Paul Lountzis - Lountzis Asset Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Lountzis Asset Management portfolio managed by Paul Lountzis was diversified across 10 sectors, according to the most recent SEC 13F filing dated Oct 30, 2025. 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 48.5% of total portfolio value, followed by Financial Services and Technology and Healthcare. Together, the top three sectors account for 88.6% 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 | 48.53% | |
| Technology | 28.33% | |
| Healthcare | 11.75% | |
| Communication Services | 4.84% | |
| Consumer Cyclical | 2.15% | |
| Consumer Defensive | 1.83% | |
| Basic Materials | 1.74% | |
| ETF | 0.48% | |
| Energy | 0.20% | |
| Industrials | 0.13% | |