Paul Lountzis Investment Changes: Q2 2026 Portfolio Highlights
This analysis details observable purchases and sales by Paul Lountzis (Lountzis Asset Management) in their portfolio during the second quarter of 2026.
Financial analysts seeking insights into investment patterns often scrutinize filings from prominent investors. For Q2 2026, examining the changes made by Paul Lountzis (Lountzis Asset Management) provides valuable market intelligence.
Lountzis demonstrated activity in several sectors during the quarter, notably Technology and Financial Services. His portfolio saw both additions to new positions and adjustments to existing holdings, reflecting a dynamic investment approach focused on specific opportunities within these areas.
Prominent New Purchases
Among the most significant actions taken by Lountzis this quarter was the initiation of two notable Technology positions. He established a position in Nvidia Corp., acquiring 6,304 shares valued at approximately $1.26 million. This represents a substantial new investment for the investor. Similarly, he added a significant stake to his portfolio in Apple Inc., purchasing an additional 1,620 shares during this period, bringing his total allocation percentage up significantly.
Strategic Sales and Reductions
Lountzis also engaged in selling activities, particularly concerning stocks that experienced significant declines or were divested entirely. The investor sold all remaining positions in Micron Technology, totaling $0.26 million in value and representing just 0.08% of the portfolio post-transaction. This sale was quite substantial relative to his previous holdings, indicating a major shift away from this stock.
Furthermore, he divested entirely of Taiwan Semiconductor, selling all shares associated with that position. This action resulted in the complete exit of TSM from his portfolio holdings for Q2 2026.
Overall Portfolio Changes and Context
The changes observed by Lountzis this quarter also included adjustments to other significant positions, albeit less drastic than the sales mentioned. For instance, he sold shares in Brown & Brown Inc., which saw a reduction of 4,994 shares and experienced an approximate -4.64% change from its prior period value.
His portfolio's total holdings count increased slightly to 54 stocks this quarter, while the percentage allocation for his largest position in Berkshire Hathaway Class B remained unchanged at approximately 21%. The overall portfolio value stood at $315.87 million as of June 30, 2026.
The investor's actions suggest a continued focus on major Technology and Financial Services names, while also indicating strategic exits from certain positions like Micron and the complete removal of Taiwan Semiconductor. These changes reflect his assessment of market opportunities at this time.