Paul Lountzis - Lountzis Asset Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Jul 31, 2026, the Lountzis Asset Management portfolio balances reported a total equity value of $316.08M across 55 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight Applied Materials (AMAT) as the single largest position, accounting for 23.2% of total equity value, followed by Berkshire Hathaway Class B (BRK-B), Wells Fargo & Co. (WFC), Alphabet Inc. Class A (GOOGL), and others. Collectively, the top five holdings represent 61.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.