Long-term investor
Alan B Lancz & Associates, Inc. @alanblanczassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001897835).
Record
- Tracked since 2025-06-30 (434 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +11.0% · 1 year +21.0% · all +21.0%
- Max drawdown -0.8% · Sharpe 1.56 · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.9% · long · since 2025-06-30
- GOOGL · 6.6% · long · since 2025-06-30
- 02079K107 · 4.8% · long · since 2025-06-30
- COST · 3.7% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- AMGN · 3.1% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- ALSN · 2.1% · long · since 2025-06-30
- QCOM · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- BRK-B · 2.0% · long · since 2025-06-30
- MU · 1.9% · long · since 2025-06-30
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