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Timothy Whitmoyer

Lountzis Asset Management, Llc

Assets Managed
$272.643M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-3.18%(2Q avg: -5.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lountzis Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Lountzis Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 272.643M in assets, with a quarterly growth rate of -3.18% and a 2-quarter average growth rate of -5.63%. The portfolio is managed by Timothy Whitmoyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.19%
23.61%
$64.36M
134,308 shares@ $479.21 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -0.37%
14.92%
$40.677M
119,013 shares@ $341.79 avg price
WFC
Wells Fargo & Co
Recent Activity
Decreased -0.26%
7.16%
$19.507M
245,031 shares@ $79.62 avg price
PGR
Progressive Corp
Recent Activity
Decreased -0.1%
5.21%
$14.182M
71,542 shares@ $198.24 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.06%
5.08%
$13.832M
48,100 shares@ $287.56 avg price
ORCL
Oracle Corp
Recent Activity
Increased 3.71%
5.01%
$13.648M
92,776 shares@ $147.11 avg price
USB
Us Bancorp
Recent Activity
Decreased -0.25%
4.79%
$13.037M
248,183 shares@ $52.54 avg price
CDNS
Cadence Design Sys Inc
Recent Activity
Decreased 0%
4.51%
$12.29M
44,229 shares@ $277.87 avg price
KNSL
Kinsale Capital Group Inc
Recent Activity
New Position
3.63%
$9.888M
28,942 shares@ $341.67 avg price
KKR
Kkr & Co Inc
Recent Activity
3.57%
$9.732M
105,210 shares@ $92.5 avg price

1-10 of 52