13F Insight
DOSSIER · 13F-HR · Q1 2026

LOUNTZIS ASSET MANAGEMENT, LLC

LOUNTZIS ASSET's asset manager based in San Francisco, CA — $273M in tracked AUM across 52 positions as of Q1 2026.

LA
LOUNTZIS ASSET·San Francisco, CA·Asset Manager
CIK 0001821168 · last filed Mar 31, 2026
Total AUM
$273M
▲ 15.6%
vs prior
Holdings
52
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LOUNTZIS ASSET MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
Berkshire Hathaway Class B
$64M134K23.6%
02
AMAT
Applied Materials
$41M119K14.9%
03
WFC
Wells Fargo & Co.
$20M245K7.2%
04
PGR
Progressive Co.
$14M72K5.2%
05
GOOGL
Alphabet Inc. Class A
$14M48K5.1%
06
ORCL
Oracle Corp
$14M93K5.0%
07
USB
US Bancorp
$13M248K4.8%
08
CDNS
Cadence Design Systems
$12M44K4.5%
09
KNSL
Kinsale Cap Group Inc
$10M29K3.6%
10
KKR
KKR & Co Inc
$10M105K3.6%

Filing history

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