Lountzis Asset Management, LLC Purchases and Sells in Q1 2025

Lountzis Asset Management, LLC

$263 Million
Q1 2025

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	29.8K + 49.19%	$139.81 - $186.47 $4.16M - $5.55M	90.3K $12.6M
AMAT	13.6K + 12.72%	$145.06 - $195.51 $1.97M - $2.65M	120K $17.4M
BK	400 + 4.76%	$75.42 - $88.95 $30.2K - $35.6K	8.8K $738K
JNJ	274 + 12.24%	$142.06 - $167.7 $38.9K - $45.9K	2.51K $416K
MSFT	271 + 24.39%	$375.39 - $447.2 $102K - $121K	1.38K $518K
GOOGL	127 + 0.26%	$154.33 - $206.19 $19.6K - $26.2K	49.8K $7.7M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDXX	32.7K New	$406.29 - $469.04 $13.3M - $15.3M	32.7K $13.7M
CDNS	44.4K New	$233.96 - $324.52 $10.4M - $14.4M	44.4K $11.3M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
VOO	1.01K New	$507.05 - $563.67 $512K - $569K	1.01K $519K
AAPL	1.8K New	$209.68 - $247.1 $378K - $445K	1.8K $400K
V	970 New	$306.92 - $362.71 $298K - $352K	970 $339K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KKR	-423 - 0.4%	$108.17 - $167.07 $45.8K - $70.7K	106K $12.2M
USB	-519 - 0.21%	$40.92 - $50.9 $21.2K - $26.4K	251K $10.6M
PCOR	-451 - 0.45%	$65.21 - $88.33 $29.4K - $39.8K	99.4K $6.56M
MLM	-152 - 1.76%	$460.39 - $552.64 $70K - $84K	8.5K $4.07M
GOOG	-903 - 13.44%	$156.06 - $207.71 $141K - $188K	5.82K $908K
SCHW	-3.95K - 43.33%	$71.24 - $83.64 $281K - $330K	5.17K $404K

Activity Summary All Purchases 15 New Holdings 8 Increased Positions 7 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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