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Paul Lountzis's Portfolio
Lountzis Asset Management 13F holdings
What is Paul Lountzis's portfolio?
Lountzis Asset Management has disclosed a total of 53 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $284,057,744.
What stocks does Paul Lountzis own?
In Paul Lountzis's portfolio as of 30 Jun 2025, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (23.15%), (AMAT) APPLIED MATERIALS INC (7.75%), (WFC) WELLS FARGO & CO (7.04%), (ORCL) ORACLE CORP (6.95%) and (PGR) PROGRESSIVE CORP (6.80%).
To see the historical data of Lountzis Asset Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.
To see Lountzis Asset Management's original 13F reports (2025 Q2), 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.