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Home > Institutional Investor > Lountzis Asset Management, Llc > Profile

Instuitional Investor - Lountzis Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Lountzis Asset Management, Llc
Portfolio Value $183,217,684
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 139,460 $49,739,804 27.14%
2.
Applied Materials Inc
 AMAT 106,822 $17,312,642 9.44%
3.
Progressive Corp
 PGR 81,779 $13,025,759 7.1%
4.
Wells Fargo & Company
 WFC 252,741 $12,439,912 6.78%
5.
Us Bancorp
 USB 252,210 $11,039,232 6.02%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)