Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 31, 2025 | |
| Total Stocks | 53 | |
| Portfolio Value | $284.06M |
Lountzis Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | SKYT SkyWater Technology, Inc. | Buy | +237+0.1% |
Q2 2025Jun 30, 2025 | AMAT Applied Materials, Inc. | Buy | +36+0.0% |
Q2 2025Jun 30, 2025 | CDNS Cadence Design Systems, Inc. | Buy | +16+0.0% |
Q2 2025Jun 30, 2025 | IDXX IDEXX Laboratories, Inc. | Buy | +12+0.0% |
Q2 2025Jun 30, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -3-0.0% |
Q2 2025Jun 30, 2025 | PCOR Procore Technologies, Inc. | Sell | -51-0.1% |
Q2 2025Jun 30, 2025 | JPM JP Morgan Chase & Co. | Sell | -92-7.0% |
Q2 2025Jun 30, 2025 | CACC Credit Acceptance Corporation | Sell | -99-16.8% |
Q2 2025Jun 30, 2025 | PGR Progressive Corporation (The) | Sell | -104-0.1% |
Q2 2025Jun 30, 2025 | MHK Mohawk Industries, Inc. | Sell | -125-1.4% |
Q2 2025Jun 30, 2025 | FWONA Liberty Media Corporation - Ser | Sell | -213-6.9% |
Q2 2025Jun 30, 2025 | BRO Brown & Brown, Inc. | Sell | -363-0.3% |
Q2 2025Jun 30, 2025 | USB U.S. Bancorp | Sell | -363-0.1% |
Q2 2025Jun 30, 2025 | YUM Yum! Brands, Inc. | Sell | -677-12.7% |
Q2 2025Jun 30, 2025 | GOOGL Alphabet Inc. | Sell | -952-1.9% |
Q1 2025Mar 31, 2025 | CDNS Cadence Design Systems, Inc. | Buy - Position Entry | +44,413 |
Q1 2025Mar 31, 2025 | IDXX IDEXX Laboratories, Inc. | Buy - Position Entry | +32,696 |
Q1 2025Mar 31, 2025 | ORCL Oracle Corporation | Buy | +29,786+49.2% |
Q1 2025Mar 31, 2025 | AMAT Applied Materials, Inc. | Buy | +13,570+12.7% |
Q1 2025Mar 31, 2025 | SKYT SkyWater Technology, Inc. | Buy | +4,618+1.6% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Buy - Position Entry | +1,802 |
Q1 2025Mar 31, 2025 | PM Philip Morris International Inc | Buy - Position Entry | +1,522 |
Q1 2025Mar 31, 2025 | VOO Vanguard S&P 500 ETF | Buy - Position Entry | +1,010 |
Q1 2025Mar 31, 2025 | V Visa Inc. | Buy - Position Entry | +970 |
Q1 2025Mar 31, 2025 | BK The Bank of New York Mellon Cor | Buy | +400+4.8% |
Q1 2025Mar 31, 2025 | LLY Eli Lilly and Company | Buy - Position Entry | +292 |
Q1 2025Mar 31, 2025 | JNJ Johnson & Johnson | Buy | +274+12.2% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Buy | +271+24.4% |
Q1 2025Mar 31, 2025 | GOOGL Alphabet Inc. | Buy | +127+0.3% |
Q1 2025Mar 31, 2025 | BRK-A Berkshire Hathaway Inc. | Buy - Position Entry | +1 |