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
+5.24%
-14.52%
3,189,545.6
Hardware
COST
Costco Wholesale Corp
4,928
4,660.8
-0.40%
4.970
-0.02%
0.000
+2.19%
+7.98%
437,720.8
Retail - Defensive
MSFT
Microsoft Corp
11,493
4,314.4
+7.48%
4.600
+0.32%
0.000
+33.94%
+18.80%
3,707,650.2
Software
GOOGL
Alphabet Inc
25,370
3,923.2
0%
4.180
0%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
AMGN
Amgen Inc
10,330
3,218.3
-2.82%
3.430
-0.08%
0.000
-2.90%
+16.37%
160,365.5
Drug Manufacturers
BRK.B
Berkshire Hathaway Inc
5,720
3,046.4
+1.11%
3.250
+0.04%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
GOOG
Alphabet Inc
19,450
3,038.7
-5.12%
3.240
-0.20%
0.000
+18.43%
-4.97%
2,184,120.1
Interactive Media
QCOM
Qualcomm Inc
14,672
2,253.8
-3.30%
2.400
-0.08%
0.000
+17.05%
+6.80%
178,106.6
Semiconductors
ALSN
Allison Transmission Holdings Inc
23,250
2,224.3
-0.43%
2.370
-0.01%
0.030
+8.51%
-8.90%
8,251.1
Vehicles & Parts
NVDA
NVIDIA Corp
20,016
2,169.3
-3.07%
2.310
-0.09%
0.000
+56.53%
+18.67%
3,885,913.3
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
$35.65
-13.01%
New holding
7,378
7,378
DEO
Diageo PLC
2025-03-31
Sold Out
Sold Out
-0.33%
●
104.79 ($113.02) 126.12
$104.73
-7.33%
Sold Out
0
-2,550
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.32%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 7.48%
11,493
800
SHOP
Shopify Inc
2025-03-31
Add
Add
+0.31%
●
90.59 ($108.97) 129.31
$116.52
6.93%
Add 56.07%
8,350
3,000
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.30%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
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
$64.55
8.20%
New holding
4,033
4,033
L
Loews Corp
2025-03-31
New Buy
New Buy
+0.23%
●
81.13 ($85.55) 91.91
$92.39
8.00%
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
$16.42
-43.52%
Sold Out
0
-7,200
PLTR
Palantir Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.23%
●
64.98 ($87.82) 124.62
$134.36
52.99%
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
$55.35
10.30%
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

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