Alan B. Lancz & Associates, Inc. Reduced Holdings in Q1 2025

Alan B. Lancz & Associates, Inc.

  • $92.8 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.19K
- 2.87%
$209.68 - $247.1 $250K - $295K
40.3K $8.96M
GOOG
Alphabet Inc.

Communication Services
-1.05K
- 5.12%
$156.06 - $207.71 $164K - $218K
19.5K $3.04M
NVDA
Nvidia Corp

Technology
-635
- 3.07%
$106.98 - $149.43 $67.9K - $94.9K
20K $2.17M
AMZN
Amazon Com Inc

Consumer Cyclical
-740
- 6.99%
$190.26 - $242.06 $141K - $179K
9.85K $1.87M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-100
- 0.43%
$93.57 - $120.35 $9.36K - $12K
23.3K $2.22M
CE
Celanese Corp

Basic Materials
-1.2K
- 11.91%
$47.02 - $74.12 $56.4K - $88.9K
8.88K $503K
GS
Goldman Sachs Group Inc

Financial Services
-225
- 9.18%
$524.81 - $672.19 $118K - $151K
2.23K $1.22M
SRE
Sempra Energy

Utilities
-900
- 13.04%
$67.85 - $87.67 $61.1K - $78.9K
6K $428K
MRK
Merck & Co., Inc.

Healthcare
-500
- 3.76%
$83.01 - $101.02 $41.5K - $50.5K
12.8K $1.15M
DIS
Walt Disney CO

Communication Services
-200
- 1.8%
$96.87 - $114.0 $19.4K - $22.8K
10.9K $1.07M
HON
Honeywell International Inc

Industrials
-200
- 2.72%
$202.75 - $226.52 $40.6K - $45.3K
7.16K $1.52M
AVGO
Broadcom Inc.

Technology
-100
- 5.13%
$167.43 - $244.7 $16.7K - $24.5K
1.85K $309K
DELL
Dell Technologies Inc.

Technology
-400
- 12.5%
$90.34 - $124.66 $36.1K - $49.9K
2.8K $255K
BAC
Bank Of America Corp

Financial Services
-1.35K
- 8.48%
$39.61 - $47.74 $53.5K - $64.4K
14.6K $608K
AXP
American Express CO

Financial Services
-200
- 19.05%
$255.39 - $325.87 $51.1K - $65.2K
850 $228K
QCOM
Qualcomm Inc

Technology
-500
- 3.3%
$151.94 - $175.86 $76K - $87.9K
14.7K $2.25M
MANU
Manchester United PLC

Communication Services
-400
- 2.41%
$13.09 - $17.0 $5.24K - $6.8K
16.2K $212K
WFC
Wells Fargo & Company

Financial Services
-1K
- 20.83%
$66.78 - $81.42 $66.8K - $81.4K
3.8K $272K
DE
Deere & CO

Industrials
-200
- 24.24%
$408.57 - $509.27 $81.7K - $102K
625 $293K
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 5.86%
$222.66 - $268.42 $22.3K - $26.8K
1.61K $374K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-175
- 6.86%
$169.43 - $182.84 $29.7K - $32K
2.38K $411K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-400
- 12.9%
$61.92 - $76.95 $24.8K - $30.8K
2.7K $202K
UNP
Union Pacific Corp

Industrials
-100
- 6.87%
$225.21 - $254.42 $22.5K - $25.4K
1.36K $320K
CVX
Chevron Corp

Energy
-350
- 14.48%
$146.71 - $167.97 $51.3K - $58.8K
2.07K $345K
Gsk PLC
-120
- 1.13%
N/A
10.5K $0
CWT
California Water Service Group

Utilities
-200
- 4.17%
$41.88 - $48.46 $8.38K - $9.69K
4.6K $222K
ENB
Enbridge Inc

Energy
-100
- 1.22%
$41.54 - $45.45 $4.15K - $4.55K
8.09K $358K
LLY
Eli Lilly & CO

Healthcare
-25
- 1.61%
$725.72 - $929.72 $18.1K - $23.2K
1.53K $1.26M
GOLD
Barrick Gold Corp

Basic Materials
-500
- 2.29%
$15.45 - $19.56 $7.73K - $9.78K
21.4K $415K
MDT
Medtronic PLC

Healthcare
-50
- 0.5%
$79.84 - $94.5 $3.99K - $4.73K
9.91K $890K
GILD
Gilead Sciences, Inc.

Healthcare
-500
- 5.38%
$89.14 - $117.41 $44.6K - $58.7K
8.79K $984K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 0.4%
$890.62 - $1076.86 $17.8K - $21.5K
4.93K $4.66M
ABBV
Abb Vie Inc.

Healthcare
-100
- 1.91%
$169.2 - $216.66 $16.9K - $21.7K
5.12K $1.07M
AMGN
Amgen Inc

Healthcare
-300
- 2.82%
$258.59 - $327.36 $77.6K - $98.2K
10.3K $3.22M
Activity Summary
Buys All Purchases 15 New Holdings 3 Increased Positions 12 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alan B. Lancz & Associates, Inc. Portfolio

Follow Alan B. Lancz & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alan B. Lancz & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Alan B. Lancz & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email