# EDGAR Filing Document

**Accession Number:** 0001897835
**File Stem:** 0001897835-26-000001
**Filing Date:** 2026-2
**Character Count:** 16014
**Document Hash:** 980d7d4b129e55a3db77fd233ec15b5f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001897835-26-000001.hdr.sgml**: 20260206

**ACCESSION NUMBER**: 0001897835-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260206

**DATE AS OF CHANGE**: 20260206

**EFFECTIVENESS DATE**: 20260206

**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:** 26606600

**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:** 12-31-2025

**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

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  02-06-2026<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:** 132

**Form 13F Information Table Value Total:** $113828894

      (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 |  | 10724613 | 39449 | SH |  | SOLE |  | 0 | 0 | 39449 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 7471623 | 23871 | SH |  | SOLE |  | 0 | 0 | 23871 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5789610 | 18450 | SH |  | SOLE |  | 0 | 0 | 18450 |
| MICROSOFT CORP | COM | 594918104 |  | 5316435 | 10993 | SH |  | SOLE |  | 0 | 0 | 10993 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 4245300 | 4923 | SH |  | SOLE |  | 0 | 0 | 4923 |
| AMGEN INC | COM | 031162100 |  | 3348382 | 10230 | SH |  | SOLE |  | 0 | 0 | 10230 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2733914 | 5439 | SH |  | SOLE |  | 0 | 0 | 5439 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2541249 | 13626 | SH |  | SOLE |  | 0 | 0 | 13626 |
| QUALCOMM INC | COM | 747525103 |  | 2501094 | 14622 | SH |  | SOLE |  | 0 | 0 | 14622 |
| AMAZON COM INC | COM | 023135106 |  | 2359673 | 10223 | SH |  | SOLE |  | 0 | 0 | 10223 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 2273238 | 23220 | SH |  | SOLE |  | 0 | 0 | 23220 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1925010 | 2190 | SH |  | SOLE |  | 0 | 0 | 2190 |
| ELI LILLY  CO | COM | 532457108 |  | 1687248 | 1570 | SH |  | SOLE |  | 0 | 0 | 1570 |
| CISCO SYS INC | COM | 17275R102 |  | 1629878 | 21159 | SH |  | SOLE |  | 0 | 0 | 21159 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1494585 | 7661 | SH |  | SOLE |  | 0 | 0 | 7661 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1419702 | 4406 | SH |  | SOLE |  | 0 | 0 | 4406 |
| MERCK  CO INC | COM | 58933Y105 |  | 1323434 | 12573 | SH |  | SOLE |  | 0 | 0 | 12573 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1305234 | 6307 | SH |  | SOLE |  | 0 | 0 | 6307 |
| PRICESMART INC | COM | 741511109 |  | 1234061 | 10060 | SH |  | SOLE |  | 0 | 0 | 10060 |
| ABBVIE INC | COM | 00287Y109 |  | 1170783 | 5124 | SH |  | SOLE |  | 0 | 0 | 5124 |
| DISNEY WALT CO | COM | 254687106 |  | 1090713 | 9587 | SH |  | SOLE |  | 0 | 0 | 9587 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1078885 | 8790 | SH |  | SOLE |  | 0 | 0 | 8790 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1050946 | 13091 | SH |  | SOLE |  | 0 | 0 | 13091 |
| ORACLE CORP | COM | 68389X105 |  | 1007490 | 5169 | SH |  | SOLE |  | 0 | 0 | 5169 |
| GEN DIGITAL INC | COM | 668771108 |  | 995154 | 36600 | SH |  | SOLE |  | 0 | 0 | 36600 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 957586 | 32037 | SH |  | SOLE |  | 0 | 0 | 32037 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 942157 | 9808 | SH |  | SOLE |  | 0 | 0 | 9808 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 930228 | 21360 | SH |  | SOLE |  | 0 | 0 | 21360 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 861190 | 5350 | SH |  | SOLE |  | 0 | 0 | 5350 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 849126 | 2941 | SH |  | SOLE |  | 0 | 0 | 2941 |
| NETFLIX INC | COM | 64110L106 |  | 847122 | 9035 | SH |  | SOLE |  | 0 | 0 | 9035 |
| META PLATFORMS INC | CL A | 30303M102 |  | 841615 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| ALLSTATE CORP | COM | 020002101 |  | 832600 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| NEWMONT CORP | COM | 651639106 |  | 815775 | 8170 | SH |  | SOLE |  | 0 | 0 | 8170 |
| VISTRA CORP | COM | 92840M102 |  | 799875 | 4958 | SH |  | SOLE |  | 0 | 0 | 4958 |
| BANK AMERICA CORP | COM | 060505104 |  | 790790 | 14378 | SH |  | SOLE |  | 0 | 0 | 14378 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 784416 | 9600 | SH |  | SOLE |  | 0 | 0 | 9600 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 742066 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| BLACKSTONE INC | COM | 09260D107 |  | 724458 | 4700 | SH |  | SOLE |  | 0 | 0 | 4700 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 709806 | 14050 | SH |  | SOLE |  | 0 | 0 | 14050 |
| CATERPILLAR INC | COM | 149123101 |  | 658801 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| MARATHON PETE CORP | COM | 56585A102 |  | 658652 | 4050 | SH |  | SOLE |  | 0 | 0 | 4050 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 632925 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 631841 | 6370 | SH |  | SOLE |  | 0 | 0 | 6370 |
| BROADCOM INC | COM | 11135F101 |  | 622980 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 619780 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| NISOURCE INC | COM | 65473P105 |  | 616587 | 14765 | SH |  | SOLE |  | 0 | 0 | 14765 |
| EQUINIX INC | COM | 29444U700 |  | 615227 | 803 | SH |  | SOLE |  | 0 | 0 | 803 |
| ONEOK INC NEW | COM | 682680103 |  | 599907 | 8162 | SH |  | SOLE |  | 0 | 0 | 8162 |
| FEDEX CORP | COM | 31428X106 |  | 592163 | 2050 | SH |  | SOLE |  | 0 | 0 | 2050 |
| OLD REP INTL CORP | COM | 680223104 |  | 572782 | 12550 | SH |  | SOLE |  | 0 | 0 | 12550 |
| CME GROUP INC | COM | 12572Q105 |  | 552987 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| UIPATH INC | CL A | 90364P105 |  | 535953 | 32700 | SH |  | SOLE |  | 0 | 0 | 32700 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 526119 | 17655 | SH |  | SOLE |  | 0 | 0 | 17655 |
| HOME DEPOT INC | COM | 437076102 |  | 516150 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 490395 | 12784 | SH |  | SOLE |  | 0 | 0 | 12784 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 486877 | 1971 | SH |  | SOLE |  | 0 | 0 | 1971 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 471765 | 9620 | SH |  | SOLE |  | 0 | 0 | 9620 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 471579 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 |  | 465134 | 19527 | SH |  | SOLE |  | 0 | 0 | 19527 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 457350 | 9550 | SH |  | SOLE |  | 0 | 0 | 9550 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 452951 | 4442 | SH |  | SOLE |  | 0 | 0 | 4442 |
| ZOETIS INC | CL A | 98978V103 |  | 449807 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 447304 | 3717 | SH |  | SOLE |  | 0 | 0 | 3717 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 439310 | 6450 | SH |  | SOLE |  | 0 | 0 | 6450 |
| COCA COLA CO | COM | 191216100 |  | 429947 | 6150 | SH |  | SOLE |  | 0 | 0 | 6150 |
| KINROSS GOLD CORP | COM | 496902404 |  | 428032 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| CHEVRON CORP NEW | COM | 166764100 |  | 424310 | 2784 | SH |  | SOLE |  | 0 | 0 | 2784 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 413643 | 2356 | SH |  | SOLE |  | 0 | 0 | 2356 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 409939 | 2140 | SH |  | SOLE |  | 0 | 0 | 2140 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 392352 | 24400 | SH |  | SOLE |  | 0 | 0 | 24400 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 390536 | 4565 | SH |  | SOLE |  | 0 | 0 | 4565 |
| PENTAIR PLC | SHS | G7S00T104 |  | 389692 | 3742 | SH |  | SOLE |  | 0 | 0 | 3742 |
| SMITH A O CORP | COM | 831865209 |  | 387904 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| ENBRIDGE INC | COM | 29250N105 |  | 387089 | 8093 | SH |  | SOLE |  | 0 | 0 | 8093 |
| CELANESE CORP DEL | COM | 150870103 |  | 375235 | 8875 | SH |  | SOLE |  | 0 | 0 | 8875 |
| ANDERSONS INC | COM | 034164103 |  | 374364 | 7041 | SH |  | SOLE |  | 0 | 0 | 7041 |
| PEPSICO INC | COM | 713448108 |  | 367268 | 2559 | SH |  | SOLE |  | 0 | 0 | 2559 |
| PFIZER INC | COM | 717081103 |  | 360901 | 14494 | SH |  | SOLE |  | 0 | 0 | 14494 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 354160 | 3800 | SH |  | SOLE |  | 0 | 0 | 3800 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 352590 | 2801 | SH |  | SOLE |  | 0 | 0 | 2801 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 348392 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 348267 | 1055 | SH |  | SOLE |  | 0 | 0 | 1055 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 346613 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 342519 | 6350 | SH |  | SOLE |  | 0 | 0 | 6350 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 323712 | 3600 | SH |  | SOLE |  | 0 | 0 | 3600 |
| HOLOGIC INC | COM | 436440101 |  | 320307 | 4300 | SH |  | SOLE |  | 0 | 0 | 4300 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 315253 | 9833 | SH |  | SOLE |  | 0 | 0 | 9833 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 314906 | 5850 | SH |  | SOLE |  | 0 | 0 | 5850 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 314458 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 313090 | 13100 | SH |  | SOLE |  | 0 | 0 | 13100 |
| DOLLAR TREE INC | COM | 256746108 |  | 307525 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 307349 | 7546 | SH |  | SOLE |  | 0 | 0 | 7546 |
| EBAY INC. | COM | 278642103 |  | 302063 | 3468 | SH |  | SOLE |  | 0 | 0 | 3468 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 301964 | 2993 | SH |  | SOLE |  | 0 | 0 | 2993 |
| CINTAS CORP | COM | 172908105 |  | 300912 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 299505 | 2725 | SH |  | SOLE |  | 0 | 0 | 2725 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 299361 | 525 | SH |  | SOLE |  | 0 | 0 | 525 |
| TESLA INC | COM | 88160R101 |  | 298165 | 663 | SH |  | SOLE |  | 0 | 0 | 663 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 297212 | 6700 | SH |  | SOLE |  | 0 | 0 | 6700 |
| LOWES COS INC | COM | 548661107 |  | 296868 | 1231 | SH |  | SOLE |  | 0 | 0 | 1231 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 293046 | 1510 | SH |  | SOLE |  | 0 | 0 | 1510 |
| DEERE  CO | COM | 244199105 |  | 290982 | 625 | SH |  | SOLE |  | 0 | 0 | 625 |
| BANK NOVA SCOTIA HALIFAX | COM | 064149107 |  | 287391 | 3900 | SH |  | SOLE |  | 0 | 0 | 3900 |
| LINDE PLC | SHS | G54950103 |  | 286108 | 671 | SH |  | SOLE |  | 0 | 0 | 671 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 285073 | 6090 | SH |  | SOLE |  | 0 | 0 | 6090 |
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 |  | 285048 | 17905 | SH |  | SOLE |  | 0 | 0 | 17905 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 280082 | 2992 | SH |  | SOLE |  | 0 | 0 | 2992 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 279669 | 7100 | SH |  | SOLE |  | 0 | 0 | 7100 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 271542 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| GENERAC HLDGS INC | COM | 368736104 |  | 269331 | 1975 | SH |  | SOLE |  | 0 | 0 | 1975 |
| PHILLIPS 66 | COM | 718546104 |  | 268662 | 2082 | SH |  | SOLE |  | 0 | 0 | 2082 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 251600 | 6800 | SH |  | SOLE |  | 0 | 0 | 6800 |
| UNION PAC CORP | COM | 907818108 |  | 244274 | 1056 | SH |  | SOLE |  | 0 | 0 | 1056 |
| LOEWS CORP | COM | 540424108 |  | 242740 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| SANOFI SA | SPONSORED ADR | 80105N105 |  | 242300 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| US BANCORP DEL | COM NEW | 902973304 |  | 234784 | 4400 | SH |  | SOLE |  | 0 | 0 | 4400 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 |  | 234652 | 16194 | SH |  | SOLE |  | 0 | 0 | 16194 |
| FISERV INC | COM | 337738108 |  | 228378 | 3400 | SH |  | SOLE |  | 0 | 0 | 3400 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 227457 | 19900 | SH |  | SOLE |  | 0 | 0 | 19900 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 221067 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 220973 | 746 | SH |  | SOLE |  | 0 | 0 | 746 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 219710 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| WALMART INC | COM | 931142103 |  | 218364 | 1960 | SH |  | SOLE |  | 0 | 0 | 1960 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 217792 | 16400 | SH |  | SOLE |  | 0 | 0 | 16400 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 215648 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 211316 | 4950 | SH |  | SOLE |  | 0 | 0 | 4950 |
| CORNING INC | COM | 219350105 |  | 210670 | 2406 | SH |  | SOLE |  | 0 | 0 | 2406 |
| ANGIODYNAMICS INC | COM | 03475V101 |  | 209934 | 16350 | SH |  | SOLE |  | 0 | 0 | 16350 |
| SLB LIMITED | COM STK | 806857108 |  | 206408 | 5378 | SH |  | SOLE |  | 0 | 0 | 5378 |
| MOODYS CORP | COM | 615369105 |  | 204340 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| HELMERICH  PAYNE INC | COM | 423452101 |  | 200760 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |

---