Lountzis Asset Management, LLC
Lountzis Asset Management, LLC is an independently owned investment adviser based in Wyomissing, Pennsylvania. The firm primarily serves high-net-worth individuals, families, trusts, and institutions with a focus on customized portfolio management. Founded by seasoned investment professionals, the firm has a small team and manages hundreds of millions in assets for its clients.
Investment Strategy
Lountzis Asset Management employs a long-term, value-driven investment strategy with a focus on fundamental research and concentrated equity holdings. The firm invests primarily in publicly traded equities with a strong emphasis on company quality, management integrity, and sustainable business models. Portfolio turnover is low, and the top ten holdings represent the majority of assets, reflecting a conviction-based philosophy oriented toward generating attractive risk-adjusted returns for clients over extended periods.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Berkshire Hathaway Class B | 23.15% | $65.8M | 135,368 | $180.78 | $485.77 | -$6.1M |
A AMAT | Applied Materials | 7.75% | $22.0M | 120,255 | $94.05 | $183.07 | +$3.9M |
W WFC | Wells Fargo & Co. | 7.04% | $20.0M | 249,428 | $26.76 | $80.12 | +$2.7M |
O ORCL | Oracle Corp | 6.95% | $19.8M | 90,341 | $83.14 | $218.63 | +$7.1M |
P PGR | Progressive Co. | 6.80% | $19.3M | 72,350 | $80.11 | $266.86 | -$224.8K |