Institutions / Alan B Lancz & Associates, Inc.
Alan B Lancz & Associates, Inc.
CIK 1897835 · Institution · as of Dec 31, 2025
Portfolio value
$113.83M
Positions
132
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 132 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $10.72M | 9.4% |
| Alphabet Inc. | $7.47M | 6.6% |
| Alphabet Inc. | $5.79M | 5.1% |
| Microsoft Corp | $5.32M | 4.7% |
| Costco Wholesale Corp /New | $4.25M | 3.7% |
| Amgen Inc | $3.35M | 2.9% |
| Warren E. Buffett | $2.73M | 2.4% |
| NVIDIA Corp | $2.54M | 2.2% |
| Qualcomm INC/DE | $2.50M | 2.2% |
| Amazon.com Inc | $2.36M | 2.1% |
| Allison Transmission Holdings Inc | $2.27M | 2.0% |
| The Goldman Sachs Group, Inc. | $1.93M | 1.7% |
| ELI LILLY & Co | $1.69M | 1.5% |
| Cisco Systems, Inc. | $1.63M | 1.4% |
| Honeywell International Inc | $1.49M | 1.3% |
| JPMorgan Chase & Co | $1.42M | 1.2% |
| Merck & Co., Inc. | $1.32M | 1.2% |
| Johnson & Johnson | $1.31M | 1.1% |
| Pricesmart Inc | $1.23M | 1.1% |
| AbbVie Inc. | $1.17M | 1.0% |
| Walt Disney Co | $1.09M | 1.0% |
| Gilead Sciences, Inc. | $1.08M | 0.9% |
| Nextera Energy Inc | $1.05M | 0.9% |
| Oracle Corp | $1.01M | 0.9% |
| Gen Digital Inc. | $995.2K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.