LOUNTZIS ASSET MANAGEMENT, LLC
LOUNTZIS ASSET MANAGEMENT, LLC reported 55 positions worth $316.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: AMAT (23.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $73.2M | 23.17% | 101,308 | — | — | |
| ▸ 2 | BRK-B | SH | $66.4M | 20.99% | 132,597 | — | — | |
| ▸ 3 | WFC | SH | $19.9M | 6.30% | 241,030 | — | — | |
| ▸ 4 | GOOGL | SH | $17.2M | 5.43% | 48,053 | — | — | |
| ▸ 5 | CDNS | SH | $16.5M | 5.21% | 43,843 | — | — | |
| ▸ 6 | PGR | SH | $15.0M | 4.74% | 68,543 | — | — | |
| ▸ 7 | USB | SH | $14.9M | 4.71% | 244,585 | — | — | |
| ▸ 8 | ORCL | SH | $13.5M | 4.28% | 92,336 | — | — | |
| ▸ 9 | KKR | SH | $9.5M | 3.02% | 103,962 | — | — | |
| ▸ 10 | KNSL | SH | $9.4M | 2.98% | 28,564 | — | — |
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Frequently Asked Questions
What stocks does LOUNTZIS ASSET MANAGEMENT, LLC hold as of Q2 2026?
LOUNTZIS ASSET MANAGEMENT, LLC reported 55 positions worth $316.1M in its Q2 2026 13F filing. Largest positions: AMAT (23.2%), BRK-B (21.0%), WFC (6.3%), GOOGL (5.4%) and CDNS (5.2%).
What did LOUNTZIS ASSET MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LOUNTZIS ASSET MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.