StockDriftsStockDriftsTop 50 Lountzis Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Class B | 23.61% | 134.3K | $64.4M | -0.20%(-265) | $183.02(+177.44%) | 2026-03-31 | |
| AMAT | Applied Materials | 14.92% | 119.0K | $40.7M | -0.38%(-448) | $84.60(+612.83%) | 2026-03-31 | |
| WFC | Wells Fargo & Co. | 7.15% | 245.0K | $19.5M | -0.26%(-643) | $29.11(+193.80%) | 2026-03-31 | |
| PGR | Progressive Co. | 5.2% | 71.5K | $14.2M | -0.11%(-78) | $78.15(+197.17%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. Class A | 5.07% | 48.1K | $13.8M | -0.07%(-32) | $76.00(+373.59%) | 2026-03-31 | |
| ORCL | Oracle Corp | 5.01% | 92.8K | $13.6M | +3.70%(+3.31K) | $88.96(+57.68%) | 2026-03-31 | |
| USB | US Bancorp | 4.78% | 248.2K | $13.0M | -0.25%(-625) | $35.92(+71.86%) | 2026-03-31 | |
| CDNS | Cadence Design Systems | 4.51% | 44.2K | $12.3M | -0.00%(-1) | $277.40(+34.51%) | 2026-03-31 | |
| KNSL | Kinsale Cap Group Inc | 3.63% | 28.9K | $9.9M | new | $366.39(-3.15%) | 2026-03-31 | |
| KKR | KKR & Co Inc | 3.57% | 105.2K | $9.7M | +0.00%(+0) | $44.78(+109.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.47% | +74.86% |
| Top 20 Holdings Unweighted | +20.23% | +73.78% |
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