Paul Lountzis Portfolio Concentration Analysis: March 31, 2026
A detailed look at Paul Lountzis' portfolio holdings as of March 31, 2026, highlighting concentration in Financial Services and Technology sectors.
As of March 31, 2026, Paul Lountzis' portfolio at Lountzis Asset Management shows significant concentration in Financial Services and Technology sectors. The portfolio totals $272.6 million, with Berkshire Hathaway (BRK-B) leading at 23.61% allocation, followed by Applied Materials (AMAT) at 14.92%.
The Financial Services sector dominates Lountzis' portfolio, with major positions including Wells Fargo (WFC), Progressive (PGR), US Bancorp (USB), and several other Financial Services holdings. Technology sector representation includes Applied Materials, Oracle (ORCL), and Cadence Design Systems (CDNS).
Lountzis' portfolio features notable changes in certain holdings. Oracle (ORCL) saw an increase in shares, while Kinsale Capital Group (KNSL) experienced a substantial 100% increase in holdings during the period. Other positions like Berkshire Hathaway, Applied Materials, and Wells Fargo showed slight decreases in share count.
For a complete view of Paul Lountzis' investment profile, you can visit his profile at https://www.insiderset.com/investor/paul-lountzis-lountzis-asset-management. Detailed analysis of individual holdings is available at BRK-B, AMAT, WFC, PGR, GOOGL, ORCL, USB, CDNS, KNSL, and KKR.