC) WELLS FARGO & CO (5.81%).
To see the historical data of Lountzis Asset Management's portfolio holdings please click on the "2023 Q3" dropdown menu and select the date.
To see Lountzis Asset Management's original 13F reports (2023 Q3), please click on the "important" button.
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.