Fund HoldingsAlan B Lancz & Associates, Inc.

Total Portfolio Value
$98.44M
Total Bought
$2.07M
Total Sold
$14.35M
Net Transaction
-$12.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)16,25120,651+4,4001,9742,7732.82%+800
AMAZON COM INC(AMZN)010,594+10,59402,3242.36%+2,324
TESLA INC(TSLA)0748+74803020.31%+302
PALANTIR TECHNOLOGIES INC(PLTR)03,000+3,00002270.23%+227
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,705+2,70502050.21%+205
FIDELITY WISE ORIGIN BITCOIN(FBTC)02,500+2,50002040.21%+204
ALPHABET INC(GOOG)025,370+25,37004,8034.88%+4,803
ALLISON TRANSMISSION HLDGS I(ALSN)24,55023,350-1,2002,3592,5232.56%+165
RIVIAN AUTOMOTIVE INC(RIVN)010,000+10,00001330.14%+133
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,8002,550+7503224470.45%+124
GOLDMAN SACHS GROUP INC(GS)2,6002,450-1501,2871,4031.43%+116
ALPHABET INC(GOOG)020,500+20,50003,9043.97%+3,904
DISCOVER FINL SVCS03,350+3,35005800.59%+580
BLACKSTONE INC(BX)4,7004,70007208100.82%+91
JPMORGAN CHASE & CO.(JPM)5,5065,206-3001,1611,2481.27%+87
VISTRA CORP(VST)4,4334,43305256110.62%+86
BECTON DICKINSON & CO(BDX)9101,260+3502192860.29%+66
WELLS FARGO CO NEW(WFC)4,8004,80002713370.34%+66
BROADCOM INC(AVGO)2,2501,950-3003884520.46%+64
FIRST HORIZON CORPORATION(FHN)013,100+13,10002640.27%+264
SHOPIFY INC(SHOP)6,3505,350-1,0005095690.58%+60
BANK AMERICA CORP16,52815,928-6006567000.71%+44
INTERNATIONAL PAPER CO(IP)7,1007,10003473820.39%+35
AMERICAN EXPRESS CO(AXP)1,0501,05002853120.32%+27
CISCO SYS INC(CSCO)021,359+21,35901,2641.28%+1,264
ENTERPRISE PRODS PARTNERS L(EPD)08,996+8,99602820.29%+282
MUELLER WTR PRODS INC(MWA)19,52719,52704244390.45%+16
ENBRIDGE INC(ENB)8,1938,19303333480.35%+15
CHIPOTLE MEXICAN GRILL INC(CMG)05,000+5,00003020.31%+302
HELMERICH & PAYNE INC(HP)07,200+7,20002310.23%+231
OLD REP INTL CORP(ORI)12,55012,55004454540.46%+10
US BANCORP DEL(USB)4,4004,40002012100.21%+9
SENSEONICS HLDGS INC034,500+34,5000180.02%+18
DEERE & CO(DE)82582503443500.36%+5
DOLLAR TREE INC(DLTR)03,100+3,10002320.24%+232
BRISTOL-MYERS SQUIBB CO(BMY)7,3506,750-6003803820.39%+1
ICICI BANK LIMITED(IBN)17,65517,65505275270.54%0
ANGIODYNAMICS INC13,15010,950-2,2001021000.10%-2
BANK NOVA SCOTIA HALIFAX3,9003,90002132100.21%-3
MANCHESTER UTD PLC NEW
ORD CL A
016,605+16,60502880.29%+288
FIFTH THIRD BANCORP(FITB)6,0906,09002612570.26%-3
VANGUARD SPECIALIZED FUNDS2,4862,487+14924870.49%-5
GENERAC HLDGS INC(GNRC)1,9751,97503143060.31%-8
ISHARES TR
MSCI USA MIN ETF
3,7003,70003383290.33%-9
ISHARES TR2,7252,72503012900.29%-11
EBAY INC.(EBAY)3,4683,46802262150.22%-11
NISOURCE INC(NI)16,11514,765-1,3505585430.55%-16
PENTAIR PLC(PNR)4,3424,042-3004254070.41%-18
TEJON RANCH CO11,07311,07301941760.18%-18
GEN DIGITAL INC(GEN)37,80037,100-7001,0371,0161.03%-21
AMERICAN INTL GROUP INC03,265+3,26502380.24%+238
APPLE INC(AAPL)44,72441,515-3,20910,42110,39610.56%-25
FEDEX CORP(FDX)02,050+2,05005770.59%+577
UNION PAC CORP(UNP)1,4561,45603593320.34%-27
MP MATERIALS CORP(MP)14,05014,05002482190.22%-29
KINROSS GOLD CORP(KGC)18,20015,200-3,0001701410.14%-29
NVENT ELECTRIC PLC(NVT)04,442+4,44203030.31%+303
NORTHROP GRUMMAN CORP(NOC)52552502772460.25%-31
CATERPILLAR INC(CAT)01,150+1,15004170.42%+417
DIAGEO PLC(DEO)2,5502,55003583240.33%-34
PHILLIPS 66(PSX)02,082+2,08202370.24%+237
CINTAS CORP(CTAS)1,6001,60003292920.30%-37
LINDE PLC(LIN)67167103202810.29%-39
DOMINION ENERGY INC(D)8,5428,392-1504944520.46%-42
SONOCO PRODS CO(SON)4,7004,400-3002572150.22%-42
CALIFORNIA WTR SVC GROUP(CWT)4,8004,80002602180.22%-43
HOME DEPOT INC(HD)1,5001,450-506085640.57%-44
ALLSTATE CORP(ALL)4,3004,000-3008157710.78%-44
PEPSICO INC(PEP)2,5562,55604353890.39%-46
SEMPRA(SRE)7,8006,900-9006526050.61%-47
ONEOK INC NEW(OKE)7,7626,562-1,2007076590.67%-49
BERKSHIRE HATHAWAY INC DEL5,6825,657-252,6152,5642.60%-51
SUNCOR ENERGY INC NEW(SU)06,700+6,70002390.24%+239
CLEVELAND-CLIFFS INC NEW(CLF)016,400+16,40001540.16%+154
DELL TECHNOLOGIES INC(DELL)03,201+3,20103690.37%+369
MICRON TECHNOLOGY INC(MU)03,000+3,00002520.26%+252
AMPHASTAR PHARMACEUTICALS IN(AMPH)5,4005,40002622010.20%-62
EXXON MOBIL CORP03,711+3,71103990.41%+399
HONEYWELL INTL INC(HON)8,3617,361-1,0001,7281,6631.69%-66
ANDERSONS INC07,041+7,04102850.29%+285
WASTE MGMT INC DEL(WM)01,000+1,00002020.20%+202
CHEVRON CORP NEW(CVX)2,8492,417-4324203500.36%-69
GILEAD SCIENCES INC(GILD)11,0909,290-1,8009308580.87%-72
CONOCOPHILLIPS(COP)03,242+3,24203220.33%+322
MONDELEZ INTL INC(MDLZ)5,8505,85004313490.35%-82
COCA COLA CO(KO)8,5508,55006145320.54%-82
HOLOGIC INC4,9504,450-5004033210.33%-82
PFIZER INC(PFE)18,05516,485-1,5705234370.44%-85
GSK PLC(GSK)10,90010,620-2804463590.36%-86
AIR PRODS & CHEMS INC2,2211,971-2506615720.58%-90
BAXTER INTL INC8,7008,250-4503302410.24%-90
LYONDELLBASELL INDUSTRIES N
SHS - A -
03,000+3,00002230.23%+223
LOWES COS INC(LOW)1,9061,706-2005164210.43%-95
SANOFI(SNY)6,0505,250-8003492530.26%-95
LOCKHEED MARTIN CORP(LMT)97597505704740.48%-96
DISNEY WALT CO(DIS)011,083+11,08301,2341.25%+1,234
AMCOR PLC(AMCR)34,16930,089-4,0803872830.29%-104
MCCORMICK & CO INC(MKC)7,2506,450-8005974920.50%-105
CME GROUP INC(CME)2,6252,025-6005794700.48%-109
BARRICK GOLD CORP22,86021,860-1,0004553390.34%-116
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