Alan B. Lancz & Associates, Inc. Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Alan B. Lancz & Associates, Inc., 27% allocated to Technology.
- Top Sector
- Technology (27%)
- US Exposure
- 95%
- Countries
- 5
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 4.5 quarters
- Avg. Top 20
- 4.8 quarters
- Avg. All Positions
- 4.3 quarters
- Median Holding Period
- 5 quarters
- Longest Held
American International Group, Inc.AIG - 5 quarters
Position Sizing & Influence
Current Quarter
- Largest Ownership Stake
AngioDynamics, Inc.ANGO - 0.04%- Avg. Ownership Stake
- 0.002%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2021)
- Avg. Ownership Stake
- 0.003%
- Largest Ownership Stake
CommScope Holding Company, Inc.COMM - 0.11% (Q4 2021)
Portfolio Turnover
No data available