Instuitional Investor - Lountzis Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Lountzis Asset Management, Llc
Portfolio Value $281,624,161
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 134,573 $67,643,118 24.02%
2. AMAT 119,461 $30,700,282 10.9%
3. WFC 245,674 $22,896,817 8.13%
4. ORCL 89,465 $17,437,623 6.19%
5. PGR 71,620 $16,309,306 5.79%