- Portfolio
- Activity
Paul Lountzis Holdings Activity
Lountzis Asset Management Portfolio 13F
Lountzis Asset Management has disclosed a total of 26 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 19 and completely sold out 1 position(s).
What stocks is Paul Lountzis buying now?
In the recent quarter Paul Lountzis has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (JPM) JPMORGAN CHASE & CO (new buy), (MA) MASTERCARD INC - A (new buy), (MSFT) MICROSOFT CORP (added shares +14.54%), (GOOG) ALPHABET INC-CL C (added shares +3.07%) and (MHK) MOHAWK INDUSTRIES INC (added shares +0.29%).
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%), (AMAT) APPLIED MATERIALS INC (9.45%), (PGR) PROGRESSIVE CORP (7.11%), (WFC) WELLS FARGO & CO (6.79%) and (USB) US BANCORP (6.03%).
In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -1.16%), (AMAT) APPLIED MATERIALS INC (reduced shares -0.93%), (PGR) PROGRESSIVE CORP (reduced shares -1.09%), (WFC) WELLS FARGO & CO (reduced shares -0.68%) and (USB) US BANCORP (reduced shares -0.67%).
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.