13F Filings History of Alan B Lancz & Associates, Inc.

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$113,828,894
Signature - Title
Keith Dwyer - Chief Compliance Officer
Location
Toledo, OH
Summary
This page shows a list of all the recent 13F filings made by Alan B Lancz & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alan B Lancz & Associates, Inc. reported 132 stock holdings with total value $113,828,894 as of Q4 2025. Top holdings included AAPL, GOOGL, GOOG, MSFT, and COST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 132 $113,828,894 +$3,198,688 -$4,689,679 -$1,490,991 AAPL, GOOGL, GOOG, MSFT, COST 13F-HR 06 Feb 2026, 13:12
Q3 2025 131 $110,688,260 +$6,178,017 -$4,799,575 +$1,378,442 AAPL, GOOGL, MSFT, COST, GOOG 13F-HR 13 Nov 2025, 15:09
Q2 2025 128 $99,928,055 +$3,962,448 -$3,402,868 +$559,580 AAPL, MSFT, COST, GOOGL, GOOG 13F-HR 29 Jul 2025, 19:31
Q1 2025 123 $93,844,252 +$2,002,578 -$3,620,343 -$1,617,765 AAPL, COST, MSFT, GOOGL, AMGN 13F-HR 30 Apr 2025, 15:02
Q4 2024 127 $98,438,143 +$1,872,550 -$11,834,726 -$9,962,176 AAPL, GOOGL, COST, MSFT, GOOG 13F-HR 21 Jan 2025, 14:50
Q3 2024 136 $109,023,981 +$4,479,572 -$960,914 +$3,518,658 AAPL, MSFT, COST, GOOGL, AMGN 13F-HR 04 Nov 2024, 08:48
Q2 2024 126 $101,141,989 +$4,033,272 -$6,856,647 -$2,823,375 AAPL, MSFT, GOOGL, COST, GOOG 13F-HR 24 Jul 2024, 08:46
Q4 2023 134 $95,193,796 +$2,145,351 -$3,116,915 -$971,564 AAPL, MSFT, COST, GOOGL, AMGN 13F-HR 06 Feb 2024, 13:33
Q3 2023 130 $87,979,265 +$1,546,813 -$4,085,992 -$2,539,179 AAPL, MSFT, GOOGL, COST, AMGN 13F-HR 13 Nov 2023, 12:42
Q2 2023 136 $93,484,959 +$1,080,250 -$9,142,286 -$8,062,036 AAPL, MSFT, GOOGL, COST, GOOG 13F-HR 09 Aug 2023, 13:32
Q1 2023 174 $96,472,280 +$1,537,566 -$4,150,495 -$2,612,929 AAPL, MSFT, COST, GOOGL, AMGN 13F-HR 05 May 2023, 11:03
Q4 2022 187 $97,885,884 +$6,787,543 -$2,524,833 +$4,262,710 AAPL, MSFT, AMGN, COST, GOOGL 13F-HR 13 Feb 2023, 11:58
Q3 2022 159 $84,263,000 +$475,363 -$3,976,728 -$3,501,365 AAPL, MSFT, COST, GOOGL, AMGN 13F-HR 09 Nov 2022, 10:35
Q2 2022 184 $92,333,000 +$8,355,260 -$9,691,706 -$1,336,446 AAPL, MSFT, COST, AMGN, QCOM 13F-HR 11 Aug 2022, 12:18
Q1 2022 149 $113,148,000 +$6,029,183 -$4,100,273 +$1,928,910 AAPL, MSFT, GOOGL, COST, GOOG 13F-HR 12 May 2022, 13:41
Q4 2021 147 $114,429,000 $0 $0 $0 AAPL, MSFT, GOOGL, GOOG, COST Restatement 13 Apr 2022, 13:52