Paul Lountzis - Lountzis Asset Management Portfolio Balances (Mar 31, 2026)

As of Mar 31, 2026, the Lountzis Asset Management portfolio balances reported a total equity value of $272.64M across 52 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 07, 2026, 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 23.6% of total equity value, followed by Applied Materials (AMAT), Wells Fargo & Co. (WFC), Progressive Co. (PGR), and others. Collectively, the top five holdings represent 56.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.