SEC Form 13F

LOUNTZIS ASSET MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$316,084,684
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Applied MaterialsAMATCOM$73,245,684101,308
Berkshire Hathaway Class BBRK.BCOM$66,350,213132,597
Wells Fargo & Co.WFCCOM$19,918,719241,030
Alphabet Inc. Class AGOOGLCOM$17,172,70148,053
Cadence Design SystemsCDNSCOM$16,455,15543,843
Progressive Co.PGRCOM$14,973,21868,543
US BancorpUSBCOM$14,900,118244,585
Oracle CorpORCLCOM$13,531,84192,336
KKR & Co IncKKRCOM$9,541,632103,962
Kinsale Cap Group IncKNSLCOM$9,420,69328,564

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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