Instuitional Investor - Lountzis Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Lountzis Asset Management, Llc
Portfolio Value $236,184,251
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 137,640 $62,389,459 26.41%
2. PGR 78,855 $18,894,447 7.99%
3. WFC 251,799 $17,686,362 7.48%
4. AMAT 106,649 $17,344,327 7.34%
5. KKR 106,284 $15,720,466 6.65%