Paul Lountzis - Lountzis Asset Management Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Lountzis Asset Management portfolio balances reported a total equity value of $306.35M across 53 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Oct 30, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight Berkshire Hathaway Class B (BRK-B) as the single largest position, accounting for 22.2% of total equity value, followed by Oracle Corp (ORCL), Applied Materials (AMAT), Idexx Labs Inc (IDXX), and others. Collectively, the top five holdings represent 52.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.