Paul Lountzis - Lountzis Asset Management 13F Activity & Position Changes (Q2 2020)
According to the SEC 13F filed on Jul 31, 2026, the Lountzis Asset Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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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