Alan B. Lancz & Associates, Inc. Portfolio Holdings

Alan B. Lancz & Associates, Inc.

  • $109 Million
  • Q3 2025

Alan B. Lancz & Associates, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $109 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10M, Alphabet Inc. with a value of $5.8M, Microsoft Corp with a value of $5.56M, Costco Wholesale Corp with a value of $4.57M, and Alphabet Inc. with a value of $4.49M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $98.1M to 109M.

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 $109 Million
Technology: $29.1 Million
Communication Services: $14 Million
Healthcare: $12.7 Million
Financial Services: $12 Million
Consumer Cyclical: $8.99 Million
Consumer Defensive: $8.44 Million
Industrials: $8.11 Million
Utilities: $4.81 Million
Other: $10.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$440,000 0.41% of portfolio
2,420
Q3 2025 Reduced 2.69%
$0
$405,000 0.37% of portfolio
2,140
Q2 2025 Reduced 9.89%
$0
$352,000 0.32% of portfolio
3,700
Q3 2023 Reduced 9.76%
$0
$303,000 0.28% of portfolio
2,725
Q4 2023 Reduced 6.03%
$0
$248,000 0.23% of portfolio
2,850
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $109 Million
  • Prior Value $98.1 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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