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 2023Dec 31, 2023 | JNJ Johnson & Johnson | Buy | +15+1.1% |
Q4 2023Dec 31, 2023 | MLM Martin Marietta Materials, Inc. | Sell | -63-0.6% |
Q4 2023Dec 31, 2023 | FRFHF Fairfax Financial Holdings Ltd. | Sell | -67-16.4% |
Q4 2023Dec 31, 2023 | UNH UnitedHealth Group Incorporated | Sell | -79-0.7% |
Q4 2023Dec 31, 2023 | NET Cloudflare, Inc. | Sell | -186-0.6% |
Q4 2023Dec 31, 2023 | LOW Lowe's Companies, Inc. | Sell | -270-1.5% |
Q4 2023Dec 31, 2023 | GOOGL Alphabet Inc. | Sell | -286-0.6% |
Q4 2023Dec 31, 2023 | ORCL Oracle Corporation | Sell | -524-0.9% |
Q4 2023Dec 31, 2023 | PEP Pepsico, Inc. | Sell | -532-1.4% |
Q4 2023Dec 31, 2023 | XOM Exxon Mobil Corporation | Sell | -900-12.1% |
Q4 2023Dec 31, 2023 | GEF Greif Inc. | Sell | -900-14.1% |
Q4 2023Dec 31, 2023 | PGR Progressive Corporation (The) | Sell | -905-1.1% |
Q4 2023Dec 31, 2023 | KKR KKR & Co. Inc. | Sell | -927-0.9% |
Q4 2023Dec 31, 2023 | AMAT Applied Materials, Inc. | Sell | -1,007-0.9% |
Q4 2023Dec 31, 2023 | ZTS Zoetis Inc. | Sell | -1,109-2.4% |
Q4 2023Dec 31, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,637-1.2% |
Q4 2023Dec 31, 2023 | USB U.S. Bancorp | Sell | -1,693-0.7% |
Q4 2023Dec 31, 2023 | WFC Wells Fargo & Company | Sell | -1,742-0.7% |
Q4 2023Dec 31, 2023 | BRO Brown & Brown, Inc. | Sell | -3,235-2.5% |
Q3 2023Sep 30, 2023 | NET Cloudflare, Inc. | Buy | +15,153+111.7% |
Q3 2023Sep 30, 2023 | ZTS Zoetis Inc. | Sell | -6-0.0% |
Q3 2023Sep 30, 2023 | PGR Progressive Corporation (The) | Sell | -8-0.0% |
Q3 2023Sep 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -9-0.0% |
Q3 2023Sep 30, 2023 | PEP Pepsico, Inc. | Sell | -15-0.0% |
Q3 2023Sep 30, 2023 | WFC Wells Fargo & Company | Sell | -50-0.0% |
Q3 2023Sep 30, 2023 | USB U.S. Bancorp | Sell | -60-0.0% |
Q3 2023Sep 30, 2023 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -1,340-100.0% |
Q2 2023Jun 30, 2023 | BVS Bioventus Inc. | Buy - Position Entry | +100,000 |
Q2 2023Jun 30, 2023 | USB U.S. Bancorp | Buy | +61,288+31.8% |
Q2 2023Jun 30, 2023 | NET Cloudflare, Inc. | Buy - Position Entry | +13,569 |