LOUNTZIS ASSET MANAGEMENT, LLC
WYOMISSING PA · SEC CIK 0001821168
$2.73亿2026Q1 申报市值
52持仓数
77.4%前十大占比 · 第一大 23.6%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KNSL 新建仓+$988.83万
ORCL 加仓+$48.71万
PCOR 加仓+$35.28万
JNJ 加仓+$3.15万
MSFT 加仓+$2.78万
2026Q1 卖出最多 按季末市值估算
Skywater Technol 清仓-$527.04万
AMAT 减仓-$15.31万
BRK/B 减仓-$12.70万
WFC 减仓-$5.12万
USB 减仓-$3.28万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Class B | $6,436.04万 | 23.61% | 134,308 | -265 | -0.2% | -$12.70万 | 减仓 |
| AMAT | Applied Materials | $4,067.75万 | 14.92% | 119,013 | -448 | -0.4% | -$15.31万 | 减仓 |
| WFC | Wells Fargo & Co. | $1,950.69万 | 7.15% | 245,031 | -643 | -0.3% | -$5.12万 | 减仓 |
| PGR | Progressive Co. | $1,418.25万 | 5.20% | 71,542 | -78 | -0.1% | -$1.55万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $1,383.16万 | 5.07% | 48,100 | -32 | -0.1% | -$9,202 | 减仓 |
| ORCL | Oracle Corp | $1,364.83万 | 5.01% | 92,776 | 3,311 | 3.7% | $48.71万 | 加仓 |
| USB | US Bancorp | $1,303.71万 | 4.78% | 248,183 | -625 | -0.3% | -$3.28万 | 减仓 |
| CDNS | Cadence Design Systems | $1,228.99万 | 4.51% | 44,229 | -1 | -0.0% | -$278 | 减仓 |
| KNSL | Kinsale Cap Group Inc | $988.83万 | 3.63% | 28,942 | 28,942 | — | $988.83万 | 新建仓 |
| KKR | KKR & Co Inc | $973.19万 | 3.57% | 105,210 | 0 | 0.0% | — | 不变 |
| BRO | Brown & Brown Inc | $701.41万 | 2.57% | 107,561 | -78 | -0.1% | -$5,086 | 减仓 |
| PCOR | Procore Technologies Inc | $599.06万 | 2.20% | 105,099 | 6,189 | 6.3% | $35.28万 | 加仓 |
| PEP | Pepsico Inc | $591.48万 | 2.17% | 38,089 | 41 | 0.1% | $6,367 | 加仓 |
| NET | Cloudflare Inc | $556.04万 | 2.04% | 26,948 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc Class A | $502.51万 | 1.84% | 42,510 | -53 | -0.1% | -$6,265 | 减仓 |
| MLM | Martin Marietta Matr | $490.08万 | 1.80% | 8,325 | -35 | -0.4% | -$2.06万 | 减仓 |
| LOW | Lowes Companies Inc | $404.18万 | 1.48% | 17,106 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc | $289.04万 | 1.06% | 10,682 | -12 | -0.1% | -$3,247 | 减仓 |
| LH | Labcorp, Inc | $240.10万 | 0.88% | 8,999 | -63 | -0.7% | -$1.68万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $149.31万 | 0.55% | 5,205 | 0 | 0.0% | — | 不变 |
| BNY | Bank Of NY Mellon Co | $103.79万 | 0.38% | 8,749 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS Finl Co | $95.71万 | 0.35% | 14,621 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $94.45万 | 0.35% | 5,567 | 0 | 0.0% | — | 不变 |
| MHK | Mohawk Industries | $80.14万 | 0.29% | 8,139 | -111 | -1.3% | -$1.09万 | 减仓 |
| ABBV | Abbvie Inc | $76.36万 | 0.28% | 3,511 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $76.28万 | 0.28% | 7,430 | 105 | 1.4% | $1.08万 | 加仓 |
| YUM | Yum Brands Inc | $72.44万 | 0.27% | 4,659 | 0 | 0.0% | — | 不变 |
| BRK/A | Berkshire Hathaway Class A | $71.81万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $66.49万 | 0.24% | 2,720 | 129 | 5.0% | $3.15万 | 加仓 |
| ICE | Inercontinental Exchange | $63.16万 | 0.23% | 4,016 | 0 | 0.0% | — | 不变 |
| AON | Aon PLC F Class A | $61.33万 | 0.22% | 1,900 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $61.19万 | 0.22% | 1,024 | 0 | 0.0% | — | 不变 |
| ERFSF | Eurofins Scientific | $53.81万 | 0.20% | 7,433 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms | $51.95万 | 0.19% | 908 | 0 | 0.0% | — | 不变 |
| — | Constellation Software | $50.06万 | 0.18% | 285 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $48.83万 | 0.18% | 1,319 | 75 | 6.0% | $2.78万 | 加仓 |
| FWONK | Formula One Series C (Liberty Media Corp) | $46.57万 | 0.17% | 5,478 | 0 | 0.0% | — | 不变 |
| SCHW | Charles Schwab Corp. | $45.53万 | 0.17% | 4,845 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $43.37万 | 0.16% | 1,709 | 0 | 0.0% | — | 不变 |
| — | Fairfax Finl HL F | $41.58万 | 0.15% | 244 | 0 | 0.0% | — | 不变 |
| IBM | IBM Corp | $36.36万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co | $32.83万 | 0.12% | 1,116 | 0 | 0.0% | — | 不变 |
| J | Jacobs Solutions Inc | $31.16万 | 0.11% | 2,448 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly & Co | $28.70万 | 0.11% | 312 | 20 | 6.8% | $1.84万 | 加仓 |
| GEF | Greif Inc Class A | $26.83万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris Intl | $25.39万 | 0.09% | 1,522 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc Class A | $24.98万 | 0.09% | 500 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Class A | $24.79万 | 0.09% | 820 | 0 | 0.0% | — | 不变 |
| — | Rolls-Royce Holdings | $24.59万 | 0.09% | 16,411 | 0 | 0.0% | — | 不变 |
| FWONA | Formula One Series A (Liberty Media Corp) | $22.38万 | 0.08% | 2,866 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies Inc | $22.13万 | 0.08% | 1,386 | 0 | 0.0% | — | 不变 |
| CACC | Credit Accept Corp | $20.71万 | 0.08% | 489 | 0 | 0.0% | — | 不变 |
| — | Skywater Technology Inc | $0 | 0.00% | 0 | -290,222 | -100.0% | -$527.04万 | 清仓 |