Paul Lountzis
Lountzis Asset Management
Lountzis Asset Management Portfolio 13F
Paul Lountzis Holdings Activity
- Portfolio value:
- $316.08M≈ (+$43M≈)
- Previous value:
- $272.64M≈
- # of changes:
- 38
- New positions:
- 5
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 31 Jul 2026
Lountzis Asset Management has disclosed a total of 38 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 4, bought 5 totally new, decreased the number of shares of 27 and completely sold out 2 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (GOOG) Alphabet Inc, CL-C (added shares +5.00%), (NVDA) NVIDIA Corp (new buy), (AAPL) Apple Inc (added shares +94.79%), (JNJ) Johnson & Johnson (added shares +7.06%) and (MSFT) Microsoft Corp (added shares +35.63%).
In the latest report(s) the following changes have been made to the top investments: (AMAT) Applied Materials Inc (reduced shares -14.88%), (BRK-B) Berkshire Hathaway Inc (reduced shares -1.27%), (WFC) Wells Fargo & Company (reduced shares -1.63%), (GOOGL) Alphabet Inc, CL-A (reduced shares -0.10%) and (CDNS) Cadence Design Systems Inc (reduced shares -0.87%).
38 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
AstroNova Inc
|
new
|
+7,054
|
7,054
|
+0.06%
|
$28.47
|
+1.62%($28.93)
|
0.06%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Micron Technology Inc
|
new
|
+227
|
227
|
+0.08%
|
$1,154.29
|
-26.19%($852.01)
|
0.08%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
NVIDIA Corp
|
new
|
+6,304
|
6,304
|
+0.4%
|
$200.09
|
-0.31%($199.47)
|
0.40%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
SAFRAN SA
|
new
|
+547
|
547
|
+0.07%
|
$394.11
|
|
0.07%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Taiwan Semiconductor Manufacturing
|
new
|
+496
|
496
|
+0.08%
|
$478.32
|
-14.87%($407.18)
|
0.08%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Apple Inc
|
+94.79%
|
+1,620
|
3,329
|
+0.15%
|
$289.43
|
+4.08%($301.23)
|
0.30%
|
2025 Q1
|
≈ 1.50 years
|
|
|
|
Microsoft Corp
|
+35.63%
|
+470
|
1,789
|
+0.06%
|
$373.02
|
+23.63%($461.18)
|
0.21%
|
2020 Q2
|
≈ 6.25 years
|
|
|
|
Johnson & Johnson
|
+7.06%
|
+192
|
2,912
|
+0.02%
|
$253.97
|
+1.53%($257.86)
|
0.23%
|
2023 Q1
|
≈ 3.50 years
|
|
|
|
Alphabet Inc, CL-C
|
+5.00%
|
+260
|
5,465
|
+0.03%
|
$353.33
|
+0.16%($353.90)
|
0.61%
|
2023 Q1
|
≈ 3.50 years
|
|
|
|
Cloudflare Inc
|
-0.09%
|
-24
|
26,924
|
-0%
|
$245.28
|
+14.35%($280.48)
|
2.09%
|
2023 Q2
|
≈ 3.25 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.