Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 31, 2025 | |
| Total Stocks | 53 | |
| Portfolio Value | $284.06M |
Portfolio Overview
Comprehensive analysis of Paul Lountzis's investment portfolio
51
Total Holdings
$284.1M
Portfolio Value
Jun 30, 2025
Latest Filing
23.1%
Largest Position
Top Holdings
1
BRK-B
Berkshire Hathaway Class B
$65.8M
23.1%
↓-0.0%
2
AMAT
Applied Materials
$22.0M
7.8%
↑+0.0%
3
WFC
Wells Fargo & Co.
$20.0M
7.0%
4
ORCL
Oracle Corp
$19.8M
7.0%
5
PGR
Progressive Co.
$19.3M
6.8%
↓-0.0%
Recent Activity
SKYT
SkyWater Technology, Inc.
+237
Jun 30, 2025
AMAT
Applied Materials, Inc.
+36
Jun 30, 2025
CDNS
Cadence Design Systems, Inc.
+16
Jun 30, 2025