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| Lountzis Asset Management LLC
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| CRD # | 118923 |
| SEC # | 801-80715 |
| CIK # | 0001821168 |
| AUM | 624.1 M (2026-03-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-375-2585 |
| Address | 60 Commerce Drive Wyomissing, PA 19610 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Mon, 11 May 2026 | Lountzis Asset Management Liquidates SkyWater Technology Stake, According to Recent SEC Filing — The Motley Fool |
| CIK | Period |
|---|---|
| 0001821168 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 40.7 | ||
| Wells Fargo & Co/MN | 19.5 | ||
| Progressive Corp/Oh/ | 14.2 | ||
| Alphabet Inc | 13.8 | ||
| Oracle Corp | 13.6 | ||
| US Bancorp de | 13.0 | ||
| Cadence Design Systems Inc | 12.3 | ||
| Kinsale Capital Group Inc | 9.9 | ||
| KKR & Co LP | 9.7 | ||
| Brown & Brown Inc | 7.0 | ||
| Procore Technologies Inc | 6.0 | ||
| PepsiCo Inc | 5.9 | ||
| Cloudflare Inc | 5.6 | ||
| Zoetis Inc | 5.0 | ||
| Martin Marietta Materials Inc | 4.9 | ||
| Lowes Companies Inc | 4.0 | ||
| UnitedHealth Group Inc | 2.9 | ||
| Laboratory Corp of America Holdings | 2.4 | ||
| Alphabet Inc | 1.5 | ||
| WSFS Financial Corp | 1.0 | ||
| Mohawk Industries Inc | 0.8 | ||
| AbbVie Inc | 0.8 | ||
| Abbott Laboratories | 0.8 | ||
| YUM Brands Inc | 0.7 | ||
| Johnson & Johnson | 0.7 | ||
| Intercontinentalexchange Group Inc | 0.6 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Achtinon Capital Partners LP | 2012-03-14 | 10.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 15.9 |
| (b) Individuals (high net worth individuals) | 99 | 580.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 10.1 |
| (g) Pension and profit sharing plans | 0 | 14.3 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 325 | 624.1 |
| By Discretionary | ||
| Discretionary | 325 | 624.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 325 | 624.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 624.1 | |
| Total | 325 | 624.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001821168] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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