Lountzis Asset Management, LLC - Q22026 Holdings

Lountzis Asset Management, LLC holds 55 stocks with a total portfolio value of $ 316.08M as of Q22026. In Q22026, Lountzis Asset Management, LLC added 5 new positions, increased stakes in 4 stocks, reduced 27 holdings, and fully exited 2 positions. The largest holding is Applied Materials (AMAT), representing 23.17% of the total portfolio.