Lountzis Asset Management, LLC Top Holdings and 13F Report (2025) About Lountzis Asset Management, LLCInvestment ActivityLountzis Asset Management, LLC has $236.18 million in total holdings as of December 31, 2024.Lountzis Asset Management, LLC owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.About 1.81% of the portfolio was sold this quarter.This quarter, Lountzis Asset Management, LLC has purchased 49 new stocks and bought additional shares in 0 stocks.Lountzis Asset Management, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $62,389,459Progressive $18,894,447Wells Fargo & Company $17,686,362Applied Materials $17,344,327KKR & Co. Inc. $15,720,466 Largest Sales this Quarter Berkshire Hathaway 1,591 shares (about $721.17K)Progressive 1,337 shares (about $320.36K)Brown & Brown 3,035 shares (about $309.63K)UnitedHealth Group 414 shares (about $209.43K)Martin Marietta Materials 320 shares (about $165.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLountzis Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$62,389,459$721,168 ▼-1.1%137,64026.4%FinancePGRProgressive$18,894,447$320,359 ▼-1.7%78,8558.0%FinanceWFCWells Fargo & Company$17,686,362$87,308 ▼-0.5%251,7997.5%FinanceAMATApplied Materials$17,344,327$130,104 ▼-0.7%106,6497.3%Computer and TechnologyKKRKKR & Co. Inc.$15,720,466$79,576 ▼-0.5%106,2846.7%FinanceBROBrown & Brown$12,334,422$309,631 ▼-2.4%120,9025.2%FinanceUSBU.S. Bancorp$12,158,716$54,903 ▼-0.4%251,5775.1%FinanceORCLOracle$10,090,885$65,156 ▼-0.6%60,5554.3%Computer and TechnologyGOOGLAlphabet$9,397,799$64,362 ▼-0.7%49,6454.0%Computer and TechnologyPCORProcore Technologies$7,478,4640.0%99,8063.2%Computer and TechnologyZTSZoetis$7,022,283$81,302 ▼-1.1%43,1003.0%MedicalPEPPepsiCo$5,908,127$86,223 ▼-1.4%38,5092.5%Consumer StaplesUNHUnitedHealth Group$5,580,142$209,426 ▼-3.6%11,0312.4%MedicalMLMMartin Marietta Materials$4,469,791$165,280 ▼-3.6%8,6541.9%ConstructionLOWLowe's Companies$4,262,976$55,036 ▼-1.3%17,2731.8%Retail/WholesaleSKYTSkyWater Technology$3,965,044$27,890 ▼-0.7%287,3221.7%Computer and TechnologyNETCloudflare$3,121,859$72,253 ▼-2.3%28,9921.3%Computer and TechnologyLabcorp, Inc$2,134,511$50,680 ▼-2.3%9,3080.9%COMGOOGAlphabet$1,279,757$64,750 ▼-4.8%6,7200.5%Computer and TechnologyMHKMohawk Industries$1,067,405$6,076 ▼-0.6%8,9600.5%Consumer DiscretionaryCNSWFConstellation Software$971,306$9,280 ▼-0.9%3140.4%Computer and TechnologyABTAbbott Laboratories$862,4640.0%7,6250.4%MedicalWSFSWSFS Financial$800,722$102,488 ▼-11.3%15,0710.3%FinanceXOMExxon Mobil$754,0660.0%7,0100.3%Oils/EnergyYUMYum! Brands$715,8780.0%5,3360.3%Retail/WholesaleAONAON$682,4040.0%1,9000.3%FinanceBerkshire Hathaway Class A 1/100$680,9200.0%1000.3%COMSCHWCharles Schwab$674,675$9,843 ▼-1.4%9,1160.3%FinanceBKBank of New York Mellon$645,3720.0%8,4000.3%FinanceICEIntercontinental Exchange$606,620$10,431 ▼-1.7%4,0710.3%FinanceABBVAbbVie$586,4100.0%3,3000.2%MedicalMETAMeta Platforms$574,971$5,855 ▼-1.0%9820.2%Computer and TechnologyFWONKFormula One Group$546,601$5,096 ▼-0.9%5,8990.2%Consumer DiscretionaryMSFTMicrosoft$468,2870.0%1,1110.2%Computer and TechnologyKMXCarMax$457,6110.0%5,5970.2%Retail/WholesaleFRFHFFairfax Financial$403,506$44,525 ▼-9.9%2900.2%FinanceERFSFEurofins Scientific$379,5000.0%7,4330.2%MedicalGEFGreif$366,8770.0%5,9500.2%Industrial ProductsJJacobs Solutions$356,8990.0%2,6710.2%Business ServicesELVElevance Health$343,8150.0%9320.1%MedicalIBMInternational Business Machines$329,7450.0%1,5000.1%Computer and TechnologyJPMJPMorgan Chase & Co.$327,6840.0%1,3670.1%FinanceJNJJohnson & Johnson$323,6600.0%2,2380.1%MedicalCACCCredit Acceptance$276,042$4,695 ▼-1.7%5880.1%FinanceMAMastercard$263,2850.0%5000.1%Business ServicesFWONAFormula One Group$258,7590.0%3,0790.1%Consumer DiscretionaryBDXBecton, Dickinson and Company$218,9300.0%9650.1%MedicalBVSBioventus$0$1,195,000 ▼-100.0%00.0%MedicalLinde PLC F$0$226,508 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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