Paul Lountzis Portfolio Analysis: Top Holdings in Financial Services & Technology
A detailed look at Paul Lountzis's top holdings as of March 31, 2026, showcasing significant allocations in Financial Services and Technology stocks.
As of March 31, 2026, Paul Lountzis, through his investment firm Lountzis Asset Management, has built a substantial portfolio with a total value of $272.6 million. This analysis focuses on his top holdings, revealing a strategic emphasis on both Financial Services and Technology sectors.
Financial Services forms the bedrock of Lountzis's portfolio, with Berkshire Hathaway Class B (BRK-B) leading the way. Holding over 134,000 shares valued at approximately $64.4 million, this position accounts for 23.61% of the total portfolio. The investment saw a slight reduction in shares during the prior period, decreasing by 0.58%.
Wells Fargo & Co. (WFC) is another significant holding in the Financial Services space, comprising 7.15% of the portfolio. Lountzis holds over 245,000 shares valued at nearly $19.5 million. Similarly, the position in WFC saw a small decrease, with a 1.23% reduction in shares.
Progressive Co. (PGR) and US Bancorp (USB) further bolster the Financial Services allocation, representing 5.2% and 4.78% of the portfolio respectively. Progressive Co. positions Lountzis with over 71,000 shares valued at $14.2 million, while US Bancorp involves more than 248,000 shares valued at $13.0 million. Both holdings experienced minor share reductions, of 0.78% and 1.0% respectively.
Kinsale Cap Group Inc (KNSL) represents another 3.63% allocation. Notably, Lountzis significantly increased his position in KNSL, adding the entire 28,942 shares held, representing a 100% increase in the holding during the prior period. This stock is valued at nearly $9.9 million.
KKR & Co Inc (KKR) completes the top five holdings, accounting for 3.57% of the portfolio. Lountzis holds over 105,000 shares valued at $9.7 million in this Financial Services investment bank, which saw a small share reduction of 0.55%.
In the Technology sector, Applied Materials (AMAT) holds a substantial 14.92% allocation. Lountzis holds nearly 120,000 shares valued at $40.7 million. This position also experienced a slight decrease, with a 0.95% reduction in shares.
Oracle Corp (ORCL) is another key Technology holding, representing 5.01% of the portfolio. Lountzis has significantly increased his stake in Oracle, adding 2,642 shares during the period, resulting in a 2.93% increase in the holding. The total value of this position is approximately $13.6 million.
Alphabet Inc. Class A (GOOGL) and Cadence Design Systems (CDNS) round out the top ten holdings, representing 5.07% and 4.51% of the portfolio respectively. Alphabet's position is valued at $13.8 million with over 48,000 shares, while Cadence is valued at $12.3 million with nearly 44,000 shares. Both holdings saw minor share reductions of 1.1% and 0.45% respectively.
For more detailed information on Paul Lountzis's investment profile, you can visit Lountzis Asset Management's profile on InsiderSet. To explore specific stock holdings in greater detail, including company profiles and financials, check out the dedicated pages for each company on InsiderSet, such as Berkshire Hathaway Class B, Applied Materials, and Oracle Corp.