Universe · entity
LOUNTZIS ASSET MANAGEMENT, LLC
Institutional manager (13F) · CIK 1821168
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $272M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Berkshire Hathaway Class B | $64M | 134,308 |
| 2 | Applied Materials | $41M | 119,013 |
| 3 | Wells Fargo & Co. | $20M | 245,031 |
| 4 | Progressive Co. | $14M | 71,542 |
| 5 | Alphabet Inc. Class A | $14M | 48,100 |
| 6 | Oracle Corp | $14M | 92,776 |
| 7 | US Bancorp | $13M | 248,183 |
| 8 | Cadence Design Systems | $12M | 44,229 |
| 9 | Kinsale Cap Group Inc | $10M | 28,942 |
| 10 | KKR & Co Inc | $10M | 105,210 |
| 11 | Brown & Brown Inc | $7M | 107,561 |
| 12 | Procore Technologies Inc | $6M | 105,099 |
| 13 | Pepsico Inc | $6M | 38,089 |
| 14 | Cloudflare Inc | $6M | 26,948 |
| 15 | Zoetis Inc Class A | $5M | 42,510 |
| 16 | Martin Marietta Matr | $5M | 8,325 |
| 17 | Lowes Companies Inc | $4M | 17,106 |
| 18 | UnitedHealth Group Inc | $3M | 10,682 |
| 19 | Labcorp, Inc | $2M | 8,999 |
| 20 | Alphabet Inc. Class C | $1M | 5,205 |
| 21 | Bank Of NY Mellon Co | $1M | 8,749 |
| 22 | WSFS Finl Co | $957k | 14,621 |
| 23 | Exxon Mobil Corp | $944k | 5,567 |
| 24 | Mohawk Industries | $801k | 8,139 |
| 25 | Abbvie Inc | $764k | 3,511 |
| 26 | Abbott Laboratories | $763k | 7,430 |
| 27 | Yum Brands Inc | $724k | 4,659 |
| 28 | Berkshire Hathaway Class A | $718k | 1 |
| 29 | Johnson & Johnson | $665k | 2,720 |
| 30 | Inercontinental Exchange | $632k | 4,016 |
| 31 | Aon PLC F Class A | $613k | 1,900 |
| 32 | Vanguard S&P 500 ETF | $612k | 1,024 |
| 33 | Eurofins Scientific | $538k | 7,433 |
| 34 | Meta Platforms | $519k | 908 |
| 35 | Constellation Software | $501k | 285 |
| 36 | Microsoft Corp | $488k | 1,319 |
| 37 | Formula One Series C (Liberty Media Corp) | $466k | 5,478 |
| 38 | Charles Schwab Corp. | $455k | 4,845 |
| 39 | Apple Inc | $434k | 1,709 |
| 40 | Fairfax Finl HL F | $416k | 244 |
| 41 | IBM Corp | $364k | 1,500 |
| 42 | JPMorgan Chase & Co | $328k | 1,116 |
| 43 | Jacobs Solutions Inc | $312k | 2,448 |
| 44 | Eli Lilly & Co | $287k | 312 |
| 45 | Greif Inc Class A | $268k | 4,000 |
| 46 | Philip Morris Intl | $254k | 1,522 |
| 47 | Mastercard Inc Class A | $250k | 500 |
| 48 | Visa Inc Class A | $248k | 820 |
| 49 | Rolls-Royce Holdings | $246k | 16,411 |
| 50 | Formula One Series A (Liberty Media Corp) | $224k | 2,866 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.