Alan B. Lancz & Associates, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.8 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.96M, Costco Wholesale Corp with a value of $4.66M, Microsoft Corp with a value of $4.31M, Alphabet Inc. with a value of $3.92M, and Amgen Inc with a value of $3.22M.
Examining the 13F form we can see an decrease of $4.45M in the current position value, from $97.3M to 92.8M.
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
$92.8 Million
Technology: $22.9 Million
Healthcare: $11.8 Million
Financial Services: $11.1 Million
Communication Services: $10.7 Million
Consumer Defensive: $8.39 Million
Industrials: $7.57 Million
Consumer Cyclical: $6.87 Million
Utilities: $4.2 Million
Other: $9.25 Million
Stock Holdings Table Market Cap. of $200 Billions or more
