Alan B. Lancz & Associates, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.3 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.4M, Alphabet Inc. with a value of $4.8M, Costco Wholesale Corp with a value of $4.53M, Microsoft Corp with a value of $4.51M, and Alphabet Inc. with a value of $3.9M.
Examining the 13F form we can see an decrease of $10.6M in the current position value, from $108M to 97.3M.
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
$97.3 Million
Technology: $25.4 Million
Communication Services: $12.5 Million
Financial Services: $11.3 Million
Healthcare: $11 Million
Consumer Defensive: $8.45 Million
Industrials: $8.09 Million
Consumer Cyclical: $7.66 Million
Utilities: $3.97 Million
Other: $8.82 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
