Notify me when LOUNTZIS ASSET MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 52 | $281,624,161 | +$64,560 | -$23,527,990 | -$23,463,430 | BRKB, AMAT, WFC, ORCL, PGR | 13F-HR | 06 Feb 2026, 16:24 |
| Q3 2025 | 53 | $306,352,301 | +$222,380 | -$1,204,985 | -$982,605 | BRKB, ORCL, AMAT, IDXX, WFC | 13F-HR | 30 Oct 2025, 15:47 |
| Q2 2025 | 53 | $284,057,744 | +$254,160 | -$468,078 | -$213,918 | BRKB, AMAT, WFC, ORCL, PGR | 13F-HR | 31 Jul 2025, 14:25 |
| Q1 2025 | 52 | $264,692,066 | +$35,864,363 | -$6,839,364 | +$29,024,999 | BRKB, PGR, AMAT, WFC, IDXX | 13F-HR | 30 Apr 2025, 15:37 |
| Q4 2024 | 47 | $236,184,251 | $0 | -$4,265,203 | -$4,265,203 | BRKB, PGR, WFC, AMAT, KKR | 13F-HR | 03 Feb 2025, 11:11 |
| Q3 2024 | 49 | $240,551,224 | +$8,404,032 | -$1,095,939 | +$7,308,093 | BRKB, AMAT, PGR, WFC, KKR | 13F-HR | 04 Nov 2024, 16:08 |
| Q2 2024 | 46 | $213,978,726 | +$4,134,544 | -$2,845,389 | +$1,289,155 | BRKB, AMAT, PGR, WFC, BRO | 13F-HR | 01 Aug 2024, 14:11 |
| Q1 2024 | 46 | $211,135,207 | +$507,426 | -$509,819 | -$2,393 | BRKB, AMAT, PGR, WFC, USB | 13F-HR | 02 May 2024, 12:03 |
| Q4 2023 | 45 | $183,217,684 | +$539,821 | -$13,743,982 | -$13,204,161 | BRKB, AMAT, PGR, WFC, USB | 13F-HR | 19 Jan 2024, 13:56 |
| Q3 2023 | 44 | $179,083,000 | +$955,438 | -$218,908 | +$736,530 | BRKB, AMAT, SPLK, PGR, WFC | 13F-HR | 13 Nov 2023, 10:00 |
| Q2 2023 | 45 | $180,492,000 | +$4,040,963 | -$12,686,698 | -$8,645,735 | BRKB, AMAT, WFC, PGR, USB | 13F-HR | 15 Aug 2023, 14:21 |
| Q1 2023 | 48 | $168,833,000 | +$8,306,308 | -$433,675 | +$7,872,633 | BRKB, AMAT, PGR, WFC, ZTS | 13F-HR | 28 Apr 2023, 16:17 |
| Q4 2022 | 30 | $138,960,000 | +$220,864 | -$9,799,255 | -$9,578,391 | BRKB, WFC, PGR, USB, BRO | 13F-HR | 07 Feb 2023, 16:28 |
| Q3 2022 | 30 | $147,352,000 | +$9,309,835 | -$1,795,039 | +$7,514,796 | BRKB, WFC, PGR, AMAT, BRO | 13F-HR | 25 Oct 2022, 10:44 |
| Q2 2022 | 32 | $149,479,000 | +$1,868,922 | -$533,429 | +$1,335,493 | BRKB, PGR, WFC, AMAT, USB | 13F-HR | 15 Aug 2022, 13:19 |
| Q1 2022 | 32 | $180,125,186 | +$5,148,810 | -$407,531 | +$4,741,279 | BRKB, AMAT, WFC, USB, BRO | 13F-HR | 26 Apr 2022, 15:16 |
| Q4 2021 | 32 | $174,983,624 | +$5,681 | -$3,932,912 | -$3,927,231 | BRKB, AMAT, ZTS, WFC, USB | 13F-HR | 26 Jan 2022, 13:25 |
| Q3 2021 | 103 | $160,571,074 | +$176,881 | -$3,423,735 | -$3,246,854 | BRKB, AMAT, WFC, USB, ZTS | 13F-HR | 29 Oct 2021, 09:58 |
| Q2 2021 | 78 | $164,011,000 | +$2,009,160 | -$927,519 | +$1,081,641 | BRKB, AMAT, WFC, USB, ZTS | 13F-HR | 16 Aug 2021, 09:57 |
| Q1 2021 | 77 | $150,213,911 | +$433,190 | -$2,264,801 | -$1,831,611 | BRKB, AMAT, USB, WFC, PGR | 13F-HR | 20 Apr 2021, 15:19 |
| Q4 2020 | 80 | $136,290,000 | +$10,291,000 | -$2,225,858 | +$8,065,142 | BRKB, PGR, AMAT, USB, ZTS | 13F-HR | 09 Feb 2021, 10:40 |
| Q3 2020 | 69 | $116,218,000 | +$283,345 | -$131,907 | +$151,438 | BRKB, ZTS, PGR, BRO, USB | 13F-HR | 05 Nov 2020, 14:55 |
| Q2 2020 | 70 | $105,536,000 | $0 | $0 | $0 | BRKB, PGR, ZTS, USB, BRO | 13F-HR | 14 Aug 2020, 12:23 |