# EDGAR Filing Document

**Accession Number:** 0001897835
**File Stem:** 0001765380-26-000154
**Filing Date:** 2026-5
**Character Count:** 15811
**Document Hash:** f88b7013ff35045e31e0be4aa0763d4b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000154.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0001765380-26-000154

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alan B Lancz & Associates, Inc.
- **CENTRAL INDEX KEY:** 0001897835

**ORGANIZATION NAME:**
- **EIN:** 341467126

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21678
- **FILM NUMBER:** 26941346

**BUSINESS ADDRESS:**
- **STREET 1:** 3435 N HOLLAND SYLVANIA RD
- **CITY:** TOLEDO
- **STATE:** OH
- **ZIP:** 43615
- **BUSINESS PHONE:** 4195365200

**MAIL ADDRESS:**
- **STREET 1:** 3435 N HOLLAND SYLVANIA RD
- **CITY:** TOLEDO
- **STATE:** OH
- **ZIP:** 43615

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Alan B. Lancz & Associates, Inc.
- **DATE OF NAME CHANGE:** 20211208

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Alan B Lancz  Associates Inc.<br>**Address:** 3435 N HOLLAND SYLVANIA RD<br>TOLEDO, OH 43615

**Form 13F File Number:** 028-21678

**CRD Number (if applicable):** 000105363

**SEC File Number (if applicable):** 801-24450

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Keith Dwyer<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-977-8196

**Signature, Place, and Date of Signing:**

Keith Dwyer  Cincinnati, OH  05-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 129

**Form 13F Information Table Value Total:** $103046171

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 9071477 | 35744 | SH |  | SOLE |  | 0 | 0 | 35744 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6138256 | 21346 | SH |  | SOLE |  | 0 | 0 | 21346 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 4589557 | 4606 | SH |  | SOLE |  | 0 | 0 | 4606 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4518045 | 15750 | SH |  | SOLE |  | 0 | 0 | 15750 |
| MICROSOFT CORP | COM | 594918104 |  | 3836072 | 10363 | SH |  | SOLE |  | 0 | 0 | 10363 |
| AMGEN INC | COM | 031162100 |  | 3423501 | 9730 | SH |  | SOLE |  | 0 | 0 | 9730 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 2460602 | 21020 | SH |  | SOLE |  | 0 | 0 | 21020 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2219415 | 12726 | SH |  | SOLE |  | 0 | 0 | 12726 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2102251 | 4387 | SH |  | SOLE |  | 0 | 0 | 4387 |
| AMAZON COM INC | COM | 023135106 |  | 1983356 | 9523 | SH |  | SOLE |  | 0 | 0 | 9523 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1735685 | 7679 | SH |  | SOLE |  | 0 | 0 | 7679 |
| QUALCOMM INC | COM | 747525103 |  | 1696291 | 13172 | SH |  | SOLE |  | 0 | 0 | 13172 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1598922 | 1890 | SH |  | SOLE |  | 0 | 0 | 1890 |
| MERCK  CO INC | COM | 58933Y105 |  | 1440233 | 11973 | SH |  | SOLE |  | 0 | 0 | 11973 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1353465 | 5537 | SH |  | SOLE |  | 0 | 0 | 5537 |
| CISCO SYS INC | COM | 17275R102 |  | 1331367 | 17159 | SH |  | SOLE |  | 0 | 0 | 17159 |
| ELI LILLY  CO | COM | 532457108 |  | 1301475 | 1415 | SH |  | SOLE |  | 0 | 0 | 1415 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1190760 | 4048 | SH |  | SOLE |  | 0 | 0 | 4048 |
| PRICESMART INC | COM | 741511109 |  | 1152830 | 7660 | SH |  | SOLE |  | 0 | 0 | 7660 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1152270 | 12406 | SH |  | SOLE |  | 0 | 0 | 12406 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1113567 | 7990 | SH |  | SOLE |  | 0 | 0 | 7990 |
| NETFLIX INC. | COM | 64110L106 |  | 988903 | 10285 | SH |  | SOLE |  | 0 | 0 | 10285 |
| ABBVIE INC | COM | 00287Y109 |  | 957391 | 4402 | SH |  | SOLE |  | 0 | 0 | 4402 |
| MARATHON PETE CORP | COM | 56585A102 |  | 879048 | 3600 | SH |  | SOLE |  | 0 | 0 | 3600 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 878384 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| NEWMONT CORP | COM | 651639106 |  | 852361 | 7874 | SH |  | SOLE |  | 0 | 0 | 7874 |
| DISNEY WALT CO | COM | 254687106 |  | 835519 | 8669 | SH |  | SOLE |  | 0 | 0 | 8669 |
| ALLSTATE CORP | COM | 020002101 |  | 829360 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| CATERPILLAR INC | COM | 149123101 |  | 814729 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 813556 | 28337 | SH |  | SOLE |  | 0 | 0 | 28337 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 810090 | 19860 | SH |  | SOLE |  | 0 | 0 | 19860 |
| EQUINIX INC | COM | 29444U700 |  | 787133 | 803 | SH |  | SOLE |  | 0 | 0 | 803 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 763214 | 8808 | SH |  | SOLE |  | 0 | 0 | 8808 |
| META PLATFORMS INC | CL A | 30303M102 |  | 758073 | 1325 | SH |  | SOLE |  | 0 | 0 | 1325 |
| VISTRA CORP | COM | 92840M102 |  | 745337 | 4958 | SH |  | SOLE |  | 0 | 0 | 4958 |
| ONEOK INC NEW | COM | 682680103 |  | 737944 | 8164 | SH |  | SOLE |  | 0 | 0 | 8164 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 690528 | 9600 | SH |  | SOLE |  | 0 | 0 | 9600 |
| BANK AMERICA CORP | COM | 060505104 |  | 664365 | 13628 | SH |  | SOLE |  | 0 | 0 | 13628 |
| NISOURCE INC | COM | 65473P105 |  | 646941 | 13865 | SH |  | SOLE |  | 0 | 0 | 13865 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 644271 | 13350 | SH |  | SOLE |  | 0 | 0 | 13350 |
| ORACLE CORP | COM | 68389X105 |  | 643607 | 4375 | SH |  | SOLE |  | 0 | 0 | 4375 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 634617 | 5350 | SH |  | SOLE |  | 0 | 0 | 5350 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 634557 | 2211 | SH |  | SOLE |  | 0 | 0 | 2211 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 630627 | 3717 | SH |  | SOLE |  | 0 | 0 | 3717 |
| GEN DIGITAL INC | COM | 668771108 |  | 619507 | 32900 | SH |  | SOLE |  | 0 | 0 | 32900 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 606470 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 591992 | 4350 | SH |  | SOLE |  | 0 | 0 | 4350 |
| FEDEX CORP | COM | 31428X106 |  | 587697 | 1650 | SH |  | SOLE |  | 0 | 0 | 1650 |
| CHEVRON CORPORATION | COM | 166764100 |  | 576010 | 2784 | SH |  | SOLE |  | 0 | 0 | 2784 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 575523 | 5850 | SH |  | SOLE |  | 0 | 0 | 5850 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 572556 | 1971 | SH |  | SOLE |  | 0 | 0 | 1971 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 514812 | 12784 | SH |  | SOLE |  | 0 | 0 | 12784 |
| PEPSICO INC | COM | 713448108 |  | 501277 | 3228 | SH |  | SOLE |  | 0 | 0 | 3228 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 498622 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 494017 | 6565 | SH |  | SOLE |  | 0 | 0 | 6565 |
| NVENT ELEC PLC | SHS | G6700G107 |  | 489916 | 4142 | SH |  | SOLE |  | 0 | 0 | 4142 |
| ANDERSONS INC | COM | 034164103 |  | 487450 | 6791 | SH |  | SOLE |  | 0 | 0 | 6791 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 482913 | 8750 | SH |  | SOLE |  | 0 | 0 | 8750 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 |  | 479069 | 17427 | SH |  | SOLE |  | 0 | 0 | 17427 |
| CELANESE CORP DEL | COM | 150870103 |  | 478477 | 7275 | SH |  | SOLE |  | 0 | 0 | 7275 |
| CME GROUP INC | COM | 12572Q105 |  | 465177 | 1575 | SH |  | SOLE |  | 0 | 0 | 1575 |
| KINROSS GOLD CORP | COM | 496902404 |  | 463904 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| BLACKSTONE INC | COM | 09260D107 |  | 459960 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| OLD REP INTL CORP | COM | 680223104 |  | 448875 | 11250 | SH |  | SOLE |  | 0 | 0 | 11250 |
| BROADCOM INC | COM | 11135F101 |  | 448790 | 1450 | SH |  | SOLE |  | 0 | 0 | 1450 |
| ENBRIDGE INC | COM | 29250N105 |  | 438156 | 8093 | SH |  | SOLE |  | 0 | 0 | 8093 |
| ZOETIS INC | CL A | 98978V103 |  | 422601 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 411413 | 7950 | SH |  | SOLE |  | 0 | 0 | 7950 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 404376 | 2107 | SH |  | SOLE |  | 0 | 0 | 2107 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 403134 | 15565 | SH |  | SOLE |  | 0 | 0 | 15565 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 400892 | 24400 | SH |  | SOLE |  | 0 | 0 | 24400 |
| COCA COLA CO | COM | 191216100 |  | 399263 | 5250 | SH |  | SOLE |  | 0 | 0 | 5250 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 397183 | 5733 | SH |  | SOLE |  | 0 | 0 | 5733 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 380712 | 2206 | SH |  | SOLE |  | 0 | 0 | 2206 |
| HOME DEPOT INC | COM | 437076102 |  | 378224 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| AMCOR PLC | COM NEW | G0250X149 |  | 371782 | 9353 | SH |  | SOLE |  | 0 | 0 | 9353 |
| PFIZER INC | COM | 717081103 |  | 370488 | 13194 | SH |  | SOLE |  | 0 | 0 | 13194 |
| UIPATH INC | CL A | 90364P105 |  | 362970 | 32700 | SH |  | SOLE |  | 0 | 0 | 32700 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 356994 | 5400 | SH |  | SOLE |  | 0 | 0 | 5400 |
| SMITH A O CORP | COM | 831865209 |  | 356076 | 5400 | SH |  | SOLE |  | 0 | 0 | 5400 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 348744 | 2642 | SH |  | SOLE |  | 0 | 0 | 2642 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 343138 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| PHILLIPS 66 | COM | 718546104 |  | 338309 | 1857 | SH |  | SOLE |  | 0 | 0 | 1857 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 336608 | 5550 | SH |  | SOLE |  | 0 | 0 | 5550 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 334249 | 8833 | SH |  | SOLE |  | 0 | 0 | 8833 |
| LINDE PLC | SHS | G54950103 |  | 332655 | 671 | SH |  | SOLE |  | 0 | 0 | 671 |
| GENERAC HLDGS INC | COM | 368736104 |  | 327178 | 1675 | SH |  | SOLE |  | 0 | 0 | 1675 |
| CORNING INC | COM | 219350105 |  | 327144 | 2406 | SH |  | SOLE |  | 0 | 0 | 2406 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 325512 | 3600 | SH |  | SOLE |  | 0 | 0 | 3600 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 323993 | 1974 | SH |  | SOLE |  | 0 | 0 | 1974 |
| DEERE  CO | COM | 244199105 |  | 323898 | 575 | SH |  | SOLE |  | 0 | 0 | 575 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 307008 | 450 | SH |  | SOLE |  | 0 | 0 | 450 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 300731 | 2725 | SH |  | SOLE |  | 0 | 0 | 2725 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 300118 | 5950 | SH |  | SOLE |  | 0 | 0 | 5950 |
| PENTAIR PLC | SHS | G7S00T104 |  | 299833 | 3442 | SH |  | SOLE |  | 0 | 0 | 3442 |
| LOWES COS INC | COM | 548661107 |  | 290861 | 1231 | SH |  | SOLE |  | 0 | 0 | 1231 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 285246 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 285187 | 5681 | SH |  | SOLE |  | 0 | 0 | 5681 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 280245 | 7850 | SH |  | SOLE |  | 0 | 0 | 7850 |
| INMODE LTD | SHS | M5425M103 |  | 279072 | 20400 | SH |  | SOLE |  | 0 | 0 | 20400 |
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 |  | 277615 | 16505 | SH |  | SOLE |  | 0 | 0 | 16505 |
| EBAY INC. | COM | 278642103 |  | 277611 | 3050 | SH |  | SOLE |  | 0 | 0 | 3050 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 275973 | 5940 | SH |  | SOLE |  | 0 | 0 | 5940 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 274265 | 2843 | SH |  | SOLE |  | 0 | 0 | 2843 |
| WELLS FARGO  CO | COM | 949746101 |  | 270674 | 3400 | SH |  | SOLE |  | 0 | 0 | 3400 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 |  | 268092 | 14894 | SH |  | SOLE |  | 0 | 0 | 14894 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 268026 | 4650 | SH |  | SOLE |  | 0 | 0 | 4650 |
| CHURCHILL DOWNS INC | COM | 171484108 |  | 264999 | 2950 | SH |  | SOLE |  | 0 | 0 | 2950 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 261740 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| HOLOGIC INC | COM | 436440101 |  | 260786 | 3450 | SH |  | SOLE |  | 0 | 0 | 3450 |
| BANK NOVA SCOTIA B C | COM | 064149107 |  | 256447 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| SLB LIMITED | COM STK | 806857108 |  | 250681 | 4878 | SH |  | SOLE |  | 0 | 0 | 4878 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 248496 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| LOEWS CORP | COM | 540424108 |  | 246036 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 232160 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| BEST BUY INC | COM | 086516101 |  | 231120 | 3600 | SH |  | SOLE |  | 0 | 0 | 3600 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 230840 | 19900 | SH |  | SOLE |  | 0 | 0 | 19900 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 229790 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| TESLA INC | COM | 88160R101 |  | 228998 | 616 | SH |  | SOLE |  | 0 | 0 | 616 |
| FISERV INC | COM | 337738108 |  | 228780 | 4100 | SH |  | SOLE |  | 0 | 0 | 4100 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 227156 | 4950 | SH |  | SOLE |  | 0 | 0 | 4950 |
| SONOCO PRODS CO | COM | 835495102 |  | 221769 | 4100 | SH |  | SOLE |  | 0 | 0 | 4100 |
| HELMERICH  PAYNE INC | COM | 423452101 |  | 219783 | 6100 | SH |  | SOLE |  | 0 | 0 | 6100 |
| TC ENERGY CORP | COM | 87807B107 |  | 219100 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 217668 | 6800 | SH |  | SOLE |  | 0 | 0 | 6800 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 211736 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 204230 | 3142 | SH |  | SOLE |  | 0 | 0 | 3142 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 |  | 203229 | 1075 | SH |  | SOLE |  | 0 | 0 | 1075 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 201412 | 1281 | SH |  | SOLE |  | 0 | 0 | 1281 |

---