Alan B. Lancz & Associates, Inc. Portfolio Holdings

Alan B. Lancz & Associates, Inc.

  • $97.3 Million
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $97.3 Million
  • Prior Value $108 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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