# EDGAR Filing Document

**Accession Number:** 0001897835
**File Stem:** 0001765380-25-000497
**Filing Date:** 2025-11
**Character Count:** 15952
**Document Hash:** 288a8f261db5ca3424a99e70000727d2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000497.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001765380-25-000497

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**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:** 251477762

**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:** 09-30-2025

**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  11-13-2025<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:** 131

**Form 13F Information Table Value Total:** $110688260

      (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 |  | 10045670 | 39452 | SH |  | SOLE |  | 0 | 0 | 39452 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5803041 | 23871 | SH |  | SOLE |  | 0 | 0 | 23871 |
| MICROSOFT CORP | COM | 594918104 |  | 5564337 | 10743 | SH |  | SOLE |  | 0 | 0 | 10743 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 4566133 | 4933 | SH |  | SOLE |  | 0 | 0 | 4933 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4493498 | 18450 | SH |  | SOLE |  | 0 | 0 | 18450 |
| AMGEN INC | COM | 031162100 |  | 2886906 | 10230 | SH |  | SOLE |  | 0 | 0 | 10230 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2736917 | 5444 | SH |  | SOLE |  | 0 | 0 | 5444 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 2680950 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2486366 | 13326 | SH |  | SOLE |  | 0 | 0 | 13326 |
| QUALCOMM INC | COM | 747525103 |  | 2440834 | 14672 | SH |  | SOLE |  | 0 | 0 | 14672 |
| AMAZON COM INC | COM | 023135106 |  | 2244225 | 10221 | SH |  | SOLE |  | 0 | 0 | 10221 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 1970914 | 23220 | SH |  | SOLE |  | 0 | 0 | 23220 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1744007 | 2190 | SH |  | SOLE |  | 0 | 0 | 2190 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1507391 | 7161 | SH |  | SOLE |  | 0 | 0 | 7161 |
| CISCO SYS INC | COM | 17275R102 |  | 1447699 | 21159 | SH |  | SOLE |  | 0 | 0 | 21159 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1389785 | 4406 | SH |  | SOLE |  | 0 | 0 | 4406 |
| ORACLE CORP | COM | 68389X105 |  | 1369358 | 4869 | SH |  | SOLE |  | 0 | 0 | 4869 |
| PRICESMART INC | COM | 741511109 |  | 1219172 | 10060 | SH |  | SOLE |  | 0 | 0 | 10060 |
| ELI LILLY  CO | COM | 532457108 |  | 1197910 | 1570 | SH |  | SOLE |  | 0 | 0 | 1570 |
| ABBVIE INC | COM | 00287Y109 |  | 1186411 | 5124 | SH |  | SOLE |  | 0 | 0 | 5124 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1169444 | 6307 | SH |  | SOLE |  | 0 | 0 | 6307 |
| DISNEY WALT CO | COM | 254687106 |  | 1097712 | 9587 | SH |  | SOLE |  | 0 | 0 | 9587 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1063159 | 33837 | SH |  | SOLE |  | 0 | 0 | 33837 |
| MERCK  CO INC | COM | 58933Y105 |  | 1055252 | 12573 | SH |  | SOLE |  | 0 | 0 | 12573 |
| GEN DIGITAL INC | COM | 668771108 |  | 1039074 | 36600 | SH |  | SOLE |  | 0 | 0 | 36600 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 988240 | 13091 | SH |  | SOLE |  | 0 | 0 | 13091 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 975690 | 8790 | SH |  | SOLE |  | 0 | 0 | 8790 |
| VISTRA CORP | COM | 92840M102 |  | 971372 | 4958 | SH |  | SOLE |  | 0 | 0 | 4958 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 942334 | 14050 | SH |  | SOLE |  | 0 | 0 | 14050 |
| META PLATFORMS INC | CL A | 30303M102 |  | 936335 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 934114 | 9808 | SH |  | SOLE |  | 0 | 0 | 9808 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 930715 | 9500 | SH |  | SOLE |  | 0 | 0 | 9500 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 883506 | 2941 | SH |  | SOLE |  | 0 | 0 | 2941 |
| ALLSTATE CORP | COM | 020002101 |  | 858600 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| BLACKSTONE INC | COM | 09260D107 |  | 802995 | 4700 | SH |  | SOLE |  | 0 | 0 | 4700 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 795064 | 5350 | SH |  | SOLE |  | 0 | 0 | 5350 |
| MARATHON PETE CORP | COM | 56585A102 |  | 780597 | 4050 | SH |  | SOLE |  | 0 | 0 | 4050 |
| BANK AMERICA CORP | COM | 060505104 |  | 741762 | 14378 | SH |  | SOLE |  | 0 | 0 | 14378 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 699968 | 21360 | SH |  | SOLE |  | 0 | 0 | 21360 |
| NEWMONT CORP | COM | 651639106 |  | 688813 | 8170 | SH |  | SOLE |  | 0 | 0 | 8170 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 675072 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| NISOURCE INC | COM | 65473P105 |  | 639325 | 14765 | SH |  | SOLE |  | 0 | 0 | 14765 |
| EQUINIX INC | COM | 29444U700 |  | 628942 | 803 | SH |  | SOLE |  | 0 | 0 | 803 |
| HOME DEPOT INC | COM | 437076102 |  | 607785 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| BROADCOM INC | COM | 11135F101 |  | 593838 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| CATERPILLAR INC | COM | 149123101 |  | 548723 | 1150 | SH |  | SOLE |  | 0 | 0 | 1150 |
| ZOETIS INC | CL A | 98978V103 |  | 548700 | 3750 | SH |  | SOLE |  | 0 | 0 | 3750 |
| CME GROUP INC | COM | 12572Q105 |  | 547135 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 537532 | 1971 | SH |  | SOLE |  | 0 | 0 | 1971 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 533711 | 17655 | SH |  | SOLE |  | 0 | 0 | 17655 |
| OLD REP INTL CORP | COM | 680223104 |  | 532999 | 12550 | SH |  | SOLE |  | 0 | 0 | 12550 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 532087 | 6370 | SH |  | SOLE |  | 0 | 0 | 6370 |
| SEMPRA | COM | 816851109 |  | 530882 | 5900 | SH |  | SOLE |  | 0 | 0 | 5900 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 522212 | 2420 | SH |  | SOLE |  | 0 | 0 | 2420 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 510082 | 12784 | SH |  | SOLE |  | 0 | 0 | 12784 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 501960 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 |  | 498330 | 19527 | SH |  | SOLE |  | 0 | 0 | 19527 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 486730 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| FEDEX CORP | COM | 31428X106 |  | 483411 | 2050 | SH |  | SOLE |  | 0 | 0 | 2050 |
| ONEOK INC NEW | COM | 682680103 |  | 478830 | 6562 | SH |  | SOLE |  | 0 | 0 | 6562 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 467260 | 24400 | SH |  | SOLE |  | 0 | 0 | 24400 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 453106 | 2356 | SH |  | SOLE |  | 0 | 0 | 2356 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 438159 | 4442 | SH |  | SOLE |  | 0 | 0 | 4442 |
| UIPATH INC | CL A | 90364P105 |  | 433512 | 32400 | SH |  | SOLE |  | 0 | 0 | 32400 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 433352 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| CHEVRON CORP NEW | COM | 166764100 |  | 432328 | 2784 | SH |  | SOLE |  | 0 | 0 | 2784 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 431570 | 6450 | SH |  | SOLE |  | 0 | 0 | 6450 |
| SMITH A O CORP | COM | 831865209 |  | 425778 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 419150 | 9550 | SH |  | SOLE |  | 0 | 0 | 9550 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 419092 | 3717 | SH |  | SOLE |  | 0 | 0 | 3717 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 415200 | 9620 | SH |  | SOLE |  | 0 | 0 | 9620 |
| PENTAIR PLC | SHS | G7S00T104 |  | 414464 | 3742 | SH |  | SOLE |  | 0 | 0 | 3742 |
| ENBRIDGE INC | COM | 29250N105 |  | 408373 | 8093 | SH |  | SOLE |  | 0 | 0 | 8093 |
| COCA COLA CO | COM | 191216100 |  | 407868 | 6150 | SH |  | SOLE |  | 0 | 0 | 6150 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 405958 | 2140 | SH |  | SOLE |  | 0 | 0 | 2140 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 397098 | 2801 | SH |  | SOLE |  | 0 | 0 | 2801 |
| PFIZER INC | COM | 717081103 |  | 392240 | 15394 | SH |  | SOLE |  | 0 | 0 | 15394 |
| KINROSS GOLD CORP | COM | 496902404 |  | 377720 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| CELANESE CORP DEL | COM | 150870103 |  | 373460 | 8875 | SH |  | SOLE |  | 0 | 0 | 8875 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 372150 | 2993 | SH |  | SOLE |  | 0 | 0 | 2993 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 365450 | 5850 | SH |  | SOLE |  | 0 | 0 | 5850 |
| PEPSICO INC | COM | 713448108 |  | 359386 | 2559 | SH |  | SOLE |  | 0 | 0 | 2559 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 352018 | 3700 | SH |  | SOLE |  | 0 | 0 | 3700 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 346598 | 1900 | SH |  | SOLE |  | 0 | 0 | 1900 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 336042 | 7646 | SH |  | SOLE |  | 0 | 0 | 7646 |
| GENERAC HLDGS INC | COM | 368736104 |  | 330615 | 1975 | SH |  | SOLE |  | 0 | 0 | 1975 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 329440 | 7100 | SH |  | SOLE |  | 0 | 0 | 7100 |
| CINTAS CORP | COM | 172908105 |  | 328416 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 319893 | 525 | SH |  | SOLE |  | 0 | 0 | 525 |
| LINDE PLC | SHS | G54950103 |  | 318725 | 671 | SH |  | SOLE |  | 0 | 0 | 671 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 318516 | 3800 | SH |  | SOLE |  | 0 | 0 | 3800 |
| EBAY INC. | COM | 278642103 |  | 315415 | 3468 | SH |  | SOLE |  | 0 | 0 | 3468 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 310703 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 310275 | 3150 | SH |  | SOLE |  | 0 | 0 | 3150 |
| LOWES COS INC | COM | 548661107 |  | 309363 | 1231 | SH |  | SOLE |  | 0 | 0 | 1231 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 303075 | 2725 | SH |  | SOLE |  | 0 | 0 | 2725 |
| HOLOGIC INC | COM | 436440101 |  | 300331 | 4450 | SH |  | SOLE |  | 0 | 0 | 4450 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 296191 | 13100 | SH |  | SOLE |  | 0 | 0 | 13100 |
| TESLA INC | COM | 88160R101 |  | 294850 | 663 | SH |  | SOLE |  | 0 | 0 | 663 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 293150 | 6500 | SH |  | SOLE |  | 0 | 0 | 6500 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 289449 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 286908 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| DEERE  CO | COM | 244199105 |  | 285788 | 625 | SH |  | SOLE |  | 0 | 0 | 625 |
| PHILLIPS 66 | COM | 718546104 |  | 283194 | 2082 | SH |  | SOLE |  | 0 | 0 | 2082 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 283014 | 2992 | SH |  | SOLE |  | 0 | 0 | 2992 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 282336 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 281305 | 8996 | SH |  | SOLE |  | 0 | 0 | 8996 |
| ANDERSONS INC | COM | 034164103 |  | 280298 | 7041 | SH |  | SOLE |  | 0 | 0 | 7041 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 280127 | 6700 | SH |  | SOLE |  | 0 | 0 | 6700 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 274832 | 601 | SH |  | SOLE |  | 0 | 0 | 601 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 271310 | 6090 | SH |  | SOLE |  | 0 | 0 | 6090 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 269028 | 21200 | SH |  | SOLE |  | 0 | 0 | 21200 |
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 |  | 266540 | 17605 | SH |  | SOLE |  | 0 | 0 | 17605 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 256434 | 3265 | SH |  | SOLE |  | 0 | 0 | 3265 |
| BANK NOVA SCOTIA HALIFAX | COM | 064149107 |  | 252135 | 3900 | SH |  | SOLE |  | 0 | 0 | 3900 |
| UNION PAC CORP | COM | 907818108 |  | 249607 | 1056 | SH |  | SOLE |  | 0 | 0 | 1056 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 248549 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 |  | 247769 | 16194 | SH |  | SOLE |  | 0 | 0 | 16194 |
| AMCOR PLC | ORD | G0250X107 |  | 246129 | 30089 | SH |  | SOLE |  | 0 | 0 | 30089 |
| SANOFI SA | SPONSORED ADR | 80105N105 |  | 236000 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| DOLLAR TREE INC | COM | 256746108 |  | 235925 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| LOEWS CORP | COM | 540424108 |  | 231399 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 220830 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 213801 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| US BANCORP DEL | COM NEW | 902973304 |  | 212652 | 4400 | SH |  | SOLE |  | 0 | 0 | 4400 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 |  | 211094 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 210492 | 746 | SH |  | SOLE |  | 0 | 0 | 746 |
| WALMART INC | COM | 931142103 |  | 201998 | 1960 | SH |  | SOLE |  | 0 | 0 | 1960 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 200080 | 16400 | SH |  | SOLE |  | 0 | 0 | 16400 |
| ANGIODYNAMICS INC | COM | 03475V101 |  | 182630 | 16350 | SH |  | SOLE |  | 0 | 0 | 16350 |
| TEJON RANCH CO | COM | 879080109 |  | 165761 | 10373 | SH |  | SOLE |  | 0 | 0 | 10373 |

---