Paul Lountzis - Lountzis Asset Management 13F Activity & Position Changes (Q2 2020)
As of Jun 30, 2020, the Lountzis Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2020, the filing reported:
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2020
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+71
|
|
Q2 2020
|
ABBV
AbbVie Inc.
|
Buy - Position Entry |
+3,300
|
|
Q2 2020
|
ABT
Abbott Laboratories
|
Buy - Position Entry |
+8,825
|
|
Q2 2020
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+10
|
|
Q2 2020
|
AON
Aon Plc
|
Buy - Position Entry |
+1,900
|
|
Q2 2020
|
AXP
American Express Company
|
Buy - Position Entry |
+96
|
|
Q2 2020
|
BDX
Becton, Dickinson and Company
|
Buy - Position Entry |
+400
|
|
Q2 2020
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+67,705
|
|
Q2 2020
|
BRK-A
Berkshire Hathaway Inc.
|
Buy - Position Entry |
+1
|
|
Q2 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+158,699
|
|
Q2 2020
|
BRO
Brown & Brown, Inc.
|
Buy - Position Entry |
+175,860
|
|
Q2 2020
|
CL
Colgate-Palmolive Company
|
Buy - Position Entry |
+1,000
|
|
Q2 2020
|
COP
ConocoPhillips
|
Buy - Position Entry |
+275
|
|
Q2 2020
|
COST
Costco Wholesale Corporation
|
Buy - Position Entry |
+50
|
|
Q2 2020
|
CRS
Carpenter Technology Corporatio
|
Buy - Position Entry |
+115
|
|
Q2 2020
|
CSL
Carlisle Companies Incorporated
|
Buy - Position Entry |
+200
|
|
Q2 2020
|
DGX
Quest Diagnostics Incorporated
|
Buy - Position Entry |
+450
|
|
Q2 2020
|
DVN
Devon Energy Corporation
|
Buy - Position Entry |
+425
|
|
Q2 2020
|
ES
Eversource Energy (D/B/A)
|
Buy - Position Entry |
+2,050
|
|
Q2 2020
|
FRFHF
Fairfax Financial Holdings Ltd.
|
Buy - Position Entry |
+863
|
|
Q2 2020
|
GEF
Greif Inc.
|
Buy - Position Entry |
+6,400
|
|
Q2 2020
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+93
|
|
Q2 2020
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+2,306
|
|
Q2 2020
|
HD
Home Depot, Inc. (The)
|
Buy - Position Entry |
+38
|
|
Q2 2020
|
HSIC
Henry Schein, Inc.
|
Buy - Position Entry |
+600
|
|
Q2 2020
|
IBM
International Business Machines
|
Buy - Position Entry |
+1,500
|
|
Q2 2020
|
JNJ
Johnson & Johnson
|
Buy - Position Entry |
+1,237
|
|
Q2 2020
|
LOW
Lowe's Companies, Inc.
|
Buy - Position Entry |
+21,686
|
|
Q2 2020
|
LRLCY
L'Oreal Co.
|
Buy - Position Entry |
+107
|
|
Q2 2020
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+565
|
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