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  Name: Alan B. Lancz & Associates Inc.
  City: TOLEDO
  State: OH
  Zip: 43615
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $95,203,000
  Total Value Change : $7,224,000
  Securities Held Change : 4
   
All Securities Held : 134
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 5
  Unchanged Positions : 58
  Decreased Positions : 66

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVGO)1 Year Chart         AVGO Broadcom Limited 104 New $1,332.80 $265,000 237 0.28% 265,000 237 0    Semiconductor- Broad...
   (CTAS)1 Year Chart         CTAS Cintas Corp 114 New $700.27 $241,000 400 0.25% 241,000 400 0    Business Services
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 120 New $38.78 $210,000 6,090 0.22% 210,000 6,090 0.001    Domestic Regional Banks
   (BA)1 Year Chart         BA Boeing Co 121 New $178.51 $209,000 800 0.22% 209,000 800 0    Aerospace/Defense - M...
   (USB)1 Year Chart         USB US Bancorp Delaware 122 New $41.85 $206,000 4,750 0.22% 206,000 4,750 0    Domestic Regional Banks

      5 Records Found
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