Paul Lountzis - Lountzis Asset Management Portfolio Position Sizes (Q3 2026)

According to the SEC 13F filed on Oct 30, 2026, the Lountzis Asset Management portfolio balances reported a total equity value of $301.81M across 58 publicly traded holdings as of quarter-end Sep 30, 2026.

The portfolio balances highlight Berkshire Hathaway Class B (BRK-B) as the single largest position, accounting for 21.9% of total equity value, followed by Applied Materials (AMAT), Wells Fargo & Co. (WFC), Alphabet Inc. Class A (GOOGL), and others. Collectively, the top five holdings represent 54.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.