Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 31, 2025 | |
| Total Stocks | 53 | |
| Portfolio Value | $284.06M |
Lountzis Asset Management Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 52.33% | |
| Technology | 25.83% | |
| Healthcare | 11.48% | |
| Communication Services | 3.97% | |
| Consumer Cyclical | 2.05% | |
| Consumer Defensive | 1.88% | |
| Basic Materials | 1.64% | |
| Energy | 0.26% | |
| ETF | 0.20% | |
| Industrials | 0.12% | |