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 2024Dec 31, 2024 | LH Labcorp Holdings Inc. | Sell | -221-2.3% |
Q4 2024Dec 31, 2024 | LOW Lowe's Companies, Inc. | Sell | -223-1.3% |
Q4 2024Dec 31, 2024 | MLM Martin Marietta Materials, Inc. | Sell | -320-3.6% |
Q4 2024Dec 31, 2024 | GOOGL Alphabet Inc. | Sell | -340-0.7% |
Q4 2024Dec 31, 2024 | GOOG Alphabet Inc. | Sell | -340-4.8% |
Q4 2024Dec 31, 2024 | ORCL Oracle Corporation | Sell | -391-0.6% |
Q4 2024Dec 31, 2024 | UNH UnitedHealth Group Incorporated | Sell | -414-3.6% |
Q4 2024Dec 31, 2024 | ZTS Zoetis Inc. | Sell | -499-1.1% |
Q4 2024Dec 31, 2024 | KKR KKR & Co. Inc. | Sell | -538-0.5% |
Q4 2024Dec 31, 2024 | PEP Pepsico, Inc. | Sell | -562-1.4% |
Q4 2024Dec 31, 2024 | NET Cloudflare, Inc. | Sell | -671-2.3% |
Q4 2024Dec 31, 2024 | AMAT Applied Materials, Inc. | Sell | -800-0.7% |
Q4 2024Dec 31, 2024 | USB U.S. Bancorp | Sell | -1,136-0.4% |
Q4 2024Dec 31, 2024 | WFC Wells Fargo & Company | Sell | -1,243-0.5% |
Q4 2024Dec 31, 2024 | PGR Progressive Corporation (The) | Sell | -1,337-1.7% |
Q4 2024Dec 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,591-1.1% |
Q4 2024Dec 31, 2024 | WSFS WSFS Financial Corporation | Sell | -1,929-11.3% |
Q4 2024Dec 31, 2024 | SKYT SkyWater Technology, Inc. | Sell | -2,021-0.7% |
Q4 2024Dec 31, 2024 | BRO Brown & Brown, Inc. | Sell | -3,035-2.4% |
Q4 2024Dec 31, 2024 | BVS Bioventus Inc. | Sell - Position Exit | -100,000-100.0% |
Q3 2024Sep 30, 2024 | PCOR Procore Technologies, Inc. | Buy - Position Entry | +99,806 |
Q3 2024Sep 30, 2024 | GOOGL Alphabet Inc. | Buy | +3,247+6.9% |
Q3 2024Sep 30, 2024 | FWONA Liberty Media Corporation - Ser | Buy - Position Entry | +3,079 |
Q3 2024Sep 30, 2024 | SCHW Charles Schwab Corporation (The | Buy | +1,230+15.3% |
Q3 2024Sep 30, 2024 | NET Cloudflare, Inc. | Buy | +1,140+4.0% |
Q3 2024Sep 30, 2024 | BDX Becton, Dickinson and Company | Buy - Position Entry | +965 |
Q3 2024Sep 30, 2024 | USB U.S. Bancorp | Buy | +933+0.4% |
Q3 2024Sep 30, 2024 | FWONK Liberty Media Corp Formula One Group | Buy | +864+17.0% |
Q3 2024Sep 30, 2024 | ICE Intercontinental Exchange Inc. | Buy | +863+26.3% |
Q3 2024Sep 30, 2024 | JNJ Johnson & Johnson | Buy | +817+57.5% |