Paul Lountzis - Lountzis Asset Management Sector Allocation (Q3 2026)
According to the SEC 13F filed on Oct 30, 2026, the Lountzis Asset Management portfolio managed by Paul Lountzis was diversified across 10 sectors as of quarter-end Sep 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 48.4% of total portfolio value, followed by Financial Services and Technology and Communication Services. Together, the top three sectors account for 87.0% of the portfolio, reflecting Paul Lountzis's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services |
48.40%
|
|
| Technology |
31.23%
|
|
| Communication Services |
7.32%
|
|
| Healthcare |
4.15%
|
|
| Consumer Cyclical |
3.79%
|
|
| Consumer Defensive |
1.64%
|
|
| ETF |
1.45%
|
|
| Basic Materials |
1.30%
|
|
| Energy |
0.25%
|
|
| Industrials |
0.24%
|
|