LOUNTZIS ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, LOUNTZIS ASSET MANAGEMENT, LLC held in its portfolio 52 assets valued at $281,624,161 (i.e. $281.62M).
The most valuable assets in the portfolio included: Berkshire Hathaway Class B ($67.64M), Applied Materials ($30.70M), and Wells Fargo & Co. ($22.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LOUNTZIS ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Berkshire Hathaway Class B | 134573 | 67643118 | COM |
| Applied Materials | 119461 | 30700282 | COM |
| Wells Fargo & Co. | 245674 | 22896817 | COM |
| Oracle Corp | 89465 | 17437623 | COM |
| Progressive Co. | 71620 | 16309306 | COM |
| Alphabet Inc. Class A | 48132 | 15065316 | COM |
| Cadence Design Systems | 44230 | 13825413 | COM |
| KKR & Co Inc | 105210 | 13412171 | COM |
| US Bancorp | 248808 | 13405775 | COM |
| Brown & Brown Inc | 107639 | 8578828 | COM |
| Procore Technologies Inc | 98910 | 7194713 | COM |
| Pepsico Inc | 38048 | 5515008 | COM |
| Zoetis Inc Class A | 42563 | 5355277 | COM |
| Cloudflare Inc | 26948 | 5312798 | COM |
| Skywater Technology Inc | 290222 | 5270432 | COM |
| Martin Marietta Matr | 8360 | 5205438 | COM |
| Lowes Companies Inc | 17106 | 4125283 | COM |
| UnitedHealth Group Inc | 10694 | 3530196 | COM |
| Labcorp, Inc | 9062 | 2273475 | COM |
| Alphabet Inc. Class C | 5205 | 1633329 | COM |
| Bank Of NY Mellon Co | 8749 | 1015671 | COM |
| Abbott Laboratories | 7325 | 917749 | COM |
| Mohawk Industries | 8250 | 901725 | COM |
| W S F S Finl Co | 14621 | 807664 | COM |
| Abbvie Inc | 3511 | 802228 | COM |
| Berkshire Hathaway Incorporated Class A | 1 | 754800 | COM |
| Yum Brands Inc | 4659 | 704814 | COM |
| Constellation Software | 285 | 685872 | COM |
| Aon PLC F Class A | 1900 | 670472 | COM |
| Exxon Mobil Corp | 5567 | 669933 | COM |
| Inercontinental Exchange | 4016 | 650431 | COM |
| Vanguard S&P 500 ETF | 1024 | 642181 | ETF |
| Microsoft Corp | 1244 | 601623 | COM |
| Meta Platforms | 908 | 599362 | COM |
| Eurofins Scientific | 7433 | 544772 | COM |
| Formula One Series C (Liberty Media Corp) | 5478 | 539638 | COM |
| Johnson & Johnson | 2591 | 536207 | COM |
| Charles Schwab Corp. | 4845 | 484064 | COM |
| Fairfax Finl HL F | 244 | 465081 | COM |
| Apple Inc | 1709 | 464609 | COM |
| IBM Corp | 1500 | 444315 | COM |
| JPMorgan Chase & Co | 1116 | 359598 | COM |
| Jacobs Solutions Inc | 2448 | 324262 | COM |
| Eli Lilly & Co | 292 | 313807 | COM |
| Visa Inc Class A | 820 | 287631 | COM |
| Mastercard Inc Class A | 500 | 285440 | COM |
| Greif Inc Class A | 4000 | 273040 | COM |
| Formula One Series A (Liberty Media Corp) | 2866 | 256163 | COM |
| Rolls-Royce Holdings | 16411 | 254290 | COM |
| Philip Morris Intl | 1522 | 246366 | COM |
| Credit Accept Corp | 489 | 216852 | COM |
| TJX Companies Inc | 1386 | 212903 | COM |
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