Instuitional Investor - Lountzis Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Lountzis Asset Management, Llc
Portfolio Value $306,352,302
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 135,098 $67,919,169 22.17%
2. ORCL 90,134 $25,349,286 8.27%
3. AMAT 120,159 $24,601,354 8.03%
4. IDXX 32,708 $20,896,814 6.82%
5. WFC 248,077 $20,793,814 6.79%