- Portfolio
- Activity
Paul Lountzis Holdings Activity
Lountzis Asset Management Portfolio 13F
Lountzis Asset Management has disclosed a total of 37 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 7, bought 7 totally new, decreased the number of shares of 21 and completely sold out 2 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (IDXX) IDEXX LABORATORIES INC (new buy), (CDNS) CADENCE DESIGN SYS INC (new buy), (ORCL) ORACLE CORP (added shares +49.19%), (AMAT) APPLIED MATERIALS INC (added shares +12.72%) and (VOO) VANGUARD S&P 500 ETF (new buy).
What does Paul Lountzis invest in?
Paul Lountzis's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (27.15%), (PGR) PROGRESSIVE CORP (7.38%), (AMAT) APPLIED MATERIALS INC (6.85%), (WFC) WELLS FARGO & CO (6.54%) and (IDXX) IDEXX LABORATORIES INC (5.36%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -1.65%), (PGR) PROGRESSIVE CORP (reduced shares -8.12%), (AMAT) APPLIED MATERIALS INC (added shares +12.72%), (WFC) WELLS FARGO & CO (reduced shares -0.94%) and (IDXX) IDEXX LABORATORIES INC (new buy).
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.