Stock Taper 
LOUNTZIS ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 U.S. Bancorp | USB | 244.59K | $14.9M |
 Wells Fargo & Company | WFC | 241.03K | $19.92M |
 Berkshire Hathaway Inc. | BRK-B | 132.6K | $66.35M |
 KKR & Co. Inc. | KKR | 103.96K | $9.54M |
 Procore Technologies, Inc. | PCOR | 103.71K | $4.21M |
 Brown & Brown, Inc. | BRO | 102.57K | $6.58M |
 Applied Materials, Inc. | AMAT | 101.31K | $73.25M |
 Oracle Corporation | ORCL | 92.34K | $13.53M |
 The Progressive Corporation | PGR | 68.54K | $14.97M |
 Alphabet Inc. | GOOGL | 48.05K | $17.17M |
 Cadence Design Systems, Inc. | CDNS | 43.84K | $16.46M |
 Zoetis Inc. | ZTS | 40.38K | $2.9M |
 PepsiCo, Inc. | PEP | 36.82K | $4.98M |
 Kinsale Capital Group, Inc. | KNSL | 28.56K | $9.42M |
 Cloudflare, Inc. | NET | 26.92K | $6.6M |
 Lowe's Companies, Inc. | LOW | 16.36K | $3.61M |
 WSFS Financial Corporation | WSFS | 14.62K | $1.12M |
 UnitedHealth Group Incorporated | UNH | 10.12K | $4.21M |
 Labcorp Holdings Inc. | LH | 8.98K | $2.51M |
 Martin Marietta Materials, Inc. | MLM | 8.18K | $4.72M |