account_balance
Investment manager · 13F filer · SEC CIK 1821168
Lountzis Asset Management, LLC
Reported value$302Mas of Sep 30, 2026
Positions58 8 new, 5 sold out
Top 10 weight74.1%BRK-B alone is 22%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
21.9%
AMATApplied Materials Inc
15.4%Trimmed −10%
WFCWells Fargo & Company
6.3%
GOOGLAlphabet Inc.
5.5%
CDNSCadence Design Systems Inc
4.8%
USBUS Bancorp
4.7%
PGRProgressive Corp
4.7%
ORCLOracle Corp
4.5%Added +6%
KKRKKR & Co. Inc.
3.2%
KNSLKinsale Capital Group, Inc.
3.1%+3%
NETCloudflare, Inc.
2.8%
ROLRollins Inc
2.5%
BRK-BBerkshire Hathaway Inc
21.9%
AMATApplied Materials Inc
15.4%Trimmed −10%
WFCWells Fargo & Company
6.3%
GOOGLAlphabet Inc.
5.5%
CDNS4.8%USB4.7%PGR4.7%ORCL4.5%KKR3.2%KNSLNET2.8%ROL2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 21.9% HeldAMAT Applied Materials Inc 15.4% Trimmed −10%WFC Wells Fargo & Company 6.3% HeldGOOGL Alphabet Inc. 5.5% HeldCDNS Cadence Design Systems Inc 4.8% HeldUSB US Bancorp 4.7% HeldPGR Progressive Corp 4.7% HeldORCL Oracle Corp 4.5% Added +6%KKR KKR & Co. Inc. 3.2% HeldKNSL Kinsale Capital Group, Inc. 3.1% Added +3%NET Cloudflare, Inc. 2.8% Trimmed −10%ROL Rollins Inc 2.5% New
What changed
Biggest moves since Jun 30, 2026
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