LOUNTZIS ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 1K | $715.81K |
 | JPM | 1K | $352.02K |
 | META | 975 | $716.02K |
 | V | 970 | $331.18K |
 | MA | 500 | $284.40K |
 | CACC | 489 | $228.33K |
 | LLY | 292 | $222.80K |
 | BRK-A | 1 | $754.20K |
Microsoft Corporation
MSFT
Shares Held
1K
Value
$715.81K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$352.02K
Meta Platforms, Inc.
META
Shares Held
975
Value
$716.02K
Visa Inc.
V
Shares Held
970
Value
$331.18K
Mastercard Incorporated
MA
Shares Held
500
Value
$284.40K
Credit Acceptance Corporation
CACC
Shares Held
489
Value
$228.33K
Eli Lilly and Company
LLY
Shares Held
292
Value
$222.80K
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K