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 |
|---|---|---|---|
Q4 2021Dec 31, 2021 | COP ConocoPhillips | Sell - Position Exit | -100-100.0% |
Q4 2021Dec 31, 2021 | CHWY Chewy, Inc. | Sell - Position Exit | -100-100.0% |
Q4 2021Dec 31, 2021 | LRLCY L'Oreal Co. | Sell - Position Exit | -107-100.0% |
Q4 2021Dec 31, 2021 | CRS Carpenter Technology Corporatio | Sell - Position Exit | -115-100.0% |
Q4 2021Dec 31, 2021 | ZTS Zoetis Inc. | Sell | -115-0.2% |
Q4 2021Dec 31, 2021 | GTN Gray Television, Inc. | Sell - Position Exit | -151-100.0% |
Q4 2021Dec 31, 2021 | META Meta Platforms, Inc. | Sell - Position Exit | -157-100.0% |
Q4 2021Dec 31, 2021 | PSTG Pure Storage, Inc. | Sell - Position Exit | -180-100.0% |
Q4 2021Dec 31, 2021 | CSL Carlisle Companies Incorporated | Sell - Position Exit | -200-100.0% |
Q4 2021Dec 31, 2021 | PGR Progressive Corporation (The) | Sell | -206-0.2% |
Q4 2021Dec 31, 2021 | WY Weyerhaeuser Company | Sell - Position Exit | -244-100.0% |
Q4 2021Dec 31, 2021 | PFGC Performance Food Group Company | Sell - Position Exit | -250-100.0% |
Q4 2021Dec 31, 2021 | PLD Prologis, Inc. | Sell - Position Exit | -270-100.0% |
Q4 2021Dec 31, 2021 | AAPL Apple Inc. | Sell - Position Exit | -284-100.0% |
Q4 2021Dec 31, 2021 | DUK Duke Energy Corporation (Holdin | Sell - Position Exit | -333-100.0% |
Q4 2021Dec 31, 2021 | GE GE Aerospace | Sell - Position Exit | -335-100.0% |
Q4 2021Dec 31, 2021 | KTB Kontoor Brands, Inc. | Sell - Position Exit | -342-100.0% |
Q4 2021Dec 31, 2021 | ADT ADT Inc. | Sell - Position Exit | -389-100.0% |
Q4 2021Dec 31, 2021 | BDX Becton, Dickinson and Company | Sell - Position Exit | -400-100.0% |
Q4 2021Dec 31, 2021 | DVN Devon Energy Corporation | Sell - Position Exit | -425-100.0% |
Q4 2021Dec 31, 2021 | DGX Quest Diagnostics Incorporated | Sell - Position Exit | -450-100.0% |
Q4 2021Dec 31, 2021 | RMBS Rambus, Inc. | Sell - Position Exit | -450-100.0% |
Q4 2021Dec 31, 2021 | MA Mastercard Incorporated | Sell - Position Exit | -465-100.0% |
Q4 2021Dec 31, 2021 | PG Procter & Gamble Company (The) | Sell - Position Exit | -487-100.0% |
Q4 2021Dec 31, 2021 | PPL PPL Corporation | Sell - Position Exit | -500-100.0% |
Q4 2021Dec 31, 2021 | BRO Brown & Brown, Inc. | Sell | -562-0.4% |
Q4 2021Dec 31, 2021 | HSIC Henry Schein, Inc. | Sell - Position Exit | -600-100.0% |
Q4 2021Dec 31, 2021 | MNST Monster Beverage Corporation | Sell - Position Exit | -673-100.0% |
Q4 2021Dec 31, 2021 | V Visa Inc. | Sell - Position Exit | -689-100.0% |
Q4 2021Dec 31, 2021 | MDLZ Mondelez International, Inc. | Sell - Position Exit | -946-100.0% |