- Portfolio
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Paul Lountzis Holdings Activity
Lountzis Asset Management Portfolio 13F
Lountzis Asset Management has disclosed a total of 19 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 1, bought 2 totally new, decreased the number of shares of 14 and completely sold out 2 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has purchased 3 securities: (SKYT) SKYWATER TECHNOLOGY INC (new buy), (LH) LABCORP HOLDINGS INC (new buy) and (XOM) EXXON MOBIL CORP (added shares +0.39%).
What does Paul Lountzis invest in?
Paul Lountzis's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (26.52%), (AMAT) APPLIED MATERIALS INC (11.79%), (PGR) PROGRESSIVE CORP (7.83%), (WFC) WELLS FARGO & CO (7%) and (BRO) BROWN & BROWN INC (5.27%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -0.18%), (AMAT) APPLIED MATERIALS INC (reduced shares -0.13%), (PGR) PROGRESSIVE CORP (reduced shares -0.38%), (WFC) WELLS FARGO & CO (reduced shares -0.13%) and (BRO) BROWN & BROWN INC (reduced shares -0.78%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.