Alan B. Lancz & Associates, Inc.
RIA/Wealth
Alan B. Lancz & Associates, Inc. is a RIA/Wealth based in Toledo, OH led by Alan Bruce Lancz, reporting $162.2M in AUM as of Q3 2025 with AAPL as the largest holding (9% allocation).
PresidentAlan Bruce Lancz
- Portfolio Value
- $110.5M
- Positions
- 130
- Top Holding
- AAPL at 9.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Alan B. Lancz & Associates, Inc.'s portfolio (39.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $10.0M | 9.10% | +$31.1K Bought | 0.00% 39.5K shares | |
Internet Content & Information Communication Services | $5.8M | 5.25% | +$243.1 Bought | 0.00% 23.9K shares | |
Software - Infrastructure Technology | $5.6M | 5.04% | -$518.0K Sold | 0.00% 10.7K shares | |
Discount Stores Consumer Defensive | $4.6M | 4.13% | +$23.1K Bought | 0.00% 4.9K shares | |
Internet Content & Information Communication Services | $4.5M | 4.07% | -$12.2K Sold | 0.00% 18.5K shares | |
Drug Manufacturers - General Healthcare | $2.9M | 2.61% | -$28.2K Sold | 0.00% 10.2K shares | |
Insurance - Diversified Financial Services | $2.7M | 2.48% | -$27.7K Sold | 0.00% 5.4K shares | |
Unknown Unknown | $2.7M | 2.43% | +$2.7M New | — 15.0K shares | |
Semiconductors Technology | $2.5M | 2.25% | -$1.2M Sold | 0.00% 13.3K shares | |
Semiconductors Technology | $2.4M | 2.21% | — | 0.00% 14.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Alan B. Lancz & Associates, Inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Alan B. Lancz & Associates, Inc.
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