Paul Lountzis Portfolio Snapshot: Top Holdings Analysis for Lountzis Asset Management
A snapshot of Paul Lountzis' top holdings in Lountzis Asset Management's portfolio as of March 31, 2026, highlighting significant changes in share positions.
As of March 31, 2026, Paul Lountzis' portfolio managed by Lountzis Asset Management holds a total value of $272.6 million, with significant allocations across Financial Services and Technology sectors. The portfolio's top holdings are dominated by Financial Services stocks, accounting for 65.56% of the total allocation, followed by Technology at 20.43%.
Warren Buffett's Berkshire Hathaway (BRK-B) remains the largest position at $64.4 million, representing 23.61% of the portfolio. Lountzis减持了BRK-B shares by 0.58%, a decrease of 790 shares.
Wells Fargo & Co. (WFC) saw a slight decrease of 1.23% in its portfolio allocation, down from its previous period weighting. US Bancorp (USB) also experienced a minor reduction in its position.
The most significant change in the portfolio during the period was the addition of Kinsale Cap Group Inc (KNSL), which increased its position by an astonishing 100%, adding 28,942 new shares. This new holding now accounts for 3.63% of the portfolio.
Oracle Corp (ORCL) saw an increase in its position by 2.93%, adding 2,642 shares, boosting its allocation to 5.01%.
Technology holdings include Applied Materials (AMAT), which decreased by 0.95% in shares, and Cadence Design Systems (CDNS), which saw a minor reduction of 0.45%.
For detailed analysis of these holdings, readers can visit the investor profile for Paul Lountzis and explore individual stock profiles at InsiderSet.