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 2024Jun 30, 2024 | NET Cloudflare, Inc. | Sell | -13-0.0% |
Q2 2024Jun 30, 2024 | UNH UnitedHealth Group Incorporated | Sell | -55-0.5% |
Q2 2024Jun 30, 2024 | MLM Martin Marietta Materials, Inc. | Sell | -63-0.7% |
Q2 2024Jun 30, 2024 | PEP Pepsico, Inc. | Sell | -94-0.2% |
Q2 2024Jun 30, 2024 | ZTS Zoetis Inc. | Sell | -106-0.2% |
Q2 2024Jun 30, 2024 | AMAT Applied Materials, Inc. | Sell | -141-0.1% |
Q2 2024Jun 30, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -249-0.2% |
Q2 2024Jun 30, 2024 | PGR Progressive Corporation (The) | Sell | -310-0.4% |
Q2 2024Jun 30, 2024 | WFC Wells Fargo & Company | Sell | -338-0.1% |
Q2 2024Jun 30, 2024 | USB U.S. Bancorp | Sell | -430-0.2% |
Q2 2024Jun 30, 2024 | BRO Brown & Brown, Inc. | Sell | -986-0.8% |
Q2 2024Jun 30, 2024 | FTRE Fortrea Holdings Inc. | Sell - Position Exit | -8,486-100.0% |
Q1 2024Mar 31, 2024 | XOM Exxon Mobil Corporation | Buy | +450+6.9% |
Q1 2024Mar 31, 2024 | GEF Greif Inc. | Buy | +450+8.2% |
Q1 2024Mar 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +264+0.2% |
Q1 2024Mar 31, 2024 | AMAT Applied Materials, Inc. | Buy | +200+0.2% |
Q1 2024Mar 31, 2024 | PEP Pepsico, Inc. | Buy | +175+0.5% |
Q1 2024Mar 31, 2024 | KKR KKR & Co. Inc. | Buy | +161+0.2% |
Q1 2024Mar 31, 2024 | JNJ Johnson & Johnson | Buy | +25+1.8% |
Q1 2024Mar 31, 2024 | BRO Brown & Brown, Inc. | Sell | -38-0.0% |
Q1 2024Mar 31, 2024 | LOW Lowe's Companies, Inc. | Sell | -70-0.4% |
Q1 2024Mar 31, 2024 | ZTS Zoetis Inc. | Sell | -118-0.3% |
Q1 2024Mar 31, 2024 | WFC Wells Fargo & Company | Sell | -170-0.1% |
Q1 2024Mar 31, 2024 | MLM Martin Marietta Materials, Inc. | Sell | -490-5.0% |
Q1 2024Mar 31, 2024 | PGR Progressive Corporation (The) | Sell | -764-0.9% |
Q4 2023Dec 31, 2023 | JPM JP Morgan Chase & Co. | Buy - Position Entry | +1,415 |
Q4 2023Dec 31, 2023 | MA Mastercard Incorporated | Buy - Position Entry | +500 |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Buy | +200+3.1% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Buy | +140+14.5% |
Q4 2023Dec 31, 2023 | MHK Mohawk Industries, Inc. | Buy | +26+0.3% |