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

As of Jun 30, 2026, the Lountzis Asset Management portfolio balances reported a total equity value of $316.08M across 55 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 31, 2026, providing an updated snapshot of assets under management.

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.