LOUNTZIS ASSET MANAGEMENT, LLC - Portfolio overview

LOUNTZIS ASSET MANAGEMENT, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - Berkshire Hathaway Class B, 21.58%
2. AMAT - Applied Materials, 13.64%
3. IDXX - Idexx Labs Inc, 7.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.