Paul Lountzis - Lountzis Asset Management Portfolio Allocation (Mar 31, 2026)
As of Mar 31, 2026, the Lountzis Asset Management portfolio managed by Paul Lountzis was diversified across 10 sectors, according to the most recent SEC 13F filing dated May 07, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 52.7% of total portfolio value, followed by Financial Services and Technology and Communication Services. Together, the top three sectors account for 88.1% of the portfolio, reflecting Paul Lountzis's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Financial Services | 52.65% |
| Technology | 29.33% |
| Communication Services | 6.06% |
| Healthcare | 4.69% |
| Consumer Defensive | 2.26% |
| Consumer Cyclical | 2.22% |
| Basic Materials | 1.80% |
| ETF | 0.51% |
| Energy | 0.35% |
| Industrials | 0.11% |