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Home > Institutional Investor > Alan B. Lancz & Associates, Inc. > 13F Holdings

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

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 35,482 $10,267,080 8.93%
2.
Alphabet Inc.
 GOOGL 21,126 $7,549,799 6.57%
3.
Alphabet Inc.
 GOOGL 15,750 $5,564,948 4.84%
4.
Costco Wholesale Corp W
 COST 4,596 $4,299,421 3.74%
5.
Microsoft Corp
 MSFT 10,363 $3,865,607 3.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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