13F Insight
DOSSIER · 13F-HR · Q2 2026

Alan B Lancz & Associates, Inc.

$115M in tracked AUM across 138 positions as of Q2 2026.

AB
CIK 0001897835 · last filed Jun 30, 2026
Total AUM
$115M
as of Q2 2026
Holdings
138
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Alan B Lancz & Associates, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M35K8.9%02
GOOGL
ALPHABET INC
$8M21K6.6%03
GOOG
ALPHABET INC
$6M16K4.8%04
COST
COSTCO WHOLESALE CORPORATION
$4M5K3.7%05
MSFT
MICROSOFT CORP
$4M10K3.4%06
AMGN
AMGEN INC
$4M10K3.1%07
NVDA
NVIDIA CORPORATION
$2M12K2.2%08
ALSN
ALLISON TRANSMISSION HLDGS I
$2M21K2.1%09
QCOM
QUALCOMM INC
$2M13K2.0%10
AMZN
AMAZON COM INC
$2M10K2.0%

Filing history

2026Q2Jun 30
$115M▲ 11.6%
138 positionsView →2026Q1Mar 31
$103M▼ 9.5%
129 positionsView →2025Q4Dec 31
$114M▲ 2.8%
132 positionsView →2025Q3Sep 30
$111M▲ 10.8%
131 positionsView →2025Q2Jun 30
$100M▲ 6.5%
128 positionsLocked2025Q1Mar 31
$94M▼ 4.7%
123 positionsLocked2024Q4Dec 31
$98M▼ 9.7%
127 positionsLocked2024Q3Sep 30
$109M▲ 7.8%
136 positionsLocked2024Q2Jun 30
$101M▲ 6.2%
126 positionsLocked2023Q4Dec 31
$95M▲ 8.2%
134 positionsLocked2023Q3Sep 30
$88M▼ 5.9%
130 positionsLocked2023Q2Jun 30
$93M▼ 3.1%
136 positionsLocked
Showing 12 of 18