13F Insight
DOSSIER · 13F-HR · Q2 2026

LOUNTZIS ASSET MANAGEMENT, LLC

$316M in tracked AUM across 55 positions as of Q2 2026.

LA
CIK 0001821168 · last filed Jun 30, 2026
Total AUM
$316M
as of Q2 2026
Holdings
55
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LOUNTZIS ASSET MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
Applied Materials
$73M101K23.2%02
BRK/B
Berkshire Hathaway Class B
$66M133K21.0%03
WFC
Wells Fargo & Co.
$20M241K6.3%04
GOOGL
Alphabet Inc. Class A
$17M48K5.4%05
CDNS
Cadence Design Systems
$16M44K5.2%06
PGR
Progressive Co.
$15M69K4.7%07
USB
US Bancorp
$15M245K4.7%08
ORCL
Oracle Corp
$14M92K4.3%09
KKR
KKR & Co Inc
$10M104K3.0%10
KNSL
Kinsale Cap Group Inc
$9M29K3.0%

Filing history

2026Q2Jun 30
$316M▲ 15.9%
55 positionsView →2026Q1Mar 31
$273M▼ 3.2%
52 positionsView →2025Q4Dec 31
$282M▼ 8.1%
52 positionsView →2025Q3Sep 30
$306M▲ 7.8%
53 positionsView →2025Q2Jun 30
$284M▲ 7.3%
53 positionsLocked2025Q1Mar 31
$265M▲ 12.1%
52 positionsLocked2024Q4Dec 31
$236M▼ 1.8%
47 positionsLocked2024Q3Sep 30
$241M▲ 12.4%
49 positionsLocked2024Q2Jun 30
$214M▲ 1.3%
46 positionsLocked2024Q1Mar 31
$211M▲ 15.2%
46 positionsLocked2023Q4Dec 31
$183M▲ 2.3%
45 positionsLocked2023Q3Sep 30
$179M▼ 1.2%
44 positionsLocked
Showing 12 of 23