LOUNTZIS ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 248K | $13.04M |
 | WFC | 245K | $19.51M |
 | BRK-B | 134K | $64.36M |
 | AMAT | 119K | $40.68M |
 | BRO | 108K | $7.01M |
 | KKR | 105K | $9.73M |
 | PCOR | 105K | $5.99M |
 | ORCL | 93K | $13.65M |
 | PGR | 72K | $14.18M |
 | GOOGL | 48K | $13.83M |
 | CDNS | 44K | $12.29M |
 | ZTS | 43K | $5.03M |
 | PEP | 38K | $5.91M |
 | KNSL | 29K | $9.89M |
 | NET | 27K | $5.56M |
 | LOW | 17K | $4.04M |
 | WSFS | 15K | $957.09K |
 | UNH | 11K | $2.89M |
 | LH | 9K | $2.40M |
 | MLM | 8K | $4.90M |
U.S. Bancorp
USB
Shares Held
248K
Value
$13.04M
Wells Fargo & Company
WFC
Shares Held
245K
Value
$19.51M
Berkshire Hathaway Inc.
BRK-B
Shares Held
134K
Value
$64.36M
Applied Materials, Inc.
AMAT
Shares Held
119K
Value
$40.68M
Brown & Brown, Inc.
BRO
Shares Held
108K
Value
$7.01M
KKR & Co. Inc.
KKR
Shares Held
105K
Value
$9.73M
Procore Technologies, Inc.
PCOR
Shares Held
105K
Value
$5.99M
Oracle Corporation
ORCL
Shares Held
93K
Value
$13.65M
The Progressive Corporation
PGR
Shares Held
72K
Value
$14.18M
Alphabet Inc.
GOOGL
Shares Held
48K
Value
$13.83M
Cadence Design Systems, Inc.
CDNS
Shares Held
44K
Value
$12.29M
Zoetis Inc.
ZTS
Shares Held
43K
Value
$5.03M
PepsiCo, Inc.
PEP
Shares Held
38K
Value
$5.91M
Kinsale Capital Group, Inc.
KNSL
Shares Held
29K
Value
$9.89M
Cloudflare, Inc.
NET
Shares Held
27K
Value
$5.56M
Lowe's Companies, Inc.
LOW
Shares Held
17K
Value
$4.04M
WSFS Financial Corporation
WSFS
Shares Held
15K
Value
$957.09K
UnitedHealth Group Incorporated
UNH
Shares Held
11K
Value
$2.89M
Labcorp Holdings Inc.
LH
Shares Held
9K
Value
$2.40M
Martin Marietta Materials, Inc.
MLM
Shares Held
8K
Value
$4.90M