Lountzis Asset Management, LLC 13F 持仓 · 2026年Q2
Lountzis Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 3.16 亿美元。前几大持仓：AMAT（23.17%）、BRKB（20.99%）、WFC（6.30%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials | $73.2M | 23.17% | 101,308 | 减持 |
| 2 | BRKB | Berkshire Hathaway Class B | $66.4M | 20.99% | 132,597 | 减持 |
| 3 | WFC | Wells Fargo & Co. | $19.9M | 6.30% | 241,030 | 减持 |
| 4 | GOOGL | Alphabet Inc. Class A | $17.2M | 5.43% | 48,053 | 减持 |
| 5 | CDNS | Cadence Design Systems | $16.5M | 5.21% | 43,843 | 减持 |
| 6 | PGR | Progressive Co. | $15.0M | 4.74% | 68,543 | 减持 |
| 7 | USB | US Bancorp | $14.9M | 4.71% | 244,585 | 减持 |
| 8 | ORCL | Oracle Corp | $13.5M | 4.28% | 92,336 | 减持 |
| 9 | KKR | KKR & Co Inc | $9.5M | 3.02% | 103,962 | 减持 |
| 10 | KNSL | Kinsale Cap Group Inc | $9.4M | 2.98% | 28,564 | 减持 |
| 11 | NET | Cloudflare Inc | $6.6M | 2.09% | 26,924 | 减持 |
| 12 | BRO | Brown & Brown Inc | $6.6M | 2.08% | 102,567 | 减持 |
| 13 | PEP | Pepsico Inc | $5.0M | 1.58% | 36,816 | 减持 |
| 14 | MLM | Martin Marietta Matr | $4.7M | 1.49% | 8,179 | 减持 |
| 15 | PCOR | Procore Technologies Inc | $4.2M | 1.33% | 103,713 | 减持 |
| 16 | UNH | UnitedHealth Group Inc | $4.2M | 1.33% | 10,122 | 减持 |
| 17 | LOW | Lowes Companies Inc | $3.6M | 1.14% | 16,356 | 减持 |
| 18 | ZTS | Zoetis Inc Class A | $2.9M | 0.92% | 40,377 | 减持 |
| 19 | LH | Labcorp, Inc | $2.5M | 0.80% | 8,976 | 减持 |
| 20 | GOOG | Alphabet Inc. Class C | $1.9M | 0.61% | 5,465 | 增持 |
| 21 | BNY | Bank Of NY Mellon Co | $1.3M | 0.40% | 8,749 | 持平 |
| 22 | NVDA | Nvidia Corp. | $1.3M | 0.40% | 6,304 | 新建仓 |
| 23 | WSFS | WSFS Finl Co | $1.1M | 0.35% | 14,621 | 持平 |
| 24 | AAPL | Apple Inc | $963,518 | 0.30% | 3,329 | 增持 |
| 25 | ABBV | Abbvie Inc | $883,508 | 0.28% | 3,511 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR