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| Happy Holidays!! thanks for using AUM13F!! |
| Alan B Lancz & Associates Inc
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| CRD # | 105363 |
| SEC # | 801-24450 |
| CIK # | 0001897835 |
| AUM | $162.2 M (2025-04-03) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 419-536-5200 |
| Address | 3435 N Holland Sylvania Rd Toledo, OH 43615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Microsoft Corp | 5.8 | ||
| Costco Wholesale Corp /NEW | 4.9 | ||
| Alphabet Inc | 4.2 | ||
| Alphabet Inc | 3.3 | ||
| Nvidia Corp | 3.1 | ||
| Amgen Inc | 2.9 | ||
| Qualcomm Inc/DE | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Allison Transmission Holdings Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Contrarian Asset Holdings LLC | [2021-05-25] | 2.2 | 1.7 |
| PE | Contrarian Assets 2 Partnership | [2021-05-25] | 2.3 | 1.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 2.0 |
| (b) Individuals (high net worth individuals) | 130 | 133.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 5.6 |
| (g) Pension and profit sharing plans | 8 | 17.2 |
| (h) Charitable organizations | 3 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 162.2 |
| By Discretionary | ||
| Discretionary | 159 | 162.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 159 | 162.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.2 | |
| Total | 159 | 162.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alan Lancz | 12 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001897835] |
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