Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 30, 2025 | |
| Total Stocks | 52 | |
| Portfolio Value | $264.69M |
Lountzis Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | BRK-A Berkshire Hathaway Inc. | Sell - Position Exit | -1-100.0% |
Q2 2025Jun 30, 2025 | FRFHF Fairfax Financial Holdings Ltd. | Sell - Position Exit | -262-100.0% |
Q2 2025Jun 30, 2025 | LLY Eli Lilly and Company | Sell - Position Exit | -292-100.0% |
Q2 2025Jun 30, 2025 | CNSWF Constellation Software, Inc. | Sell - Position Exit | -314-100.0% |
Q2 2025Jun 30, 2025 | MA Mastercard Incorporated | Sell - Position Exit | -500-100.0% |
Q2 2025Jun 30, 2025 | CACC Credit Acceptance Corporation | Sell - Position Exit | -588-100.0% |
Q2 2025Jun 30, 2025 | ELV Elevance Health, Inc. | Sell - Position Exit | -755-100.0% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Sell - Position Exit | -970-100.0% |
Q2 2025Jun 30, 2025 | META Meta Platforms, Inc. | Sell - Position Exit | -982-100.0% |
Q2 2025Jun 30, 2025 | VOO Vanguard S&P 500 ETF | Sell - Position Exit | -1,010-100.0% |
Q2 2025Jun 30, 2025 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -1,308-100.0% |
Q2 2025Jun 30, 2025 | MSFT Microsoft Corporation | Sell - Position Exit | -1,382-100.0% |
Q2 2025Jun 30, 2025 | IBM International Business Machines | Sell - Position Exit | -1,500-100.0% |
Q2 2025Jun 30, 2025 | PM Philip Morris International Inc | Sell - Position Exit | -1,522-100.0% |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Sell - Position Exit | -1,802-100.0% |
Q2 2025Jun 30, 2025 | AON Aon Plc | Sell - Position Exit | -1,900-100.0% |
Q2 2025Jun 30, 2025 | JNJ Johnson & Johnson | Sell - Position Exit | -2,512-100.0% |
Q2 2025Jun 30, 2025 | J Jacobs Solutions Inc. | Sell - Position Exit | -2,671-100.0% |
Q2 2025Jun 30, 2025 | FWONA Liberty Media Corporation - Ser | Sell - Position Exit | -3,079-100.0% |
Q2 2025Jun 30, 2025 | ABBV AbbVie Inc. | Sell - Position Exit | -3,300-100.0% |
Q2 2025Jun 30, 2025 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -4,071-100.0% |
Q2 2025Jun 30, 2025 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -5,166-100.0% |
Q2 2025Jun 30, 2025 | YUM Yum! Brands, Inc. | Sell - Position Exit | -5,336-100.0% |
Q2 2025Jun 30, 2025 | GOOG Alphabet Inc. | Sell - Position Exit | -5,817-100.0% |
Q2 2025Jun 30, 2025 | FWONK Liberty Media Corp Formula One Group | Sell - Position Exit | -5,899-100.0% |
Q2 2025Jun 30, 2025 | GEF Greif Inc. | Sell - Position Exit | -5,950-100.0% |
Q2 2025Jun 30, 2025 | XOM Exxon Mobil Corporation | Sell - Position Exit | -6,917-100.0% |
Q2 2025Jun 30, 2025 | ABT Abbott Laboratories | Sell - Position Exit | -7,625-100.0% |
Q2 2025Jun 30, 2025 | MLM Martin Marietta Materials, Inc. | Sell - Position Exit | -8,502-100.0% |
Q2 2025Jun 30, 2025 | BK The Bank of New York Mellon Cor | Sell - Position Exit | -8,800-100.0% |