Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LOUNTZIS ASSET MANAGEMENT, LLC (CIK 1821168) reported $272.6M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($64.4M, 23.61%), AMAT ($40.7M, 14.92%), WFC ($19.5M, 7.15%), PGR ($14.2M, 5.20%), GOOGL ($13.8M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Class B | $64.4M | 23.61% | 134,308 | Trimmed |
| 2 | AMAT | Applied Materials | $40.7M | 14.92% | 119,013 | Trimmed |
| 3 | WFC | Wells Fargo & Co. | $19.5M | 7.15% | 245,031 | Trimmed |
| 4 | PGR | Progressive Co. | $14.2M | 5.20% | 71,542 | Trimmed |
| 5 | GOOGL | Alphabet Inc. Class A | $13.8M | 5.07% | 48,100 | Trimmed |
| 6 | ORCL | Oracle Corp | $13.6M | 5.01% | 92,776 | Added |
| 7 | USB | US Bancorp | $13.0M | 4.78% | 248,183 | Trimmed |
| 8 | CDNS | Cadence Design Systems | $12.3M | 4.51% | 44,229 | Trimmed |
| 9 | KNSL | Kinsale Cap Group Inc | $9.9M | 3.63% | 28,942 | New |
| 10 | KKR | KKR & Co Inc | $9.7M | 3.57% | 105,210 | Hold |
| 11 | BRO | Brown & Brown Inc | $7.0M | 2.57% | 107,561 | Trimmed |
| 12 | PCOR | Procore Technologies Inc | $6.0M | 2.20% | 105,099 | Added |
| 13 | PEP | Pepsico Inc | $5.9M | 2.17% | 38,089 | Added |
| 14 | NET | Cloudflare Inc | $5.6M | 2.04% | 26,948 | Hold |
| 15 | ZTS | Zoetis Inc Class A | $5.0M | 1.84% | 42,510 | Trimmed |
| 16 | MLM | Martin Marietta Matr | $4.9M | 1.80% | 8,325 | Trimmed |
| 17 | LOW | Lowes Companies Inc | $4.0M | 1.48% | 17,106 | Hold |
| 18 | UNH | UnitedHealth Group Inc | $2.9M | 1.06% | 10,682 | Trimmed |
| 19 | LH | Labcorp, Inc | $2.4M | 0.88% | 8,999 | Trimmed |
| 20 | GOOG | Alphabet Inc. Class C | $1.5M | 0.55% | 5,205 | Hold |
| 21 | BK | Bank Of NY Mellon Co | $1.0M | 0.38% | 8,749 | Hold |
| 22 | WSFS | WSFS Finl Co | $957,091 | 0.35% | 14,621 | Hold |
| 23 | XOM | Exxon Mobil Corp | $944,497 | 0.35% | 5,567 | Hold |
| 24 | MHK | Mohawk Industries | $801,366 | 0.29% | 8,139 | Trimmed |
| 25 | ABBV | Abbvie Inc | $763,607 | 0.28% | 3,511 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31