LOUNTZIS ASSET MANAGEMENT, LLC 13F Holdings

CIK 0001821168 · WYOMISSING, PA

As of Sep 30, 2025, LOUNTZIS ASSET MANAGEMENT, LLC reported 53 positions worth $306.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services135,098$67.9M22.17%
ORACLE CORPORCLTechnology90,134$25.3M8.27%
APPLIED MATERIALS INCAMATTechnology120,159$24.6M8.03%
IDEXX LABORATORIES INCIDXXHealthcare32,708$20.9M6.82%
WELLS FARGO & COMPANYWFCFinancial Services248,077$20.8M6.79%
PROGRESSIVE CORPPGRFinancial Services72,107 7.8M5.81%
CADENCE DESIGN SYSTEMS INCCDNSTechnology44,429 5.6M5.09%
KKR & CO INCKKRFinancial Services105,792 3.7M4.49%
US BANCORPUSBFinancial Services250,695 2.2M4.00%
ALPHABET INCGOOGLEquity48,634 1.8M3.86%
BROWN & BROWN INCBROFinancial Services108,600 0.2M3.32%
PROCORE TECHNOLOGIES INCPCORTechnology99,304$7.2M2.36%
ZOETIS INCZTSHealthcare42,883$6.3M2.05%
CLOUDFLARE INCNETTechnology28,557$6.1M2.00%
SKYWATER TECHNOLOGY INCSKYTTechnology292,177$5.5M1.78%
PEPSICO INCPEPConsumer Defensive38,197$5.4M1.75%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials8,471$5.3M1.74%
LOWES COMPANIES INCLOWConsumer Cyclical17,273$4.3M1.42%
UNITEDHEALTH GROUP INCUNHHealthcare10,849$3.7M1.22%
LABCORP HOLDINGS INCLHHealthcare9,179$2.6M0.86%
ALPHABET INCGOOGEquity5,817 .4M0.46%
MOHAWK INDUSTRIES INCMHKConsumer Cyclical8,327 .1M0.35%
ABBOTT LABORATORIESABTHealthcare7,625 .0M0.33%
BANK OF NEW YORK MELLON CORPBKFinancial Services8,800$958.8K0.31%
CONSTELLATION SOFTWARE INCCNSWF—311$844.4K0.28%