Paul Lountzis – Lountzis Asset Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Lountzis Asset Management portfolio managed by Paul Lountzis was diversified across 10 sectors, according to the most recent SEC 13F filing dated Jul 31, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Financial Services sector represents the largest share at 52.3% of total portfolio value, followed by Technology and Healthcare and Communication Services. Together, the top three sectors account for 89.6% of the portfolio, reflecting Paul Lountzis's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.