LOUNTZIS ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SKYT | 290K | $5.27M |
 | USB | 249K | $13.41M |
 | WFC | 246K | $22.90M |
 | BRK-B | 135K | $67.64M |
 | AMAT | 119K | $30.70M |
 | BRO | 108K | $8.58M |
 | KKR | 105K | $13.41M |
 | PCOR | 99K | $7.19M |
 | ORCL | 89K | $17.44M |
 | PGR | 72K | $16.31M |
 | GOOGL | 48K | $15.07M |
 | CDNS | 44K | $13.83M |
 | ZTS | 43K | $5.36M |
 | PEP | 38K | $5.52M |
 | NET | 27K | $5.31M |
 | LOW | 17K | $4.13M |
 | WSFS | 15K | $807.66K |
 | UNH | 11K | $3.53M |
 | LH | 9K | $2.27M |
 | BK | 9K | $1.02M |
SkyWater Technology, Inc.
SKYT
Shares Held
290K
Value
$5.27M
U.S. Bancorp
USB
Shares Held
249K
Value
$13.41M
Wells Fargo & Company
WFC
Shares Held
246K
Value
$22.90M
Berkshire Hathaway Inc.
BRK-B
Shares Held
135K
Value
$67.64M
Applied Materials, Inc.
AMAT
Shares Held
119K
Value
$30.70M
Brown & Brown, Inc.
BRO
Shares Held
108K
Value
$8.58M
KKR & Co. Inc.
KKR
Shares Held
105K
Value
$13.41M
Procore Technologies, Inc.
PCOR
Shares Held
99K
Value
$7.19M
Oracle Corporation
ORCL
Shares Held
89K
Value
$17.44M
The Progressive Corporation
PGR
Shares Held
72K
Value
$16.31M
Alphabet Inc.
GOOGL
Shares Held
48K
Value
$15.07M
Cadence Design Systems, Inc.
CDNS
Shares Held
44K
Value
$13.83M
Zoetis Inc.
ZTS
Shares Held
43K
Value
$5.36M
PepsiCo, Inc.
PEP
Shares Held
38K
Value
$5.52M
Cloudflare, Inc.
NET
Shares Held
27K
Value
$5.31M
Lowe's Companies, Inc.
LOW
Shares Held
17K
Value
$4.13M
WSFS Financial Corporation
WSFS
Shares Held
15K
Value
$807.66K
UnitedHealth Group Incorporated
UNH
Shares Held
11K
Value
$3.53M
Labcorp Holdings Inc.
LH
Shares Held
9K
Value
$2.27M
The Bank of New York Mellon Corporation
BK
Shares Held
9K
Value
$1.02M