Paul Lountzis - Lountzis Asset Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2020 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.27B
+9,999%+
Winning Positions
+73.60%
92 wins / 125 positions
Average Gain (Winners)
$2.78M
+9,999%+ avg per position
Active Positions
52
4 losing positions
Portfolio Value Over Time
Total Positions Tracked
125
All holdings over time
Win/Loss Ratio
23.00
92 gains / 4 losses
Active vs. Exited
52 / 73
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2020 | ACTIVE | $28.33K | $64.36M | $64.33M | +9,999%+ |
| AMAT | Applied Materials, Inc. | Technology | Dec 2020 | ACTIVE | $9.68K | $40.68M | $40.67M | +9,999%+ |
| WFC | Wells Fargo & Company | Financial Services | Jun 2020 | ACTIVE | $7.00K | $19.51M | $19.50M | +9,999%+ |
| PGR | Progressive Corporation (The) | Financial Services | Jun 2020 | ACTIVE | $8.51K | $14.18M | $14.17M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Jun 2020 | ACTIVE | $3.27K | $13.83M | $13.83M | +9,999%+ |
| ORCL | Oracle Corporation | Technology | Jun 2020 | ACTIVE | $3.63K | $13.65M | $13.64M | +9,999%+ |
| USB | U.S. Bancorp | Financial Services | Jun 2020 | ACTIVE | $7.51K | $13.04M | $13.03M | +9,999%+ |
| KKR | KKR & Co. Inc. | Financial Services | Sep 2022 | ACTIVE | $4.83K | $9.73M | $9.73M | +9,999%+ |
| BRO | Brown & Brown, Inc. | Financial Services | Jun 2020 | ACTIVE | $7.17K | $7.01M | $7.01M | +9,999%+ |
| IDXX | IDEXX Laboratories, Inc. | Healthcare | Mar 2025 | EXITED | $14.19M | $20.90M | $6.71M | +47.27% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.