Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Kuntz Lesher Capital LLC
  City: LANCASTER
  State: PA
  Zip: 17604
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,009,278,000
  Total Value Change : $84,398,000
  Securities Held Change : 5
   
All Securities Held : 158
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 72
  Unchanged Positions : 18
  Decreased Positions : 59

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 136 New $209.82 $246,000 1,195 0.02% 246,000 1,195 0    Semiconductor Equipme...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 137 New $208.34 $242,000 1,161 0.02% 242,000 1,161 0    Closed - End Fund - E...
   (BAC)1 Year Chart         BAC Bank of America Corp 140 New $38.49 $237,000 6,247 0.02% 237,000 6,247 0    Domestic Money Center...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 142 New $115.10 $234,000 2,031 0.02% 234,000 2,031 0.001    Closed - End Fund - E...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 148 New $174.51 $221,000 1,094 0.02% 221,000 1,094 0    Oil & Gas Refining, P...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 149 New $188.97 $220,000 1,302 0.02% 220,000 1,302 0    Communication Equipment
   (VLO)1 Year Chart         VLO Valero Energy Corp 151 New $155.93 $210,000 1,233 0.02% 210,000 1,233 0    Oil & Gas Refining, P...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 156 New $225.16 $205,000 897 0.02% 205,000 897 0    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 155 New $61.89 $205,000 3,543 0.02% 205,000 3,543 0.001    Domestic Money Center...

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results