Holdings
Lountzis Asset Management, LLC
As of Jun 30, 2026, Lountzis Asset Management, LLC reported 47 positions worth US$314M. Largest: Applied Materials, Inc., Berkshire Hathaway Inc. and Wells Fargo & Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 101K | US$73.2M | −17,705 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 134K | US$67.1M | −1,713 | Jun 30, 2026 |
| Wells Fargo & Company | 241K | US$19.9M | −4,001 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 53,456 | US$19.1M | +164 | Jun 30, 2026 |
| Cadence Design Systems, Inc. | 43,843 | US$16.5M | −386 | Jun 30, 2026 |
| Progressive Corporation (the) | 68,543 | US$15M | −2,999 | Jun 30, 2026 |
| U.s. Bancorp | 245K | US$14.9M | −3,598 | Jun 30, 2026 |
| Oracle Corporation | 92,336 | US$13.5M | −440 | Jun 30, 2026 |
| Kkr & Co. Inc. | 104K | US$9.54M | −1,248 | Jun 30, 2026 |
| Kinsale Capital Group, Inc. | 28,564 | US$9.42M | −378 | Jun 30, 2026 |