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:
53.67%
Gain +0.01%
Monthly
0.47%
Yearly
5.76%
Drawdown
23.07%
$113.27M
Equity
Holdings
$113.27M
Investment
$176.2M
$24.9M
Profit +$12,337.06
Realized
-$14.14M
Unrealized
$39.04M
Dividends
$9.87M
Goals
Avg. 98.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$12,337.06
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$12,337.06
Win %
72%
This Month
Compared to last month
Gain
-2.17%
Profit
-$2.51M
Win %
72%
This Year
Compared to last year
Gain
4.84%
Profit
$4.97M
Win %
71%
QCOM QUALCOMM Incorporated
+4.32%
+$115,386.59 
CE Celanese Corporation
+3.5%
+$13,167.75 
IP International Paper Company
+3.43%
+$9,420 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$6,664 
KGC Kinross Gold Corporation
+2.9%
+$10,944 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$21,846.04 
CME CME Group Inc.
+2.8%
+$11,576.27 
NEM Newmont Corporation
+2.71%
+$20,787.36 
GS The Goldman Sachs Group, Inc.
+2.62%
+$51,237.88 
VZ Verizon Communications Inc.
+2.49%
+$6,646.77 
FITB Fifth Third Bancorp
+2.45%
+$7,781.4 
JPM JPMorgan Chase & Co.
+2.31%
+$29,267.08 
CMCSA Comcast Corp
+2.21%
+$15,018.61 
AXP American Express Company
+2.18%
+$4,865.01 
GNRC Generac Holdings Inc.
+1.96%
+$8,425.25 
TECK Teck Resources Ltd.
+1.95%
+$9,858 
OXY Occidental Petroleum Corporation
+1.93%
+$3,361.94 
BBY Best Buy Co., Inc.
+1.85%
+$5,148.01 
TSLA Tesla, Inc.
+1.82%
+$4,484.48 
ANDE The Andersons, Inc.
+1.71%
+$8,217.11 
AMCR Amcor plc
+1.7%
+$6,360.04 
PNR Pentair plc
+1.7%
+$4,233.66 
ZBH Zimmer Biomet Holdings, Inc.
+1.64%
+$5,148 
WFC Wells Fargo & Company
+1.61%
+$4,522 
ALSN Allison Transmission Holdings Inc.
+1.58%
+$38,466.6 
BX Blackstone Inc.
+1.58%
+$7,640 
LIN Linde plc
+1.58%
+$5,455.24 
BNS Bank of Nova Scotia
+1.57%
+$4,810 
BAC Bank of America Corporation
+1.56%
+$11,720.08 
OKE ONEOK, Inc.
+1.56%
+$11,347.96 
DE Deere & Company
+1.55%
+$5,082.98 
GLW Corning Incorporated
+1.5%
+$6,375.9 
AWK American Water Works Company, Inc.
+1.5%
+$8,091 
CAT Caterpillar Inc.
+1.44%
+$14,881.01 
COP ConocoPhillips
+1.4%
+$4,280.04 
FISV Fiserv, Inc.
+1.36%
+$2,952 
NEE NextEra Energy, Inc.
+1.35%
+$14,266.9 
VSH Vishay Intertechnology Inc.
+1.33%
+$11,617.32 
ABBV AbbVie Inc.
+1.32%
+$13,029.92 
NI NiSource Inc.
+1.27%
+$8,180.35 
APD Air Products and Chemicals, Inc.
+1.26%
+$6,898.5 
EQIX Equinix, Inc.
+1.22%
+$10,173.95 
IBN ICICI Bank Limited Sponsored ADR
+1.2%
+$5,136.45 
VST Vistra Corp
+1.12%
+$8,131.14 
PSMT PriceSmart Inc.
+1.11%
+$15,396.68 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$2,376 
NSC Norfolk Southern Corporation
+1.09%
+$7,473.18 
JNJ Johnson & Johnson
+1.07%
+$14,063.98 
MPC Marathon Petroleum Corporation
+1.06%
+$9,971.96 
DELL Dell Technologies Inc.
+1.05%
+$8,132.88 
WTRG Essential Utilities Inc.
+1%
+$4,730.08 
IFF International Flavors & Fragrances Inc.
+0.98%
+$2,432 
ORI Old Republic International Corp.
+0.94%
+$4,050 
ALL Allstate Corporation
+0.94%
+$8,239.96 
DOC Healthpeak Properties, Inc.
+0.93%
+$4,636 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$4,003.28 
NVT nVent Electric plc
+0.8%
+$5,467.44 
MWA Mueller Water Products Inc.
+0.78%
+$3,485.4 
PSX Phillips 66
+0.76%
+$2,506.93 
CVX Chevron Corporation
+0.75%
+$3,897.57 
KMB Kimberly-Clark Corporation
+0.74%
+$2,132.25 
HD The Home Depot, Inc.
+0.73%
+$2,737 
AOS A. O. Smith Corporation
+0.72%
+$2,268.01 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$15,179.02 
COST Costco Wholesale Corporation
+0.68%
+$30,675.87 
MP MP Materials Corp.
+0.65%
+$4,939.5 
FHN First Horizon Corporation
+0.6%
+$1,725 
AIG American International Group Inc.
+0.56%
+$2,757.3 
HON Honeywell International Inc.
+0.54%
+$9,138.01 
GOOGL Alphabet Inc
+0.53%
+$40,770.86 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,525 
GOOG Alphabet Inc
+0.45%
+$25,200 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,517.01 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,276.5 
ES Eversource Energy
+0.38%
+$1,490.58 
PEP PepsiCo, Inc.
+0.38%
+$1,743.12 
GSK GSK plc Sponsored ADR
+0.34%
+$1,575.01 
AMGN Amgen Inc.
+0.32%
+$11,092.32 
SLB Schlumberger Limited
+0.32%
+$878.04 
WM Waste Management, Inc.
+0.3%
+$660.01 
XOM Exxon Mobil Corporation
+0.28%
+$1,523.91 
NVDA NVIDIA Corporation
+0.16%
+$4,072.32 
HP Helmerich & Payne Inc.
+0.15%
+$366 
PFE Pfizer Inc.
+0.15%
+$527.76 
TRP TC Energy Corporation
+0.12%
+$280 
KO The Coca-Cola Company
+0.11%
+$472.5 
MSFT Microsoft Corp.
+0.1%
+$4,145.1 
FDX FedEx Corporation
+0.09%
+$511.5 
SON Sonoco Products Co.
+0.08%
+$164 
ENB Enbridge Inc.
+0.07%
+$323.72 
PANW Palo Alto Networks, Inc.
+0.03%
+$139.5 
ORCL Oracle Corporation
+0.02%
+$131.21 
TIP iShares TIPS Bond ETF
+0.01%
+$27.25 
HOLX Hologic Inc.
0%
$0 
L
0%
$0 
GENVR Gen Digital Inc. Contingent Value Right
-6.17%
-$3,290 
LLY Eli Lilly and Company
-2.41%
-$39,549.18 
JAZZ Jazz Pharmaceuticals plc
-2.37%
-$6,030.75 
PLTR Palantir Technologies Inc.
-2.36%
-$6,025.5 
ZTS Zoetis Inc.
-2.25%
-$6,542.25 
SHOP Shopify Inc.
-2.02%
-$11,930.5 
AAPL Apple Inc.
-1.52%
-$160,848 
LMT Lockheed Martin Corporation
-1.52%
-$6,888.73 
MU Micron Technology, Inc.
-1.43%
-$37,076.03 
MRK Merck & Co., Inc.
-1.42%
-$20,473.79 
MANU Manchester United plc
-1.36%
-$5,281.6 
AMZN Amazon.com Inc
-1.23%
-$28,187.98 
NFLX Netflix, Inc.
-1.14%
-$9,565.05 
AMT American Tower Corporation
-1.12%
-$4,698.8 
UBER Uber Technologies, Inc.
-1.01%
-$6,720 
PATH Uipath Inc.
-0.94%
-$3,270 
EBAY eBay Inc.
-0.91%
-$3,050 
AVGO Broadcom Inc.
-0.91%
-$5,075 
BDX Becton, Dickinson and Company
-0.75%
-$1,421.91 
CSCO Cisco Systems, Inc.
-0.6%
-$12,526.1 
MDLZ Mondelez International, Inc.
-0.58%
-$1,720.5 
MKC McCormick & Company, Incorporated
-0.57%
-$1,666 
UPS United Parcel Service, Inc.
-0.51%
-$3,217.51 
XRAY Dentsply Sirona Inc.
-0.49%
-$995 
NOC Northrop Grumman Corporation
-0.4%
-$985.5 
SU Suncor Energy Inc.
-0.32%
-$1,080 
DIS The Walt Disney Company
-0.3%
-$2,600.69 
INMD InMode Ltd.
-0.3%
-$816 
META Meta Platforms Inc Class A
-0.26%
-$1,921.26 
GILD Gilead Sciences Inc.
-0.22%
-$2,237.2 
MDT Medtronic plc
-0.16%
-$1,145.04 
CHDN Churchill Downs Incorporated
-0.15%
-$383.5 
LOW Lowe's Companies Inc.
-0.12%
-$332.37 
EPD Enterprise Products Partners L.P.
-0.08%
-$264.99 Events
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Dividends
Dividend Analysis
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| Trades 1293 | Longs Won 622/1293 48% | Profit Factor 1.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,535.49 |
| Average Win $110,325.56 | Best Trade (Jun 14) $5.33M | Sharpe Ratio -11.09 |
| Average Loss -$65,167.44 | Worst Trade (Sep 30) -$6.54M | Z-Score -7.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4d | Expectancy $19,253.78 |
| 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% | <0.01% | 0.1% | 3.86% |
| Consecutive Losing Trades | 1,739 | 1,565 | 1,391 | 1,217 | 1,043 | 870 | 696 | 522 | 348 | 174 |
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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