Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alan B Lancz & Associates, Inc. (CIK 1897835) reported $103.0M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($9.1M, 8.80%), GOOGL ($6.1M, 5.96%), COST ($4.6M, 4.45%), GOOG ($4.5M, 4.38%), MSFT ($3.8M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.1M | 8.80% | 35,744 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $6.1M | 5.96% | 21,346 | Trimmed |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $4.6M | 4.45% | 4,606 | Trimmed |
| 4 | GOOG | ALPHABET INC | $4.5M | 4.38% | 15,750 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $3.8M | 3.72% | 10,363 | Trimmed |
| 6 | AMGN | AMGEN INC | $3.4M | 3.32% | 9,730 | Trimmed |
| 7 | ALSN | ALLISON TRANSMISSION HLDGS I | $2.5M | 2.39% | 21,020 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $2.2M | 2.15% | 12,726 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 2.04% | 4,387 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $2.0M | 1.92% | 9,523 | Trimmed |
| 11 | HON | HONEYWELL INTL INC | $1.7M | 1.68% | 7,679 | Added |
| 12 | QCOM | QUALCOMM INC | $1.7M | 1.65% | 13,172 | Trimmed |
| 13 | GS | GOLDMAN SACHS GROUP INC | $1.6M | 1.55% | 1,890 | Trimmed |
| 14 | MRK | MERCK & CO INC | $1.4M | 1.40% | 11,973 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.31% | 5,537 | Trimmed |
| 16 | CSCO | CISCO SYS INC | $1.3M | 1.29% | 17,159 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $1.3M | 1.26% | 1,415 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $1.2M | 1.16% | 4,048 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $1.2M | 1.12% | 12,406 | Trimmed |
| 20 | PSMT | PRICESMART INC | $1.2M | 1.12% | 7,660 | Trimmed |
| 21 | GILD | GILEAD SCIENCES INC | $1.1M | 1.08% | 7,990 | Trimmed |
| 22 | NFLX | NETFLIX INC. | $988,903 | 0.96% | 10,285 | Added |
| 23 | ABBV | ABBVIE INC | $957,391 | 0.93% | 4,402 | Trimmed |
| 24 | MPC | MARATHON PETE CORP | $879,048 | 0.85% | 3,600 | Trimmed |
| 25 | MU | MICRON TECHNOLOGY INC | $878,384 | 0.85% | 2,600 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31