Alan B Lancz & Associates, Inc. - Portfolio overview

Alan B Lancz & Associates, Inc. has 145 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.27%
2. GOOGL - ALPHABET INC, 5.60%
3. COST - COSTCO WHOLESALE CORPORATION, 4.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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