StockDriftsStockDriftsTop 50 Alan B Lancz & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.93% | 35.5K | $10.3M | -0.73%(-262) | $159.77(+91.14%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.57% | 21.1K | $7.5M | -1.03%(-220) | $126.20(+173.16%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.84% | 15.8K | $5.6M | +0.00%(+0) | $128.45(+166.75%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.74% | 4.6K | $4.3M | -0.22%(-10) | $510.79(+86.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.36% | 10.4K | $3.9M | +0.00%(+0) | $325.07(+49.53%) | 2026-06-30 | |
| AMGN | AMGEN INC | 3.06% | 9.7K | $3.5M | +0.00%(+0) | $222.37(+87.15%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.15% | 12.4K | $2.5M | -2.75%(-350) | $59.42(+280.44%) | 2026-06-30 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 2.06% | 21.0K | $2.4M | +0.00%(+0) | $38.58(+226.28%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 2.04% | 12.7K | $2.4M | -3.42%(-450) | $156.93(+3.34%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.97% | 9.5K | $2.3M | -0.21%(-20) | $166.48(+57.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.18% | — | — | +29.88% |
| Top 20 Holdings Unweighted | +15.71% | +54.93% | — | — | +30.87% |
Alan B Lancz & Associates INC reports $114.99M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.9%), GOOGL (6.6%) and GOOG (4.8%). The top 20 holdings account for 53.55% of reported assets. Its disclosed equity book has returned +56.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alan B Lancz & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1897835). View Alan B Lancz & Associates INC’s 13F filings on SEC