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

DateSymbolTypeQuantity
Q2 2020Jun 30, 2020
CSL
Carlisle Companies Incorporated
Buy - Position Entry
+200
Q2 2020Jun 30, 2020
NVO
Novo Nordisk A/S
Buy - Position Entry
+130
Q2 2020Jun 30, 2020
CRS
Carpenter Technology Corporatio
Buy - Position Entry
+115
Q2 2020Jun 30, 2020
LRLCY
L'Oreal Co.
Buy - Position Entry
+107
Q2 2020Jun 30, 2020
META
Meta Platforms, Inc.
Buy - Position Entry
+100
Q2 2020Jun 30, 2020
AXP
American Express Company
Buy - Position Entry
+96
Q2 2020Jun 30, 2020
GOOG
Alphabet Inc.
Buy - Position Entry
+93
Q2 2020Jun 30, 2020
AAPL
Apple Inc.
Buy - Position Entry
+71
Q2 2020Jun 30, 2020
WMT
Walmart Inc.
Buy - Position Entry
+68
Q2 2020Jun 30, 2020
MRK
Merck & Company, Inc.
Buy - Position Entry
+57
Q2 2020Jun 30, 2020
COST
Costco Wholesale Corporation
Buy - Position Entry
+50
Q2 2020Jun 30, 2020
HD
Home Depot, Inc. (The)
Buy - Position Entry
+38
Q2 2020Jun 30, 2020
AMZN
Amazon.com, Inc.
Buy - Position Entry
+10
Q2 2020Jun 30, 2020
BRK-A
Berkshire Hathaway Inc.
Buy - Position Entry
+1
Page 20 of 20584 total trades