LOUNTZIS ASSET MANAGEMENT, LLC - Portfolio Stock Holdings
LOUNTZIS ASSET MANAGEMENT, LLC disclosed 53 stock positions in a recent SEC 13F filing. $314,194,193 of stock holdings were filed, with the largest holdings including AMAT, BRK.B, and WFC. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $624,143,653 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
53Est. Stock Holding Value:
$314,194,193Top Stock Holdings By Sector
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Portfolio Stock Holdings - LOUNTZIS ASSET MANAGEMENT, LLC
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Stock
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% of Portfolio
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