Paul Lountzis Portfolio Update: March 31, 2026
Paul Lountzis' portfolio valued at $272.6M as of March 31, 2026, shows significant shifts in Financial Services and Technology holdings.
Paul Lountzis, through Lountzis Asset Management, saw his portfolio valued at $272.6 million as of March 31, 2026.
His portfolio is heavily concentrated in Financial Services (45.93%) and Technology (20.03%).
Financial Services saw notable changes: Berkshire Hathaway (BRK-B) decreased slightly, Wells Fargo (WFC) and US Bancorp (USB) saw modest reductions, while Kinsale Cap Group (KNSL) experienced a massive 100% increase in allocation, and KKR maintained its position.
Technology positions showed mixed results: Applied Materials (AMAT) and Oracle (ORCL) decreased slightly, while Cadence Design Systems (CDNS) saw a small reduction.
Other significant holdings include Progressive (PGR), Alphabet (GOOGL), and more stable positions like BRK-B, AMAT, WFC, PGR, GOOGL, ORCL, USB, CDNS, KNSL, and KKR.
For detailed analysis of Paul Lountzis' investment strategy, visit Paul Lountzis profile. For insights into specific stock holdings, explore BRK-B, AMAT, WFC, PGR, GOOGL, ORCL, USB, CDNS, KNSL, and KKR.