LOUNTZIS ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SKYT | 292K | $5.45M |
 | USB | 251K | $12.25M |
 | WFC | 248K | $20.79M |
 | BRK-B | 135K | $67.92M |
 | AMAT | 120K | $24.60M |
 | BRO | 109K | $10.19M |
 | KKR | 106K | $13.75M |
 | PCOR | 99K | $7.24M |
 | ORCL | 90K | $25.35M |
 | PGR | 72K | $17.81M |
 | GOOGL | 49K | $11.82M |
 | CDNS | 44K | $15.61M |
 | ZTS | 43K | $6.27M |
 | PEP | 38K | $5.36M |
 | IDXX | 33K | $20.90M |
 | NET | 29K | $6.13M |
 | LOW | 17K | $4.34M |
 | WSFS | 15K | $812.78K |
 | UNH | 11K | $3.75M |
 | LH | 9K | $2.63M |
SkyWater Technology, Inc.
SKYT
Shares Held
292K
Value
$5.45M
U.S. Bancorp
USB
Shares Held
251K
Value
$12.25M
Wells Fargo & Company
WFC
Shares Held
248K
Value
$20.79M
Berkshire Hathaway Inc.
BRK-B
Shares Held
135K
Value
$67.92M
Applied Materials, Inc.
AMAT
Shares Held
120K
Value
$24.60M
Brown & Brown, Inc.
BRO
Shares Held
109K
Value
$10.19M
KKR & Co. Inc.
KKR
Shares Held
106K
Value
$13.75M
Procore Technologies, Inc.
PCOR
Shares Held
99K
Value
$7.24M
Oracle Corporation
ORCL
Shares Held
90K
Value
$25.35M
The Progressive Corporation
PGR
Shares Held
72K
Value
$17.81M
Alphabet Inc.
GOOGL
Shares Held
49K
Value
$11.82M
Cadence Design Systems, Inc.
CDNS
Shares Held
44K
Value
$15.61M
Zoetis Inc.
ZTS
Shares Held
43K
Value
$6.27M
PepsiCo, Inc.
PEP
Shares Held
38K
Value
$5.36M
IDEXX Laboratories, Inc.
IDXX
Shares Held
33K
Value
$20.90M
Cloudflare, Inc.
NET
Shares Held
29K
Value
$6.13M
Lowe's Companies, Inc.
LOW
Shares Held
17K
Value
$4.34M
WSFS Financial Corporation
WSFS
Shares Held
15K
Value
$812.78K
UnitedHealth Group Incorporated
UNH
Shares Held
11K
Value
$3.75M
Labcorp Holdings Inc.
LH
Shares Held
9K
Value
$2.63M