Paul Lountzis – Lountzis Asset Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Lountzis Asset Management portfolio balances reported a total equity value of $284.06M across 53 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 31, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight Berkshire Hathaway Class B (BRK-B) as the single largest position, accounting for 23.1% of total equity value, followed by Applied Materials (AMAT), Wells Fargo & Co. (WFC), Oracle Corp (ORCL), and others. Collectively, the top five holdings represent 51.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.