AB

Alan B Lancz & Associates, Inc.

13F
Alan B Lancz & Associates, Inc.
Last update 2025-04-30 123 Stocks (3 new)
Value $94.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(9.54%)COST(4.97%)MSFT(4.60%)GOOGL(4.18%)AMGN(3.43%)
Summary Stock Picks Current Portfolio
Alan B Lancz & Associates, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
40,322
8,956.7
-2.87%
9.540
-0.30%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
COST
Costco Wholesale Corp
4,928
4,660.8
-0.40%
4.970
-0.02%
0.000
+0.85%
+6.16%
430,319.1
Retail - Defensive
MSFT
Microsoft Corp
11,493
4,314.4
+7.48%
4.600
+0.32%
0.000
+29.81%
+19.87%
3,740,948.0
Software
GOOGL
Alphabet Inc
25,370
3,923.2
0%
4.180
0%
0.000
+14.81%
-4.59%
2,192,674.9
Interactive Media
AMGN
Amgen Inc
10,330
3,218.3
-2.82%
3.430
-0.08%
0.000
+4.16%
+15.21%
158,768.5
Drug Manufacturers
BRK.B
Berkshire Hathaway Inc
5,720
3,046.4
+1.11%
3.250
+0.04%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
GOOG
Alphabet Inc
19,450
3,038.7
-5.12%
3.240
-0.20%
0.000
+13.88%
-4.57%
2,192,674.9
Interactive Media
QCOM
Qualcomm Inc
14,672
2,253.8
-3.30%
2.400
-0.08%
0.000
+13.76%
+3.67%
172,891.1
Semiconductors
ALSN
Allison Transmission Holdings Inc
23,250
2,224.3
-0.43%
2.370
-0.01%
0.030
+3.31%
-14.86%
7,711.8
Vehicles & Parts
NVDA
NVIDIA Corp
20,016
2,169.3
-3.07%
2.310
-0.09%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors

Alan B Lancz & Associates, Inc.'s Historical Top Holdings Breakdowns

Alan B Lancz & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SLB
Schlumberger Ltd
2025-03-31
New Buy
New Buy
+0.33%
●
38.4 ($40.98) 43.74
$37.31
-8.96%
New holding
7,378
7,378
DEO
Diageo PLC
2025-03-31
Sold Out
Sold Out
-0.33%
●
104.79 ($113.02) 126.12
$103.55
-8.38%
Sold Out
0
-2,550
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.32%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 7.48%
11,493
800
SHOP
Shopify Inc
2025-03-31
Add
Add
+0.31%
●
90.59 ($108.97) 129.31
$112.11
2.88%
Add 56.07%
8,350
3,000
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.30%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -2.87%
40,322
-1,193
ES
Eversource Energy
2025-03-31
New Buy
New Buy
+0.27%
●
55.63 ($59.66) 63.8
$65.71
10.14%
New holding
4,033
4,033
L
Loews Corp
2025-03-31
New Buy
New Buy
+0.23%
●
81.13 ($85.55) 91.91
$90.59
5.89%
New holding
2,305
2,305
HP
Helmerich & Payne Inc
2025-03-31
Sold Out
Sold Out
-0.23%
●
24.69 ($29.07) 36.7
$17.17
-40.94%
Sold Out
0
-7,200
PLTR
Palantir Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.23%
●
64.98 ($87.82) 124.62
$142.10
61.81%
Sold Out
0
-3,000
BNS
Bank of Nova Scotia
2025-03-31
Sold Out
Sold Out
-0.21%
●
47.21 ($50.18) 53.7
$54.55
8.71%
Sold Out
0
-3,900

Alan B Lancz & Associates, Inc. Total Holding History ($B)

To

Alan B Lancz & Associates, Inc.'s Asset Allocation

To

Alan B Lancz & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alan B Lancz & Associates, Inc.'s Hypothetical Growth since 2025-03-31

Alan B Lancz & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Alan B Lancz & Associates, Inc.'s Holdings Heat Map

Size field:

Alan B Lancz & Associates, Inc.'s Holdings Bubble Chart

Alan B Lancz & Associates, Inc. News

  • 1

Discussions on Alan B Lancz & Associates, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.