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Home > Institutional Investor > Alan B. Lancz & Associates, Inc. > Profile

Instuitional Investor - Alan B. Lancz & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Alan B. Lancz & Associates, Inc.
Portfolio Value $93,844,252
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 40,322 $8,956,726 9.54%
2.
Costco Wholesale Corp W
 COST 4,928 $4,660,804 4.97%
3.
Microsoft Corp
 MSFT 11,493 $4,314,358 4.6%
4.
Alphabet Inc.
 GOOGL 25,370 $3,923,217 4.18%
5.
Amgen Inc
 AMGN 10,330 $3,218,312 3.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)