Institutions / Lountzis Asset Management, LLC
Lountzis Asset Management, LLC
CIK 1821168 · Institution · as of Dec 31, 2025
Portfolio value
$281.62M
Positions
52
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 52 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $67.64M | 24.0% |
| Applied Materials Inc /De | $30.70M | 10.9% |
| Wells Fargo & COMPANY/MN | $22.90M | 8.1% |
| Oracle Corp | $17.44M | 6.2% |
| Progressive CORP/OH | $16.31M | 5.8% |
| Alphabet Inc. | $15.07M | 5.3% |
| Cadence Design Systems Inc | $13.83M | 4.9% |
| KKR & Co. Inc. | $13.41M | 4.8% |
| US Bancorp \De | $13.41M | 4.8% |
| Brown & Brown, Inc. | $8.58M | 3.0% |
| Procore Technologies, Inc. | $7.19M | 2.6% |
| Pepsico Inc | $5.52M | 2.0% |
| Zoetis Inc. | $5.36M | 1.9% |
| Cloudflare, Inc. | $5.31M | 1.9% |
| Skywater Technology Inc | $5.27M | 1.9% |
| Martin Marietta Materials Inc | $5.21M | 1.8% |
| Lowes Companies Inc | $4.13M | 1.5% |
| Unitedhealth Group Inc | $3.53M | 1.3% |
| Labcorp Holdings Inc. | $2.27M | 0.8% |
| Alphabet Inc. | $1.63M | 0.6% |
| Bank of New York Mellon Corp/The | $1.02M | 0.4% |
| Abbott Laboratories | $917.7K | 0.3% |
| Mohawk Industries Inc | $901.7K | 0.3% |
| Wsfs Financial Corp | $807.7K | 0.3% |
| AbbVie Inc. | $802.2K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.