LOUNTZIS ASSET MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Wyomissing, PA
CIK
0001821168
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 45 183,217 BRK-B, AMAT, PGR, WFC 13F-HR 1/19/2024 000182116824000001
Q3 2023 44 179,083 BRK-B, AMAT, SPLK, PGR 13F-HR 11/13/2023 000182116823000004
Q2 2023 45 181,194 BRK-B, AMAT, WFC, PGR 13F-HR 8/15/2023 000182116823000003
Q1 2023 48 168,833 BRK-B, AMAT, PGR, WFC 13F-HR 4/28/2023 000182116823000002
Q4 2022 30 166,573 BRK-B, AMAT, WFC, PGR 13F-HR 2/7/2023 000182116823000001
Q3 2022 30 147,352 BRK-B, WFC, PGR, AMAT 13F-HR 10/25/2022 000182116822000005
Q2 2022 32 149,479 BRK-B, PGR, WFC, AMAT 13F-HR 8/15/2022 000182116822000003
Q1 2022 32 180,125 BRK-B, AMAT, WFC, USB 13F-HR 4/26/2022 000182116822000002
Q4 2021 32 174,983 BRK-B, AMAT, ZTS, WFC 13F-HR 1/26/2022 000182116822000001
Q3 2021 103 160,571 BRK-B, AMAT, WFC, USB 13F-HR 10/29/2021 000182116821000004
Q2 2021 78 164,011 BRK-B, AMAT, WFC, USB 13F-HR 8/16/2021 000182116821000003
Q1 2021 77 150,213 BRK-B, AMAT, USB, WFC 13F-HR 4/20/2021 000182116821000002
Q4 2020 80 136,290 BRK-B, PGR, AMAT, USB 13F-HR 2/9/2021 000182116821000001
Q3 2020 69 116,219 BRK-B, ZTS, PGR, BRO 13F-HR 11/5/2020 000182116820000002
Q2 2020 70 105,536 BRK-B, PGR, ZTS, USB 13F-HR 8/14/2020 000182116820000001