LOUNTZIS ASSET MANAGEMENT, LLC Diversified Active

Location: Wyomissing, PA

CIK: 0001821168 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 29, 2021

Total Value: $160.6B (100.0% shares, 0.0% debt)

Holdings (103)

BRK/B Berkshire Hathaway Class B 25.9%
Value $41.56B Shares 152,256 Est. Cost $182.62 Unrealized +53.8%
AMAT Applied Materials 8.9%
Value $14.23B Shares 110,519 Est. Cost $70.69 Unrealized +84.7%
WFC Wells Fargo & Co 7.5%
Value $12.1B Shares 260,756 Est. Cost $23.89 Unrealized +74.0%
USB U S Bancorp 7.5%
Value $12.09B Shares 201,822 Est. Cost $27.85 Unrealized +67.5%
ZTS Zoetis Inc Class A 6.3%
Value $10.07B Shares 51,886 Est. Cost $124.46 Unrealized +55.6%
PGR Progressive Co 5.3%
Value $8.453B Shares 93,513 Est. Cost $66.35 Unrealized +28.6%
BRO Brown & Brown Inc 5.2%
Value $8.368B Shares 150,916 Est. Cost $37.12 Unrealized +45.9%
PEP Pepsico Inc 3.8%
Value $6.179B Shares 41,084 Est. Cost $110.78 Unrealized +21.9%
GOOGL Alphabet Inc. Class A 3.8%
Value $6.117B Shares 2,288 Est. Cost $66.92 Unrealized +101.8%
ORCL Oracle Corp 3.5%
Value $5.68B Shares 65,191 Est. Cost $48.99 Unrealized +70.1%
Splunk Inc 3.1%
Value $5.011B Shares 34,629 Est. Cost $181.72 Unrealized
UNH UnitedHealth Group Inc 3.0%
Value $4.746B Shares 12,146 Est. Cost $261.11 Unrealized +47.4%
MLM Martin Marietta Matr 2.7%
Value $4.374B Shares 12,801 Est. Cost $187.24 Unrealized +89.0%
LOW Lowes Companies Inc 2.3%
Value $3.638B Shares 17,936 Est. Cost $103.31 Unrealized +77.7%
BK Bank Of NY Mellon Co 2.2%
Value $3.492B Shares 67,355 Est. Cost $31.20 Unrealized +47.0%
Lab Co Of Amer HLDG 1.8%
Value $2.902B Shares 10,312 Est. Cost $166.15 Unrealized
MHK Mohawk Industries 1.0%
Value $1.644B Shares 9,266 Est. Cost $87.97 Unrealized +120.3%
ABT Abbott Laboratories 0.6%
Value $1.042B Shares 8,825 Est. Cost $81.94 Unrealized +38.5%
WSFS W S F S Finl Co 0.6%
Value $975M Shares 19,000 Est. Cost $26.47 Unrealized +69.9%
YUM Yum Brands Inc 0.4%
Value $687M Shares 5,616 Est. Cost $76.84 Unrealized +52.0%
AON Aon PLC F Class A 0.3%
Value $543M Shares 1,900 Est. Cost $178.56 Unrealized +45.8%
XOM Exxon Mobil Corp 0.3%
Value $453M Shares 7,700 Est. Cost $34.82 Unrealized +39.1%
GEF Greif Inc Class A 0.3%
Value $416M Shares 6,400 Est. Cost $27.13 Unrealized +97.5%
Berkshire Hathaway Class A 1/100 0.3%
Value $411M Shares 100 Est. Cost $3857020.00 Unrealized
ABBV Abbvie Inc 0.2%
Value $356M Shares 3,300 Est. Cost $70.50 Unrealized +37.9%
YUMC Yum China Holdings Inc 0.2%
Value $326M Shares 5,616 Est. Cost $47.16 Unrealized +30.4%
FRFHF Fairfax Finl HL F 0.2%
Value $298M Shares 738 Est. Cost $274.42 Unrealized +48.1%
MSFT Microsoft Corp 0.2%
Value $296M Shares 1,051 Est. Cost $173.06 Unrealized +62.2%
GOOG Alphabet Inc. Class C 0.2%
Value $248M Shares 93 Est. Cost $66.98 Unrealized +104.3%
IBM IBM Corp 0.1%
Value $208M Shares 1,500 Est. Cost $91.40 Unrealized +22.7%
JNJ Johnson & Johnson 0.1%
Value $200M Shares 1,237 Est. Cost $124.24 Unrealized +20.9%
WTRG Essential Utils Inc 0.1%
Value $193M Shares 4,191 Est. Cost $42.24 Unrealized +14.7%
THO Thor Industries Inc 0.1%
Value $184M Shares 1,500 Est. Cost $69.97 Unrealized +48.7%
MMM 3M Co 0.1%
Value $181M Shares 1,032 Est. Cost $103.51 Unrealized +32.7%
JPM JPMorgan Chase & Co 0.1%
Value $172M Shares 1,050 Est. Cost $127.25 Unrealized +10.2%
ES Eversource Energy 0.1%
Value $168M Shares 2,050 Est. Cost $67.21 Unrealized +8.4%
MA Mastercard Inc Class A 0.1%
Value $162M Shares 465 Est. Cost $273.34 Unrealized +29.8%
V Visa Inc Class A 0.1%
Value $153M Shares 689 Est. Cost $175.53 Unrealized +29.3%
VFC VF Corp 0.1%
Value $147M Shares 2,200 Est. Cost $79.91 Unrealized -4.0%
PM Philip Morris Intl 0.1%
Value $146M Shares 1,522 Est. Cost $54.79 Unrealized +47.9%
PENN Penn NTNL Gaming 0.1%
Value $142M Shares 1,961 Est. Cost $71.49 Unrealized +2.8%
Linde PLC 0.1%
Value $139M Shares 475 Est. Cost $212.73 Unrealized
SON Sonoco Products Co 0.1%
Value $124M Shares 2,079 Est. Cost $40.46 Unrealized +34.2%
NSRGY Nestle S A F Sponsored ADR 0.1%
Value $120M Shares 1,000 Est. Cost $110.00 Unrealized
ALOT Astronova Inc 0.1%
Value $106M Shares 7,054 Est. Cost $15.32 Unrealized -0.1%
BDX Becton Dickinson & Co 0.1%
Value $98.33M Shares 400 Est. Cost $220.31 Unrealized +3.5%
TJX TJX Companies Inc 0.1%
Value $96.86M Shares 1,468 Est. Cost $46.63 Unrealized +40.3%
AEP Amer Electric PWR Co 0.1%
Value $81.18M Shares 1,000 Est. Cost $72.00 Unrealized +3.3%
CL Colgate-Palmolive Co 0.0%
Value $75.58M Shares 1,000 Est. Cost $62.36 Unrealized +15.0%
PG Procter & Gamble 0.0%
Value $68.08M Shares 487 Est. Cost $101.53 Unrealized +25.3%
DGX Quest Diagnostic Inc 0.0%
Value $65.39M Shares 450 Est. Cost $95.20 Unrealized +41.3%
MO Altria Group Inc 0.0%
Value $63.59M Shares 1,370 Est. Cost $24.96 Unrealized +36.2%
SO Southern Co 0.0%
Value $61.97M Shares 1,000 Est. Cost $49.52 Unrealized +10.4%
MNST Monster Beverage Corpora 0.0%
Value $59.78M Shares 673 Est. Cost $32.87 Unrealized +43.8%
MDLZ Mondelez Intl Class A 0.0%
Value $55.37M Shares 946 Est. Cost $44.56 Unrealized +24.4%
META Facebook Inc Class A 0.0%
Value $53.28M Shares 157 Est. Cost $261.91 Unrealized +36.6%
AMZN Amazon.Com Inc 0.0%
Value $52.56M Shares 16 Est. Cost $140.17 Unrealized +23.1%
HSIC Schein Henry Inc 0.0%
Value $45.7M Shares 600 Est. Cost $55.88 Unrealized +37.7%
AAPL Apple Inc 0.0%
Value $40.19M Shares 284 Est. Cost $98.25 Unrealized +46.5%
CSL Carlisle Co 0.0%
Value $39.76M Shares 200 Est. Cost $112.38 Unrealized +70.9%
GE General Electric Co 0.0%
Value $34.54M Shares 335 Est. Cost $62.95 Unrealized 0.0%
PLD Prologis Inc. REIT 0.0%
Value $33.87M Shares 270 Est. Cost $87.45 Unrealized +30.6%
DUK Duke Energy Corp 0.0%
Value $32.5M Shares 333 Est. Cost $75.46 Unrealized +15.6%
CPA Copa Holdings SA F Class A 0.0%
Value $23.6M Shares 290 Est. Cost $39.23 Unrealized +62.1%
COST Costco Wholesale Co 0.0%
Value $22.47M Shares 50 Est. Cost $279.18 Unrealized +49.8%
HNHAF Hon Hai Precsn Ind Ordf 0.0%
Value $18.86M Shares 5,000 Est. Cost $2.48 Unrealized +67.3%
KTB Kontoor Brands Inc 0.0%
Value $17.08M Shares 342 Est. Cost $44.67 Unrealized +24.1%
DVN Devon Energy Corp 0.0%
Value $15.09M Shares 425 Est. Cost $8.39 Unrealized +168.3%
PPL PPL Corp 0.0%
Value $14.15M Shares 500 Est. Cost $23.19 Unrealized +6.0%
HD Home Depot Inc 0.0%
Value $12.47M Shares 38 Est. Cost $199.72 Unrealized +47.5%
PFGC Performance Food Group C 0.0%
Value $11.62M Shares 250 Est. Cost $46.05 Unrealized 0.0%
NXST Nexstar Media Group Class A 0.0%
Value $10.98M Shares 72 Est. Cost $126.92 Unrealized 0.0%
RMBS Rambus Inc. 0.0%
Value $9.99M Shares 450 Est. Cost $23.54 Unrealized 0.0%
WMT WalMart Inc 0.0%
Value $9.477M Shares 68 Est. Cost $38.07 Unrealized +19.5%
LRLCY L Oreal S A F Sponsored ADR 0.0%
Value $8.868M Shares 107 Est. Cost $65.42 Unrealized
WY Weyerhaeuser Co REIT 0.0%
Value $8.679M Shares 244 Est. Cost $16.44 Unrealized +76.1%
Walt Disney 0.0%
Value $8.458M Shares 50 Est. Cost $169160.00 Unrealized
Amyris Inc 0.0%
Value $7.826M Shares 570 Est. Cost $3186.84 Unrealized
CHWY Chewy Inc 0.0%
Value $6.811M Shares 100 Est. Cost $82.77 Unrealized 0.0%
COP Conocophillips 0.0%
Value $6.777M Shares 100 Est. Cost $32.91 Unrealized +49.8%
PSTG Pure Storage Inc Class A 0.0%
Value $4.528M Shares 180 Est. Cost $22.08 Unrealized 0.0%
ODFL Old Dominion Freight 0.0%
Value $4.326M Shares 15 Est. Cost $135.74 Unrealized 0.0%
MRK Merck & Co. Inc. 0.0%
Value $4.318M Shares 57 Est. Cost $62.87 Unrealized +5.2%
STZ Constellation Brands Inc. 0.0%
Value $3.97M Shares 19 Est. Cost $202.75 Unrealized 0.0%
CRS Carpenter Technology 0.0%
Value $3.765M Shares 115 Est. Cost $20.13 Unrealized +65.6%
DAL Delta Airlines 0.0%
Value $3.621M Shares 85 Est. Cost $39.72 Unrealized 0.0%
GTN Gray Television Inc 0.0%
Value $3.449M Shares 151 Est. Cost $22.13 Unrealized 0.0%
ADT A D T Inc Delaware 0.0%
Value $3.157M Shares 389 Est. Cost $8.28 Unrealized 0.0%
CCL Carnival Corp F 0.0%
Value $2.501M Shares 100 Est. Cost $23.26 Unrealized 0.0%
VTI Vanguard Total Stock Market E ETF IV 0.0%
Value $2.22M Shares 10 Est. Cost $222000.00 Unrealized
CHTR Charter Communicatn Class A 0.0%
Value $2.182M Shares 3 Est. Cost $758.74 Unrealized 0.0%
Pioneer Natural Res 0.0%
Value $2.004M Shares 12 Est. Cost $167000.00 Unrealized
CWH Camping World Holdings I Class A 0.0%
Value $1.966M Shares 51 Est. Cost $31.23 Unrealized 0.0%
TDG Transdigm Group Inc 0.0%
Value $1.873M Shares 3 Est. Cost $519.19 Unrealized 0.0%
MCD McDonalds Corp 0.0%
Value $1.446M Shares 6 Est. Cost $215.84 Unrealized 0.0%
MD Mednax Inc 0.0%
Value $1.137M Shares 40 Est. Cost $30.47 Unrealized 0.0%
ITHUF Ianthus Capital Holdin F 0.0%
Value $600K Shares 1,500 Est. Cost $0.27 Unrealized 0.0%
INTC Intel 0.0%
Value $579K Shares 11 Est. Cost $49.81 Unrealized 0.0%
ZM Zoom Video Communication 0.0%
Value $523K Shares 2 Est. Cost $337.16 Unrealized 0.0%
OGN Organon & Co 0.0%
Value $163K Shares 5 Est. Cost $26.28 Unrealized 0.0%
RAIL Freightcar America 0.0%
Value $126K Shares 28 Est. Cost $5.27 Unrealized 0.0%
PATH Uipath Inc 0.0%
Value $105K Shares 2 Est. Cost $60.53 Unrealized 0.0%
CANN General Cannabis Corpora 0.0%
Value $45,000 Shares 112 Est. Cost $0.51 Unrealized 0.0%