CIK 1821168
LOUNTZIS ASSET MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
52
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 52
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Class B | 135K | $1M+ | SH |
| AMAT | Applied Materials | 119K | $1M+ | SH |
| WFC | Wells Fargo & Co. | 246K | $1M+ | SH |
| ORCL | Oracle Corp | 89K | $1M+ | SH |
| PGR | Progressive Co. | 72K | $1M+ | SH |
| GOOGL | Alphabet Inc. Class A | 48K | $1M+ | SH |
| CDNS | Cadence Design Systems | 44K | $1M+ | SH |
| KKR | KKR & Co Inc | 105K | $1M+ | SH |
| USB | US Bancorp | 249K | $1M+ | SH |
| BRO | Brown & Brown Inc | 108K | $1M+ | SH |
| PCOR | Procore Technologies Inc | 99K | $1M+ | SH |
| PEP | Pepsico Inc | 38K | $1M+ | SH |
| ZTS | Zoetis Inc Class A | 43K | $1M+ | SH |
| NET | Cloudflare Inc | 27K | $1M+ | SH |
| SKYT | Skywater Technology Inc | 290K | $1M+ | SH |
| MLM | Martin Marietta Matr | 8K | $1M+ | SH |
| LOW | Lowes Companies Inc | 17K | $1M+ | SH |
| UNH | UnitedHealth Group Inc | 11K | $1M+ | SH |
| LH | Labcorp, Inc | 9K | $1M+ | SH |
| GOOG | Alphabet Inc. Class C | 5K | $1M+ | SH |
| BK | Bank Of NY Mellon Co | 9K | $1M+ | SH |
| ABT | Abbott Laboratories | 7K | $500K+ | SH |
| MHK | Mohawk Industries | 8K | $500K+ | SH |
| WSFS | W S F S Finl Co | 15K | $500K+ | SH |
| ABBV | Abbvie Inc | 4K | $500K+ | SH |
| BRK.A | Berkshire Hathaway Incorporated Class A | 1 | $500K+ | SH |
| YUM | Yum Brands Inc | 5K | $500K+ | SH |
| — | Constellation Software | 285 | $500K+ | SH |
| AON | Aon PLC F Class A | 2K | $500K+ | SH |
| XOM | Exxon Mobil Corp | 6K | $500K+ | SH |
| ICE | Inercontinental Exchange | 4K | $500K+ | SH |
| VOO | Vanguard S&P 500 ETF | 1K | $500K+ | SH |
| MSFT | Microsoft Corp | 1K | $500K+ | SH |
| META | Meta Platforms | 908 | $500K+ | SH |
| — | Eurofins Scientific | 7K | $500K+ | SH |
| FWONK | Formula One Series C (Liberty Media Corp) | 5K | $500K+ | SH |
| JNJ | Johnson & Johnson | 3K | $500K+ | SH |
| SCHW | Charles Schwab Corp. | 5K | $100K–$500K | SH |
| FRFHF | Fairfax Finl HL F | 244 | $100K–$500K | SH |
| AAPL | Apple Inc | 2K | $100K–$500K | SH |
| IBM | IBM Corp | 2K | $100K–$500K | SH |
| JPM | JPMorgan Chase & Co | 1K | $100K–$500K | SH |
| J | Jacobs Solutions Inc | 2K | $100K–$500K | SH |
| LLY | Eli Lilly & Co | 292 | $100K–$500K | SH |
| V | Visa Inc Class A | 820 | $100K–$500K | SH |
| MA | Mastercard Inc Class A | 500 | $100K–$500K | SH |
| GEF | Greif Inc Class A | 4K | $100K–$500K | SH |
| FWONA | Formula One Series A (Liberty Media Corp) | 3K | $100K–$500K | SH |
| — | Rolls-Royce Holdings | 16K | $100K–$500K | SH |
| PM | Philip Morris Intl | 2K | $100K–$500K | SH |