§ 13F · FUND PROFILE
Alan B Lancz & Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $111M (13F)Positions · 131Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 36K | $9M | 8.8% | −9% |
| 2 | GOOGL | ALPHABET INC | 21K | $6M | 6.0% | −11% |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 5K | $5M | 4.5% | −6% |
| 4 | GOOG | ALPHABET INC | 16K | $5M | 4.4% | −15% |
| 5 | MSFT | MICROSOFT CORP | 10K | $4M | 3.7% | −6% |
| 6 | AMGN | AMGEN INC | 10K | $3M | 3.3% | −5% |
| 7 | ALSN | ALLISON TRANSMISSION HLDGS I | 21K | $2M | 2.4% | −9% |
| 8 | NVDA | NVIDIA CORPORATION | 13K | $2M | 2.2% | −7% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2M | 2.0% | −19% |
| 10 | AMZN | AMAZON COM INC | 10K | $2M | 1.9% | −7% |
§ 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 $111 million in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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