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LOUNTZIS ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LOUNTZIS ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001821168
持仓数
52
前50大市值合计
$272.2M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
BRK/B
Berkshire Hathaway Class B
COM
$64.4M
134,308
23.6%
AMAT
Applied Materials
COM
$40.7M
119,013
14.9%
WFC
Wells Fargo & Co.
COM
$19.5M
245,031
7.2%
PGR
Progressive Co.
COM
$14.2M
71,542
5.2%
GOOGL
Alphabet Inc. Class A
COM
$13.8M
48,100
5.1%
ORCL
Oracle Corp
COM
$13.6M
92,776
5.0%
USB
US Bancorp
COM
$13.0M
248,183
4.8%
CDNS
Cadence Design Systems
COM
$12.3M
44,229
4.5%
KNSL
Kinsale Cap Group Inc
COM
$9.9M
28,942
3.6%
KKR
KKR & Co Inc
COM
$9.7M
105,210
3.6%
BRO
Brown & Brown Inc
COM
$7.0M
107,561
2.6%
PCOR
Procore Technologies Inc
COM
$6.0M
105,099
2.2%
PEP
Pepsico Inc
COM
$5.9M
38,089
2.2%
NET
Cloudflare Inc
COM
$5.6M
26,948
2.0%
ZTS
Zoetis Inc Class A
COM
$5.0M
42,510
1.8%
MLM
Martin Marietta Matr
COM
$4.9M
8,325
1.8%
LOW
Lowes Companies Inc
COM
$4.0M
17,106
1.5%
UNH
UnitedHealth Group Inc
COM
$2.9M
10,682
1.1%
LH
Labcorp, Inc
COM
$2.4M
8,999
0.9%
GOOG
Alphabet Inc. Class C
COM
$1.5M
5,205
0.5%
BNY
Bank Of NY Mellon Co
COM
$1.0M
8,749
0.4%
WSFS
WSFS Finl Co
COM
$957.1K
14,621
0.4%
—
Exxon Mobil Corp
COM
$944.5K
5,567
0.3%
MHK
Mohawk Industries
COM
$801.4K
8,139
0.3%
ABBV
Abbvie Inc
COM
$763.6K
3,511
0.3%
ABT
Abbott Laboratories
COM
$762.8K
7,430
0.3%
YUM
Yum Brands Inc
COM
$724.4K
4,659
0.3%
BRK/A
Berkshire Hathaway Class A
COM
$718.1K
1
0.3%
JNJ
Johnson & Johnson
COM
$664.9K
2,720
0.2%
ICE
Inercontinental Exchange
COM
$631.6K
4,016
0.2%
—
Aon PLC F Class A
COM
$613.3K
1,900
0.2%
VOO
Vanguard S&P 500 ETF
ETF
$611.9K
1,024
0.2%
—
Eurofins Scientific
COM
$538.1K
7,433
0.2%
META
Meta Platforms
COM
$519.5K
908
0.2%
CNSWF
Constellation Software
COM
$500.6K
285
0.2%
MSFT
Microsoft Corp
COM
$488.3K
1,319
0.2%
FWONK
Formula One Series C (Liberty Media Corp)
COM
$465.7K
5,478
0.2%
SCHW
Charles Schwab Corp.
COM
$455.3K
4,845
0.2%
AAPL
Apple Inc
COM
$433.7K
1,709
0.2%
FRFHF
Fairfax Finl HL F
COM
$415.8K
244
0.2%
IBM
IBM Corp
COM
$363.6K
1,500
0.1%
JPM
JPMorgan Chase & Co
COM
$328.3K
1,116
0.1%
J
Jacobs Solutions Inc
COM
$311.6K
2,448
0.1%
LLY
Eli Lilly & Co
COM
$287.0K
312
0.1%
GEF
Greif Inc Class A
COM
$268.3K
4,000
0.1%
PM
Philip Morris Intl
COM
$253.9K
1,522
0.1%
MA
Mastercard Inc Class A
COM
$249.8K
500
0.1%
V
Visa Inc Class A
COM
$247.9K
820
0.1%
—
Rolls-Royce Holdings
COM
$245.9K
16,411
0.1%
FWONA
Formula One Series A (Liberty Media Corp)
COM
$223.8K
2,866
0.1%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
61%
前 6 大占比
BRK/B
23.6%
AMAT
14.9%
WFC
7.2%
PGR
5.2%
GOOGL
5.1%
ORCL
5.0%
其他
38.9%
