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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | WFC Wells Fargo & Company | Buy | +809+0.3% |
Q3 2024Sep 30, 2024 | AMAT Applied Materials, Inc. | Buy | +568+0.5% |
Q3 2024Sep 30, 2024 | PEP Pepsico, Inc. | Buy | +438+1.1% |
Q3 2024Sep 30, 2024 | J Jacobs Solutions Inc. | Buy | +402+17.7% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Buy | +340+5.1% |
Q3 2024Sep 30, 2024 | SKYT SkyWater Technology, Inc. | Buy | +255+0.1% |
Q3 2024Sep 30, 2024 | ELV Elevance Health, Inc. | Buy | +177+23.4% |
Q3 2024Sep 30, 2024 | CACC Credit Acceptance Corporation | Buy | +109+22.3% |
Q3 2024Sep 30, 2024 | LH Labcorp Holdings Inc. | Buy | +95+1.0% |
Q3 2024Sep 30, 2024 | CNSWF Constellation Software, Inc. | Buy | +39+14.0% |
Q3 2024Sep 30, 2024 | MSFT Microsoft Corporation | Buy | +8+0.7% |
Q3 2024Sep 30, 2024 | UNH UnitedHealth Group Incorporated | Buy | +5+0.0% |
Q3 2024Sep 30, 2024 | FRFHF Fairfax Financial Holdings Ltd. | Sell | -20-5.8% |
Q3 2024Sep 30, 2024 | JPM JP Morgan Chase & Co. | Sell | -48-3.4% |
Q3 2024Sep 30, 2024 | MHK Mohawk Industries, Inc. | Sell | -52-0.6% |
Q3 2024Sep 30, 2024 | ORCL Oracle Corporation | Sell | -65-0.1% |
Q3 2024Sep 30, 2024 | KKR KKR & Co. Inc. | Sell | -76-0.1% |
Q3 2024Sep 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -244-0.2% |
Q3 2024Sep 30, 2024 | MLM Martin Marietta Materials, Inc. | Sell | -285-3.1% |
Q3 2024Sep 30, 2024 | META Meta Platforms, Inc. | Sell | -309-23.8% |
Q3 2024Sep 30, 2024 | PGR Progressive Corporation (The) | Sell | -513-0.6% |
Q3 2024Sep 30, 2024 | ZTS Zoetis Inc. | Sell | -721-1.6% |
Q3 2024Sep 30, 2024 | WSFS WSFS Financial Corporation | Sell | -2,000-10.5% |
Q3 2024Sep 30, 2024 | BRO Brown & Brown, Inc. | Sell | -2,081-1.7% |
Q2 2024Jun 30, 2024 | SKYT SkyWater Technology, Inc. | Buy - Position Entry | +289,088 |
Q2 2024Jun 30, 2024 | LH Labcorp Holdings Inc. | Buy - Position Entry | +9,434 |
Q2 2024Jun 30, 2024 | XOM Exxon Mobil Corporation | Buy | +27+0.4% |
Q2 2024Jun 30, 2024 | MHK Mohawk Industries, Inc. | Sell | -8-0.1% |
Q2 2024Jun 30, 2024 | GOOGL Alphabet Inc. | Sell | -10-0.0% |
Q2 2024Jun 30, 2024 | KKR KKR & Co. Inc. | Sell | -11-0.0% |