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 Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 56.29% | |
| Technology | 21.82% | |
| Healthcare | 11.36% | |
| Communication Services | 3.87% | |
| Consumer Cyclical | 2.23% | |
| Consumer Defensive | 2.03% | |
| Basic Materials | 1.62% | |
| Energy | 0.28% | |
| ETF | 0.19% | |
| Industrials | 0.12% | |