§ 13F · FUND PROFILE
LOUNTZIS ASSET MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $284.1T (13F)Positions · 53Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Class B | 135K | $67.6T | 24.0% | ±0% |
| 2 | AMAT | Applied Materials | 119K | $30.7T | 10.9% | −1% |
| 3 | WFC | Wells Fargo & Co. | 246K | $22.9T | 8.1% | −1% |
| 4 | ORCL | Oracle Corp | 89K | $17.4T | 6.2% | −1% |
| 5 | PGR | Progressive Co. | 72K | $16.3T | 5.8% | −1% |
| 6 | GOOGL | Alphabet Inc. Class A | 48K | $15.1T | 5.3% | −1% |
| 7 | CDNS | Cadence Design Systems | 44K | $13.8T | 4.9% | ±0% |
| 8 | KKR | KKR & Co Inc | 105K | $13.4T | 4.8% | −1% |
| 9 | USB | US Bancorp | 249K | $13.4T | 4.8% | −1% |
| 10 | BRO | Brown & Brown Inc | 108K | $8.6T | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOUNTZIS SIGNAL
AC read
LOUNTZIS ASSET MANAGEMENT, LLC is a Other fund managing $284057.7 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed