Long-term investor
Lountzis Asset Management, LLC @lountzisassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001821168).
Record
- Tracked since 2025-06-30 (449 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +57.8% · 1 year n/a · all +49.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 23.2% · long · since 2025-06-30
- BRK-B · 21.0% · long · since 2025-06-30
- WFC · 6.3% · long · since 2025-06-30
- GOOGL · 5.4% · long · since 2025-06-30
- CDNS · 5.2% · long · since 2025-06-30
- PGR · 4.7% · long · since 2025-06-30
- USB · 4.7% · long · since 2025-06-30
- ORCL · 4.3% · long · since 2025-06-30
- KKR · 3.0% · long · since 2025-06-30
- 49714P108 · 3.0% · long · since 2026-03-31
- NET · 2.1% · long · since 2025-06-30
- BRO · 2.1% · long · since 2025-06-30