StockDriftsStockDriftsTop 50 Alan B Lancz & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.8% | 35.7K | $9.1M | -9.39%(-3.71K) | $159.77(+87.07%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.96% | 21.3K | $6.1M | -10.58%(-2.52K) | $126.20(+219.05%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.45% | 4.6K | $4.6M | -6.44%(-317) | $510.79(+102.25%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.38% | 15.8K | $4.5M | -14.63%(-2.70K) | $128.45(+210.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.72% | 10.4K | $3.8M | -5.73%(-630) | $325.07(+24.65%) | 2026-03-31 | |
| AMGN | AMGEN INC | 3.32% | 9.7K | $3.4M | -4.89%(-500) | $222.37(+51.30%) | 2026-03-31 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 2.39% | 21.0K | $2.5M | -9.47%(-2.20K) | $38.58(+217.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.15% | 12.7K | $2.2M | -6.61%(-900) | $59.42(+280.05%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.04% | 4.4K | $2.1M | -19.34%(-1.05K) | $288.25(+68.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.92% | 9.5K | $2.0M | -6.85%(-700) | $166.48(+62.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.88% | +51.63% |
| Top 20 Holdings Unweighted | +13.17% | +44.93% |
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