Alan B. Lancz & Associates, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.1 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.07M, Microsoft Corp with a value of $5.84M, Costco Wholesale Corp with a value of $4.86M, Alphabet Inc. with a value of $4.21M, and Alphabet Inc. with a value of $3.28M.
Examining the 13F form we can see an increase of $5.3M in the current position value, from $92.8M to 98.1M.
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
$98.1 Million
Technology: $26.7 Million
Communication Services: $11.9 Million
Healthcare: $11.4 Million
Financial Services: $11.4 Million
Consumer Defensive: $8.62 Million
Industrials: $7.91 Million
Consumer Cyclical: $7.12 Million
Utilities: $4.45 Million
Other: $8.71 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
