Instuitional Investor - Lountzis Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Lountzis Asset Management, Llc
Portfolio Value $183,217,684
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 139,460 $49,739,804 27.14%
2. AMAT 106,822 $17,312,642 9.44%
3. PGR 81,779 $13,025,759 7.1%
4. WFC 252,741 $12,439,912 6.78%
5. USB 252,210 $11,039,232 6.02%