ABL
Alan B. Lancz & Associates Inc. Portfolio
Invests via Alan B Lancz & Associates Inc. | Managed by Alan B. Lancz, Keith Dwyer
Invests via Alan B Lancz & Associates Inc.
Managed by Alan B. Lancz, Keith Dwyer
Automatically Tracked
Company Profile
With a strong emphasis on wealth management and investment services, Alan B. Lancz & Associates Inc. serves as a distinguished advisory firm specializing in delivering personalized financial strategies to clients. Established by its namesake, the firm has gained recognition for providing comprehensive insights into market trends and economic developments. It leverages extensive industry knowledge to guide individual investors and institutions alike through the complexities of capital markets. The company’s focus on tailoring solutions aligns with its commitment to fostering enduring relationships while enhancing client portfolios amidst dynamic market conditions.
With a strong emphasis on wealth management and investment services, Alan B. Lancz & Associates Inc. serves as a distinguished advisory firm specializing in delivering personalized financial strategies to clients. Established by its namesake, the firm has gained recognition for providing comprehensive insights into market trends and economic developments. It leverages extensive industry knowledge to guide individual investors and institutions alike through the complexities of capital markets. The company’s focus on tailoring solutions aligns with its commitment to fostering enduring relationships while enhancing client portfolios amidst dynamic market conditions.
Investment Philosophy & Strategy
Alan B. Lancz & Associates Inc. adopts a relationship-driven approach that prioritizes long-term partnership with clients, navigating the investment landscape through deep market insight and personalized financial solutions. The firm strategically aligns its offerings with the unique needs of both individuals and institutions, emphasizing active engagement in wealth management and capital allocation. By focusing on distinctive opportunities shaped by economic cycles, it seeks to enhance portfolio resilience while providing guidance tailored to individual objectives.
Alan B. Lancz & Associates Inc. adopts a relationship-driven approach that prioritizes long-term partnership with clients, navigating the investment landscape through deep market insight and personalized financial solutions. The firm strategically aligns its offerings with the unique needs of both individuals and institutions, emphasizing active engagement in wealth management and capital allocation. By focusing on distinctive opportunities shaped by economic cycles, it seeks to enhance portfolio resilience while providing guidance tailored to individual objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
26.88%
Gain +0.42%
Monthly
0.26%
Yearly
3.13%
Drawdown
14.65%
$116.53M
Equity
Holdings
$116.53M
Investment
$75.1M
$20.47M
Profit +$951,483.9
Realized
-$20.95M
Unrealized
$41.43M
Dividends
$9.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$951,483.9
Win %
75%
This Week
Compared To Last Week
Gain
2.28%
Profit
$2.6M
Win %
75%
This Month
Compared to last month
Gain
2.28%
Profit
$2.6M
Win %
75%
This Year
Compared to last year
Gain
13.59%
Profit
$13.91M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$343,589.74 
GOOG Alphabet Inc
+6.88%
+$361,777.5 
GOOGL Alphabet Inc
+6.73%
+$479,644.62 
NVT nVent Electric plc
+6.24%
+$37,402.26 
META Meta Platforms Inc Class A
+3.28%
+$23,425.99 
PATH Uipath Inc.
+3.15%
+$12,753 
MSFT Microsoft Corp.
+3.02%
+$141,143.96 
NVDA NVIDIA Corporation
+2.93%
+$72,665.55 
GNRC Generac Holdings Inc.
+2.71%
+$8,710 
HP Helmerich & Payne Inc.
+2.37%
+$4,880 
CVX Chevron Corporation
+2.35%
+$12,583.68 
GLW Corning Incorporated
+2.24%
+$7,290.18 
CSCO Cisco Systems, Inc.
+2.14%
+$41,696.37 
OXY Occidental Petroleum Corporation
+2%
+$3,519.04 
OKE ONEOK, Inc.
+1.95%
+$14,205.36 
CHDN Churchill Downs Incorporated
+1.95%
+$4,749.5 
PANW Palo Alto Networks, Inc.
+1.89%
+$9,532.5 
ORCL Oracle Corporation
+1.81%
+$10,106.25 
ZTS Zoetis Inc.
+1.66%
+$4,504.5 
VZ Verizon Communications Inc.
+1.52%
+$3,976.7 
LMT Lockheed Martin Corporation
+1.5%
+$7,119.75 
NOC Northrop Grumman Corporation
+1.43%
+$3,433.5 
SLB Schlumberger Limited
+1.39%
+$3,317.04 
VSH Vishay Intertechnology Inc.
+1.27%
+$6,404.42 
CMCSA Comcast Corp
+1.23%
+$8,217.73 
COP ConocoPhillips
+1.22%
+$3,830.9 
WFC Wells Fargo & Company
+1.19%
+$3,468 
MWA Mueller Water Products Inc.
+1.16%
+$5,053.83 
SU Suncor Energy Inc.
+0.82%
+$2,970 
PSMT PriceSmart Inc.
+0.79%
+$11,643.2 
TSLA Tesla, Inc.
+0.76%
+$1,453.75 
MPC Marathon Petroleum Corporation
+0.76%
+$8,604.05 
FHN First Horizon Corporation
+0.75%
+$2,185 
CAT Caterpillar Inc.
+0.7%
+$6,520.49 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,497.5 
PLTR Palantir Technologies Inc.
+0.65%
+$1,560 
GEN Gen Digital Inc.
+0.59%
+$5,264 
AOS A. O. Smith Corporation
+0.54%
+$1,728 
PSX Phillips 66
+0.51%
+$2,005.52 
HON Honeywell International Inc.
+0.47%
+$4,377.04 
NSC Norfolk Southern Corporation
+0.46%
+$3,427.09 
EBAY eBay Inc.
+0.43%
+$1,494.51 
PFE Pfizer Inc.
+0.4%
+$1,319.4 
AVGO Broadcom Inc.
+0.37%
+$2,088 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,159.82 
BAC Bank of America Corporation
+0.36%
+$2,998.16 
MRK Merck & Co., Inc.
+0.32%
+$4,909.05 
INMD InMode Ltd.
+0.3%
+$918 
JPM JPMorgan Chase & Co.
+0.27%
+$3,805.12 
CME CME Group Inc.
+0.21%
+$897.77 
JNJ Johnson & Johnson
+0.21%
+$2,934.61 
DELL Dell Technologies Inc.
+0.14%
+$1,105.44 
BDX Becton, Dickinson and Company
+0.1%
+$217.77 
WM Waste Management, Inc.
+0.1%
+$220 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$333 
DIS The Walt Disney Company
+0.03%
+$260.07 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HOLX Hologic Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$876,442.88 
LIN Linde plc
-5.95%
-$20,304.47 
MU Micron Technology, Inc.
-5.9%
-$134,237.85 
IP International Paper Company
-5.38%
-$18,212 
SHOP Shopify Inc.
-4.29%
-$28,087.5 
TECK Teck Resources Ltd.
-3.6%
-$17,887.5 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$8,840 
ES Eversource Energy
-3.05%
-$12,899.25 
EQIX Equinix, Inc.
-2.7%
-$22,684.75 
XRAY Dentsply Sirona Inc.
-2.69%
-$7,363 
QCOM QUALCOMM Incorporated
-2.63%
-$52,556.41 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$19,264.2 
ABBV AbbVie Inc.
-2.51%
-$28,480.94 
KGC Kinross Gold Corporation
-2.2%
-$7,904 
NEM Newmont Corporation
-2.14%
-$16,141.7 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$5,934 
NFLX Netflix, Inc.
-2%
-$15,016.1 
AWK American Water Works Company, Inc.
-1.93%
-$11,484 
BBY Best Buy Co., Inc.
-1.78%
-$5,616 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,466.01 
MANU Manchester United plc
-1.75%
-$6,767.05 
NI NiSource Inc.
-1.42%
-$8,873.6 
WTRG Essential Utilities Inc.
-1.24%
-$6,392 
MDLZ Mondelez International, Inc.
-1.22%
-$3,580.51 
NEE NextEra Energy, Inc.
-1.15%
-$12,530.06 
DE Deere & Company
-1.13%
-$3,909.99 
PNR Pentair plc
-1.1%
-$2,512.66 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$3,708 
LOW Lowe's Companies Inc.
-1.08%
-$2,794.37 
DOC Healthpeak Properties, Inc.
-1.04%
-$5,611.98 
ANDE The Andersons, Inc.
-1.03%
-$5,025.34 
KO The Coca-Cola Company
-1.02%
-$4,725 
UPS United Parcel Service, Inc.
-1%
-$6,142.5 
XOM Exxon Mobil Corporation
-0.97%
-$5,687.01 
TRP TC Energy Corporation
-0.97%
-$2,309.99 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$4,202.55 
GILD Gilead Sciences Inc.
-0.81%
-$8,549.22 
SON Sonoco Products Co.
-0.81%
-$1,886 
KMB Kimberly-Clark Corporation
-0.8%
-$2,501.84 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$18,918 
GSK GSK plc Sponsored ADR
-0.73%
-$3,325 
MP MP Materials Corp.
-0.7%
-$3,871.5 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,534.5 
AMGN Amgen Inc.
-0.64%
-$24,130.5 
GS The Goldman Sachs Group, Inc.
-0.63%
-$12,247.18 
AMT American Tower Corporation
-0.63%
-$2,426.62 
AMCR Amcor plc
-0.6%
-$2,525.31 
LLY Eli Lilly and Company
-0.53%
-$8,673.95 
ALL Allstate Corporation
-0.49%
-$5,200.05 
PEP PepsiCo, Inc.
-0.46%
-$2,065.92 
HD The Home Depot, Inc.
-0.42%
-$1,598.52 
AIG American International Group Inc.
-0.39%
-$2,035.15 
ORI Old Republic International Corp.
-0.39%
-$1,912.5 
AXP American Express Company
-0.38%
-$888.99 
FDX FedEx Corporation
-0.37%
-$1,897.5 
MDT Medtronic plc
-0.37%
-$2,818.56 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,509.79 
IFF International Flavors & Fragrances Inc.
-0.33%
-$832 
L Loews Corporation
-0.31%
-$829.8 
VST Vistra Corp
-0.29%
-$2,131.94 
BX Blackstone Inc.
-0.25%
-$1,280.03 
FISV Fiserv, Inc.
-0.24%
-$533 
COST Costco Wholesale Corporation
-0.24%
-$10,501.54 
CE Celanese Corporation
-0.2%
-$654.75 
EPD Enterprise Products Partners L.P.
-0.18%
-$618.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$779.6 
FITB Fifth Third Bancorp
-0.16%
-$534.6 
MKC McCormick & Company, Incorporated
-0.12%
-$357 
TIP iShares TIPS Bond ETF
-0.1%
-$299.75 
BNS Bank of Nova Scotia
-0.08%
-$259 
UBER Uber Technologies, Inc.
-0.01%
-$96 Events
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Dividends
Dividend Analysis
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| Trades 1293 | Longs Won 657/1293 50% | Profit Factor 1.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,209.67 |
| Average Win $114,219.49 | Best Trade (Aug 05) $5.72M | Sharpe Ratio -23.48 |
| Average Loss -$85,797.67 | Worst Trade (Sep 30) -$6.54M | Z-Score 2.96 (99.69%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $15,835.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.46% | 7.9% |
| Consecutive Losing Trades | 1,359 | 1,223 | 1,087 | 951 | 815 | 679 | 543 | 408 | 272 | 136 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Alan B. Lancz & Associates Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Teck Resources Ltd - $1.98M, NVIDIA Corporation - $1.87M, Cleveland-Cliffs Inc - $1.51M, AbbVie Inc - $1.29M, and Lockheed Martin Corporation - $1.24M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alphabet Inc - $7.53M, Alphabet Inc - $5.93M, PayPal Holdings Inc - $2.02M, Angiodynamics Inc - $1.19M, and Aptiv PLC - $1.11M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alan B. Lancz & Associates Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.97M earned over time. The largest contributors to dividend income include Amgen Inc - $474,159.3, United Parcel Service, Inc - $244,108.6, Cisco Systems, Inc - $242,174.82, QUALCOMM Incorporated - $239,349.12, and Merck & Co., Inc - $231,773.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alan B. Lancz & Associates Inc.'s monthly returns?
Alan B. Lancz & Associates Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Alan B. Lancz & Associates Inc.'s strategy be considered aggressive or moderate?
Alan B. Lancz & Associates Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Alan B. Lancz & Associates Inc.'s strategy?
Alan B. Lancz & Associates Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
