§ 13F · FUND PROFILE
Alan B Lancz & Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $99.9T (13F)Positions · 128Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39K | $10.7T | 9.4% | ±0% |
| 2 | GOOGL | ALPHABET INC | 24K | $7.5T | 6.6% | ±0% |
| 3 | GOOG | ALPHABET INC | 18K | $5.8T | 5.1% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 11K | $5.3T | 4.7% | +2% |
| 5 | COST | COSTCO WHSL CORP NEW | 5K | $4.2T | 3.7% | ±0% |
| 6 | AMGN | AMGEN INC | 10K | $3.3T | 2.9% | ±0% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 5K | $2.7T | 2.4% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 14K | $2.5T | 2.2% | +2% |
| 9 | QCOM | QUALCOMM INC | 15K | $2.5T | 2.2% | ±0% |
| 10 | AMZN | AMAZON COM INC | 10K | $2.4T | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALAN SIGNAL
AC read
Alan B Lancz & Associates, Inc. is a Other fund managing $99928.1 trillion in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed