Alan B. Lancz & Associates, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $108 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.4M, Microsoft Corp with a value of $5.36M, Costco Wholesale Corp with a value of $5.19M, Alphabet Inc. with a value of $4.61M, and Amgen Inc with a value of $3.86M.
Examining the 13F form we can see an increase of $7.69M in the current position value, from $100M to 108M.
Alan B. Lancz & Associates, Inc. is based out at Toledo, OH
Below you can find more details about Alan B. Lancz & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$108 Million
Technology: $26.9 Million
Healthcare: $14 Million
Communication Services: $13 Million
Financial Services: $11.3 Million
Consumer Defensive: $10.3 Million
Industrials: $8.91 Million
Consumer Cyclical: $7.41 Million
Basic Materials: $4.91 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
